Customer Service Representative jobs at Advance Financial

Job Type: Full-Time Exemption Type: Non-Exempt Wage Amount: $19.25 hourly minimum Join a wonderful team and work for an growing organization with a one-team spirit and where every voice matters! All Contact Center Consultants are eligible for incentives of up to $400 per month. The incentives will be payable so long as the Contact Center Consultant is employed by A+ Federal Credit Union in the Contact Center on the payment dates referenced above. The incentives are subject to required and authorized taxes, withholdings and deductions. Work from home eligibility after six months with Meets Standard Performance & Manager Approval. Are you ready for something new? Our Contact Center Consultants are the first responders for the Credit Union and work together in a One-Team Many-Voices environment. Through communication, training, and continued learning/development, you will be able to assist members with questions associated with many areas of the organization. Many of our consultants move on to become supervisors and/or work in other areas of our credit union. It s a wonderful place to build a solid understanding of our organization and to serve our membership! Join our team of professionals who are ready to assist, guide, and educate members to enhance their overall financial well-being. This is a great way to start your financial services career! Wage Amount $19.00/hr +$1.00/hr Call Volume Premium + Potential $2,400 Annual Incentive Bonus + Potential 4% Annual Company Bonus Apply today to be the voice of A+ Federal Credit Union! Essential Functions for Level I Answer all incoming calls within the established ring time goal Ensure proper identification of members using Security PINs or approved security questions prior to releasing information or conducting transactions Staying apprised of any phone, check or debit card scams to identify potential loss or fraud on every call Use pleasant, professional voice, and good listening skills to enhance service Assist members with loan inquires, which may include, payoff request, rate information, processing payments, establishing automatic transfers and payment history details Educate/advise members on questions relating to accounts, rate information, product or service requests, and/or error resolutions after completing any necessary research Promote and maintain quality internal service at all times in order to cultivate relationships with departments and branches to develop a team atmosphere within the Credit Union Attain and maintain knowledge of all credit union products and services Inform existing and prospective members of current promotions and new or updated products/services Utilize online account opening system to open various types of accounts for members, offering products/services in order to increase services per retail household Answer questions regarding cleared items, direct deposits, and various types of transactions on accounts Place applicable types of stop payments following appropriate procedures Be knowledgeable of regulation requirements as applicable to debit card holds, pending transaction processes, opting members in and out. Ability to explain requirements to the members Assist members with trouble shooting and resolving issues by accessing member s online activity and resetting or unlocking logins Prepare and submit all wire transfer requests following appropriate procedures Use DocuSign system to securely send appropriate requested documents to members for completion Use internal software to review and create copies of cleared items as requested Handle adjustments to credit union Member Rewards program Answer inquiries regarding funds availability/check holds and releasing holds within approved limits Handle debit card requests for ordering, blocking, and travel notifications Make fee reversal decisions within approved limits Expected to reach and maintain a minimum of 75% success in established sales goal referrals and 80% success in quality assurance monitoring Complete required assignments for Level I Perform other duties as required or assigned Miscellaneous Schedule and conduct monthly individual dialogs with Manager Assist with department projects, as assigned Participate in outside credit union sponsored activities and community/education events to increase credit union awareness *For more information about our hiring process and benefits, click the following link: ***************************** Job Requirements Education and Experience High school diploma or GED equivalent Minimum of six months financial institution experience or equivalent call center experience preferred Knowledge, Skills & Abilities Skilled use of phone system, computer, and all related software Excellent verbal and written communication skills Research, problem solving skills and dealing with potential conflict Basic math/accounting skills Bilingual Spanish preferred Desirable Traits Pleasant and professional appearance Pleasant speaking voice Good listening skills Enjoys working with public using courteous professional approach. Able to work flexible hours Dependable, independent worker Organizer and planner Possess decision-making abilities. Physical Functions Must have the ability/stamina to work at least 40 hours a week Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data Must be able to communicate heavily through telephone, e-mail and in-person communications Must be able to engage in problem-solving skills to help identify and solve potential issues in the field

