Customer Care Specialist jobs at Ascensus

Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help. To read more about our client offerings visit: Charles Schwab - Investor Services What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Bachelor's degree or equivalent work related experience A valid and active Series 7 license is required (may be obtained under a condition of employment) A valid and active Series 63 license is required (may be obtained under a condition of employment) Notary preferred Minimum 12 months in a client service industry Basic understanding of brokerage regulations and rules that govern client accounts Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to manage multiple client situations, needs and inquiries simultaneously Need be able to build and maintain good cross enterprise working relationships What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. A desire for growth and a mindset that generates long term success through adaptability and personal accountability. Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) The base salary range for this position is $42,000 - $60,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales

Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Our Ultra High Net Worth team is apart of the broader Investor Services Organization and is primarily responsible for advice and counsel to individuals and families with their wealth management financial needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs. As a Client Relationship Specialist (CRS)- Ultra High Net Worth, you will have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of the Wealth Services Schwab branches, under the guidance of your Client Relationship Manager, you will assist to help deliver an unparalleled client experience. You will pursue this mission through demonstrating the ability to consistently handle service levels, client escalations and providing a resolution that meets the needs/wants of the client, Wealth Services Branches, and the company. Building strong, personal relationships with our clients is a key component of our business strategy. Development and growth are at the core of this role. In this role, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. Although licensing (Series 7 and 63 licenses) are not a required qualification for the CRS role, it is highly preferred and will be recommended for the Ultra High Net Worth team. Schwab will support you to achieve the Series 7 and 63/66, licenses to support you in your grow with Schwab career path goals. What you have What you are good at: Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Specialist will pursue this mission through: Delivering unparalleled value, excellent service and providing a positive client experience Required Qualifications: Must have 2+ years of Client/Customer Service experience Must have previous experience in Banking, Financial Services, Wealth Management, and or Securities industry Highly Preffered qualifications: Active and valid FINRA Series 7 and 63 licenses We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: Ability to adapt to changes in the market and business Strong written and oral communication skills in addition to attention to detail Robust communication, influencing and client engagement skills Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Building and fostering good cross enterprise working relationships Ability to manage multiple client situations, needs, and inquiries simultaneously, and prioritize accordingly Demonstrated experience handling client concerns and issues with tact and diplomacy Outstanding written and oral communication skills Effective time management skills, with the ability to prioritize issues and invest time where appropriate Ability to work independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Build and maintain good cross enterprise working relationships In addition to the base salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

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 It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. 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 It is all about learning and growing. Our Bank Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid three-month training program includes all training materials, class discussions, hands-on training, and e-learning modules. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. We are currently seeking dedicated professionals to work in our Phoenix office for future bank customer service and sales opportunities in 2026. The office is located on Norterra Dr. (Happy Valley) and I-17. We have various schedules ranging from 6:00 am to 10:00 pm local time. These roles include a shift differential of 15% for any weekday hours worked after 6:00 pm and any hours worked on Saturday or Sunday. Weekly work schedules vary and will include one weekend day. We have new training classes starting every month. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. As a Bank Customer Service Representative, you'll work within defined guidelines to facilitate the financial security of members through needs-based sales and service conversations on a single Banking line of business or product set (for example; deposits, credit cards, and website customer support). In this role, you will make a difference to our members as you identify immediate and underlying financial needs and respond with relevant solutions through offering USAA Banking products and services. What you'll do: Handle inbound member calls in a fast-paced contact center environment Use effective communication probing questions and critical thinking skills to identify member needs and provide relevant solutions which may include offering banking products Efficiently navigate multiple systems and programs while maintaining an engaging member interaction that may occur across multiple channels. Develop banking product knowledge to attract new members and expand relationships with current members through product acquisition Advise and educate members on available USAA digital tools and resources to improve the user experience Provide outstanding member service by demonstrating empathy, active listening, and professionalism Apply strong time and call management skills in assisting members with banking needs Embrace continuous improvement and development through coaching and collaboration with manager and team members What you have: High School Diploma OR GED Ability to provide outstanding customer service for our members by communicating clearly and professionally by phone or email to process banking requests and provide information on banking products Ability to prioritize and multi-task while navigating through multiple business applications Strong interpersonal and communication skills Successful completion of a job-related assessment is required What sets you apart: US military experience through military service or a military spouse/domestic partner 1 year of customer contact experience in a needs-based sales environment Prior experience in a fast-paced contact center environment 6 months experience frequently communicating (minimum 60 percent of the time) with customers by phone Compensation range: The hiring range for this position is: $43,680.00 - 44,680.00 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.

