Customer Care Specialist jobs at Ascensus - 5356 jobs

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This position will be responsible for leading the workforce management functions within USAA Bank Contact Centers. Responsibilities of lead team include creation of base schedules for all new hire contact center service representatives, schedule alignment to demand pattern, short term and long-term recommendations to improve alignment, annual and ongoing PTO process, scheduling of all off phone activities, maintenance of NICE WFM, relationship with and auditing of 3rd party supplier WFM team, documentation and communication of WFM processes. The incumbent will be working with Call Routing Technology, Nice WFM, Genesys Decisions. As a dedicated Director, Workload Planning and Forecasting, you will be responsible for providing thoughtful leadership and people leadership to the team(s) supporting operational workforce planning and forecasting. This position will establish effective relationships with internal and external partners to ensure processes, procedures and systems provide accurate and reliable workforce management for USAA operational environments. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA and Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for maintenance of process taxonomy inventory and appropriate effective execution of documented controls. Leverages relationships with internal and external business partners to proactively identify and provide consultation on operational performance opportunities related to scheduling, forecasting and capacity planning, and real-time monitoring. Directs the planning and implementation of integrated resource planning processes for a specified company or staff agency. Provide relevant insights into drivers of operations performance variance. Responsible for Executive level summaries and insights on contact center performance and both short and long-term staffing positions. Acts in a consultative and advisory capacity to executive management on strategic and tactical workload and resource planning design and implementation. Oversees statistical analysis to validate effectiveness and efficiency of plans, strategies, and decisions, in support of integrated workload modeling. Oversees gathering of quantitative and qualitative data; Approves data collection guidelines and methodologies. Serves as a stakeholder/sponsor to improve data quality & availability provided by data partners. Maintains an understanding of company business operations and goals and provides information on how workload strategies impact performance goals. Drives standardization in and oversees the building of analytical products that are scalable and flexible. Identifies, provides oversight, and performs forecasting analysis/data mining on special business topics (Marketing ROI and optimization, fulfillment process/productivity improvements, demand forecasting, customer segmentation, etc.) and partners with internal and external areas (Finance, CoSAs, HR, etc.). Reviews and assesses department, business, and strategic supplier processes and procedures ensuring efficient workload management to support enterprise objectives. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Takes initiative to understand business drivers of supported LOB (e.g. high-level understanding of products and services and contribution of workforce to LOB goals). Manages business and executive level escalations, including reporting to senior-level leadership as appropriate. Works with Finance partners to align business strategies with financial impacts and incorporate them into the financial planning cycles. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of progressive experience in a workforce management function performing demand and/or supply forecasting, scheduling, capacity management, reporting and/or real-time resource management. 3 years of direct team lead or management experience. Demonstrated ability to build and leverage relationships with senior leadership, business partners at various levels within the Enterprise, and external 3rd parties. Experience establishing project deliverables, deadlines, schedule status, performance tracking, and critical path reporting and analysis. Strong people leader skills and proven ability to build high performing teams. Advanced knowledge of call center dynamics, including workload demand forecasting, staffing, queues, schedule preferencing, data analysis and performance metrics with the ability to explain data insights to senior leadership and internal and external stakeholders. Strong background in workforce management software. What sets you apart: Proven results optimizing contact center processes and tools to support the business' strategic objectives. 