START YOUR NEW CAREER FROM HOME - APPLY TODAY, START THIS WEEK! We're looking for motivated individuals ready to take control of their future. At Globe Life AO, you'll enjoy: Flexible schedules Full training provided High income potential All without leaving your home. No experience? No problem. We'll give you everything you need to succeed. ✅ WHAT WE OFFER: High earning potential - No cap on income Full training provided - No experience required Flexible schedules (Full-time or Part-time) 100% remote work from home Rapid career growth opportunities Hiring immediately - Start this week YOUR ROLE: Making outgoing calls, emails, texts and chats from clients Provide clear answers and process requests. Maintain professionalism and positivity. REQUIREMENTS: Computer/laptop with internet access. Positive, coachable, and reliable. Ability to work independently and with a team. No prior experience required - we train you! Must be willing to get Licensed in Life and Health Insurance Must be a US Resident AVERAGE EARNINGS: $800-$1,200 weekly (Weekly Commission based Salary + performance bonuses). APPLY NOW - INTERVIEWS ARE FILLING FAST! Your future is one click away. Hit Apply Now and start your new career from home this week. Spots are limited - don't wait!

Come join our GTE Financial team! We are looking for an individual who is a problem solver that is customer-focused for a Member Experience Advocate I. The Member Care Team is an empowered group of employees actively engaged in their growth and development, their department, their organization, and their community. The team takes ownership and accountability for creating an environment that drives innovation to deliver a remarkable member experience. Each employee is an owner of this experience and is committed to its success. What does GTE look for in a Member Experience Advocate? Experience: Manages inbound calls and/or virtual teller sessions. Resolves fundamental member inquiries about checking and savings accounts, transaction research, and balance inquiries. Ability to refer quality loan referrals based on member needs resulting in a higher level of member engagement. Gather information, analyze facts, and educate members on appropriate products/services to provide a one-point resolution. Ready to support members and team by being timely, prepared, and ready to assist members by delivering a great experience with a positive attitude. Ability to effectively present information in one-on-one and small group situations to members and other employees of the organization. Demonstrate proficiency and be knowledgeable about technology with the ability to quickly learn and access products through virtual banking. Operational: Adheres and remains updated on all Member Care and credit union procedures and policies. Ability to learn additional tasks through training and/or knowledgebase to advance to Member Experience Advocate II. Commit to achieving individual, team, and organizational goals. Communicate with the leadership team on a consistent basis. Engages in the team, organizational, and community initiatives. Responsible for completing all required training in a timely manner. Maintains current knowledge of all applicable compliance rules and regulations through assigned training. Working knowledge of Word, Excel, and Explorer; 10 key skills. Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to the U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, and Right to Financial Privacy Act, and the Bank Bribery Act. Bilingual preferred (English/Spanish). Required Qualifications: High school diploma or equivalent from an accredited institution. Some college preferred. Minimum 1-3 years' experience or combination of education and experience. Previous customer service, banking, and/or call center experience required. Position Details: Location: Downtown Tampa - GTE Headquarters Department Hours: Monday- Sunday (7:00 am to 8:00 pm) Full-time hours required, with additional hours as necessary to accomplish objectives, goals, and projects. The position is defined as remote in nature and may be changed at any time by management with appropriate notice, if possible. Required for Remote/Hybrid Work: A quiet workplace so you can focus on delivering excellent service to our members. Some positions will require performance standards to be met to qualify for alternative work arrangements. Required to have power and high-speed internet over 100MB (minimum). Video capability (connection of 1.5 Mbps up and down recommended). Candidates must provide and meet all technical requirements prior to the first day of training. Hybrid candidates must live within driving distance of the office location and be able to regularly commute to and from the office location as needed. Come and join our award-winning team! GTE Financial is an Equal Opportunity Employer. Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One. As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other. Job Description Elavon is looking for an Account Service Representative to join our rapidly growing digital sales team! The ASR will be a key member of Elavon's Digital Distribution organization, winning new customers via digital experiences. This role will be measured on sales enablement and efficiency, pipeline support, administrative process impact and revenue contribution. Job Functions You will be responsible for providing general administrative support to the Digital Sales team. The position will be responsible for supporting the teams by handling lower value and less complex sales and completion of administrative tasks. Other key areas of responsibility will include: Assist the Sales team with administrative tasks Contact customers on behalf of US Bank Merchant Services to follow up on inbound queries (i.e. sales opportunities). Proactively contact US Bank Merchant Services prospects and customers with information surrounding products and services. Prospect and build a pipeline of qualified leads by contacting existing and new customers via outbound phone calls and emails. Track all contacts and activities in the CRM database. Qualify prospects by using strategic questioning techniques. Identify and overcome objections and execute follow-up actions. Demonstrate high motivation, integrity, and competence to work in a fast-paced team environment. What You'll Bring Experience and interest in the payments or SaaS industry considered an asset. Strong adaptability and inclination for experimentation to meet evolving business needs. High energy and comfortable with digital tools and technologies to drive sales productivity. Coachability - seek feedback that will improve the team's performance. Excellent communication and interpersonal skills (verbal and written). Experience using Salesforce.com or another CRM, and Microsoft suite of office products. Basic Qualifications High school diploma or equivalent Typically three to five years of customer service experience Location: Atlanta, GA Required Schedule: Monday through Friday, 10am to 7pm ET If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Pregnancy disability and parental leave 401(k) and employer-funded retirement plan Paid vacation (from two to five weeks depending on salary grade and tenure) Up to 11 paid holiday opportunities Adoption assistance Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $22.50 - $30.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

