Banking and Financial Services Jobs in Claremont, CA

About Auris

Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive.

Job Summary

Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM).

Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses.

During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in.

Responsibilities

• Responsible for prospecting new clients
• Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas.
• Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN
• Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date.
• Attend weekly team meeting and weekly one-on-one with leader
• Additional responsibilities may be assigned as needed

Minimum Qualifications

• 18 years of age or older
• Valid Driver’s License and valid automobile insurance
• Successful completion of pre-employment background check
• Must live in area relative to job posting location
• At least two years of relevant experience
• Excellent prospecting, communication, presentation, and networking skills
• Works well independently and as part of a team
• Incentive-driven sales “hunter”
• Professional demeanor and impeccable integrity
• High sense of urgency and innate sales talent
• Enjoys cold-calling and speaking with people face to face
• Accountable for measurable, high-quality, timely results
• Ability to be in the field, a minimum of 50% of the time

Preferred Qualifications

• High school diploma/GED
• Prior experience in a B2B Sales role
• Prior experience with a CRM tool, such as Salesforce or Hubspot

Competencies

• Awareness
• Driven
• Resilient
• Respectful
• Committedness

Compensation (pay transparency) and Benefits

• It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy.
• We're not messing around with compensation. A first-year professional may expect an average of $120,000 - $170,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity.
• We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement.

***State Specific***

Nevada and Colorado

Controller

Location: North Orange County, CA | Fully Onsite

Compensation: $150,000–$160,000 base + bonus

Must hold active CPA in California

We are partnering with a stable, profitable manufacturing company to hire a hands-on Controller. This role works closely with a long-tenured CFO and leads all accounting operations across multiple facilities.

Key Responsibilities

• Lead monthly, quarterly, and annual close in full GAAP compliance
• Maintain strong internal controls and oversee audits and tax compliance
• Manage manufacturing cost accounting, inventory, and variance analysis
• Support budgeting, forecasting, and financial analysis
• Partner with operations to improve margins and processes
• Lead and develop an accounting team (3–5 direct reports)
• Support ERP systems and continuous improvement initiatives

Required Qualifications

• Active CPA license in California (required)
• Bachelor’s degree in Accounting or Finance
• Strong GAAP accounting and internal controls experience
• Manufacturing industry background (highly preferred)
• Proven team leadership and management experience
• Stable job history with long-term tenure
• ERP experience (NetSuite, SAP, Oracle, or similar)
• Comfortable wearing many hats in a hands-on environment

Why This Role

• Long-term leadership opportunity
• Stable and profitable manufacturing environment
• High visibility role working directly with the CFO
• Competitive base salary, bonus, and full benefits

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED
• Bilingual - Spanish

Preferred:

• Sales, Collections or Customer Service experience

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
• Up to 4% matching 401(k)
• Employee Stock Purchase Plan (10% share discount)
• Tuition reimbursement
• Paid time off (15 days' vacation per year, prorated based on start date)
• Paid sick leave as determined by state or local ordinance (prorated based on start date)
• 11 Paid holidays (4 floating holidays, prorated based on start date)
• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.

In the Role

• Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
• Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
• Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
• Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
• Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
• Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
• Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options

Requirements:

• High School Diploma or GED
• Bilingual - Spanish

Preferred:

• Sales, Collections or Customer Service experience

Location: On site

The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.

Who we Are

A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:

• Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
• Up to 4% matching 401(k)
• Employee Stock Purchase Plan (10% share discount)
• Tuition reimbursement
• Paid time off (15 days' vacation per year, prorated based on start date)
• Paid sick leave as determined by state or local ordinance (prorated based on start date)
• 11 Paid holidays (4 floating holidays, prorated based on start date)
• Paid volunteer time (3 days per year, prorated based on start date)

OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.

In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.

At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.