3-5 years experience with Contact Center tools: NICE WFM, Call Routing, Genesys Decisions, Tableau. Experience with an outbound dialer. Experience working with NICE WFM tool - Cloud based. Demonstrated experience integrating new contact centers into WFM processes. Compensation range: The salary range for this position is: $127,310- $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity This position will be responsible for leading the workforce management functions within USAA Bank Contact Centers. Responsibilities of lead team include creation of base schedules for all new hire contact center service representatives, schedule alignment to demand pattern, short term and long-term recommendations to improve alignment, annual and ongoing PTO process, scheduling of all off phone activities, maintenance of NICE WFM, relationship with and auditing of 3rd party supplier WFM team, documentation and communication of WFM processes. The incumbent will be working with Call Routing Technology, Nice WFM, Genesys Decisions. As a dedicated Director, Workload Planning and Forecasting, you will be responsible for providing thoughtful leadership and people leadership to the team(s) supporting operational workforce planning and forecasting. This position will establish effective relationships with internal and external partners to ensure processes, procedures and systems provide accurate and reliable workforce management for USAA operational environments. We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA and Tampa, FL. Relocation assistance is not available for this position. What you'll do: Responsible for maintenance of process taxonomy inventory and appropriate effective execution of documented controls. Leverages relationships with internal and external business partners to proactively identify and provide consultation on operational performance opportunities related to scheduling, forecasting and capacity planning, and real-time monitoring. Directs the planning and implementation of integrated resource planning processes for a specified company or staff agency. Provide relevant insights into drivers of operations performance variance. Responsible for Executive level summaries and insights on contact center performance and both short and long-term staffing positions. Acts in a consultative and advisory capacity to executive management on strategic and tactical workload and resource planning design and implementation. Oversees statistical analysis to validate effectiveness and efficiency of plans, strategies, and decisions, in support of integrated workload modeling. Oversees gathering of quantitative and qualitative data; Approves data collection guidelines and methodologies. Serves as a stakeholder/sponsor to improve data quality & availability provided by data partners. Maintains an understanding of company business operations and goals and provides information on how workload strategies impact performance goals. Drives standardization in and oversees the building of analytical products that are scalable and flexible. Identifies, provides oversight, and performs forecasting analysis/data mining on special business topics (Marketing ROI and optimization, fulfillment process/productivity improvements, demand forecasting, customer segmentation, etc.) and partners with internal and external areas (Finance, CoSAs, HR, etc.). Reviews and assesses department, business, and strategic supplier processes and procedures ensuring efficient workload management to support enterprise objectives. Builds and oversees a team of employees for assigned functional area through ongoing execution of recruiting, development, retention, coaching and support, performance management, and managerial activities. Takes initiative to understand business drivers of supported LOB (e.g. high-level understanding of products and services and contribution of workforce to LOB goals). Manages business and executive level escalations, including reporting to senior-level leadership as appropriate. Works with Finance partners to align business strategies with financial impacts and incorporate them into the financial planning cycles. Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: Bachelor's degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree. 8 years of progressive experience in a workforce management function performing demand and/or supply forecasting, scheduling, capacity management, reporting and/or real-time resource management. 3 years of direct team lead or management experience. Demonstrated ability to build and leverage relationships with senior leadership, business partners at various levels within the Enterprise, and external 3rd parties. Experience establishing project deliverables, deadlines, schedule status, performance tracking, and critical path reporting and analysis. Strong people leader skills and proven ability to build high performing teams. Advanced knowledge of call center dynamics, including workload demand forecasting, staffing, queues, schedule preferencing, data analysis and performance metrics with the ability to explain data insights to senior leadership and internal and external stakeholders. Strong background in workforce management software. What sets you apart: Proven results optimizing contact center processes and tools to support the business' strategic objectives. 3-5 years experience with Contact Center tools: NICE WFM, Call Routing, Genesys Decisions, Tableau. Experience with an outbound dialer. Experience working with NICE WFM tool - Cloud based. Demonstrated experience integrating new contact centers into WFM processes. Compensation range: The salary range for this position is: $127,310- $243,340. USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.). Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA 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, or status as a protected veteran.