Please share your updated resume - *******************************. CCaaS USCAN Functional Implementation Consultation VISA - Any Visa Except CPT Job description Responsibilities Requirements Gathering oCollaborate with stakeholders to understand business processes customer service workflows and pain points oUnderstand caller profiles and their intentobjectivesneeds when making a call oAnalyze call data and statistics from Avaya system to inform future design oCollaborate with marketing and branding team to understand their key design and messaging considerations oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending Solution Design oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience oPresent design choices of flows menus and routing logic and help select the most appropriate option oOptimize design and automation to reduce wait times and improve customer experience oPropose functionality to drive self service and reduce need for interaction with a live agent oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience Testing and Validation Planning oDefine and document test cases and validation steps oSelect testers and articulate testing expectations oBuild test execution plan and defect tracking process Documentation and training oDocument design and propose a process for keeping the documentation up to date as the system evolves oCreate training material SOPs Knowledge articles for users and functional owners oDefine KPIs and ways to ensure customer satisfaction with the experience Qualifications Official Genesys implementation partner with relevant certifications 5 years Genesys design and implementation experience Experience designing call systems for B2B Prior experience incorporating marketingbrand identity in caller experience Industry experience Proven experience with documentation and training material References of prior implementations US hours availability Skills Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center

Who We Are Through our service brands Hyundai Motor Finance, Genesis Finance, and Kia Finance, Hyundai Capital America offers a wide range of financial products tailored to meet the needs of Hyundai, Genesis, and Kia customers and dealerships. We provide vehicle financing, leasing, subscription, and insurance solutions to over 2 million consumers and businesses. Embodying our commitment to grow, innovate, and diversify, we strive to reimagine the customer and dealer experience and launch innovative new products that broaden our market reach. We believe that success comes from within and are proud to support our team members through skill development and career advancement. Hyundai Capital America is an Equal Opportunity Employer committed to creating a diverse and inclusive culture for our workforce. We are a values-driven company dedicated to supporting both internal and external communities through volunteering, philanthropy, and the empowerment of our Employee Resource Groups. Together, we strive to be the leader in financing freedom of movement. We Take Care of Our People Along with competitive pay, as an employee of HCA, you are eligible for the following benefits: Medical, Dental and Vision plans that include no-cost and low-cost plan options Immediate 401(k) matching and vesting Vehicle purchase and lease discounts plus monthly vehicle allowances Paid Volunteer Time Off with company donation to a charity of your choice Tuition reimbursement What to Expect The Cybersecurity Governance Manager plays a critical role in the organization's second line of defense, ensuring policies, governance frameworks, and regulatory adherence in cybersecurity governance, risk and compliance across the organization. This role establishes oversight mechanisms, monitors compliance with industry regulations, and ensures access-related risks are effectively managed. In addition, this role ensures governance and compliance strategies are aligned with business objectives and security standards. What You Will Do 1. Cybersecurity Governance and Risk Management Manage, maintain and enforce security policies, standards and guidelines related to Cybersecurity governance processes. Develop, implement, maintain and execute a Cybersecurity Risk Register, Policy Risk Exception Process, and Procedures. Conduct risk assessments and impact analyses to identify risks, manage remediations, to ensure compliance across business systems, IT Infrastructure, and network operating environments. 2. Cybersecurity Risk Assessment Perform Global Integrated Security Framework (GSIF) assessments, monitor and ensure remediations are following GSIF ISO 27001 standards across cross-functional departments. Collaborate with Cybersecurity Risk Management, Cybersecurity Engineering Operations, and IT to ensure security best practices are integrated within each project and system deployment. Cybersecurity Governance and Risk Reporting Develop metrics and reporting for senior management and stakeholders that identify security risks and provide actionable insights to address gaps. Develop and maintain the governance mechanisms and automation tools track the Risk Register, and compliance status across the organization. Develop and maintain dashboards and regular reporting to manage management performance metrics, risk metrics. Qualifications What You Will Bring Minimum 5-7 years progressive experience in cybersecurity governance, risk management, or compliance within financial services with a deep understanding of the IT systems. Bachelor's degree in Cybersecurity, Information Security, Risk Management or a related field Master's degree a plus. Certifications such as CISSP, CISM, CRISC, CGEIT, CISA, and ITIL are highly desirable. Working knowledge of Cybersecurity risk management frameworks, Governance, Risk, and Compliance process, IT general controls (e.g. asset classification, risk assessments, vulnerability and threat analysis, risk treatment, audit controls and remediation, vendor risk management, and IT risk management & reporting). Working knowledge of Information Security & Risk Frameworks including ISO 27001/2, ISO 31000:2009, ISO 27005:2008; NIST Special Publications and Methodologies (e.g. SP800-12, 30, 37, 39, 53,150, 161). Working knowledge of California Consumer Privacy Act (CCPA), Gramm-Leach-Bliley Act (GLBA), NYDFS Cybersecurity Regulation, PCI-DSS, FFIEC, SOX, and other relevant laws and regulations. Basic understanding of financial regulatory frameworks and cybersecurity best practices. Ability to communicate complex security concepts to business leaders and technical teams. Work Environment Employees in this class are subject to extended periods of sitting, standing and walking, and using a computer. Work is performed in an office environment. The posted salary range for this job takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; geographic location, and other business and organizational needs. Successful candidates may be hired anywhere in the salary range based on these factors. It is uncommon to hire candidates at or near the top of the range. California Privacy Notice This notice only applies to our applicants who reside in the State of California. The latest version of our Privacy Policy can be found here. This Privacy Policy provides you with notice, at or before the point of collection, about the categories of personal information to be collected from you, the purposes for which your personal information is collected or used, and whether that information is sold or shared, so that you can exercise meaningful control over our use of your personal information. We are providing this notice to comply with the California Consumer Privacy Act of 2018, as amended as amended by the California Privacy Rights Act of 2020 (“CCPA”). If you have any questions about CCPA regarding California residents or HCA team members, please contact the Privacy Team at Privacy2@hcs.com. Primary Location: United States-California-Irvine Work Locations: Headquarters 1 3161 Michelson Dr. Ste 1900, Irvine 92612 Job: Information Security Job Type: Regular Overtime Status: Exempt Schedule: Full-time Minimum Salary: $92,500.00 Maximum Salary: $143,500.00

