Service Team Member jobs at Approved Cash

Join our vibrant team as a Customer Service Specialist in our on-site Customer Contact Center! In this role, you'll handle a variety of high-quality customer service requests via phone, chat, secure message, and email. You'll focus on First Contact Resolution while managing risk for both the bank and the customer, consistently delivering exceptional service. What You'll Do: Customer Requests: Process check orders, stop payments, account maintenance, and check and statement requests. Debit Card Support: Handle debit card maintenance requests, including limit increases, card closures/reorders, and travel notices. Issue Resolution: Support and resolve complex debit card issues. Online/Mobile Banking: Provide support and troubleshooting for both consumer and business customers. Scorecard Goals: Meet and exceed personal scorecard goals contributing to the department's overall goals. Exceptional Service: Create positive experiences for customers across all support channels. Professional Interaction: Interact with customers and co-workers professionally and represent United Community Bank as “The Bank that Service Built.” Mentoring: Assist with mentoring teammates and contribute to training resource material. Specialized Support: Develop a specialized support niche as a Subject Matter Expert in one or more areas. Sales Referrals: Actively seek, refer, and/or sell bank products and services that align with customer needs. Training: Successfully complete all assigned training programs. Product Knowledge: Maintain thorough knowledge of all bank products and services. Attendance: Minimize absences to ensure team performance goals are met. Other Duties: Perform other duties as assigned. What We're Looking For: 1-3 years of banking, bank operations, retail, or customer service experience required. 1-3 years of experience in one or more bank operations functions preferred. 1-3 years of experience in retail or commercial banking preferred. Previous Contact Center experience in any professional work environment is a plus. Experience with email, chat, or other forms of electronic communication preferred. Bilingual and/or fluent in Spanish both verbal and written is a plus. Required Skills: Proficient in Microsoft Office programs and standard office equipment. Excellent interpersonal and communication skills. Passion for delivering superior customer service. Professional and welcoming telephone etiquette. Strong verbal and written communication skills. Strong computer and technology skills. Ability to thrive in a high call volume, fast-paced work environment. Skilled at handling and navigating customer complaints. Ability to closely and accurately follow established processes and procedures. Self-starter with team building and collaboration skills. Ability to multi-task with strong emphasis on details and accuracy. Strong analytical and problem-solving skills with sound judgment. Ability to make informed decisions quickly and troubleshoot issues. Commitment to achieving individual performance goals. Successful completion of all Contact Center training programs. Participation in all required compliance training. Preferred Skills: Bilingual and/or fluent in Spanish both verbal and written. Working Environment and Physical Demands: This is a full-time position that requires schedule flexibility to work evenings and weekends as needed. Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status: Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities.

