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Center Specialist jobs at Business First Bank - 1261 jobs

  • P&C Licensed CSR

    Tata Consultancy Services 4.3company rating

    San Antonio, TX jobs

    Process policies applications, changes to policies, reinstatement of policies, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to confirm to insured party's specifications, canceling insurance policies as requested by customers, and verifying the accuracy of insurance company records. Make outbound calls to confirm policy-level / coverage-level changes to the customer Provide responses to insurance policy-related questions from the customer Issue or renew or cancel the policies based on the information provided by the customer Set up a reminder and follow up with customer on timely manner Customer service skills with good written, verbal communication skills and comprehension Ability to handle Inbound/Outbound calls as part of daily production. To have good data entry skills Ability to review and make decisions that are in line with business provided standard operating procedures. Qualifications: High School diploma Active Property & Casualty Producers Lines license for Ohio & Texas is a MUST. Any other state license is added advantage. Analytical and problem-solving skills Good with Analytical skills Should have decent understanding on how to perform Risk assessment & Investigative skills Requires organizational and time management skills to balance workload and meet deadlines. TCS Employee Benefits Summary: • Discretionary Annual Incentive. • Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. • Family Support: Maternal & Parental Leaves. • Insurance Options: Auto & Home Insurance, Identity Theft Protection. • Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. • Time Off: Vacation, Time Off, Sick Leave & Holidays. • Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range: $43,000 - $50,000 per year
    $43k-50k yearly 1d ago
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  • Customer Service Representative

    Tata Consultancy Services 4.3company rating

    Plano, TX jobs

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

    Us Bank 4.6company rating

    Athens, OH jobs

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. Builds and fosters relationships with clients through proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and existing clients based on their needs by effectively engaging and communicating with clients. Maintains a working knowledge of consumer and business banking products and services including digital products and services. Provides a consistent optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit applications. Proactively educates clients on emerging and self-service digital products and services to assist with meeting their financial needs. Leverages available resources and technologies to optimize the client experience and serve our clients with operational excellence and accuracy. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * High school diploma or equivalent * Typically has a minimum three to four years of job-related, retail banking experience or a combination of experience and commensurate training Preferred Skills/Experience Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills - Experience with using and demonstrating digital products and self-service technologies Ability to explore and identify a customer's true needs while leveraging a digital first mindset Demonstrated basic level of proficiency in making appropriate recommendations that meet customer's needs both reactively and proactively Experience in the financial services industry preferred If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $22.50 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.
    $20-22.5 hourly 6d ago
  • Supervisor, Customer Retention (Remote)

    Globe Life Inc. 4.6company rating

    McKinney, TX jobs

    Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team! In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts. This is a remote/work-from-home position. What You Will Do: * Routinely monitor and assign tasks received in Back Office. * Monitor KPI targets for processing within an acceptable time and accuracy expectation. * Ensure audit targets are met and quality feedback is provided. * Assisting Agents with escalation and reinstatement questions. * Partner with the field to ensure all questions and concerns are handled timely. * Complete reporting for all Reinstatement Initiatives. * Provide Management with status updates or trends. * Assisting in all positions as needed. * Review and approve refunds processed by Reinstatement Clerks. * Manage a team of clerks with varying skill level. * Review/approve/edit timesheets through Kronos. * Oversee the overall work product of the group to ensure accuracy. * Hire new staff as necessary. * Facilitate corrective actions and employee improvement plans as necessary. * Responsible for ensuring department goals are met. What You Can Bring: * High School Equivalent. * Associate degree and/or equivalent work experience. * 3 years of previous supervisory experience required. * Insurance experience preferred. * Ability to work independently and meet deadlines. * Ability to manage remote employees. * Requires leadership and people skills. * Strong organizational and time management skills. * Ability to handle multiple projects at once. * Organizational skills and attention to detail. * Excellent verbal communication skills and ability to interact professionally with a diverse group. * Excellent MS Office skills required (Word, Excel, and Access a plus). * Ability to run basic SQL queries. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, TX
    $33k-37k yearly est. 14d ago
  • Client Specialist