Key Word Tags

Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Customer Service Rep (Banking / Financial Industry)

Location: San Dimas, CA 91773 (Must be local to the area)

Duration: 3–9 Month Contract (project-based; potential for extension based on business needs)

Pay Rate: $25/hour (Weekly pay + benefits available)

Schedule: M-F Full-time start times either 7:30am or 8am– 5:30 PM (schedule may rotate)

About the Role

We are seeking a Customer Service Representative with banking, credit union, or mortgage industry experience to support a high-volume contact center during a system merger initiative.

This role is phone-heavy (majority of the day on calls) and requires someone comfortable assisting customers across a wide range of banking-related inquiries. You will serve as a one-stop support resource, helping customers resolve questions efficiently before escalation when possible.

Key Responsibilities

• Handle 50–80 inbound calls daily assisting customers with account inquiries, transactions, and general banking support

• Provide accurate, efficient, and professional customer service in a fast-paced environment

• Assist customers with a variety of financial topics (accounts, loans, general banking questions)

• Perform light cross-selling of products/services when appropriate (no aggressive sales required)

• Accurately document call details, notes, and transactions in internal systems

• Manage email communication and follow-ups with strong attention to detail

• Navigate multiple systems while maintaining accuracy and efficiency

• Follow company policies, procedures, and compliance standards

• Collaborate with team members and escalate issues when needed

Required Qualifications

• High school diploma or equivalent

• Minimum 1+ year of experience in banking, credit union, or mortgage industry (REQUIRED)

• Customer-facing experience within banking (e.g., teller, member services, banking support)

• Comfortable working in a phone-heavy role (majority of the day on calls)

• Must enjoy speaking on the phone with customers

• Basic computer proficiency (typing, navigation, data entry, email communication)

• Strong attention to detail and accuracy

• Professional phone etiquette and communication skills

• Ability to follow directions and document information clearly

• Strong written communication (for notes and email follow-ups)

• Ability to work onsite in San Dimas, CA

Bonus – Not required

• Prior call center experience (high-volume calls)

• Experience with cross-selling or upselling (any industry — retail, restaurant, banking, etc.) *This is not sales – its offering options to customers.

• Bilingual (English/Spanish) – a plus

Additional Information

• This role is fully onsite in San Dimas, CA

• Assessment required (approx. 1.5 hours) covering typing, computer skills, communication, and attention to detail

• Must have reliable transportation

• Candidates must be comfortable working on the phone for most of the day

The client seeks a visionary and strategic Executive Director to lead their organization into a new era of impact, growth, and national visibility.

This role is central to championing a movement that leverages debate as a powerful tool for academic and personal development among thousands of students from underserved communities.

Debate is not just an extracurricular activity but a transformative experience that builds critical thinking, research, and communication skills while fostering confidence and civic engagement.

Formed in 2004, the client is a national nonprofit that serves as the cornerstone organization for a network of 20 Urban Debate Leagues across the United States.

These leagues deliver transformative debate programs annually to over 12,000 middle and high school students, most of whom come from communities with limited resources.

Despite challenges such as increased responsibilities at home, lack of conducive learning spaces, and unreliable internet accessespecially exacerbated by the pandemicthe client and its partners have remained committed to sustaining and innovating debate programs.

These initiatives have helped students continue to thrive in this formative activity, which provides a much-needed outlet and community for many.

The impact of the clients work is evidenced through higher graduation and college enrollment rates among its debaters.

Students in the network are 70% more likely to graduate on time compared to their non-debate counterparts, and 96% of network seniors plan to attend college.

Participants also exhibit significant gains in literacy, critical thinking, and academic performance.

Beyond academics, the client fosters leadership development, equipping alumni to become future leaders in various fields and engaged civic participants.

The mission focuses on advancing debate education in urban public schools to amplify youth voices and instill the confidence needed for future success.

Through debate, students discover their passion for learning and are empowered to succeed, graduating as engaged civic leaders with enhanced college and career opportunities.