Customer Service Representative
Indianapolis, IN jobs
Provides support to members, Posts and Departments of The American Legion. Responds to inquiries or requests (verbal, written, electronic) pertaining to Emblem catalog orders, American Legion membership, fund raising, various programs, and related organizations (i.e. SAL) or other customers.
ESSENTIAL FUNCTIONS:
Responsible for answering telephone calls from approximately 8 incoming lines. Requires appropriate communication skills for proper handling, resolution, response, and follow-up, when required. Response may require written or verbal communication, or both.
Responds to correspondence regarding American Legion membership, programs, procedures and other miscellaneous inquiries or requests.
Although form letters are used extensively, the ability to determine an appropriate response is critical.
Must be able to construct a written business reply when form letters are not appropriate.
When required, must be able to determine and prepare correct shipment of printed materials.
Enters appropriate transactions relating to the Personify constituent database according to established Data Entry Standards in accordance with U.S. Postal Service specifications.
Must be thoroughly familiar with the Personify databases in order to resolve problems and respond quickly and accurately to inquiries.
Must be familiar with all divisions of The American Legion, including their functions and the various programs of responsibility, as well as the structure of The American Legion Organization.
Provides support/assistance for processing of special projects/assignments of various terms of duration.
Tracks and reports daily production to the Customer Service Supervisor.
When necessary, serves as back-up support to other functional areas of Member Support Services, including data entry or other clerical duties.
Must be able to work overtime hours when needed, which requires early arrival and/or late departure, and includes Saturdays, when necessary.
Other duties as assigned.
REPORTING RELATIONSHIP (reports directly to): Customer Service Supervisor
MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS (Select only one under each category):
Education/Technical Knowledge:
Requires a thorough knowledge of a given vocation or trade procedures, or a working knowledge of broad shop or trade procedures, or training in commonly used commercial or business machines, methods, and practices.
Additional Skills Needed:
Must possess basic PC skills and be familiar with Microsoft Office Suite software (MS Word, MS Excel, etc.).
Must be thoroughly familiar with the Legion's Personify system, Emblem POS, Zendesk ticketing system, and The American Legion's Data Entry Standards in accordance with USPS guidelines.
Above-average written and verbal skills are required, as well as problem solving abilities.
Prefer training in professional telephone skills.
Must demonstrate ability for data entry rate of no less than 8000+ kph with minimal errors.
Must be flexible and easily adapt to changing procedures and priorities.
Experience:
One year up to 3 years
Onsite Medicaid Eligibility Representative
Columbus, OH jobs
Pay Rate: $17.50/hr. based on experience, plus monthly bonus ($0- 300) after 90 days.
Hours: Monday - Friday 9:30am-6:00pm
Who is Hospital Referral Services?
No one wakes up in the morning and says, "Today I want to go to the hospital". We are here to help when the unexpected happens. Hospital Referral Services on-sites screen and help patients bedside to see what assistance programs the uninsured or underinsured may be eligible to receive.
HRS's team of experts helps guide patients through the Medicaid process so the patient can focus on recovery.
Hospital Referral Services has an opening for an Onsite Medicaid Screening Representative. We are looking for a self-motivated professional to add to our growing team. If helping people is something you enjoy, this may be the right job for you.
Our employees voted us Top Workplaces 4 years in a row!
The Onsite Medicaid Eligibility Representative will be responsible for:
Review the hospital work queue or census to identify uninsured patients that are admitted to the Emergency Room.
Screen/Interview patients bedside in hospital setting to determine possible eligibility for any assistance programs available including Medicaid and charities.
High volume of walking and standing. (70% - 80% of your shift)
The Onsite Medicaid Screening Representative will complete applications for Medicaid benefits and charity programs as needed.
Maintain a positive working relationship with co-workers, hospital staff, and patients.
Abide by HIPAA rules and regulations to protect patients privacy.
The Onsite Medicaid Screening Representative will meet production goals and objectives as assigned by hospital and management on a monthly basis.
Maintain confidentiality of account information at all times.
PM21
Requirements:
Requirements for the Onsite Medicaid Screening Representative:
Previous customer service experience preferred.