Are you looking for a new opportunity with career development/training, the ability to work in a collaborative team environment, and a great work/life balance? Horizon Farm Credit is seeking a Customer Services Specialist to join our team. One position is available. The qualified candidate will work in the Lewisburg, PA branch location. The hours of operation are typically Monday through Friday from 8 a.m. to 4:30 p.m. This is a full-time office position. Position Description: In this position, you will provide account information to customers in person, over the phone, and via email. You will be responsible for processing customer convenience service requests and handling general account inquiries. Additionally, you will perform a wide variety of clerical and office duties including supporting the local branch. Areas of Responsibilities include, but are not limited to: Customer Service Promptly and professionally handle telephone calls and visitors. Assist callers with routine inquiries and requests. Promptly and professionally handles telephone calls and visitors. Promotes Business Management Solutions and convenience products to members. Accounting Process incoming payments and make deposits. Disburse loan funds. Complete noncash forms as needed for internal adjustments and transfers to Finance. Initiates outgoing past due notices and routine delinquency phone calls to customers. Loan Servicing Assist in the printing and mailing of loan packages. Ensures loan documents are properly scanned in AgDocs promptly once executed. Supports loan officers' account servicing efforts including the collection of customer financial information. Additional Administrative Duties Prepare special reports and correspondence as required. Assist in system maintenance to ensure accurate reporting. Education Customer service experience preferred or training/experience in the banking or finance industry. Experience Generally, 2-5+ years of related work experience is preferred. Experience working in a fast-paced environment is a plus. REQUIREMENTS Excellent communication & interpersonal relations skills. Moderate knowledge of software applications and proven self-starter. Excellent organizational skills with the ability to simultaneously work on multiple projects/assignments. Ability to initiate, organize, and prioritize work and maintain confidentiality. Basic knowledge and ability to promote convenience products and Business Management Solutions. Ability to work in the office during branch hours of operation (typically Monday - Friday from 8 a.m. to 4:30 p.m.) Adaptable and flexible to a changing work environment. Prolonged periods of sitting at a desk and working on a computer. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary Range: $40,000 - $50,000, depending on experience. Equal Opportunity Employer including veterans and individuals with disabilities.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Training and Schedule: You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 02/02 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 6:00 am - 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: Starting rate $20.00 per hour Posting Location(s): 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 9 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative Everyday Banking in Roanoke. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted Training and Schedule: * You will receive in-depth classroom training, continue on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. * Training class starts on 02/02 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 6:00 am - 12:00 am (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. * Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: * Starting rate $20.00 per hour Posting Location(s): * 7711 Plantation Rd Roanoke VA 24019 @RWF22 Posting End Date: 9 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Are you looking for a new opportunity with career development/training, the ability to work in a collaborative team environment, and a great work/life balance? Horizon Farm Credit is seeking a Customer Services Specialist to join our team. One position is available. The qualified candidate will work in the New Stanton, PA branch location. The hours of operation are typically Monday through Friday from 8 a.m. to 4:30 p.m. This is a full-time office position. Position Description: In this position, you will provide account information to customers in person, over the phone, and via email. You will be responsible for processing customer convenience service requests and handling general account inquiries. Additionally, you will perform a wide variety of clerical and office duties including supporting the local branch. Areas of Responsibilities include, but are not limited to: Customer Service Promptly and professionally handle telephone calls and visitors. Assist callers with routine inquiries and requests. Promptly and professionally handles telephone calls and visitors. Promotes Business Management Solutions and convenience products to members. Accounting Process incoming payments and make deposits. Disburse loan funds. Complete noncash forms as needed for internal adjustments and transfers to Finance. Initiates outgoing past due notices and routine delinquency phone calls to customers. Loan Servicing Assist in the printing and mailing of loan packages. Ensures loan documents are properly scanned in AgDocs promptly once executed. Supports loan officers' account servicing efforts including the collection of customer financial information. Additional Administrative Duties Prepare special reports and correspondence as required. Assist in system maintenance to ensure accurate reporting. Education Customer service experience preferred or training/experience in the banking or finance industry. Experience Generally, 2-5+ years of related work experience is preferred. Experience working in a fast-paced environment is a plus. REQUIREMENTS Excellent communication & interpersonal relations skills. Moderate knowledge of software applications and proven self-starter. Excellent organizational skills with the ability to simultaneously work on multiple projects/assignments. Ability to initiate, organize, and prioritize work and maintain confidentiality. Basic knowledge and ability to promote convenience products and Business Management Solutions. Ability to work in the office during branch hours of operation (typically Monday - Friday from 8 a.m. to 4:30 p.m.) Adaptable and flexible to a changing work environment. Prolonged periods of sitting at a desk and working on a computer. Who are we? Horizon Farm Credit is an expert in agriculture, with over 100 years of serving rural America. As a premier rural lender, we're constantly growing and seeking new members for our team. As part of the Horizon Farm Credit team, you have the opportunity to make a difference for agriculture and rural communities. What can we offer you? We offer competitive compensation and benefits packages for full-time employees including: Medical insurance with dental and vision care options 401 (k) with significant employer matching Paid time off, holidays, and volunteer time to support work/life balance Tuition reimbursement and training opportunities Student loan reimbursement Leadership and career development opportunities Paid maternity and bonding leave Paid short-term disability Fun and inclusive work environment Salary Range: $40,000 - $50,000, depending on experience. Equal Opportunity Employer including veterans and individuals with disabilities.