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences. #J-18808-Ljbffr

A growing fintech company in Palo Alto, CA is seeking a qualified individual for a senior position requiring extensive knowledge of US corporate tax legislation. The ideal candidate will have a master's degree in Accounting or Finance, along with a relevant CPA license. This role includes team management, direct client interaction, and active review of tax deliverables, ensuring compliance and timely submissions. #J-18808-Ljbffr

Trexquant, a leading quantitative hedge fund, is seeking an Office Manager to oversee daily operations and support our fast-paced, collaborative environment. This role ensures smooth office functioning, provides administrative support, and helps maintain our high-performance culture. Responsibilities Manage office operations, vendors, and budgets Support executives with scheduling, travel, and meetings Coordinate team events, setup and breakdown Maintain a professional and efficient work environment Ensure compliance with workplace and confidentiality standards Ensuring rooms and common areas are clean and presentable. Performing routine and preventive maintenance on equipment Conducting inventory of supplies and ensuring office spaces are stocked with necessary items 3+ years in office management, administration, or operations (finance/tech a plus) Highly organized, proactive, and adaptable Strong communication and problem-solving skills Proficient in Google Workspace, and office management tools Competitive salary plus bonus based on individual and company performance Collaborative, casual, and friendly work environment PPO Health, dental and vision insurance premiums fully covered for you and your dependents Pre-tax commuter benefits Weekly company meals #J-18808-Ljbffr

A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr

The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year

* Have an opportunity to support a fast growing business through product development lifecycle from ideation to execution.* Advise and consult with risk and business teams to help develop well-designed products, processes, and supporting technologies and implement risk management practices; support our business partners to drive the risk/return trade-off decisions* Partner closely with the business teams to lead and deliver on our well-managed agenda* Establish and maintain positive working relationships with product owners, process managers, compliance advisors, legal counsels, auditors, and other risk associates* Manage multiple tasks and meet deadlines, independently and with team collaboration* Support risk event remediation and complaints impacting customers stemming from process breakdowns or other problems, helping develop permanent corrective actions* Work across the division to execute the first line risk assessments, consulting on effective challenge, and assist with establishing risk mitigation plans* Participate in or lead risk forums and contribute to continuous improvement of risk management practices* Stay abreast of the changing regulatory environment and understand the impacts to the business areas that you support* Review, analyze, assess risk, & document effective controls to cover gaps enhancing the control suite effectiveness (CSE)* Other risk efforts, including but not limited to: audit/exam support, control testing* At least 2 years of experience supporting, partnering and interacting with internal business clients* At least 3 years of experience in project, process, or risk management* 2+ years experience in working in the travel industry* 4+ years of experience supporting, partnering and interacting with internal business clients Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. #J-18808-Ljbffr

Job Description: CHB Specialist We are the Human Standard in Global Logistics. Founded in 1999, with a singular idea: to bring integrity and honor to the freightforwarding market. Today, we are a leader in global logistics and got here because we have stayed true to our core values. We have offices in Mobile, AL, Savannah, GA and Charleston, SC. Visit our website for more information. ***************************** Location: Candidates will be considered in Savannah, GA, Charleston, SC or Mobile, AL Work Schedule: Onsite Monday-Friday By joining the ASF Team you will receive… Company-paid benefits available: Dental insurance Short-term and long-term disability 50,000 Group Term Life insurance policy (7) Paid holidays and (15) days PTO per calendar year 401(k) Retirement plan with employer matching. Employees are 100% vested at enrollment. Additional Benefits available for purchase: Blue Cross Blue Shield plan for employee and dependents, vision insurance, critical illness, accident, and additional voluntary term life insurance. Responsibilities / Essential Functions: Arrange customs clearance in all USA ports for all inbound goods for various importcustomers. The ideal candidate will be able to handle logistics flow from origin to final delivery to ensure maximum efficiency. This position requires working knowledge of customs regulations and compliance documentation. To succeed in this role, you should have organizational skills, attention to detail, and effective communication abilities. A customer- focused approach is an essential job function. Duties: Classify goods using the Harmonized Tariff Schedule (HTS) or Harmonized System (HS) codes to determine applicable duties, taxes, and eligibility for trade agreements. Prepare, review, and submit customs documentation, including invoices, packing lists, bills of lading, certificates of origin, and import/export declarations. Calculate and process payments for duties, taxes, fees, and other charges owed to customs authorities. Ensure compliance with international trade regulations, including free trade agreements (e.g., USMCA), anti-dumping duties, sanctions, and partner government agency (PGA) requirements. Coordinate with customs brokers, freight forwarders, carriers, suppliers, and government officials to clear shipments and resolve issues like inspections or discrepancies. Monitor shipments for timely clearance, audit entries for accuracy, and handle post-entry amendments or protests for refunds. Stay updated on changes in customs laws, tariffs, and regulations; conduct compliance audits and risk assessments. Advise internal teams or clients on trade compliance best practices, valuation methods, and special programs (e.g., duty drawback). Maintain records for audits and communicate with stakeholders to prevent delays or fines. Education and Experience: Bachelor's degree in business administration or related field preferred Ocean import/export experience preferred Minimum of 2 years of experience in import/export operations, customs brokerage, or trade compliance required