    Robert W. Baird & Co. Incorporated 4.7company rating

    Birmingham, AL jobs

    About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). #LI-PWM2 * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $64k-92k yearly est. 16d ago
  • Bilingual Client Specialist

    CDR General Services LLC 4.6company rating

    Baton Rouge, LA jobs

    Job DescriptionCDR General Services is seeking a Client Specialist to join our team near Baton Rouge, LA. The ideal candidate for this position will be a motivated individual with strong work ethics, problem-solving abilities, and a commitment to provide results in a fast-paced environment. Job DetailsJob Type: Full-Time Job Location: Baton Rouge, LA Pay Rate: $19 to $26 per hour depending on experience Schedule: Monday to Friday, 7:30 A.M. - 4:30 P.M. Key Responsibilities Serve as the primary point of contact for incoming calls, customer inquiries, and service requests. Provide quotes, book cleanings and add-on services (carpet, windows, pressure washing, etc.), and perform outbound sales to fill schedule gaps and retain customers. Manage daily scheduling by ensuring all jobs are filled, updating the master scheduling board, assigning cleaners, and rearranging schedules due to cancellations or call-ins. Handle customer cancellations and complaints by attempting retention, documenting changes, and updating profit and loss tracking. Maintain accurate records by updating profit and loss data, customer and cleaner notes, scheduling systems, and call sheets. Enter and manage scheduled jobs in Maid Central and complete required reporting for complaints, breakage, and scheduling changes. Coordinate cleaner scheduling, time-off requests, key logistics, and rescheduling when staffing changes occur. Monitor company phone and email daily to address urgent issues and communicate schedule or performance updates to the Operations Manager. Qualifications High school diploma or equivalent is a plus. At least 1-2 years of experience in customer service, scheduling, administrative support, sales, or a related role. Strong verbal and written communication skills with the ability to professionally interact with customers, staff, and management. Proven ability to multitask, prioritize, and manage a fast-paced schedule with frequent changes. Comfortable handling inbound and outbound calls, quoting services, booking jobs, and resolving customer concerns. Basic proficiency with computers, spreadsheets, scheduling systems, and email communication. Strong attention to detail and accuracy in documentation, scheduling, and reporting. Dependable, organized, and able to work independently with minimal supervision. Willingness to maintain confidentiality and handle sensitive customer and employee information. Bilingual (English/Spanish) is a plus.
    $19-26 hourly 6d ago
  • Associate Customer Service Representative - Credit Cards

    Wells Fargo 4.6company rating

    San Antonio, TX jobs

    About this role: Wells Fargo is seeking an Associate Customer Service Representative in Consumer Lending. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today. In this role, you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues. * Ability to execute in a fast paced, high demand, metric driven call center environment. * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy. * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers. * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information. * Knowledge, understanding and experience of internet, mobile, and social media technology. Job Expectations: * Must be able to attend full duration of required training period * Ability to work additional hours as needed * Must work on-site at the location posted * This position is not eligible for Visa sponsorship Training Schedule: * Training class will be for 8 weeks. Training hours are 8:00 am - 4:30 pm, Monday - Friday. Work schedule after training will be provided prior to start date. * We're open 24 hours, 7 days a week. * Your regular work schedule will be based on business need and will include working a weekend day and some holidays. Job Location: * 4101 Wiseman Blvd., Building 205, San Antonio, TX 78251 Posting End Date: 27 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-39k yearly est. 4d ago
  • Client Management Specialist (Level 2)