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 The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based at the Plano, TX Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 2 years of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 4+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $66,340 - $111,940 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 The Intermediate Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based on the Plano, TX Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions team employees will primarily place outbound calls triggered from underwriting work items. Life Regulatory team employees respond to specific regulatory/business needs as directed by policies and procedures. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Life Regulatory team employees ask specific questions, often scripted, as needed to complete regulatory requirements and document relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Assesses member financial situation and goals. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Develops and communicates appropriate life insurance strategies based on individual member needs. Provides foundational protection planning advice, including insurance protection. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Life Regulatory will refer members to Life Sales representative for advice and recommendations. Motivates member to take action on recommendation(s) and resolves objections using foundational sales techniques and foundational persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, investment market and industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Collaborates with team members to resolve issues and to identify appropriate issues for escalation. Work Hours: Monday - Friday / 7:30am - 7:00pm (Central) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 1 year of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in a team environment Successful completion of a job-related assessment may be required What sets you apart: 2+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $51,340 - $86,630. 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 The Mid-Level Life Solutions Specialist helps to ensure the financial security of our membership by assessing member life insurance needs, providing advice and / or referrals for advice, and making the appropriate recommendations based on members' individual needs and goals. May provide support to Health Solutions acquisition and retention based on member demand. We offer a flexible work environment that requires an individual to be in the office 5 days per week. This position can be based at the Phoenix, AZ Campus . Relocation assistance is not available for this position. What you'll do: Receives request for advice from current and prospective members through various channels, including inbound and outbound phone calls, emails, faxes, and video telephony. Special Acquisitions Team employees will primarily place outbound calls triggered from underwriting work items. Asks questions to discover key information, including life events, and to understand member needs. Documents relevant information. Uncovers and recognizes life events, understands and assesses the member's needs, financial situation, and goals. Develops and understands appropriate life insurance strategies based on individual member needs. Provides intermediate protection planning advice, including insurance protection, estate planning and enhanced solutions like long term care products. Recommends relevant life insurance product and solutions and refers members who may need financial advice to the respective department. Motivates member to take action on recommendation(s) and resolves objections using intermediate sales techniques and intermediate persuasion skills. Implements recommendation(s). Monitors legislative initiatives that may impact economy, society, and personal financial situation. Educates membership on implications of economic, industry trends and tax law changes, as well as USAA's products and services. May conduct outbound follow-up calls to complete member acquisition of products and services previously discussed. Serves as a resource to less experienced team members on escalated issues of a routine nature. Guides and influences less experienced team members. Work Hours: Monday - Friday / 6:30am - 6:00pm (MST) An 8 hour shift will fall within these hours This role is required to be in office, with potential hybrid opportunity after 6 months. What you have: High School diploma or GED Required maintenance of Life/Health license Required annual completion of AHIP and Broker/Carrier appointments when applicable. 2 years of financial industry and/or life sales experience Experience delivering frequent written and oral communication Experience acquiring and applying new concepts and information Experience processing and analyzing information Experience fulfilling requests and meeting deadlines Experience resolving conflict and negotiating Experience multi-tasking in an operating systems environment Experience participating in or leading teams Successful completion of a job-related assessment may be required What sets you apart: 4+ years experience working in Sales with life insurance 1+ years experience working in a call center environment CLU - Chartered Life Underwriter or comparable designation US military experience through military service or a military spouse/domestic partner Compensation range: The salary range for this position is: $62,470.00 - $105,420.00. 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 It is all about learning and growing. Our Customer Service Claims Representative role may be a new career for you. There's a lot to learn, but the pathway is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid four-month training program includes all training materials, licensing costs, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our members independently. We have new training classes starting every month. Our in-office development program provides the training you need and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. Work schedules will vary and may include some nights and weekends. Schedules are assigned based on business need. Regularly scheduled shift hours that fall between 6 p.m. and 7 a.m. during the week, or between 6 p.m. Friday and 7 a.m. Monday are eligible for shift premium pay. We are currently seeking dedicated professionals to work in our Phoenix office (1 Norterra Drive, Phoenix, AZ 85085) as a Customer Service Claims Representative. You will be part of an outstanding contact service center, where you will focus on providing claims service to members regarding the initial contact on all Auto or Property First Notice of Loss (FNOL) claims. In addition, you will respond to status inquiries from various parties, document reported losses, set appropriate expectations, provide proactive communications, advice, and empathy to our members. What you'll do: Document First Notice of Loss by obtaining relevant information for effective claim investigation. Set up appropriate services, as needed, to proactively move claims forward to the furthest point in the process within scope of role and expectation. Create loss reports, describe or verify coverage as appropriate, and initiate the most effective method of damage assessment to assign for file handling. Assist with questions regarding the claims process and set expectations for next steps to help ensure claims are effectively resolved and accurately documented. Resolve status inquiries and, when appropriate, route to handling adjuster. Effectively operate in a fast-paced, high-volume, contact center environment taking back-to-back calls and navigating multiple systems and programs while maintaining an engaging member interaction that occurs across multiple communication channels. Apply strong time management skills by closely adhering to assigned work schedule. Embrace continuous improvement and development through coaching and collaboration with manager and team members. Use strong call management skills by assisting members within a timely manner and limiting non-productive time. May assign or initiate emergency services when required on specific claims. Support workload surges and catastrophe (CAT) response operations as needed which may include potential weekends, and/or holiday work outside normal work hours. Work various types of claim loss notices and inquiries, including ones of higher complexity, and may be assigned additional work outside normal duties as needed. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED Ability to provide exceptional customer service for our members by using active listening, verbal, and written communication skills to communicate clearly, professionally, and empathetically. Highly developed interpersonal skills to collaborate effectively in a fast-paced team environment. Ability to prioritize and multi-task while navigating through multiple business applications. Successful completion of a job-related assessment is required. May require acquisition and maintenance of insurance adjuster license within 90 days. (USAA provides all materials and licensing fees.) What sets you apart: US military experience through military service or a military spouse/domestic partner Compensation range: The hiring range for this position is: $43,750 to $44,750 #PhoenixHiringEvent 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.