Join our dynamic Customer Contact Center team and be the first point of contact for our valued customers. You'll handle a variety of customer service requests via phone, chat, secure message, and email, ensuring First Contact Resolution while managing risk for both the bank and the customer. Your role is crucial in delivering exceptional service and maintaining our reputation as "The Bank that Service Built." What You'll Do * Process Requests: Handle check orders, stop payments, account maintenance, and more.• Debit Card Support: Manage card issues, including limit increases, closures, reorders, and travel notices.• Technical Assistance: Provide support for Online/Mobile Banking and Bill Pay for both consumer and business customers.• Customer Interaction: Create positive experiences across all support channels.• Mentorship: Assist in mentoring teammates and contribute to training materials.• Specialized Support: Develop expertise in specific areas of support.• Sales and Referrals: Identify and recommend bank products and services that meet customer needs.• Training and Compliance: Complete all required training and stay updated on bank products and services. Requirements For Success * 1-3 years in banking, bank operations, retail, or customer service.• Previous Contact Center experience is a plus.• Experience with electronic communication (email, chat) preferred.• High school diploma or equivalent required.• Bachelor's degree in a relevant field or equivalent combination of education and experience preferred.• Proficiency in Microsoft Office and standard office equipment.• Excellent interpersonal and communication skills.• Passion for delivering superior customer service.• Professional and welcoming telephone etiquette.• Strong verbal and written communication skills.• Ability to thrive in a high call volume, fast-paced environment.• Skilled at handling customer complaints.• Ability to follow established processes and procedures accurately.• Self-starter with strong team collaboration skills.• Ability to multi-task with a strong emphasis on detail and accuracy.• Strong analytical and problem-solving skills.• Ability to make informed decisions quickly and troubleshoot issues effectively.• Commitment to achieving individual and team performance goals. Conditions of Employment Preferred Skills:• Bilingual and/or fluent in Spanish (verbal and written) is a plus.• Flexibility to work evenings and Saturdays. Work Environment:• Work location within the UCB footprint. Position Type:• Part-time with schedule flexibility to work evenings and weekends as needed. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant based on race, color, sex, age, national origin, religion, sexual orientation, gender identity/expression, veteran status, disability, or any other protected class. Reasonable accommodations are available for individuals with disabilities. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities * 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. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Provide technical and operational assistance to IRA Owners * Assist all IRA Owners with back-office functions * Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them * Process IRA Service Agreements * Data input and verification of all customer information pertaining to the initial application * Process distribution requests correctly and within the service levels defined within partner agreements and operational goals * Scan all data into the optical imaging system * Perform a variety of tasks related to opening, maintaining and closing out IRA accounts * Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions * Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams * Perform other duties and special projects as assigned * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. * Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. * Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. * Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. * Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. * Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. * Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). * Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. * Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks * Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. * Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. * Bachelor's degree in business is preferred or industry related work experience to commensurate to the position * Knowledge of financial services industry and IRA products * Proficiency with PC's including Microsoft Office software applications * Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities 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. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Provide technical and operational assistance to IRA Owners Assist all IRA Owners with back-office functions Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them Process IRA Service Agreements Data input and verification of all customer information pertaining to the initial application Process distribution requests correctly and within the service levels defined within partner agreements and operational goals Scan all data into the optical imaging system Perform a variety of tasks related to opening, maintaining and closing out IRA accounts Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams Perform other duties and special projects as assigned Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. Bachelor's degree in business is preferred or industry related work experience to commensurate to the position Knowledge of financial services industry and IRA products Proficiency with PC's including Microsoft Office software applications Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer 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.

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities * 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. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Provide technical and operational assistance to IRA Owners * Assist all IRA Owners with back-office functions * Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them * Process IRA Service Agreements * Data input and verification of all customer information pertaining to the initial application * Process distribution requests correctly and within the service levels defined within partner agreements and operational goals * Scan all data into the optical imaging system * Perform a variety of tasks related to opening, maintaining and closing out IRA accounts * Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions * Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams * Perform other duties and special projects as assigned * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. * Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. * Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. * Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. * Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. * Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. * Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). * Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. * Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks * Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. * Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. * Bachelor's degree in business is preferred or industry related work experience to commensurate to the position * Knowledge of financial services industry and IRA products * Proficiency with PC's including Microsoft Office software applications * Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities 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. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Provide technical and operational assistance to IRA Owners Assist all IRA Owners with back-office functions Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them Process IRA Service Agreements Data input and verification of all customer information pertaining to the initial application Process distribution requests correctly and within the service levels defined within partner agreements and operational goals Scan all data into the optical imaging system Perform a variety of tasks related to opening, maintaining and closing out IRA accounts Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams Perform other duties and special projects as assigned Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. Bachelor's degree in business is preferred or industry related work experience to commensurate to the position Knowledge of financial services industry and IRA products Proficiency with PC's including Microsoft Office software applications Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer 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.

