Service Representative jobs at America First Credit Union

Customer Service Representative - Financial Associate FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Customer Service Representative "CSR" / Financial Associate is responsible for assisting new and existing customers with the processing of transactions involving various personal and business accounts and financial services. The CSR also meets the needs of our customers by providing unmatched hospitality. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions may include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Handles incoming calls and communications including greeting walk-in guests, prospects, and clients. Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy Balance cash drawer periodically throughout the day and/or at least daily Open and close all account types, while preparing the proper documentation Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes May represent the Bank in various community functions with a high level of integrity and professionalism Prepare necessary reports, perform various clerical duties and/or miscellaneous projects and duties as assigned by Management Special projects and/or other duties as assigned by Management. Minimum Qualifications: High School diploma or equivalent 1-2 years Customer Service Representative experience preferred Skills, Abilities & Expectations: Stay familiar with and follow policy and procedures. Support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Maintain confidentiality of all customer records, accounts and transactions Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

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.

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide , “on your side” goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program. Your career at Nationwide includes a 7-week training program designed to set you up for success and confidence in your new role. Your virtual training schedule will be Monday-Friday, 9 AM - 5:30 PM ET. Post-training schedule hours for this role could fall between the time frame: 8 AM - 11 PM ET Monday to Friday, with a potential of a Saturday shift, which would be 9 AM - 6 PM ET. This role will be hired on a Successflex basis and follows a hybrid work schedule, with 2 days in office and 3 days remote work each week during training and post training. Candidates must live within a 35-mile radius of the following office locations: Ohio - Three Nationwide Plaza, Columbus, OH 43215 Arizona - 18700 North Hayden Rd, Scottsdale, AZ 85255 Licensing Requirements: This role requires you obtain, the Securities Industry Essentials (SIE), Series 6, and Series 63 licenses. The SIE license must be obtained either prior to your start date or within the first 120 days of employment. The Series 6 and Series 63 licenses must be obtained either prior to your start date or within the first 180 days of employment. Your total rewards package includes a minimum salary of $46,345 ($23/hr) with a competitive benefits package. Benefits: We offer a competitive benefits package which includes: · Paid time off · 401(k) with company match of 50% on the first 8% you contribute · Company-paid retirement (pension) plan · Comprehensive medical, dental and vision benefits Hybrid and work from home opportunities · Educational assistance · Exclusive insurance discounts Training: We will provide you with our award-winning 7 week training program #LI-CB2 Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are excited about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate Nationwide's marketing strategies when communicating with customers. Job Description Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other responsibilities as assigned. Reporting Relationship: Reports to Supervisor/Manager and does not have direct reports. Typical Skills and Experiences: Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Associates must acquire the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit check may be required if a license is required for this position. Experience: One year of experience in customer service, sales related occupations. Knowledge, Abilities and Skills: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Eligible (Non-Exempt) Working Conditions: Call center environment. Extended periods of time sitting in front of a computer and taking phone calls. ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties. Benefits We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