Must have basic computer skills.
Must be able to multitask and type minimum 40 WPM
Must have reliable transportation.
Good attendance and dependability are essential.
Successful completion of drug and background test is required.
Annual Flu shots and TB testing is required
The Onsite Medicaid Screening Representative must have availability to work some holidays.
Please apply at: revenuegroup.com/careers
EEO Statement:
We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws.
PM21
Compensation details: 17.5-17.5 Hourly Wage
PI4f89d8df97db-31181-39155499
Client Specialist
Columbus, IN jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM3
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Client Specialist
Cincinnati, OH jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplySenior Client Outcomes Specialist - Eastern Alliance
Carmel, IN jobs
An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance?At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm-and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States.This position supports our workers' compensation line of business, Eastern Alliance. While we prefer the position to be hybrid and based in our Carmel, IN office, we're also open to fully remote candidates located in Michigan, Kentucky, Tennessee, or elsewhere in Indiana.
Our Client Outcomes team members travel periodically to support the needs of the business.
The primary responsibility of the Client Outcomes Specialist is to serve as the internal champion of the Eastern Way, Client Services, and Return to Wellness (RTW), and to maximize the favorable outcomes and financial benefits of these philosophies and protocols for the Company, its team members, agents, policyholders, and injured workers. Working under minimal supervision, this position will be partnering with the regional service teams to ensure that the Eastern Way, Client Services, and RTW are effectively and consistently executed across the Company.
What you'll do:
60% - Executes Client Services protocols. Provides Client Services oversight for the Company's Large Accounts and accounts over $100,000 in manual premium, for all product offerings (Guaranteed Cost, Retros, Large Deductibles, Specialty Risk and Inova) across all Regions. Supports the consistent execution of Eastern's Service Cycle, including:
Independently coordinates, schedules and leads Client Services meetings, including:
New business acquisition and set up - Point of Sale.
Proper planning and execution of New Account Orientation and set up.
Sends welcome email and follows up regarding initial needs.
Serves as an active presenter by reviewing materials at the annual stewardship meeting to discuss and present solutions.
Key contributor in Claim Review meetings.
Fields the requests, coordinate with team members, prepares materials.
Functions as subject matter expert in RTW, Client Services and Eastern Way strategies.
Under minimal guidance and direction, develops service plans and follows through on, execution and measurement.
Provides ideas and feedback regarding needs to develop and refresh materials, works with Marketing to execute.
Functions as a point person for client specific needs and maintains consistent expectations regarding service across all teams.
Analyze accounts where the company was not successful (new and renewal) by making recommendations for improved outcomes. Recommendations to be reviewed with assigned underwriter and review with appropriate team members as a learning opportunity.
Assist teams in analyzing account trends throughout policy term and plan appropriate action steps to address/communicate.
Acts as a point of contact for any special reports to assist with trending discussions.
Facilitates claim system and/or website training for customers and agents.
Establishes and maintains location codes for accounts.
Works with the Claim Support team to update claims.
Coordinate and lead the roll out of new client facing tools and materials.
Educates internal team members, agency partners and clients.
Works with the policy support team to create account specific panels and serves as the contact for requests from both internal and external customers.
Serves as a key contributor to provide feedback and determine future service needs at large account meetings.
Attend and/or participate in industry related events related to Client Services.
Serve as a resource and active participant in projects related to improving customer engagement. Work with Supervisor of Client Outcomes to research and recommend Insurtech offerings.
Continuously analyze current Client Services model for improvements in efficiency and effectiveness.
Actively scan the insurance marketplace to identify current trends, competitive offerings and emerging ideas that specifically serve large customers.
25% - Executes RTW protocols. Serves as a subject matter expert on RTW. Supports the consistent execution of RTW in the following ways:
Leads the RTW Committee.
Attends Service Team and Department meetings to participate in account-specific RTW discussions and action plans.
Works directly with Service Teams, agents, and insureds on an as-needed basis to facilitate resolution of RTW issues.
Tracks and reports on RTW initiatives, results, and financial outcomes.
Monitors RTW log; provides timely and immediate feedback to Supervisors and Managers to address RTW-related performance and training issues.