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities 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. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. Provide technical and operational assistance to IRA Owners Assist all IRA Owners with back-office functions Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them Process IRA Service Agreements Data input and verification of all customer information pertaining to the initial application Process distribution requests correctly and within the service levels defined within partner agreements and operational goals Scan all data into the optical imaging system Perform a variety of tasks related to opening, maintaining and closing out IRA accounts Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams Perform other duties and special projects as assigned Assist with other tasks and projects as assigned Supervision N/A Section 3: Experience, Skills, Knowledge Requirements Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. Bachelor's degree in business is preferred or industry related work experience to commensurate to the position Knowledge of financial services industry and IRA products Proficiency with PC's including Microsoft Office software applications Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer 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.

The IRA Customer Service Specialist position is accountable for delivering exceptional customer service that exceeds IRA Owner expectations in all contact interactions. This position requires an advanced level of Traditional and Roth IRA knowledge and is primarily responsible for providing front-line call center and operational process support to IRA Owners. The IRA Customer Service Specialist processes applications, verifies documentation, processes distribution requests, rollovers from 401k plans, pulls fees, and replies to IRA owner inquiries. Section 2: Job Functions, Essential Duties and Responsibilities * 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. * Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture. * Provide technical and operational assistance to IRA Owners * Assist all IRA Owners with back-office functions * Interact directly with IRA Owners, answering questions and offer guidance regarding IRA accounts as well as the regulations surrounding them * Process IRA Service Agreements * Data input and verification of all customer information pertaining to the initial application * Process distribution requests correctly and within the service levels defined within partner agreements and operational goals * Scan all data into the optical imaging system * Perform a variety of tasks related to opening, maintaining and closing out IRA accounts * Take initiative to continuously develop skills and industry knowledge to enhance the value of all customer interactions * Recommend and implement continuous improvements to back office processes identified through daily interaction with customers and internal operations teams * Perform other duties and special projects as assigned * Assist with other tasks and projects as assigned Supervision * N/A Section 3: Experience, Skills, Knowledge Requirements * Communication Skills - Communicates regularly with both peers and colleagues in other business units. Demonstrates ability to document procedures that are clear and easy to understand. Effectively communicates with clients on specific tasks. * Technical Knowledge - Minimal ERISA knowledge or job specific technical knowledge required. Demonstrates proficiency of assigned tasks underpinning operational function. * Problem Solving- Effectively solves problems with direction utilizing resources/procedures for a specific process, with a defined resolution. * Detail Oriented Vs. Big Picture- Generally focuses and considers details on specific tasks while aware of the identified implications to the entire process associated with the task. * Conflict Resolution - Addresses conflicts within team (direct circle of influence) related to tasks/processes for which they have direct ownership. * Training/Mentoring - Is generally trained/mentored and has the ability to train a fellow associate on specific tasks. * Risk Taking/Decision Making - Makes decisions on a participant or plan level transaction based on precedent (assistance may be required). * Planning/Organizing - Generally plans 1-2 days in advance in order to meet specific tasks as defined. Generally planning for self only and vacation back-up as needed. Organized so that specific items can consistently be retrieved quickly. * Time Management/Prioritization - Works most efficiently with a pre-defined schedule or set of existing priorities, but able to be effectively flexible if a situation calls for it. Needs assistance dealing with conflicting priorities. Capable of managing individual tasks * Work Style - Works well independently on specific tasks. Requires some direction in more complicated or out of the box tasks. Able to develop and maintain rapport with others, demonstrates inclusiveness and respect for others. * Initiative/Work Ethic - Completes daily work as assigned. Will seek out opportunities to assist peers with daily volumes. Independently identify areas of processing that could be improved and acted upon. Will take on additional departmental responsibilities when assigned. * Bachelor's degree in business is preferred or industry related work experience to commensurate to the position * Knowledge of financial services industry and IRA products * Proficiency with PC's including Microsoft Office software applications * Certified IRA Services Professional (CISP) a plus We are proud to be an Equal Opportunity Employer 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. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").