About this role: Wells Fargo is seeking an Associate Customer Service Representative in Consumer Lending. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role, you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues. * Ability to execute in a fast paced, high demand, metric driven call center environment. * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy. * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers. * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information. * Knowledge, understanding and experience of internet, mobile, and social media technology. Job Expectations: * Must be able to attend full duration of required classroom training period * Ability to work additional hours as needed * Must work on-site at the location posted * This position is not eligible for Visa sponsorship Training Schedule: * Classroom training will be for 8 weeks, Monday-Friday, 8:30 am - 5:00 pm. Work schedule after classroom training will be provided prior to start date. * We're open 24 hours, 7 days a week. * Your regular work schedule will be based on business need and will include working a weekend day and some holidays. Job Location: * 2150 W Pinnacle Peak Road, Phoenix, AZ 85027 Posting End Date: 12 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking Associate Customer Service Representatives to join our Auto team in Chandler, AZ. This team is part of our Consumer Lending business, empowering millions of customers to achieve their dreams every day. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role, you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with immediate team, as well as internal and external customers * Fulfill additional duties upon request Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Call center customer service experience in the financial services industry * Prior work exposure within auto operations * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology * Bilingual speaking, reading, and writing proficiency in Spanish/English is a plus Job Expectations: * Must be able to attend full duration of required training period * Ability to work additional hours as needed * Must work on-site at the location posted Training Schedule: * Training hours are Monday through Friday, from 7:00 AM to 4:00 PM * Training is expected to be 6 weeks, but may vary * Training will be held onsite at the posted work location: 2850 S Price Rd - Building E - Chandler, AZ 85286 Work Schedule: * Hybrid work schedule with alternate weeks in-office * Department hours are Monday through Friday, from 7:00 AM to 9:00 PM * Specific work hours will be assigned prior to the end of training * Rotating Saturday shift, from 7:00 AM to 4:30 PM * Shift pay differential may apply Posted Location: * 2850 S Price Rd Building E - Chandler, AZ 85286 @RWF22 Posting End Date: 12 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Plumber Tucson TrustsYellowstone Local is proud to represent Al Coronado Plumbing, the trusted name in Tucson plumbing. Are you ready to be part of something bigger? Do you feel overlooked in your current role? At Al Coronado Plumbing, we're looking for a Customer Service Representative and Dispatcher to join our dedicated team and truly make an impact. If you're organized, thrive in fast-paced settings, and are ready to step into a role where your efforts are recognized, this could be the perfect opportunity for you. What's in it for You? Competitive Pay: $18 - $22 per hour starting, DOE Weekly Hours: 34 hours per week Opportunity to work with a high-performing and supportive team Set Schedule: Monday and Tuesday: 7 AM - 4 PM (in office) Monday and Tuesday: 4 PM - 8 PM (remote) Wednesday, Thursday, and Friday: 7 AM - 10 AM Why You'll Love It Here Over 40% of our team has been with us for five years or more Strong, values-driven culture built on honesty, respect, and teamwork 4.9-star rating on Google, a testament to both our customer service and employee satisfaction Open-door leadership and opportunities to grow your skills in the trades industry Your New Role As our Part-Time Customer Service Representative and Dispatcher based in Tucson, AZ, you'll be the vital link between our customers and our plumbing technicians. Your day-to-day responsibilities will include: Answering inbound customer calls and scheduling plumbing services efficiently Dispatching technicians to appropriate jobs based on skills and location Providing schedule confirmations, updates, and customer support Supporting management with administrative and clerical tasks Participating in an after-hours on-call rotation Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. 1-3 years of experience in dispatching and customer service 2 years of experience in administration or the home service industry High school diploma or equivalent Typing speed of at least 45 WPM and proficiency in Microsoft Office Excellent communication, organizational, and multitasking skills Ability to work in a fast-paced office setting and remain seated for extended periods Familiarity with DESCO software (a plus, not required) Al Coronado Plumbing is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #red

SummaryPerforms mortgage loan servicing responsibilities. Administers all aspects of mortgage servicing including, but not limited to member requests and inquiries, tax, insurance, escrow analysis, and escrow account maintenance, payoff quotes, and PMI cancellations. Responds to member and internal staff concerns or questions regarding the servicing of mortgage loans in person, by phone and via email. Responds to servicing voicemails and return phone calls.Job DescriptionEssential Duties and Responsibilities Greets and engages members in person, assesses their needs and concerns, and provides consultative support regarding existing mortgage loans and escrow accounts to ensure a positive member experience. Accurately completes the onboarding of new mortgage loans into the servicing system, including the establishment of escrow and collateral records, initial escrow analysis, validation of closing funds, and posting of relevant payment types. Determines appropriate IRS reporting status and ensures the resolution of any onboarding issues to maintain data integrity and compliance with regulatory and internal requirements. Manages inbound calls from the Mortgage Servicing ACD line, delivering high-quality member support and ensuring timely completion of associated administrative tasks following each interaction. Processes incoming requests and inquiries from the Mortgage Servicing Helpdesk by creating, updating, and tracking support tickets throughout their lifecycle to ensure timely and accurate resolution. Resolves servicing concerns by actively listening to members, identifying the root cause of issues, and determining the most effective solutions. Expedites necessary account corrections or adjustments, ensures timely follow-up to confirm resolution, and provides relevant documentation to members as needed to ensure clarity and satisfaction. Administers insurance premium, including flood, hazard, and force-placed coverage, and property tax payments for mortgage loans. Conducts thorough research to determine accurate payment amounts and ensures timely and precise application and submission of funds in accordance with regulatory and servicing requirements. Responsible for timely completion of assigned escrow analysis reviews in preparation for annual escrow analysis performed on a quarterly cycle. Responds to a wide range of member inquiries with clarity and accuracy, including topics such as mortgage payment options, escrow analysis statements, escrow disbursements, PMI cancellations, payment modifications, partial releases, and lien subordinations, while ensuring adherence to policies and regulatory guidelines. Performs evaluation and administration of member requests for PMI cancellations, hazard and flood insurance claims in accordance with credit union policies, regulatory and investor requirements. Processes requests for loan changes including calculating loan-to-value (LTV) ratios, updated interest rates, principal and interest payments, and applicable fees. Accurately updates loan changes within the servicing systems to ensure data integrity and compliance with policy and regulatory standards. Reviews and analyzes a variety of reports to monitor serviced mortgage accounts and track pending or outstanding insurance claims. Follows established procedures and applies sound judgment to identify necessary corrections, determine appropriate fund application or holds, and accurately prepare, calculate, and process account adjustments, payments, and payoffs. Monitors HELOC low balance reports to assess potential risks to RFCU's collateral lien position. Conducts thorough research and takes necessary actions to safeguard the lien position when required Responsible for the setup, modification, and cancellation of ACH requests from members, ensuring accurate processing and adherence to internal policies and procedures. Prepares mortgage releases for closed end mortgages and HELOCs and processes FNMA paid in full Notes as needed Completes verification of first mortgage and payoff requests for third parties, ensuring proper authorization is obtained from the member; processes payoff requests received from internal clients, maintaining accuracy and compliance with procedures. Company Wide Expectations Maintains a professional image and demeanor at all times, consistently demonstrating Credit Union RISE Values and adhering to the Code of Ethics. Delivers friendly, caring service to internal and external members. Complies with all applicable State, Federal and NCUA rules and regulations and all Credit Union policies and procedures. Follow all physical and online security procedures and maintain strict confidentiality of all member information. Completes all required regulatory and compliance training and maintains required knowledge of Credit Union products and services. Works scheduled hours and maintains punctuality. Performs other related duties as assigned or requested. EDUCATION/EXPERIENCE Minimum Qualifications To perform this job satisfactorily, an employee must be able to carry out each essential duty competently. The requirements listed below are representative of the education, experience, skills and abilities required. An equivalent combination of education and experience may be considered. Education Requirements High School or GED - Required Experience Requirement 1 Year - Mortgage Servicing Experience - Required 1 Year - Financial Services Experience - Required Skills/Abilities Effectively apply internal and external customer service practices and processes to meet quality service standards and achieve member satisfaction. Works independently and as part of a team, is adaptable, works well under pressure, and is able to handle multiple tasks at times in a fast-paced environment. Learn and apply information, on a wide range of Credit Union products, services and regulatory compliance requirements, in order to assess member situations and develop solutions. Utilize mathematical skills, knowledge and experience in performing job functions. Communicate in a professional manner and deliver information clearly and effectively. Actively listen to questions, opinions and ideas of others. Use tact and diplomacy in sensitive and confidential situations. Ability to work in multiple systems to obtain loan information and complete research for members in a timely manner. Critical thinker and ability to exercise independent judgment Accuracy and attention to detail Required to abide by all applicable regulatory, investor and department practices and procedures Use correct English including spelling, grammar and punctuation. Operate computers and use business software and other standard office equipment. Understand and follow written and oral instructions. Set priorities and manage one's own time effectively. PHYSICAL DEMANDS Physical Demands Disclaimer The physical demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Physical Requirements Intermittent standing, sitting, walking, bending and climbing. Using hands repetitively to handle, feel or operate computers and other standard office equipment. Reaching with hands and arms. Intermittent lifting and carrying up to 25 pounds. WORK ENVIRONMENT Work Environment Disclaimer An employee in this job will experience the following main work environments, others not listed may also be encountered on occasion; Work Environment Works in a general office environment. Redstone Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status or status as an individual with disability. All qualified applicants will not be discriminated against on the basis of disability. We are proud to be a Drug-Free and Tobacco Free Workplace.