    Texas Capital Bank 4.5company rating

    Richardson, TX jobs

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News ' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Key Responsibilities: Facilitate the onboarding and renewal process for clients, ensuring documentation is complete and accurate Review loan documentation including applications, credit authorizations, and agreements for consistency and compliance Identify and escalate regulatory or procedural discrepancies Perform regular reconciliations (daily, weekly, monthly) to support compliance with internal and external requirements Assist in identifying process inefficiencies and contribute to improvement initiatives Prepare loan documents based on approved credit terms and client negotiations Manage and monitor task lists in PitchPoint and ensure timely completion Maintain data accuracy across internal systems and support data integrity initiatives Monitor client insurance policies and ensure compliance with bank requirements Coordinate documentation archiving and support imaging system processes Assist with audit preparation and documentation submissions Key Competences: Strong attention to detail and accuracy Solid organizational and time management skills Effective communication and interpersonal skills Ability to work independently and collaboratively Problem-solving mindset with a focus on continuous improvement Work Experience: 1 - 3 years of experience in warehouse lending, loan operations, or mortgage industry Proficiency in financial systems and intermediate Excel skills Familiarity with warehouse lending documentation and mortgage originator business models Experience with systems like ProMerit or similar platforms Education: Bachelor's degree in business or related areas The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
    $31k-42k yearly est. Auto-Apply 4d ago
  • Client Management Specialist (Level 2)

    Texas Capital Bancshares, Inc. 4.5company rating

    Richardson, TX jobs

    Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people's success - today and tomorrow. While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment - investing the time and resources to understand our clients' immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships. Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO). Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 2023 list of Best Regional Banks. For more information about joining our team, please visit us at ************************* Key Responsibilities: * Facilitate the onboarding and renewal process for clients, ensuring documentation is complete and accurate * Review loan documentation including applications, credit authorizations, and agreements for consistency and compliance * Identify and escalate regulatory or procedural discrepancies * Perform regular reconciliations (daily, weekly, monthly) to support compliance with internal and external requirements * Assist in identifying process inefficiencies and contribute to improvement initiatives * Prepare loan documents based on approved credit terms and client negotiations * Manage and monitor task lists in PitchPoint and ensure timely completion * Maintain data accuracy across internal systems and support data integrity initiatives * Monitor client insurance policies and ensure compliance with bank requirements * Coordinate documentation archiving and support imaging system processes * Assist with audit preparation and documentation submissions Key Competences: * Strong attention to detail and accuracy * Solid organizational and time management skills * Effective communication and interpersonal skills * Ability to work independently and collaboratively * Problem-solving mindset with a focus on continuous improvement Work Experience: * 1 - 3 years of experience in warehouse lending, loan operations, or mortgage industry * Proficiency in financial systems and intermediate Excel skills * Familiarity with warehouse lending documentation and mortgage originator business models * Experience with systems like ProMerit or similar platforms Education: * Bachelor's degree in business or related areas The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
    $31k-42k yearly est. Auto-Apply 3d ago
  • Associate Customer Service Representative Spanish Bilingual Everyday Banking

    Wells Fargo 4.6company rating

    Irving, TX jobs

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted * Must complete and pass required language assessment Training Schedule: * Training class starts on 3/9 for 7 weeks. Training hours for weeks 1-4 are 8:30 a.m. - 5:30 p.m. Monday - Friday and weeks 5-7 training hours are 8:30 a.m. - 5 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Posting Location: * 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 6 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $31k-38k yearly est. 19d ago
  • Customer Service Center Representative - Operations Center

    The Commercial & Savings Bank 3.7company rating

    Millersburg, OH jobs

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To serve our customers in a professional and caring manner. Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. Service customers in a professional, efficient and expedient manner. Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. Resolve difficult transactions and/or sensitive customer relations. Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. Must have excellent working relationship with all departments of the Bank. Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. Research issues which arise from customer questions when an immediate answer is unable to be given. Must be able to follow-thru and get back to customer in a timely manner. Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. No customer shall go longer than 24 hours without at least an update to the situation. Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. Must be able to work independently and make the necessary decisions to take care of the customer. Daily and backup responsibilities for Bank Operations Will also assist the Bank Operations Manager with special projects. Create reference material for CSC staff members. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $30k-34k yearly est. Auto-Apply 35d ago
  • Customer Service Center Representative - Operations Center