General Purpose The Customer Consultant I responds to customer inquiries via telephone. This is a part time (20+ hours per week) position. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Regular and reliable attendance is required as an essential function of this position. Answers the phones for the bank location. Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. Performs general maintenance of customer accounts such as address changes and check orders. Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. Performs customer requested research, including printing statements and check copies. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Skill in understanding customer needs and delivering unsurpassed customer service. Understanding and application of banking compliance regulations. Ability to rely on instructions and pre-established guidelines to perform the functions of the job. Effectively manages one's time and resources to ensure that work is completed efficiently. Strong verbal and written communication skills. Knowledge of and comfortable using internet software. Maintains confidentiality. Education or Formal Training: High School Diploma or General Education Diploma (GED) equivalent required. Experience: Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.

General Purpose The Customer Consultant I responds to customer inquiries via telephone. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Regular and reliable attendance is an essential function of this job. Answers the phones for the bank location. Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. Performs general maintenance of customer accounts such as address changes and check orders. Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. Performs customer requested research, including printing statements and check copies. Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: Skill in understanding customer needs and delivering unsurpassed customer service. Understanding and application of banking compliance regulations. Ability to rely on instructions and pre-established guidelines to perform the functions of the job. Effectively manages one's time and resources to ensure that work is completed efficiently. Strong verbal and written communication skills. Knowledge of and comfortable using internet software. Maintains confidentiality. Education or Formal Training: High School Diploma or General Education Diploma (GED) equivalent required. Experience: Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.

General Purpose The Customer Consultant I responds to customer inquiries via telephone. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Regular and reliable attendance is an essential function of this job. * Answers the phones for the bank location. * Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. * Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. * Performs general maintenance of customer accounts such as address changes and check orders. * Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. * Performs customer requested research, including printing statements and check copies. * Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: * Skill in understanding customer needs and delivering unsurpassed customer service. * Understanding and application of banking compliance regulations. * Ability to rely on instructions and pre-established guidelines to perform the functions of the job. * Effectively manages one's time and resources to ensure that work is completed efficiently. * Strong verbal and written communication skills. * Knowledge of and comfortable using internet software. * Maintains confidentiality. Education or Formal Training: * High School Diploma or General Education Diploma (GED) equivalent required. Experience: * Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.

General Purpose The Customer Consultant I responds to customer inquiries via telephone. This is a part time (20+ hours per week) position. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Regular and reliable attendance is required as an essential function of this position. * Answers the phones for the bank location. * Assists customers with routine account-related requests such as: funds transfers, stop payments, inquiries about checking and savings account transactions, inquiries about funds availability, and check verification requests by third parties. * Assists customers with general Online and Mobile Banking related requests such as: help with enrolling, utilizing Bill Pay, accessing eStatements, making deposits and utilizing the features. * Performs general maintenance of customer accounts such as address changes and check orders. * Researches and resolves customer problems, acts as the customer liaison between other bank departments when necessary. * Performs customer requested research, including printing statements and check copies. * Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: * Skill in understanding customer needs and delivering unsurpassed customer service. * Understanding and application of banking compliance regulations. * Ability to rely on instructions and pre-established guidelines to perform the functions of the job. * Effectively manages one's time and resources to ensure that work is completed efficiently. * Strong verbal and written communication skills. * Knowledge of and comfortable using internet software. * Maintains confidentiality. Education or Formal Training: * High School Diploma or General Education Diploma (GED) equivalent required. Experience: * Previous customer service experience is preferred. Working Conditions Working Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. This is largely a sedentary role. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $18.00 to $23.00 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close January 31, 2026, or until filled.