🌎 Change the world. Get paid for it. At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. 💡 About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families. Today, Acumen is proud to be one of the nation's largest and most trusted providers of fiscal agent services. We're not just processing payroll or paperwork, we're helping people live fuller, more independent lives. Come be part of something meaningful! 💼What is the job? Acumen Fiscal Agent is looking for a Customer Relations Specialist to join our passionate team. In this critical role, you will serve as the face of Acumen, ensuring that clients and their families receive the highest level of support and assistance. As a Customer Relations Specialist, you will manage inquiries, provide information about our services, and resolve any issues that may arise. You will play a key role in enhancing client satisfaction and building positive relationships. The ideal candidate will have excellent communication skills, a strong customer service mindset, and the ability to handle challenging situations with empathy and professionalism. Join us in making a difference in the lives of those we serve! Responsibilities Act as the primary point of contact for clients, responding to inquiries and providing detailed information about services. Resolve client issues and concerns in a timely and effective manner. Document client interactions and maintain accurate records of communications. Gather feedback from clients to enhance service delivery and support continuous improvement. Coordinate with internal departments to ensure client needs are met and issues are addressed. Educate clients and their families on available resources and services. Promote a client-centered approach in all communications and interactions. Requirements High school diploma or equivalent is required; associate degree or higher in a related field is preferred. Experience in customer service or client relations, preferably in a social services or healthcare environment. Strong verbal and written communication skills. Demonstrated ability to handle difficult conversations and solve problems effectively. Excellent organizational skills and attention to detail. Proficiency in Microsoft Office Suite and familiarity with CRM software. Empathy and a strong commitment to client satisfaction. Ability to work collaboratively in a team environment and independently as required. Benefits ♥️What's in It for You? 16 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do. Paid Time Off and Paid Sick Time Employee Recognition Program Employee Assistance Program Referral Program, get extra rewards for referring your friends to work with Acumen! Paid Parental Leave Be a part of a mission driven culture where you can make a real impact Medical, Dental & Vision coverage 401(k) with company match Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a Difference in Someone's Life Every Single Day? Apply today and be part of a team that values compassion, accountability, and purpose. Let's make self-direction more personal, together .