    The Commercial & Savings Bank (CSB Bank 3.7company rating

    Millersburg, OH jobs

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * To serve our customers in a professional and caring manner. * Adhere to CSB Customer Service & Retail Ready! Standards * Follow CSB professional standards of dress and conduct * Build rapport with customers by asking quality questions to help meet their needs. * Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. * Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. * Service customers in a professional, efficient and expedient manner. * Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. * Resolve difficult transactions and/or sensitive customer relations. * Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. * Must have excellent working relationship with all departments of the Bank. * Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. * Research issues which arise from customer questions when an immediate answer is unable to be given. * Must be able to follow-thru and get back to customer in a timely manner. * Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. * No customer shall go longer than 24 hours without at least an update to the situation. * Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. * Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. * Must be able to work independently and make the necessary decisions to take care of the customer. * Daily and backup responsibilities for Bank Operations * Will also assist the Bank Operations Manager with special projects. * Create reference material for CSC staff members. * Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: * Competitive base wage * Incentive compensation and profit sharing * Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) * Paid time off for vacation, illness, bereavement, and jury duty * 401(k) with an employer match and on-site advisers * Employee Assistant Program (EAP) with free access to mental health resources * Comprehensive wellness program with financial incentives to promote a healthy lifestyle * Training and professional development opportunities to help you reach your long-term goals * Paid holidays available immediately upon hire * Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $30k-34k yearly est. 60d+ ago
  • Customer Service Center Representative - Operations Center

    The Commercial & Savings Bank 3.7company rating

    Millersburg, OH jobs

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To serve our customers in a professional and caring manner. Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. Service customers in a professional, efficient and expedient manner. Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. Resolve difficult transactions and/or sensitive customer relations. Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. Must have excellent working relationship with all departments of the Bank. Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. Research issues which arise from customer questions when an immediate answer is unable to be given. Must be able to follow-thru and get back to customer in a timely manner. Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. No customer shall go longer than 24 hours without at least an update to the situation. Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. Must be able to work independently and make the necessary decisions to take care of the customer. Daily and backup responsibilities for Bank Operations Will also assist the Bank Operations Manager with special projects. Create reference material for CSC staff members. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $30k-34k yearly est. Auto-Apply 60d+ ago
  • The Covery Client Specialist, Part-Time