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

Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team! BASIC RESPONSIBILITIES Responsible for creating a positive experience and image of GECU through greeting members, evaluating and responding to members' requests, recommending products and services to create member loyalty, rendering friendly service, and performing member transactions in an efficient manner. TYPICAL DUTIES Completes all member service representative transactions utilizing GECU service standards consistently in a branch environment or through our interactive teller machines (ITMs); to include posting withdrawals, loan payments, deposits, line of credit advances, etc. Runs partial bank deposits, balance drawer and ITMs at the end of shift. Creates memorable member experience through exceptional member interactions which include enthusiastic greetings and closing phrases. Creates opportunities to cross sell all credit union products and services to assist members in determining their financial needs and to ensure individual and credit union goals are consistently met. Good understanding of check negotiation and placement of check holds in order to mitigate check fraud losses. Balance cash box assignment at the end of the day. Educates members in the use of our remote services to include and not limited to real time taking ATMs, ITMs, Mobile and the convenience our neighborhood branches bring to our community. Makes judgment decisions regarding tickler lockouts, warning information, altered items, and stale-dated checks, after sufficient experience is gained. Ensures that members' accounts are handled accurately. Acquires knowledge of audit items/questions to include security procedures in order to comply with Credit Union security and safety procedures. This includes participating in branch audit periodically. Exercises professionalism and good judgment with members and coworkers. Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC). Other duties as may be assigned or required in connection with general operation of the credit union.

In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. Prior banking experience is preferred. Prior CRM experience is preferred, but not required. Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check . I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check . I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual (NM) - Greensboro! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career with Northwestern Mutual - Greensboro! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local team, many who are passionate about athletics: M. Scott Henegar, Managing Director: How long with NM? 27 years (13 as an Advisor, 14 as Managing Director) Previous experience? Resort consulting, snow ski instructor, river guide. Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands. Jeff Jackman, Wealth Management Advisor/GDD: How long with NM? 10 years Previous experience? Formerly in the golf business, selling and fitting golf clubs since college. Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology. Kristin Kling, Financial Advisor/Field Director: How long with NM? 10+ years Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles. Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people. Megan Parker, Director of Selection & Recruitment: How long with NM? 1 year Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years. Passionate about? Traveling, live music, college football (Go Deacs!), musical theater, working out, volunteering, and crafting. Earnings Potential with our District Office: Years 1-4 average earnings: $165,000 per year Years 5+ average earnings: $560,000 per year Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