Role: As a Client Experience Associate at ACQ, you'll report to the Senior Client Experience Manager and serve as a point of support for workshop clients and book customers. Your goal is to provide exceptional experiences through high-touch, clear communication, efficient problem-solving, and an unwavering commitment to client satisfaction. This role is ideal for someone who loves helping people, thrives on precision, and takes pride in turning challenges into memorable experiences. Responsibilities: Manage daily client support tickets in HubSpot, ensuring all inquiries are acknowledged, resolved, and documented accurately. Provide warm, empathetic, and solutions-oriented responses via email, phone, and SMS. Investigate, troubleshoot, and resolve client issues efficiently, following escalation paths when necessary. Collaborate cross-functionally to ensure timely follow-up and resolution of event, billing, or product-related inquiries. Monitor response times and ticket queues to meet or exceed service-level agreements (SLAs). Identify recurring issues and communicate trends or process improvement opportunities to the Senior Client Experience Manager. Support workshop logistics and communication before, during, and after events to ensure a seamless client journey. Maintain a deep understanding of Acquisition.com's programs, products, and policies to deliver accurate and confident support. Requirements: 2+ years of experience in customer support, client experience, or service operations roles. Demonstrated success managing ticket queues or service inboxes with a focus on responsiveness and accuracy. Strong written and verbal communication skills with a professional and empathetic tone. Experience using HubSpot Service Hub (or similar CRM/ticketing tools). Highly organized with the ability to manage multiple priorities and meet deadlines in a fast-paced environment. Strong problem-solving skills and a continuous improvement mindset. Proficiency in Google Workspace or Microsoft Office. Dependable, self-directed, and motivated to deliver exceptional service every day. Results: Tickets are acknowledged and resolved within established response and resolution timeframes. All client interactions are documented clearly and closed on schedule. Satisfaction and effort scores consistently exceed 4.5 out of 5. Recurring issues are tracked, escalated, and addressed proactively. Clients consistently describe their experience as responsive, professional, and supportive. Communication and Collaboration: Stay connected with your supervisor on daily priorities and ticket escalations via Slack. Participate in weekly one-on-ones, team syncs, and performance reviews. Collaborate with internal teams to ensure client and event data is accurate and up to date. Share insights that improve efficiency, automation, and overall client satisfaction. Schedule: Standard hours are Monday - Friday, 8:00 AM - 5:00 PM MST, with periodic workshops or special events. Because we're client-first, urgent requests may occasionally require support outside this window. “Logging off” typically aligns with completing priority tasks and meeting immediate client needs. Location: Remote, USA Must reside in AL, AZ, CA, FL, GA, IN, MD, MI, MN, NV, OR, PA, TN, TX, UT Compensation: $53,340 - $80,010 base salary The salary range may be inclusive of several levels that would be applicable to the position. Final salary will be based on a number of factors including, level, relevant prior experience, skills, and expertise. This range is only inclusive of base salary, not benefits (more details below). Benefits: We offer a comprehensive, evolving benefits package designed to support your health, family, and wellbeing. Some key offerings: Flexible Unlimited Paid Time Off and Company-wide Holidays Employer sponsored Medical, Dental, & Vision plans $900 annual Employer HSA contribution FSA options including dependent care Employee assistance program and mental health resources Employer match program for 401(k), eligible for both Traditional and Roth accounts $1,200 annual wellness reimbursement through JOON that supports health, family care, pet care, fitness, and more! For local or visiting team members, enjoy access to a state of the art gym at our HQ in Las Vegas * Benefits eligibility applies only to full-time roles. ACQ Core Values: Our core values are the heart and soul of this incredible company. The right person for this role will appreciate each of these values, personally subscribe to them, and understand why each is critical to having a great business. Competitive Greatness Be at your best when your best is needed. Enjoyment of a hard challenge. Those who have the drive to constantly improve, the superior intellect and long term commitment to see incremental improvements become compounding returns. Sincere Candor Have the self awareness to accurately perceive and communicate hard truths that improve others and self, the courage to do so, and the humility to accept them, even when it hurts. Nothing great can be built without feedback: internally or externally. Unimpeachable Character Be the type of person with whom people are always proud to associate, personally and professionally. We look for true alignment of thoughts, words, and actions towards a goal worth pursuing.