Job Type: Hourly, Full Time - Hybrid Schedule: Monday, Tuesday, Thursday, and Friday - 10:15a - 7:00p (Wednesdays off) Saturdays from 8a-3p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, or veteran status.

Job Type: Hourly, Full Time - Hybrid Schedule: Monday - Friday: 11:30a - 8:00p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, or veteran status.

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.

Salary Range\: $20.00 to $33.05 hourly + bonus + benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: Competitive base salaries Bonus incentives 6% Company Match on retirement savings plan Free financial coaching and financial well-being support Comprehensive medical, dental, vision, life insurance, and disability benefits Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) Free and confidential counseling support through our Healthy Minds program Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site. American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://******************* Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions. At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. How will you make an impact in this role? This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment. We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way. If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected. As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day: Deliver world-class customer service in an in-bound, high-volume travel call servicing environment Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting A flair for building long-lasting relationships through exceptional listening and communication Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences Communicate new and existing product offerings and value propositions relevant to the Card Member Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication Minimum Qualifications: Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required Proficient understanding of world geography and emerging travel destinations Resilience and composure to remain positive under pressure and in changing circumstances Strong time management and multi-tasking skills Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals Flexibility to work shifts, including evenings and weekends Hours of Operation (7 days/week): Monday-Sunday; 8\:00am-11\:00pm ET

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 5 years relevant experience required FINRA Series 7 and 66 licenses strongly 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 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").

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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