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Who We Are:
Monterey Financial is a multi-year winner of the San Diego Business Journal's "Best Places to Work in San Diego"!
For over 30 years, Monterey Financial Services has been providing superior solutions and performance for businesses looking for consumer financing, loan servicing, and debt collection from its headquarters in Oceanside, California. Our team is made up of talented and dedicated individuals who are both competitive and team-oriented. Monterey Financial is a diverse, niche organization unlike any other in the industry, with significant advancement and growth opportunities.
Who We Are Looking For:
We succeed when our employees succeed. Monterey Financial is looking for motivated individuals with strong communication skills who are eager to take on new challenges in a fast-paced environment. We want candidates looking for long-term career opportunities who are eager to grow and learn.
Summary of Role:
As an Account Representative with Monterey Financial, you will help consumers take control of their financial future by utilizing excellent customer service and negotiating skills.
Essential Responsibilities:
Education and/or Experience.
Licenses/Certifications:
Physical Demands:
This job operates its functions in a professional office environment. While performing the duties of this position, the employee is regularly required to talk or hear using a telephone headset and is required to sit for a long period while using a computer. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The noise level in the work environment is usually moderate.
Essential responsibilities listed above do not incorporate all duties tied to this position, additional tasks may be assigned or changes as needed. Reasonable accommodations may be made to individuals with disabilities to perform the essential duties.
What We Offer:
Monterey has been named as one of the Best Places to work in San Diego, highlighting our culture, great benefits, opportunities for growth, and commitment to our employees. At Monterey Financial Services, LLC, we offer our employees a career and not just another job. We pride ourselves on long-term employee retention, which is proven by the large percentage of our team who have been with Monterey for over a decade. In addition, you will be joining an inclusive and diverse company culture that puts their employees first and shows them the recognition they deserve. There is no better feeling than being appreciated, which is why we have implemented many different ways to say “Thank you!” to our team in addition to our competitive starting pay and benefit package.
Additional Perks & Benefits:
This position also comes with monthly bonus opportunity based on performance, which can earn employees several hundred dollars per month on top of their hourly salary!
Monterey Financial Services, LLC is an Equal Opportunity Employer. We do not discriminate against any employee or applicant because of race, color, religion, sex (including pregnancy, gender identity, and sexual orientation), parental status, national origin, age, disability, genetic information (including family medical history), political affiliation, military service, or any other basis protected by law.
Qualifications and skills:
Full Time
$40k-53k (estimate)
04/02/2023
08/24/2024
The job skills required for Account Representative include Customer Service, Communication Skills, Financial Services, Problem Solving, Time Management, etc. Having related job skills and expertise will give you an advantage when applying to be an Account Representative. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Account Representative. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Account Representative positions, which can be used as a reference in future career path planning. As an Account Representative, it can be promoted into senior positions as an Account Services Representative, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Account Representative. You can explore the career advancement for an Account Representative below and select your interested title to get hiring information.
If you are interested in becoming an Account Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Account Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Account Representative job description and responsibilities
Account representatives are often responsible for nearly all aspects of maintaining long-lasting client relationships.
12/11/2021: Alexandria, LA
Account representatives must also keep strict financial records of every sales transaction.
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Account representatives need to have good communication skills to make successful sales.
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Account representatives must build relationships with clients to maintain their account and continue to sell renewals or additional products or services.
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Account representative built strong rapport & trust with key stakeholders of wholesale businesses, grocers, chain retailers, fine dining establishments, juice bars, and processors.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Account Representative jobs
Account representatives take calls, field questions, and ensure any and all concerns a client might have are addressed by the sales and creative teams.
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A typical Account Representative earns the following wages (national and state).
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Reviews from Evantage employees about working as an Account Representative at Evantage.
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Build an optimized Account Representative resume quickly and easily using these skills.
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Don’t worry -- plenty of students have landed strong account representative roles without extensive work experience.
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Step 3: View the best colleges and universities for Account Representative.