    Houstonian 3.6company rating

    Houston, TX jobs

    This position is responsible for scheduling Covery wellness services, as well as greeting and assisting every guest that enters the facility in the manner trained by Covery. Direct all efforts toward guest satisfaction, the achievement and maintenance of Covery at The Houstonian standards and profit maximization. The Covery Client Specialist should have previous experience working in an upscale or luxury service or retail environment. This person should have a professional and friendly demeanor and have a passion for providing caring hospitality. The Covery Client Specialist has exceptional written and verbal communication skills in English. Being bilingual is a plus, but not a requirement. This employee has an impeccable work ethic and a commitment to exercising integrity in every interaction. They will comply with company policies and standards and will take extra care to protect the privacy of our Covery clients. Having some knowledge of medical terminology is desired. This role is critical to maintaining the luxury standard and reputation of The Houstonian Hotel, Club & Spa while upholding the highest levels of discretion and professionalism. ESSENTIAL JOB FUNCTIONS • Adhere to all Houstonian policies and procedures. • Perform all guest activities in cordial, efficient and professional manner, at all times maintaining a commitment to guest satisfaction. • Work collaboratively within Covery and with other departments of The Houstonian Hotel, Club & Spa. • Report to work on time, in a clean and pressed uniform. Good personal hygiene and grooming should be evident. Employees should look professional and have no noticeable odor of smoke, body odor, perfume, food, etc. • Adhere to a professional relationship with clients of Covery. Discussion of internal matters of any sort with clients is not permitted. • Answer Covery phone calls and assist with questions and requests for assistance. Respond to emails and voicemails within one business day, sooner if possible. • Schedule all Covery wellness services (via telephone and in person) in a friendly and efficient manner. • Promote and sell additional services by listening to the needs of each guest and making suggestions that are appropriate to their situation. • Promote and sell all retail items via telephone and in person. • Ensure that Covery clients have properly completed all required paperwork prior to receiving any services or treatments. • Comply with all HIPAA standards and maintain absolute confidentiality for every client. • Maintain work areas in a neat and clean manner at all times, including all public areas and individual workstations. • Participate in maintaining and on-going organization of the retail areas of the Front Lobby. • Meet and greet each guest as they enter The Spa. Verify the guest's schedule and orient the guest to the Covery facilities and other amenities, obtain payment method upon exit. • Have expert-level knowledge of all Covery services, prices, apparatus, and facilities. Be familiar with the rest of The Houstonian Campus offerings, particularly those of The Club. • Confirm all guest appointments via phone, e-mail, or in person within allocated time given. • Assist Covery guests throughout their visit. Specific tasks may include giving tours of Covery, answering questions, explaining wellness treatments and their benefits, and escorting the guest to the specific areas. • Inform managers of any issues or concerns that are brought to your attention by a guest. Make notes in the client's file of any previous issues or other information that will be beneficial to providers on future visits. • Assist and support other team members / departments as needed. • Perform administrative duties including filing, ordering and restocking supplies, assisting with marketing promotions, and other duties as directed by management. • Participant in applicable training sessions, learning new techniques to be used in the performance of the job. • Attend staff meetings. • Consistently clock in and out for shifts and breaks. • Report any maintenance problems to Engineering and to Covery management. • Works in a safe and hygienic manner at all times. • Any other tasks as required by management. Qualifications KNOWLEDGE AND SKILLS • At least one year working in an upscale or luxury service or retail environment. • Computer proficiency including Microsoft Office Suite including Outlook, Word, and Excel and the ability to learn appointment booking and lead generation software. • Ability to communicate and collaborate within The Houstonian's culture of diversity, inclusion and respect. This manager will treat others with dignity and respect and exhibit conduct that reflects inclusion all times • Hands on, Team-Oriented work ethic. • Exceptional verbal and written communication skills in English • High ethics and integrity • Able to provide luxury-level service to members and guests at all times • Hours required: Scheduled days and hours vary based on departmental needs. Must be able to work evening or weekends occasionally LICENSES AND/OR CERTIFICATIONS • CPR/AED Certified PHYSICAL JOB REQUIREMENTSMust be able to meet the following minimum physical requirements for at least an eight-hour shift: • Physical Stamina: Sit for extended periods of time, see and read a computer screen and printed matter with or without vision aids, enter data into computer, operate standard office equipment, use a telephone, hear and understand at normal levels and on the telephone, speak so that others may understand at normal levels and on the telephone, stoop, reach overhead, grasp, push, pull, move or lift up to 30 lbs. on an occasional basis. • Hearing / Speech: Must be able to effectively engage in one-on-one communication with guests, members, and customers and use a 2-way radio to communicate clearly and accurately with co-workers. • Vision: Must be able to accurately read instructions, reports, and log sheets. Must be able to work with computers and PDAs in varying light conditions. • Literacy: Must be able to produce, read and understand reports, including security, incident and police reports. Must be able to analyze and process written information from a variety of sources and effectively communicate content of reports. • Chemicals/Agents: Must be able to work safely with chemicals according to SDS sheets and all applicable laws, codes and regulatory requirements.
    $32k-41k yearly est. 16d ago
  • Customer Service Center Representative - Operations Center

    Commercial Savings Bank 4.3company rating

    Millersburg, OH jobs

    The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To serve our customers in a professional and caring manner. Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. Service customers in a professional, efficient and expedient manner. Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. Resolve difficult transactions and/or sensitive customer relations. Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. Must have excellent working relationship with all departments of the Bank. Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. Research issues which arise from customer questions when an immediate answer is unable to be given. Must be able to follow-thru and get back to customer in a timely manner. Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. No customer shall go longer than 24 hours without at least an update to the situation. Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. Must be able to work independently and make the necessary decisions to take care of the customer. Daily and backup responsibilities for Bank Operations Will also assist the Bank Operations Manager with special projects. Create reference material for CSC staff members. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.
    $31k-34k yearly est. Auto-Apply 35d ago
  • Card Dispute Specialist