Ascensus is the largest independent retirement and Government Savings services provider in the US, helping millions of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! Video Interviewing: As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! This is a temporary position with the possibility of converting to full time based on company need and performance. The hourly rate is $19. Class start dates are: 10/15 10/29 11/12 ****These positions are 100% fully remote**** The first 2 weeks consist of training from 10:00 am to 6:30 pm EST. After training is complete, you will be offered one of the shifts below (times are in Eastern Standard Time): Late Shift 12:30 pm to 9:00 pm 1:30 pm to 10:00 pm 2:30 pm to 11:00 pm The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. Process financial and non-financial transactions timely and accurate. Demonstrate flexibility and team-orientation. Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Required Education and Experience High school diploma or GED, and further applicable education or equivalent experience. 1+ years of call center or customer service experience preferred Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smart phone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Computer proficiency is required Excellent listening, verbal and written skills Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: * Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. * Prior banking experience is preferred. * Prior CRM experience is preferred, but not required. * Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. * Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.

Alliant Credit Union is looking for an outgoing individual to serve as the face of our institution to work in a hybrid capacity. The Member Service Representative will provide consultative service and support to credit union members via telephone. They will resolve member issues, evaluate and identify the member's financial needs with compassion and care. Additionally, they will build relationships with members in order to excellent service and member satisfaction, and targeted referrals to internal business partners that result in deeper relationships. The representative will educate members on credit union products, policies and regulatory compliance as well as provide members with assistance on account maintenance. Responsibilities Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions Process financial transactions on member's accounts in an efficient and effective manner Review, qualify, open and close deposit accounts and ATM/debit cards and submits disputes Process credit card payments, transfers, fees, and all related tasks Decision fee-refunds within defined relationship parameters Act as a member advocate and handle difficult conversations with professionalism and courtesy Resolve member's concerns while ensuring regulatory compliance Training is in person for the first two months and will move to hybrid (1 day) in office at our headquarters (by OHare airport) Education Minimum: High School or Equivalent Preferred: 4 year / Bachelors Degree in Business, Finance, or Related Years of Experience For Level 2: Minimum: 2 Years of Experience in Banking, Retail, Customer Service or Related Preferred: 3 Years of Experience in a Call Center within a Financial Services Environment For Level 3: Minimum: 4 Years of Experience in Banking, Retail, Customer Service or Related Preferred: 5 Years of Experience in a Call Center within a Financial Services Environment Compensation & Benefits: Typical hiring range: $22.00 Hourly. Actual compensation will be determined using factors such as experience, skills & knowledge. Additional Compensation: Monthly Incentive Plan Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match. Additional Benefits: Work from home up to 3 days a week Paid parental leave Employee discount programs Time off including paid personal and sick days 11 paid holidays Education reimbursement *Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment. Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives. The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs. RESPONSIBILITIES: Initiate conversations with new and existing members to actively solicit new or additional lending products. Experienced in and ability for meeting personal and team goals. Initiate conversations with new and existing members to actively solicit new or additional lending products. Initiate outbound calls or emails to current members. Originate loan applications for consumer loan products and credit cards. Maintain up-to-date knowledge on all credit union products and services. Participate in cross-functional projects, promotions and training. Respond to loan inquiries initiated through Columbia's remote channels. Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members. Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization. REQUIREMENTS Minimum three (3) years previous lending experience with a financial institution. Current NMLS license or ability to obtain upon hire. Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat. Strong organizational, verbal and written communication skills. Strong computer skills. Ability to work effectively independently and within a team. Ability to work from home. Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed. Occasional travel to Operations Center, with at least one week's notice when allowable. COMPENSATION $26.00- $30.00/ hour + Commission Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply

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.