This position will support the Private Banking group. Responsibilities will include opening deposit accounts, managing deposit activities, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following: - Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations. - Managing the account opening process, on-line banking setup, clearing deposit account exceptions, ordering all requested items, Client follow-up as needed, and ensure new account deposits are received. Pro-actively recommend additional products and services as needed. - Deposit account maintenance such as; adding/removing signers, address changes, phone number updates, officer change forms, on-line banking, etc. - Responding to inquiries, questions, and research related to deposit accounts. This includes but not limited to; debit cards, checks, disputes, fraud, copies of statements, stop payments, and deposit holds. - Processing all deposit wire and transfer requests. Position Requirements: - Minimum of one year of prior retail banking experience - General knowledge of bank services and products - Excellent client-service skills, including oral and written communication - Entrepreneurial, ownership-oriented mindset - Careful attention to detail and strong organizational skills - Ability to work effectively as a team member and with customers - Strong analytical and problem solving skills and the ability to derive innovative solutions - Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers - Strong work ethic and high integrity - Strong computer skills - Friendly, outgoing, assertive, confident, and enthusiastic personality

Are you bilingual? Are you looking for a new career in customer service and interested in human resources or employee benefits? This position is most likely perfect for you. Client Success Representatives (CSRs) at PrimePay are the main service contact for our participants and we strive to treat them like family, helping them to understand and take full advantage of their benefits. PrimePay is looking for our next bilingual Benefit Services Client Success Representative to support COBRA, flexible spending account (FSA), health reimbursement arrangement (HRA), and health savings account (HSA) participants. Looking for job stability? Look no further. As our client base continues to grow, so does our need for rock star CSRs. As long as you're dependable, eager to learn and are an effective communicator, you'll fit right in. A typical day in the life of a CSR may vary, but you can expect to: Handle service calls and emails from participants regarding benefits and coverage Research and resolve participant issues Explain plan policies and procedures Review FSA/HRA claims, receipts, and other documentation Sound like you? Good, keep reading. You most likely have these desirable qualities: A great problem-solver with customer service experience A shining, optimistic attitude Confidence in math skills You know your way around the computer Ability to handle phone calls with positivity Have previous experience with COBRA and FSA/HRA administration Are bilingual (English/Spanish) Now that we know about you, here is a little about us: PrimePay is an employee management solutions provider offering a full range of integrated payroll and HR support services. We are a privately-owned national company, serving all 50 states from over 30 office locations. From small companies to large, from one employee to many, our clients count on us to consistently do the right thing for their business, their staff and their own peace of mind. PrimePay offers medical, dental and vision insurance, 401(k) with matching, paid time-off, paid holidays, a flexible spending account, STD/LTD and life insurance. View all jobs at this company

Looking for a new career in customer service and interested in human resources or employee benefits? This position is most likely perfect for you. Client Success Representatives (CSRs) at PrimePay are the main service contact for our participants and we strive to treat them like family, helping them to understand and take full advantage of their benefits. PrimePay is looking for our next Benefit Services Client Success Representative to support COBRA, flexible spending account (FSA), health reimbursement arrangement (HRA), and health savings account (HSA) participants. Looking for job stability? Look no further. As our client base continues to grow, so does our need for rock star CSRs. As long as you're dependable, eager to learn and are an effective communicator, you'll fit right in. A typical day in the life of a CSR may vary, but you can expect to: Handle service calls and emails from participants regarding benefits and coverage Research and resolve participant issues Explain plan policies and procedures Review FSA/HRA claims, receipts, and other documentation Sound like you? Good, keep reading. You most likely have these desirable qualities: A great problem-solver with customer service experience A shining, optimistic attitude Confidence in math skills You know your way around the computer Ability to handle phone calls with positivity It's a huge plus if you: Have previous experience with COBRA and FSA/HRA administration Are bilingual (English/Spanish) Now that we know about you, here is a little about us: PrimePay is an employee management solutions provider offering a full range of integrated payroll and HR support services. We are a privately-owned national company, serving all 50 states from over 30 office locations. From small companies to large, from one employee to many, our clients count on us to consistently do the right thing for their business, their staff and their own peace of mind. PrimePay offers medical, dental and vision insurance, 401(k) with matching, paid time-off, paid holidays, a flexible spending account, STD/LTD and life insurance. View all jobs at this company