    A+ Federal Credit Union 4.3company rating

    Austin, TX jobs

    Card Services Specialist Job Type: Full-Time- Remote Exemption Type: Non-Exempt Wage Amount: $28.57 hourly minimum Primary Functions The primary purpose of this position is to provide exceptional service to internal and external members and to oversee the accurate and efficient maintenance and processing of Card Services functions. Responsibilities include confidently handling complex card disputes and account inquiries, managing escalated dispute inquiries, and maintaining the card processor relationship. A strong working knowledge of all Credit Union Products and Services is essential. 1. Employee Support * Assist with day-to-day support, training, and coaching of Card Services Administrators (I & II). * Provide input to Card Services leadership on employee performance. 2. Card Services * Perform all duties and responsibilities of a Card Services Administrator II. * Administer Visa debit card programs by performing daily fraud monitoring and making recommendations to minimize fraud. * Support and nurture relationships with A+FCU retail and call center leadership teams, assisting with escalated dispute-related member concerns and ensuring high-quality service delivery. * Oversee and manage the relationship with the Visa risk advisor. * Review daily Visa exception file and work with management and vendors to ensure resolution. * Investigate and resolve complex member-facing card service issues with professionalism and efficiency. * Review and analyze cardholder dispute escalations and approve resolutions. * Analyze dispute and fraud-related service operations to identify inefficiencies and implement process improvements. * Collaborate with internal teams and external vendors to implement software updates and optimize dispute/fraud-related technologies. * Ensure compliance with Visa regulations, federal and state financial regulations, and internal credit union policies. * Develop and refine policies, procedures, and training materials for the Card Services team. * Support the Digital Services team regarding card-related member communications. 3. Quality Control * Develop, implement, and maintain quality control programs aligned with regulatory compliance. * Administer the Card Services quality control program and report results monthly to leadership. * Conduct dispute audits and report findings to Card Services leadership. * Review and manage member feedback to identify enhancements and recommend improvements. 4. Miscellaneous * Accurately prepare monthly reports, as assigned. * Maintain member confidentiality. * Schedule and conduct monthly individual dialogs with manager. * Manage or assist with departmental projects, as assigned. * Meet or exceed established departmental goals. * Perform other duties as required or assigned. Education and Experience * High school diploma or G.E.D. equivalent required. * Two years of card services-related experience required (card issuance program experience highly preferred). * One year of experience with Visas dispute and fraud systems (e.g., Visa DAS, VROL, Cardinal Commerce, RSM) preferred. * One year of call center experience required (including handling escalations and supporting frontline staff). Visa Certifications Required * Intermediate Dispute Resolution Certification (Must be obtained within one year of employment if not already held) * Advanced Dispute Resolution Certification (Must be obtained within two years of employment if not already held) Knowledge, Skills & Abilities * Experience in Visa debit card operations, including transaction processing, fraud detection, chargebacks, and regulatory compliance. * Knowledge of Reg E and Reg Z and their applications. * Proven ability to resolve member-facing issues in a financial services setting. * Proficient with Microsoft Office and general computer systems. * Strong analytical, research, and troubleshooting skills. * Excellent verbal and written communication skills. * Ability to collaborate with internal teams and external vendors. * Dependable with multitasking and time management skills. * Strong decision-making and project management abilities. * Advanced knowledge of A+FCU policies and procedures. * Advanced math/accounting skills, light typing, and 10-key input by sight. Desirable Traits * Professional appearance. * Courteous and professional approach with the public. * Strong decision-making capabilities. * Versatile in all aspects of the Credit Union. Physical Functions * Ability to work at least 40 hours per week. * Frequent reaching, bending, stooping, carrying, and data entry. * Heavy communication via telephone, email, and in-person. * Strong problem-solving skills for field-related issues. Decision-Making Authority * Independent Decisions: Determining provisional credit for disputes, proper correspondence, and final credit within employee limits. * Supervisory Approval Required: Final dispute credit outside of employee limits and situations outside A+FCU policies and procedures.
    $28.6 hourly 13d ago
  • Call Center Specialist- Bilingual