3% - Facilitates team collaboration and communication. Assist with problem/complaint resolution when necessary. Communicates successes and accomplishments internally and externally. Manages SharePoint utilization & maximization.
3% - Interacts with agency partners (e.g. attends agency visits and events, etc.) and collaborates regularly with Marketing team.
3% - Participate in the development and execution of annual strategic initiatives to support the Eastern Way/Client Services model.
3% - Offer mentoring and guidance for assigned Client Outcome team members and less experienced Client Outcome team members in the organization.
3% - Works with Supervisor of Client Outcomes to conduct RTW and Client Services trainings for new RM, Claims and UW team members.
What we're looking for:
Bachelor's degree is required. A minimum of seven years of experience in workers' compensation insurance in an underwriting, claims, marketing and/or risk management capacity. Advanced knowledge of workers' compensation claims preferred. A CPCU or other related industry designation is preferred.
Demonstrates advanced technical proficiency in Client Outcomes skills through achieving targeted financial and operational results.
Proven leadership skills with the ability to effectively coach, motivate and develop staff.
Excellent written and verbal communication skills with proven ability to coach, lead, influence and motivate others is required.
Excellent time management skills.
Strong analytical ability, to gather data and summarize for reports; find solutions to problems and prioritize work.
The ability to drive financial results on Client Services and Return to Wellness initiatives.
Ability to lead and instill confidence in others through professional credibility with all levels of the organization as well as with outside customers and agents.
Knowledgeable in various software packages, including Microsoft Office products, such as Word, Excel, PowerPoint, Outlook.
#LI-Hybrid
We are committed to providing a dynamic and inclusive environment where everyone can do their best work and grow personally and professionally.
For that reason, we partner with The Predictive Index (PI) - an organization equally committed to improving the working lives of people, to help us hire the best talent by providing additional insight about one's work style.
The position you applied to requires completion of two assessments prior to being scheduled to interview with a hiring manager.
A Talent Acquisition team member may review your application and contact you before the assessment is complete.
These assessments are Behavioral and Cognitive (internal candidates will only receive the Behavioral assessment), and each assessment takes less than 12 minutes to complete.
After submitting your application, you will receive two emails from The Predictive Index inviting you to complete each of these assessments (please check your SPAM or Junk email folder if you do not see these emails in your inbox).
Position Salary Range
$64,930.00 - $107,146.00
The salary range displayed represents the entirety of the pay grade for this position. Most candidates will start in the bottom half of the range. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have, your location and comparison to other team members already in this role.
Build your career with us and enjoy access to a best-in-class benefits program.
Auto-ApplyClient Specialist
Mishawaka, IN jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM2
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyClient Specialist
Lynchburg, VA jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM5
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Client Specialist
Lynchburg, VA jobs
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach.
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not required.
#LI-PWM5
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Auto-ApplyAssociate Customer Service Representative Everyday Banking
Roanoke, VA jobs
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers.
In this role you will:
Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems
Regularly receive direction from supervisor and escalate questions and issues to more senior employees
Interact with team on basic information, plus internal or external customers
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
Ability to execute in a fast paced, high demand, metric driven call center environment
Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
Knowledge, understanding and experience of internet, mobile, and social media technology
Job Expectations:
Must be able to attend full duration of required training period
This position is not eligible for Visa sponsorship
Ability to work additional hours as needed
Schedule may be eligible for a shift differential under the terms of the shift differential policy
Must work on-site at the location posted
Training and Schedule:
You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
Training class starts on 02/02 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training.
We're open from Sunday - Saturday, 6:00 am - 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.
Compensation:
Starting rate $20.00 per hour
Posting Location(s):
7711 Plantation Rd Roanoke VA 24019
@RWF22
Posting End Date:
9 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Customer Service Center Representative - Operations Center
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Auto-ApplyCustomer Service Center Representative - Operations Center
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* To serve our customers in a professional and caring manner.
* Adhere to CSB Customer Service & Retail Ready! Standards
* Follow CSB professional standards of dress and conduct
* Build rapport with customers by asking quality questions to help meet their needs.
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
* Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
* Service customers in a professional, efficient and expedient manner.
* Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
* Resolve difficult transactions and/or sensitive customer relations.
* Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
* Must have excellent working relationship with all departments of the Bank.
* Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
* Research issues which arise from customer questions when an immediate answer is unable to be given.
* Must be able to follow-thru and get back to customer in a timely manner.
* Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
* No customer shall go longer than 24 hours without at least an update to the situation.
* Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
* Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
* Must be able to work independently and make the necessary decisions to take care of the customer.
* Daily and backup responsibilities for Bank Operations
* Will also assist the Bank Operations Manager with special projects.
* Create reference material for CSC staff members.
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
* Competitive base wage
* Incentive compensation and profit sharing
* Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
* Paid time off for vacation, illness, bereavement, and jury duty
* 401(k) with an employer match and on-site advisers
* Employee Assistant Program (EAP) with free access to mental health resources
* Comprehensive wellness program with financial incentives to promote a healthy lifestyle
* Training and professional development opportunities to help you reach your long-term goals
* Paid holidays available immediately upon hire
* Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Customer Service Center Representative - Operations Center
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
Auto-ApplyClient Relationship Specialist
Richmond, VA jobs
Blue Ridge Bank is an equal opportunity employer and prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, selection for training, promotion, demotion, discipline, rates of pay or other compensation, transfer, layoff, termination, recall, use of all facilities, and participation in all Company sponsored activities.
Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.
This role works with the commercial bankers and their respective portfolios in the Central Virginia Market to administer various ongoing client servicing and portfolio management functions, deliver comprehensive and prompt customer service to internal and external customers and exercise quality control oversight in the execution of all duties. May escalate complex issues and challenges a Business Banker or Sr Client Relationship Specialist.
Key Responsibilities:
* Deliver excellent customer service through being responsive and communicating effectively.
* Assist clients and prospects by providing information and prompt solutions as necessary.
* Establish and maintain effective internal/external working relationships as required by specific job duties.
* Receive and process incoming customer requests for advances, paydowns, transfers and wires.
* Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities.
* Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed.
* Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients.
* Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files.
* Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways.
* Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations.
* Prepare documents, forms and communications with accuracy and attention to detail.
* Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct.
* Understand and uphold internal policies, standards, procedures and practices to the assigned function.
* Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.)
Requirements
Required Experience/Education:
* Some relevant experience. Customer service and background in Retail/Commercial products preferred.
* General understanding of collateral requirements and other loan terms with general exposure to loan documentation.
* General understanding of state and federal regulatory/reporting/recording requirements pertaining to assigned function.
* Communicate effectively in oral and written communication.
* Ability to meet deadlines and conduct timely follow-up.
* Knowledge and experience reviewing financial data and credit information.
Required Skills/Knowledge:
* Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the client's business and personal financial goals.
* Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
* Must be proficient in all Microsoft Office software, familiarity with prospecting and CRM sales tools preferred.
* Customer service experience
Client Relationship Specialist
Richmond, VA jobs
Blue Ridge Bank is an equal opportunity employer and prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. This applies to all terms and conditions of employment including, but not limited to, recruiting, hiring, selection for training, promotion, demotion, discipline, rates of pay or other compensation, transfer, layoff, termination, recall, use of all facilities, and participation in all Company sponsored activities.
Blue Ridge Bank is extremely proud of its more than a century of customer-based service and looks forward to serving its current and new customers for many years to come, with the attention and service that only a locally owned independent community bank can provide. At Blue Ridge Bank our purpose is to be a trusted partner OF CHOICE in helping our customers achieve their financial goals and that includes you as well! Our Core values of teamwork, integrity, respect, open communication and honoring our commitments to each other, serve as our compass, driving us forward with purpose. These values guide our actions and shape our culture to deliver on our purpose. They influence our decision-making and define how we interact with one another and our customers.
This role works with the commercial bankers and their respective portfolios in the Central Virginia Market to administer various ongoing client servicing and portfolio management functions, deliver comprehensive and prompt customer service to internal and external customers and exercise quality control oversight in the execution of all duties. May escalate complex issues and challenges a Business Banker or Sr Client Relationship Specialist.