Southwest Airlines Federal Credit Union, a world class financial institution, is looking for a Branch Support Services Representative for our Phoenix Branch located near Sky Harbor Airport in Phoenix, Arizona. The Benefits of Working Here: We work hard to ensure that our employees work in an environment of respect, trust and fun! We are committed to helping our employees stay healthy, feel secure, grow and develop, and maintain a work/life balance through our comprehensive benefit programs: FREE health insurance FREE dental insurance FREE vision insurance FREE life insurance FREE short-term and long-term disability FREE employee checking account Paid Time Off up to 3 weeks per year 13 Paid Holidays (2 weeks of more paid time off!) Flexible Spending Accounts 401(k) plans with employer match Tuition reimbursement Casual dress code, every day! Ongoing training through classroom and online formats Employee recognition programs Employee committees that promote culture, fun and wellness Monthly company-wide activities for our employees, like Baseball Day, Chocolate Chip Day, Summer Luau, Say Something Nice Day, Biggest Loser, and a Step Challenge Position Overview: Responsible for performing a broad variety of member services such as opening and closing accounts, renewing certificate accounts, processing wires, ordering checks, and assisting members with bookkeeping and checking account problems. Answers employee and member questions regarding Credit Union services provided and performs a variety of account maintenance. Performs a variety of loan services such as loan application entry, loan application funding, title work packet review, collateral insurance maintenance, loan maintenance duties, and takes calls in the Loan phone queue. Performs as a member services representative in person as well as takes calls in the Member Services phone queues. Performs as a teller and actively cross-sells products and services. Participates in visits to Employee Partners to cross-sell credit union accounts and loans. Overnight travel of 1-2 days will be required for some visits. Reviews reports and performs audits as assigned. Qualifications: Be enthusiastic about what you do and have a great attitude! Excellent communication and public relations skills Good understanding of member services and products offered by the Credit Union Flexibility, efficiency, professionalism, and the ability to work well with others Comprehensive knowledge of personal computer, Excel, and Word Ability to conduct clear communication while maintaining professional, courteous, and friendly service to our members and co-workers Ability to multi-task in a faced paced environment Solid math and bookkeeping abilities High School diploma or equivalent Symitar experience a plus Three to twelve months of similar experience is preferred, minimum of six months customer service experience and some loan experience Prior leadership experience a plus All qualified candidates will need to pass a credit and background check Schedule: Monday to Friday, 8:15 am 5:15 pm Work Location: 4645 E. Cotton Center Blvd. Ste. 115. Phoenix, AZ 85040 Company Overview: Southwest Airlines Federal Credit Union provides a complete array of financial services for all employees and families of Southwest Airlines and over 200 more companies across the United States. Since our inception, we have continued to maintain a rapid pace of growth throughout our four branches in TX and AZ! We now serve over 50,000 members nationwide and we re still growing! Our members enjoy the most elite financial services and the best member service around! Learn more about us on our website: *******************************************

Job Description CALL CENTER COLLECTIONS REPRESENTATIVE Since our first store opened in 1986, Check City has earned a reputation as a friendly, honest, and valued provider of convenient financial services. With more than 65 stores located in multiple states, Check City offers hundreds of thousands of loyal customers an impressive range of financial services, exceptional customer service, comfortable and inviting stores, and the peace of mind that comes from working with an established national company with a solid reputation. Purpose: To effectively recover outstanding debt while providing exceptional customer service that encourages repeat business and word of mouth product and service promotion. Locating and notifying customers of delinquent accounts via an omni-channel portal, allowing a variety of contact methods (Phone, E:Mail, SMS) to solicit payment. Duties include assisting customers with variable payment plans, updating customer information, maintaining a professional relationship with our customers and keeping accurate records of collection and status of accounts. Preferred Skills & Qualifications Excellent verbal communication and active listening skills Good grammar and writing skills Computer literacy and the ability to type 25 wpm and 10-key Good judgment and intermediate problem-solving skills Good time-management skills, and the ability to work with a team Knowledge of basic financial principles Call Center, Sales, and Customer Service experience (preferred) Ability to use general office equipment (Copier, Scanner, FAX machine, Stapler, etc Knowledge of principles and processes for providing professional customer service. This includes customer needs assessment, meeting quality standards for services and an evaluation of customer satisfaction. Additional Requirements Requires regular and consistent attendance and punctuality. Requires good time management skills to manage one's own time and the time of others. Ability to meet production goals as set forth by Check City Management. Requires the ability learn and use a PC and related equipment to enter data or process information. Requires ability to type twenty-five (25) plus words per minute with minimal errors. Requires employee to wear a stereo headset for prolonged periods of time. Requires ability to read English and understand ideas and information provided both verbally and in written form. Requires ability to provide written customer correspondence utilizing grammar and punctuation. Requires ability to quickly and correctly calculate simple arithmetic problems. Ability to arrange things or actions in certain order or pattern according to specific rules. Must be 18 years of age or older Must have a high school diploma or GED Non-Essential Job Functions: Some lifting may be required on items up to twenty-five (25) pounds. General housekeeping chores to maintain a clean work environment. Must have the ability to work a set schedule: 8:00am-5:00pm Monday-Friday. Rotating Saturdays 10:00am - 7:00pm Monday-Friday. Rotating Saturdays 8:00am-5:00pm Saturday (normally every fourth week) Days off vary and may even be split Must be willing to work in the Summerlin Area (NW) Must be able to work in a seated position in a semi-enclosed cubicle Pay is $16.00 to $19.00 hr