    Metairie Bank 3.6company rating

    Metairie, LA jobs

    ←Back to all jobs at Metairie Bank Call Center Specialist- Bilingual Metairie Bank is an EEO Employer - M/F/Disability/Protected Veteran Status Responsible for providing service and support for customers via telephone, email, and online chat. Must respond to customer requests that can be routine in nature or require extensive research. Research may include using problem solving skills to identify and resolve issues with payment systems, mobile banking, internet banking, and other transaction or account related situations. Qualifications Spanish/English Speaking (Required) Essential Job Functions Manage and direct incoming calls, emails and online chats from customers, potential customers, vendors, and other general inquiries. Provide excellent customer service and develop customer relationships. Research solutions to customer issues and escalate the call to the appropriate department when the issue exceeds position authority. Assist customers with Electronic Banking platforms following bank policy and procedures (i.e. Online, Mobile and Telephone Banking, Debit Cards, etc). Education and Experience High school diploma or equivalent required. One to two years of banking experience preferred. Metairie 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, or protected veteran status and will not be discriminated against on the basis of disability. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response. Please visit our careers page to see more job opportunities.
    $26k-30k yearly est. 12d ago
  • Client Specialist Energy Lending

    First Horizon Corp 3.9company rating

    Houston, TX jobs

    Supports energy lending clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Essential Duties and Responsibilities * Provide Commercial Lending Support to Commercial Relationship Managers * Review and Fund Loans * Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. * Obtains credit information and ensures sufficient loan collateral. * Calculates loan items and charges such as interest and payments. * Assists lending officers in activities such as disbursement of funds and extension of new loans. * Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. * Prepares loan documents, notices, and periodic loan reports. * Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues * Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. * Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services * Authorize payment and fees of commercial client overdrafts * Approve and process commercial client's withdrawals on lines of credit * Communicate with clients, attorney's, insurance companies, title companies, and various other professionals * Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC * Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision * Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents * Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision * Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients * Process wire requests for clients. * Assist other AAs and other departments with administrative support when needed * Performs all other duties as assigned About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $33k-39k yearly est. 5d ago
  • Client Specialist Energy Lending

    First Horizon Bank 3.9company rating

    Houston, TX jobs

    Supports energy lending clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. **Essential Duties and Responsibilities** + Provide Commercial Lending Support to Commercial Relationship Managers + Review and Fund Loans + Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. + Obtains credit information and ensures sufficient loan collateral. + Calculates loan items and charges such as interest and payments. + Assists lending officers in activities such as disbursement of funds and extension of new loans. + Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. + Prepares loan documents, notices, and periodic loan reports. + Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues + Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. + Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services + Authorize payment and fees of commercial client overdrafts + Approve and process commercial client's withdrawals on lines of credit + Communicate with clients, attorney's, insurance companies, title companies, and various other professionals + Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC + Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision + Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents + Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision + Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients + Process wire requests for clients. + Assist other AAs and other departments with administrative support when needed + Performs all other duties as assigned **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook X formerly Twitter LinkedIn Instagram YouTube Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $33k-39k yearly est. 5d ago
  • Client Specialist Energy Lending

    First Horizon 3.9company rating

    Houston, TX jobs

    Supports energy lending clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Essential Duties and Responsibilities Provide Commercial Lending Support to Commercial Relationship Managers Review and Fund Loans Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Prepares loan documents, notices, and periodic loan reports. Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and process commercial client's withdrawals on lines of credit Communicate with clients, attorney's, insurance companies, title companies, and various other professionals Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients Process wire requests for clients. Assist other AAs and other departments with administrative support when needed Performs all other duties as assigned About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube
    $33k-39k yearly est. 5d ago

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