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.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. Ensures work tasks and activities are completed in compliance with company policies and industry regulations. Prints and mails documents, statement, and other notices. Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. Responds to voicemails. Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications A high school diploma or equivalent. A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. Intermittent rotating weekend hours required. Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. Regular and predictable attendance is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Call Center Representative to join our team in Harrisburg, PA. We believe that our ongoing success depends upon a skilled, satisfied, and valued work force. As a member of our team, you can expect opportunities to develop your skills to help you excel in your role and achieve your professional career goals. We offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees to share ideas, collaborate, and contribute to the values that make us a winning team for our customers, shareholders, and communities. Position Overview - 100% On Site, Monday - Friday 8:30am-5:00pm in Harrisburg, PA The Call Center Representative is responsible for providing customer service of the highest caliber to persons external to the company by recognizing needs and providing appropriate solutions. The Representative will partner with other internal departments to ensure customer needs are met and any issues are resolved timely. The Representative will follow procedures and policies and seek exception approvals as warranted. This individual will also assist with a variety of operational tasks, crucial for the success of the Operations Department. The Call Center Representative will coordinate work within the department and with other departments to ensure delivery of superior quality service to customers. Essential Duties and Responsibilities * Assists customers, vendors, prospects or other members of the public calling one of Mid Penn's specially designated customer-service telephone numbers. * Recognizes needs and offers viable solutions of products and services to enhance customer relationships and experiences. Provides referrals to other departments or individuals as applicable. * Provides support to the daily operation of the call center, ensuring efficiency and a high customer service level. * Communicates and interfaces with other departments and management personnel as required by efforts to ensure the highest level of service or problem resolution for callers. * Assists Operations Department on other operational tasks, including wire transfer call back procedures, processing of loan payments, internet password resets, debit card activations, and approved debit card limit increases. * May perform assisted transactions to support customers with inquiries in an interactive environment using video and telecommunication equipment, specifically Interactive Teller Machines (ITM). Interacts with customers cashing checks to review check negotiability, proper identification and determine if transaction can be completed. * Assists customers with routine teller machine transactions such as cash and check deposits, cash withdrawals, transfers, loan payments and account balance inquiries. * Maintains customer confidentiality and recognizes Red Flag indicators and acts accordingly. * Ensures work tasks and activities are completed in compliance with company policies and industry regulations. * Prints and mails documents, statement, and other notices. * Sends and responds to email notifications for various purposes including, but not limited to, card limit increases, customer identification/verification, mobile deposit status, etc. * Responds to voicemails. * Assists with varies customer requests and activities, including, but not limited to, card limit increases, travel notifications, password resets, unlocking user profiles (consumer and business), online banking enrollment, address changes, payoff requests, Telebanker PIN resets, stop payments, ACH revocations, card activations, software activation, etc. * Opens/closes teller drawer in Integrated Teller daily - buy/sell cash drawer. * Makes use of the company's Customer Relationship Management system to record customer interactions, helps build trend patterns, or refers complex issues requiring additional follow-up to the appropriate person or department. Education & Qualifications * A high school diploma or equivalent. * A minimum of one (1) year of experience in a retail banking environment or customer service Call Center experience preferred. * Intermittent rotating weekend hours required. * Employee must have the ability to work from home occasionally, for business needs or for business continuity testing, using a personal mobile or home phone and basic computer with Wi-Fi. The company provides remote access technology. * Regular and predictable attendance is required. Benefits Mid Penn Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account, dental and vision insurance; life insurance; 401(k) program with employer match and employee stock purchase plan; paid time off, paid holidays; disability insurance coverage, parental leave; employee assistance program; and tuition reimbursement. In addition, all employees are eligible to participate in mentorship programs, receive individualized development and career counseling, and participate in Mid Penn University courses and development programs. EEO Statement Qualified applications are considered without regard to race, color, age, sex, sexual orientation, gender identity, religion, national origin, genetic information, pregnancy, disability, or protected veteran status. We also comply with all applicable laws governing employment practices and do not discriminate on the basis of any unlawful criteria. Equal Opportunity Employer-Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Mid Penn Bank currently or in the future.

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.

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.

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.