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the “Best Banks to Work For” and as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Insurance Agency is a wholly owned subsidiary of Zions Bancorporation, N.A. Zions Bancorporation is one of the nation's premier financial services companies, and Zions Insurance Agency is an independent insurance agency providing risk management solutions with a focus on customer service. Our insurance professionals help assess client needs, navigate the market, and deliver a custom solution. Become a member of our team and see what Zions Insurance Agency can do for your career. We are currently looking for an Insurance Account Services Representative located in our downtown Salt Lake City, UT location. Description: Assists customers, departments, and employees by providing insurance-related information, explaining procedures and answering questions. Checks to ensure that appropriate changes were made to resolve customers' problems. Completes contract forms, make administrative changes to clients records and issue service discontinuance orders. Confer with customers to provide information about products and services, takes orders or cancel accounts or claims. Determine charges for services requested, collect deposits or payments and/or arrange for billing. Keep records of customer interactions and transactions, as well as actions taken. Assess validity of complaints and to determine possible causes. Maintain, prepare and reconcile a variety of ledgers, reports and account records; examine and correct accounting transactions to ensure accuracy; prepare and post journal entries, investigation results and any planned adjustments. Perform a variety of general administrative support duties. Establish and maintain complete files and records related to assigned function. Perform related duties and responsibilities as assigned. Qualifications: Requires a High School degree or equivalent and 1+ years of insurance and banking products, sales, customer service or other directly related experience. Working knowledge of insurance products. Knowledge of various word processing and spreadsheet software. Must have excellent customer service and communications skills. Ability to work with relationship managers and clients as needed. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products

Nevada State Bank, a division of Zions Bancorporation, N.A., was founded on Dec. 9, 1959 by 12 businessmen full of Nevada's pioneering spirit. As a full-service bank, we offer a complete range of consumer, private, and business banking services. Our colleagues regularly volunteer in their communities and have been dedicated to helping make Nevada a better place to live for more than 60 years. By embracing the bank's Core Values of extraordinary service, adaptability, teamwork, communication, development, accountability, community, and respect-we have built a culture of service and engagement. NSB has a commitment to career development through tuition reimbursement and continuous learning opportunities, in addition to other competitive benefit offerings. We offer medical benefits on day one, 401k matching, and paid holidays. With a strong belief in diversity, equity, and inclusion, NSB offers several colleague-led diversity forums with the intent to ensure representation and cultural sharing among our colleagues. At Nevada State Bank, we truly believe that it matters WHO you work with. We are now accepting applications for a Merchant Services Representative to join our team. Position is located at our corporate office in Las Vegas, NV and is fully in office. Essential Functions: Drive new business development by clearly articulating the value of Merchant Services products and solutions to mid-sized and commercial customers, and prospects. Develop internal and external referral relationships. Conduct meetings with prospects and customers to assess needs and present tailored solutions. Review and analyze clients' processing requirements to recommend appropriate services. Negotiate contracts, pricing, and terms to achieve mutually beneficial agreements. Partner with implementation team to ensure successful customer onboarding. Ensure strict compliance with all Bank policies, procedures, and regulatory requirements. Perform additional duties and responsibilities as assigned. Qualifications: Bachelors degree required and 4+ years experience with banking products, services and sales or other directly related experience. A combination of education and experience may meet requirements. In-depth knowledge of credit card processing, ACH services, banking products and pricing structures. Strong understanding of compliance and regulatory standards within the financial industry. Exceptional public relations, presentation and communication skills, both written and verbal. Proven ability to apply effective sales techniques and strategies. Advanced knowledge of banking systems related to merchant services and associated products. Proficiency in computer skills applications and technology tools relevent to the role. Benefits: · Medical, Dental and Vision Insurance - START DAY ONE! · Life and Disability Insurance, Paid Parental Leave and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts · Paid Training, Paid Time Off (PTO) and 13 Paid Holidays, (includes Nevada Day & Family Day) · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits including coaching and therapy sessions · Tuition Reimbursement for qualifying employees · Employee Ambassador preferred banking products Pay range (depending on experience): $70K to $105K/ Annual Base Salary