Key Responsibilities:
Deliver excellent customer service through being responsive and communicating effectively.
Assist clients and prospects by providing information and prompt solutions as necessary.
Establish and maintain effective internal/external working relationships as required by specific job duties.
Receive and process incoming customer requests for advances, paydowns, transfers and wires.
Within assigned scope of authority and within terms of lending limits they will advance for overdrafts, assist with credit extensions and draws on credit facilities.
Support the sales process by offering depository and cash management products as appropriate; refer client to other lines of business as needed.
Maintain current knowledge of commercial account products and procedures to resolve problems and answer questions from clients.
Sort, file, classify, and retrieve material in an established filing system including but not limited to customer credit files.
Search records, both internal and external, such as UCC searches, credit reports, county property records, prospect data bases, secretary of state records, client records, and others, to locate specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways.
Transaction processing includes those involving complex steps such as determination of compliance with credit approvals and regulations.
Prepare documents, forms and communications with accuracy and attention to detail.
Independently examine/validate documents, identify variances, errors or procedural non-compliance and take appropriate action to correct.
Understand and uphold internal policies, standards, procedures and practices to the assigned function.
Acts are part of the first line customer contact and support, and is involved in lending operational activities (document preparation, processing, servicing, etc.)
Requirements
Required Experience/Education:
Some relevant experience. Customer service and background in Retail/Commercial products preferred.
General understanding of collateral requirements and other loan terms with general exposure to loan documentation.
General understanding of state and federal regulatory/reporting/recording requirements pertaining to assigned function.
Communicate effectively in oral and written communication.
Ability to meet deadlines and conduct timely follow-up.
Knowledge and experience reviewing financial data and credit information.
Required Skills/Knowledge:
Ability to build strong "One Bank" internal partnerships to provide holistic solutions for the client's business and personal financial goals.
Demonstrates strong verbal and written communication skills, with particular emphasis on experience in face-to-face negotiations.
Must be proficient in all Microsoft Office software, familiarity with prospecting and CRM sales tools preferred.
Customer service experience
HR Connect Service Center Representative
Evansville, IN jobs
Full Time The HRConnect Service Center Representative provides centralized human resource services and responses supporting all HR functions for team members, candidates as well as external customers. **In the Role** + Follows established standards and procedures for handling inquiries, transactions and administration of human resource matters and programs to ensure efficient resolution.
+ Provides assistance navigating internal resources on self-service and HR technology tools.
+ Coordinates service and resolution with various HR functions and escalated matters as necessary.
+ Performs administrative/operational/customer support duties requiring independent initiative and judgment through various delivery channels such as telephone, e-mail, and electronic delivery systems.
+ Effectively communicate with strong written and verbal skills
+ Demonstrate active listening and remain professional during stressful interactions
+ Work simultaneously in various HR systems
+ Engage with others in a positive manner.
**Requirements**
+ High School Diploma / GED
+ 2-4 years of experience in Human Resources or in a related area
+ Demonstrated ability to provide excellent customer service while multitasking
+ Multi- task with attention to detail
**Preferred:**
+ Experience using web-based call center or human resource management systems such as Workday and ServiceNow preferred
+ Inbound call center experience a plus
+ Working towards and degree in Human Resources or related area preferred
**Location Evansville, IN**
**Who we Are**
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.
Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. 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.
Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with:
+ Health and wellbeing options for team members and their dependents
+ Up to 4% matching 401(k)
+ Employee Stock Purchase Plan (10% share discount)
+ Tuition reimbursement
+ Continuing education
+ Bonus eligible
+ Paid time off
+ Paid volunteer time
+ And more
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) and Affirmative Action (AA) employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identify, national origin, age, marital status, protected veteran status, or disability status.
HR Connect Service Center Representative
Evansville, IN jobs
Full Time
The HRConnect Service Center Representative provides centralized human resource services and responses supporting all HR functions for team members, candidates as well as external customers.
In the Role
Follows established standards and procedures for handling inquiries, transactions and administration of human resource matters and programs to ensure efficient resolution.
Provides assistance navigating internal resources on self-service and HR technology tools.
Coordinates service and resolution with various HR functions and escalated matters as necessary.