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: Client onboarding, including preparation of new account paperwork and client information-gathering Account maintenance, including any account registration and account profile changes Asset movement processing, including journals, wire transfers and EFTs Assist with quarterly billing and performance reporting Client issue resolution Gathering tax information for clients and assisting with tax reporting Relationship management, including regular client contact General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System Exception report review Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries Trade execution and trade error resolution, as may be applicable and required Requirements: Bachelor's degree Minimum of 3 years relevant experience required FINRA Series 7 and 66 licenses preferred Familiarity with estates preferred Highly motivated self-starter with a strong work ethic and positive “can-do” attitude Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred Demonstrates an ability to learn new processes and technology platforms Takes direction well and demonstrates proactive follow through on assigned tasks Ability to prioritize and effective time management skills Excellent verbal and written communication skills Remains focused on tasks and retains composure under pressure or with conflicting priorities Gathers information and consults appropriate parties when additional guidance is needed Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: * Client onboarding, including preparation of new account paperwork and client information-gathering * Account maintenance, including any account registration and account profile changes * Asset movement processing, including journals, wire transfers and EFTs * Assist with quarterly billing and performance reporting * Client issue resolution * Gathering tax information for clients and assisting with tax reporting * Relationship management, including regular client contact * General administrative functions, including but not limited to: * Maintaining information in the Client Relationship Management System * Exception report review * Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. * Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries * Trade execution and trade error resolution, as may be applicable and required Requirements: * Bachelor's degree * Minimum of 3 years relevant experience required * FINRA Series 7 and 66 licenses preferred * Familiarity with estates preferred * Highly motivated self-starter with a strong work ethic and positive "can-do" attitude * Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) * Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred * Demonstrates an ability to learn new processes and technology platforms * Takes direction well and demonstrates proactive follow through on assigned tasks * Ability to prioritize and effective time management skills * Excellent verbal and written communication skills * Remains focused on tasks and retains composure under pressure or with conflicting priorities * Gathers information and consults appropriate parties when additional guidance is needed * Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas * Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

American Heritage Credit Union, a $5 billion credit union, has an immediate opening available for our new Virtual (Video) Member Experience Advisor Division! This position is based out of our Main office in Northeast Philadelphia! These advisors will provide a premier level of service to members, clients, and associates of American Heritage Credit Union to enhance the overall member experience. Engage with members/non-members through needs-based/consultative actions via remote and video-based experience. RESPONSIBILITIES INCLUDE: Serve as a subject matter expert as it relates to all American Heritage deposit and loan-based products and services. Serve as a subject matter expert as it relates to American Heritage electronic/mobile offerings which includes but is not limited to: Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc. Engage members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs. Fulfill lead generation requests submitted via customer relationship management (CRM), Better Lobby, etc. Open new accounts, certificates of deposit, money market accounts, cash management accounts, IRA's, club accounts, and sharedraft accounts. Complete necessary documentation for ACH and payroll deductions, input mortgage applications and cross-sell products and services to meet member financial needs/goals. Process loan applications, input data, review loan decisions and options with member, prepare supporting loan documentation, compile loan documents for signature and disbursement ensuring accuracy and completeness of loan, and process denials as necessary. Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc. Assist members with how to use self-service technology (eg. PAT, Online/Mobile Teller, Bill Pay, etc.). Utilize sales tracking systems, member data warehouse programs, as well as other tools/systems (eg. Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate members in areas of low engagement. Achieve stated goals/objectives set-forth for positions which includes but is not limited to closed loans, new memberships, e-services penetration, etc. Provide assistance and backup to all Contact Center advisor positions (PAT, Concierge, Member Advisor, etc.) and access all programs needed to assist the membership accordingly. QUALIFICATIONS: Three to five years of similar or related experience. Specifically, at least one year of experience in a call center of a credit union or financial institution. Associate's Degree in Business Administration or a related field or the equivalent experience required. Must be flexible and available to work Call Center hours of operation: Monday-Friday 7:00 a.m. to 7:00 p.m. and rotating Saturdays 9:00 a.m. to 3:00 p.m.) FICEP certification (to be completed after hire date). Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: * Provide ongoing oversight of assigned Old National Wealth Management accounts. * Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. * Manage account liquidity for ongoing cash demands and distributions. * Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: * Comprehensive understanding of different strategy types. * Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. * Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication * Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: * Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. * Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position * Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. * Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. * Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. * Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements * BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. * Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. 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