The Strategic Account Services, Service Specialist is responsible for managing, servicing, and supporting AssetMark's strategic and institutional partnerships, including Wealth Management Firms, Enterprises, Hybrid and RIAs. This individual acts as a trusted liaison and day-to-day contact for home-office personnel, ensuring seamless coordination across operations, service, compliance, and platform capabilities. The core accountability of the Service Specialist is to deliver fast, reliable, personalized support as requests come in via email and phone working with a variety of stakeholders to ensure firm contacts feel confident, well-cared for and appreciated in every interaction. They should also feel that their firm matters and can achieve their goals working with AssetMark on whatever particular issue for which they are contacting us. This role is critical in delivering an exceptional partner experience by executing on key firm initiatives, facilitating onboarding and education, and aligning internal teams with the needs of our partner firms. The Service Specialist will serve within a team that is the primary internal contact and collaborate across departments to support business continuity and service excellence. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ office. Key Responsibilities: Partner Relationship Management & Support Serve as a responsive point of contact for home-office personnel within strategic and institutional partner firms. Fully own incoming issues from intake to resolution. Deliver service that builds and maintains strong, professional relationships by providing consistent, responsive, and knowledgeable service. Onboard new firm contacts and provide training and orientation on platform functionality, workflows, and service processes. Act as a liaison between cross function areas of AssetMark to ensure we deliver timely execution of operational tasks requested by partner firms. Deliver ongoing support and education on operational procedures, administrative capabilities, technology tools, and policy updates. Service Operations & Problem Resolution Handle incoming inquiries related to: Technology platforms (e.g., eWealthManager) Account setup, documentation, and workflows Billing, commissions, and compensation inquiries Regulatory, compliance, and due diligence support Reporting and data access Take ownership of issue resolution, ensuring timely follow-up and clear communication with firm contacts. Escalate service-related challenges as needed and ensure status updates are delivered until resolution is achieved. Internal Collaboration & Operational Excellence Act as the liaison between partner firms and internal departments including Business Consulting, Service, Operations, Compliance, Marketing, Product, and Technology. Communicate with Strategic and Institutional Account Managers assigned to these firm relationships as needed (Particularly Positive or Negative interactions that could have implications to the ongoing relationship; Opportunities or Sentiment Uncovered) Maintain comprehensive documentation of firm profiles, including structure, preferences, restrictions, and key contacts. Identify and share operational best practices and process improvement opportunities across the Strategic and Institutional Accounts team. Monitor daily workflows for potential efficiency gains, risk mitigation, and enhancements to partner experience. Organize all documentation per partner firm including agreements, resources, marketing material, list of advisors. Qualifications & Ideal Profile: 3-5+ years of experience in relationship management, client service, or operational support within financial services. Familiarity with Wealth Management Firms, Enterprises, Hybrid and RIA environments, including administrative and compliance operations. Excellent communication, organizational, and interpersonal skills with a strong commitment to partner satisfaction. High proficiency in CRM systems (Salesforce preferred), Microsoft Office, and reporting tools. Detail-oriented, solutions-driven, and collaborative with the ability to manage multiple priorities in a dynamic environment. Compensation: The Base Salary range for this position is between $60,000 - $67,500. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. Unyielding Integrity, doing what's right, always. Even when it's hard. Collective Respect, in being authentic, inclusive and valuing all voices while winning together. Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. Flex Time or Paid Time Off and Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

About this role: Wells Fargo is seeking a... In this role, you will: Participate in inbound/outbound calls and identify opportunities for selling merchant services products and services Provide telephone support for merchant sales, branch and bank partners in addition to handling customer inquiries and prospects Assess, profile and analyze merchant's needs, creating customized proposals and effectively managing relationships from origination through activation Review and analyze basic or tactical issues related to low-to medium risk deliverables Provide a suite of electronic payment processing solutions to business clients including Point of Sale (POS) systems for Terminals, Ecommerce and Mobile Solutions Educate business customers on processing compliance and security solutions to securely accept electronic payments Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of Merchant Call Center Sales policies, procedures, and compliance requirements Address client needs by following established policies, procedures, and compliance requirements to resolve inquiries pertaining to interchange, funding, billing and the electronic payments industry Provide information to colleagues, internal partners, and stakeholders related to Merchant Call Center Sales function Focus on prospective customers using pre-established leads or leads generated through various channels May assist clients with account set-up on varied front-end and back-end technology combinations for multiple industries May partner with other areas of Wells Fargo Merchant Services and other Wells Fargo lines of business Required Qualifications: 2+ years of Merchant Services or Contact Center Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Merchant Services or Contact Center Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: Posting End Date: 21 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker magazine as having a top banking team in its list of “The Most Powerful Women in Banking.” Our customers consistently vote us as the best bank in our local markets. We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a “local” business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Bank Card Dispute Specialist to join our team. This position will be located in-office in Midvale, UT, and the hours will be Monday-Friday 9:00 am-6:00 pm. Your key responsibilities: · Conduct investigations into disputes of company issued credit and debit cards to determine applicable charge back rights. · Be responsible for cardholder notifications and issuance of provisional credit. · Interview clients, merchants, etc. to get needed information to resolve disputes. · Negotiate or assist with resolutions to disputes. · Prepare reports, monitor progress and watch for any developing problems. · Work with cardholders to ensure that losses are minimized. · Perform other duties as assigned. Qualifications: · Requires a High School degree or Equivalent and 1+ years of bankcard products, operational processes and card dispute rules and regulations or other directly related experience. · A combination of education and experience may meet job requirements. · Basic working knowledge of credit and bank card products and operations, collections, and customer service. · Working knowledge of fraud or dispute processes and procedures. · Good customer service, analytical, investigation and communication skills, both verbal and written. · Ability to research and resolve problems and meet deadlines. · Knowledge of Microsoft Applications i.e. Excel, Word and Outlook. Benefits: · Medical, Dental and Vision Insurance - START DAY ONE! · Life and Disability Insurance, Paid Parental Leave and Adoption Assistance · Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts · Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays · 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience · Mental health benefits including coaching and therapy sessions · Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire · Employee Ambassador preferred banking product Pay (depending on experience): $19.00-$22.50