Performs administrative/operational/customer support duties requiring independent initiative and judgment through various delivery channels such as telephone, e-mail, and electronic delivery systems.
Effectively communicate with strong written and verbal skills
Demonstrate active listening and remain professional during stressful interactions
Work simultaneously in various HR systems
Engage with others in a positive manner.
Requirements
High School Diploma / GED
2-4 years of experience in Human Resources or in a related area
Demonstrated ability to provide excellent customer service while multitasking
Multi- task with attention to detail
Preferred:
Experience using web-based call center or human resource management systems such as Workday and ServiceNow preferred
Inbound call center experience a plus
Working towards and degree in Human Resources or related area preferred
Location Evansville, IN
Who we Are
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.
Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. 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.
Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with:
Health and wellbeing options for team members and their dependents
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Continuing education
Bonus eligible
Paid time off
Paid volunteer time
And more
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) employer. Qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship status, color, creed, culture, disability, ethnicity, gender, gender identity or expression, genetic information or history, marital status, military status, national origin, nationality, pregnancy, race, religion, sex, sexual orientation, socioeconomic status, transgender or on any other basis protected by law.
Auto-ApplyCard Services & Dispute Specialist
Newburgh, IN jobs
Start your career with Heritage Federal Credit Union! Heritage Federal Credit Union, a Readers' Choice Best Credit Union gold award recipient, is growing thanks to the focus on helping our members and community. At Heritage, we foster a dynamic and collaborative environment where your contributions truly make a difference. As we continue to expand, we are searching for a Card Services & Dispute Specialist to join our amazing team!
The Card Services & Disputes Specialist plays a vital role in managing disputes across Card Services, Digital Banking, and Deposit Operations, ensuring timely, compliant, and member-focused resolutions. The Card Services & Disputes Specialist is expected to provide exceptional service to both internal teams and external members, maintaining professionalism, accuracy, and efficiency in every interaction.
What you'll do:
* Accurately process dispute types in compliance with applicable regulations and network rules (e.g., Visa, Accel, Regulation E, NACHA), including:
* Debit and credit card transactions
* ATM transactions
* ACH entries
* Zelle payments
* Perform general ledger reconciliations related to dispute activity.
* Execute daily card maintenance in core banking and card systems (e.g., Fiserv, ARCOT, Visa).
* Process service events and requests related to card accounts.
* Support retail branches with card issuance logistics and inventory orders.
* Review and correct card creation data submitted by branches.
* Verify and reconcile plastic card orders and shipments.
* Complete Instant Issue reports and balance reconciliations.
* Monitor and respond to fraud alerts per established procedures to minimize member and institutional losses
* Provide operational assistance to Deposit Operations as needed
* Respond to inquiries from members and staff related to card products and services.
Qualifications/Experience Required:
* High school graduate or equivalent. A bachelor's degree in business, finance, or related discipline is advantageous but not required.
* Basic knowledge of card practices and policies.
* Intermediate Excel and Word knowledge.
* Previous experience with dispute processing and card processing is preferred but not required.
* Detail oriented
* Critical Thinking skills
* Good interpersonal skills
About Heritage Federal Credit Union
Heritage Federal Credit Union is a full-service financial institution with over $1 billion in assets and serves more than 65,000+ members in Gibson, Posey, Warrick, Vanderburgh, Daviess, Knox, Spencer, Pike, Perry, Crawford, Clark, Floyd, or Harrison Counties in Indiana; or Henderson, Daviess, Hopkins, Hancock, Ohio, McLean, Webster, Union, or Crittenden Counties in Kentucky; or Lawrence, Wabash, White, Gallatin or Hardin Counties in Illinois. As a nonprofit, credit unions provide low-cost financial services to their members and are mission driven. Founded in 1965, Heritage Federal is committed to improving daily lives of those we live and work with, providing members the best financial products and services, and giving back to the local communities through donations, sponsorships, and volunteerism. More information regarding Heritage Federal Credit Union can be located at heritagefederal.org.
EOE
Client Relationship Associate
Avon, OH jobs
The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch.
The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed.
Duties and Responsibilities:
Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary.
Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3.
Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service.
Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures.
As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately.
May float to other bank branches as needed.
Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations.
Other Duties as assigned.
The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC.
We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Requirements:
Qualifications and Skills:
0-2 Years of banking experience is required.
Experience handling cash is required.
High School Diploma or equivalent is required.
Experience in customer service is preferred.
Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred.
Driver's license is required (for float positions)
Necessary competencies:
Accountability
Coachability
Change Champion
Communication
Detail Orientation
Organizational Savvy
Process Oriented
Service Orientation
Physical Environment:
While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.
The employee must occasionally lift and/or move up to 25 pounds.
The noise level in the work environment is usually quiet to moderate.
This position is performed in a retail bank setting.
Employee must be able to work days and hours that branch is open including weekends and overtime as needed.
PI572d3aaf72df-31181-39230096
Account Services Represenative
Gallipolis, OH jobs
Job Details Gallipolis, OH $18.34 Description
Responsible for opening and servicing accounts, cross-selling other company products and maintaining quality relationships between OVB and our customers. Also, ensuring the validity of items presented, according to the policies and procedures of OVB, applying to correct accounts, and proper identification of customers. Assist customers with fraud activity on accounts and debits.
Accept cash items from customers for deposits. Handle withdrawals from and deposits to savings and checking accounts. Take installment loan payments. Maintain a running account of all transactions. Job requires extensive on-the-job training for proficiency.
Qualifications
*Customer Service (banking) preferred
*Sales
*Clerical skills
*Basic PC skills
*Excellent communication skills
*Must maintain confidentiality
*Detail Oriented
*Ability to maintain considerable tact with difficult and/or irate customers, yet remain personable
*Ability to work efficiently under pressure
*Ability to operate most standard office equipment
*Ability to be flexible with work schedule (overtime or extended hours when necessary)
*Ability to sit for extended periods of time
*Ability to lift coin bags (up to 25 lbs.)
*May require occasional travel
Credit Bureau Dispute Specialist
Evansville, IN jobs
The Credit Bureau Disputes Department's primary responsibility is to research and respond to credit reporting disputes. Key responsibilities for the Senior Dispute Resolution Specialist include researching, resolving and responding to customer disputes related to credit bureau reporting, responding to other customer information requests from internal departments (legal, regulatory, etc.), taking inbound customer phone calls regarding credit reporting disputes, and entering information into the Credit Bureau Dispute database.
The Senior Dispute Resolution Specialist can perform all tasks and responsibilities efficiently and consistently.
**In the Role**
+ Answer/Resolve Credit Bureau disputes proficiently by following department policies and procedure Exceed department productivity standards, while maintaining a high level of quality
+ Enter data into dispute database
+ Provide high quality customer service when handling inbound phone calls from internal and external customers and from centralized departments and branch network.
+ Performs all other duties as assigned by Management
+ Provide peer coaching on best practices, where appropriate
+ Actively participates in team meetings
+ Maintains appropriate position documentation
**Requirements**
+ High School diploma / GED or higher
+ 2 year or more customer service or related business experience
+ Ability to manage multiple responsibilities, while adhering to the department's productivity and quality standards
+ Strong problem-solving skills and the ability to work productively in a team environment
+ Ability to understand and interpret customer disputes, questions and requests
+ Maintain a professional demeanor
+ Basic computer processing knowledge
**Location:** Evansville. IN.
**Who we Are**
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.
Driven collaborators and innovators, our team thrives on transformative digital thinking, customer-first energy and flexible work arrangements that grow lives, careers and our company. 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.
Because team members at their best means OneMain at our best, we provide opportunities and benefits that make their health and careers a priority. That's why we've packed our comprehensive benefits package for full- and some part-timers with:
· Health and wellbeing options for team members and their dependents
· Up to 4% matching 401(k)
· Employee Stock Purchase Plan (10% share discount)
· Tuition reimbursement
· Continuing education
· Bonus eligible
· Paid time off
· Paid volunteer time
· And more
OneMain Holdings, Inc. is an Equal Employment Opportunity (EEO) and Affirmative Action (AA) employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identify, national origin, age, marital status, protected veteran status, or disability status.