American Heritage Credit Union, a $5 billion Credit Union has immediate openings available in our Contact Center for Part-Time PAT Member Service Representative! This position performs routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing via the Personal-interactive teller unit. Responsibilities Include: Serve membership by providing service and information in a pleasant, efficient manner via the PTM/ITM (Personal Teller Machine Interactive Teller Machine) Identifies cross-sell opportunities and cross-sells services to members. Perform routine member transactions, including but not limited to cash/check deposits, withdrawals, and transfers. Perform account review. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service using the ACS system in order to meet the expectations/ financial needs of the member. Qualifications: Must have prior Cash Handling, Customer Service experience required. Previous Credit Union/Banking experience a plus. Monday- Friday - 8:00 a.m. to 7:00 p.m. & Saturday 9:00 a.m. to 3:00 p.m. This position requires regular weekly Saturday coverage unless there is a special occasion and time off is approved by management. We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment. To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation. ** Come experience why American Heritage Credit Union is a seven time award winner in the Philadelphia Business Journal Best Places to Work contest!! **

American Heritage Credit Union, a $5 billion Credit Union has immediate openings available in our Contact Center for Full-Time PAT Member Service Representatives! This is a virtual representative position at our main campus in Northeast Philadelphia. This position performs routine member transactions, including deposits, withdrawals, cash advances, loan payments, transfers and check cashing via the Personal-interactive teller unit. Responsibilities Include: Serve membership by providing service and information in a pleasant, efficient manner via the PTM/ITM (Personal Teller Machine Interactive Teller Machine) Identifies cross-sell opportunities and cross-sells services to members. Perform routine member transactions, including but not limited to cash/check deposits, withdrawals, and transfers. Perform account review. Ability to analyze and identify member's questions/problems and refer/cross-sell a product or service using the ACS system in order to meet the expectations/ financial needs of the member. Qualifications: Must have prior Cash Handling, Customer Service experience required. Previous Credit Union/Banking experience a plus. Must be flexible and available to work Contact Center hours of operation: Monday- Friday - 7:55 a.m. to 7:05 p.m. & Saturday 8:55 a.m. to 3:05 p.m. Hours are subject to change at any time at the discretion of management based on the needs of the Credit Union. We offer a competitive salary, an outstanding benefits package, including a 401(k) with a generous company match and a friendly, progressive & environmentally friendly work environment.

The Contact Center Member Service Representative is responsible for delivering accurate, professional, and solution-focused service to members. Responsibilities include assisting members over the phone, providing information about credit union products and services, and conducting account research. Additional tasks may involve opening prime share, share draft, and club accounts, performing necessary file maintenance, and assisting with payroll and account changes. The role requires maintaining up-to-date knowledge of and adherence to security procedures and internal controls. Other duties may be assigned as needed. Responsibilities Solution Oriented: Professionally and proactively helps members in achieving their financial objectives with guidance and advice. Helps members anticipate potential problems, offering suggestions and possible solutions. Being oriented towards recognizing members' needs. This ability will be developed in associates over time as they continue to learn more about Palmetto Citizens and financial services. Works with members and co-workers in Branches and Departments to resolve potential problems to create a positive member solution. Product Promotion: Understands members' needs and professionally promotes appropriate credit union products and services. Promotes new prime share, additional savings, share draft, and other accounts and refers members to open the accounts. Has strong Palmetto Citizens product knowledge. This ability develops over time as associates learn and apply their knowledge when working with members. Enhances member service usage of Palmetto Citizens products. Remote Banking: Always deliver assistance in a safe and secure manner. Knowing the member and the depth of their relationship. Always professional and pleasant in handling member transactions. Receives transfers by phone, or by mail; transacts check withdrawals; provides cashier's checks, and any other service within their authority. Completes all necessary file maintenance documents, and orders checks for members, as appropriate. Has authority to permit availability of funds for checks up to a predetermined amount without further approval. Qualifications High School Diploma or equivalent is required. Previous customer service experience preferred. Previous contact center experience preferred. Bilingual candidates a plus. Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 2124 Starmount Prkwy • Chesapeake • Virginia • 23321 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Desired Qualifications * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 7925 Stonewall Shops Square, Gainesville, Virginia 20155 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 7925 Stonewall Shops Square, Gainesville, Virginia 20155 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: Building 202 Blvd DeFrance, MCRD Parris Island, South Carolina 29905 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned