Center Specialist jobs at Business First Bank

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.). 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. #LI-PWM3 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.

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.). 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. #LI-PWM3 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.

Victory Capital | San Antonio, TX About Victory Capital Victory Capital (NASDAQ: VCTR) is a diversified global asset management firm. We serve institutional, intermediary, and individual clients through our Investment Franchises and Solutions Platform, which manage specialized investment strategies across traditional and alternative asset classes. Our differentiated approach combines the power of investment autonomy with the support of a robust, fully integrated operational and distribution platform. Clients have access to focused, top-tier investment talent equipped with comprehensive resources designed to deliver competitive long-term performance. Victory Capital is headquartered in San Antonio, Texas. To learn more, visit *********** or follow us on Facebook, Twitter (X), and LinkedIn. General Summary and Purpose: If you are ready to start your career in financial services, or already have experience and are looking to be part a purpose-driven organization, join our team at Victory Capital InVest. We are committed to delivering an outstanding customer experience. As a Client Engagement Specialist, you will operate in an inbound investment center where you will have an opportunity to impact customers through financial education and product specific support with mutual funds, 529s, and retirement accounts. Everything we do is rooted in a strong belief that through our products and services we can help every investor achieve their unique financial goals no matter how big or small. For our Service & Acquisition Specialists, every customer interaction is an opportunity to have a lasting impact and bring this belief to life. We are committed to your success! You will receive comprehensive paid training focused on customer service, product knowledge, systems, and so much more. As you gain more experience you will have the support for additional FINRA licensing and other opportunities to grow your career at Victory Capital. You Will: * Deliver world-class customer service in an inbound setting * Educate customers on investment products and services and utilize customer interactions to broaden the relationship with Victory Capital * Prioritize multiple tasks and navigate multiple internal systems * Demonstrate compassion and empathy * Operate in a scheduled work environment * Be a problem solver * Maintain knowledge of Victory Capital products, policies, and remain current on financial markets and regulations You Have: * A desire to learn * Strong communication skills and customer engagement skills * Flexibility and the ability to work any shift during our operating hours, 7:30AM CT - 7:00PM CT Monday through (Shift differential paid after 6PM CT). During peak season there may be mandatory OT as required. * No previous experience required Preferred Skills: * Customer service experience, preferably in a contact center environment * 2+ years of financial services industry experience and familiarity with mutual funds, 529 college savings plans, ETFs, retirement products, and brokerage experience * Active FINRA SIE, Series 7, Series 63, Series 66, Series 24 * Experience meeting and exceeding sales, service, and customer satisfactions goals Our Benefits: Victory Capital Management offers excellent Medical, Dental, Vision plans, Flexible PTO, Family Medical and Disability Leaves, Education Tuition Reimbursement and a 401k plan with a generous employer match. Target Compensation: The target base salary range for this position is $42,000 - $ 52,000. Salaries are determined based on internal equity, internal salary ranges, market data/ranges, applicant's skills and prior relevant experience, certain degrees, and certifications. Victory Capital Management operates a pay-for-performance compensation philosophy and total compensation may vary based on role, location, department and individual performance. Victory Capital Management's total compensation package includes the opportunity for annual compensation bonuses and/or commissions and a generous benefits package. We are committed to equal employment opportunity without regard to actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, pregnancy-related conditions, and lactation), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, height, weight, hair texture or a hairstyle historically associated with race to include braids, locks, or twists; or any other characteristic protected by applicable federal, state, or local laws and ordinances.

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 and Work Schedule: * You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. * Training class starts on 2/9/26 for 7 weeks. Training hours are 8:00 a.m. - 4:30 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open 24 hours a day. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Compensation: * Starting rate $20.00 per hour Posting Location: * 4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251 @RWF22 Posting End Date: 29 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Three years of experience working in the banking environment with two years of experience working with loan documentation Pay Grade 8: 1-5 years' experience Pay Grade 9: 5+ experience with at expectation or above performance Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

Job DescriptionAt American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Three years of experience working in the banking environment with two years of experience working with loan documentation Pay Grade 8: 1-5 years' experience Pay Grade 9: 5+ experience with at expectation or above performance Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Three years of experience working in the banking environment with two years of experience working with loan documentation Pay Grade 8: 1-5 years' experience Pay Grade 9: 5+ experience with at expectation or above performance Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLE REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants. RESPONSIBILITIES Completed training courses and attain the knowledge required to assist our Customer Database Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs. Contacts software and hardware vendors to request service regarding defective products. Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms. Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues. Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup. Meet and exceed service level goals set for the Customer Service Team Follow communication procedures, guidelines, and policies Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction Keep records of all client interactions Proactively communicate with our clients to help them understand the products and services REPAY offers SKILLS & EXPERIENCE NEEDED Proven technical customer support experience 2+ years of merchant services / payments industry experience preferred Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction. Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base. Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. Ability to work in a ticket and metrics driven environment Familiarity with CRM systems and practices (e.g. Salesforce) Must be able to communicate in a clear and logical fashion verbally and in writing Must take pride and satisfaction in helping people Must prioritize identifying and solving problems above merely answering questions WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Three years of experience working in the banking environment with two years of experience working with loan documentation Pay Grade 8: 1-5 years' experience Pay Grade 9: 5+ experience with at expectation or above performance Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

Job Details Temple Headquarters - Temple, TX Full TimeDescription Texell Credit Union, named one of the BEST credit unions to work for in the nation by 'American Banker,' is seeking a Dispute Specialist onsite at our Temple, TX headquarters location. As a Dispute Specialist, you will: Thrive in a never dull, fast-paced environment, by helping solve disputes for our members. Be empowered to identify problems and seek resolutions. Process disputes accurately and efficiently, take notes, complete research requests, and resolve discrepancies. Ensure regulatory rules and guidelines are followed and applied correctly. Receive unlimited support , be it while you're on the phone assisting a member or looking to develop your professional skills and move up at Texell! We are looking for someone who: Can work in office at our Temple Headquarters. Must have open availability to work Monday - Friday. Has some disputes experience. Resolving claims has intricacies. Of course, additional training will be provided. Thrives in a fast-paced environment. There are lots of moving parts, and we need someone who can juggle multiple tasks at once as efficiently and accurately as possible. Enjoys being part of a team and solving puzzles. We want you to know: Texell values our employees, our members, and our community. Texell offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, paid vacation time, and paid sick leave! Paid time off accruals start on your 1st day with the credit union, and any unused time may be rolled over into the next year. Texell recognizes and rewards our hard work. We have quarterly events such as the Awards Banquet (aka Texell "Oscars"), Employee Family Day, Back to School Supplies for your Kids, and more! We are very competitive! We proudly participate in the annual Corporate Challenge event put on each Fall with the City of Temple. Texell is passionate about helping those in need. We volunteer for several events each month through our team called Texell Serves.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Experience with commercial lending preferred Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Position level depends on years of experience with loan documentation: Level I: 1-5 years of experience Level II: 5+ years of experience Sr. Level: 10 or more years of experience Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Experience with commercial lending preferred Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Position level depends on years of experience with loan documentation: Level I: 1-5 years of experience Level II: 5+ years of experience Sr. Level: 10 or more years of experience Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required. Monday - Friday, 8 am - 5 pm

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Experience with commercial lending preferred Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Position level depends on years of experience with loan documentation: Level I: 1-5 years of experience Level II: 5+ years of experience Sr. Level: 10 or more years of experience Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

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

**Your opportunity** As a Client Relationship Specialist (CRS), you 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 this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. 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. **What you have** **Required Qualifications:** + 1+ years of Client/Customer Service experience **Preferred Qualifications:** + Previous experience in Financial Services/Wealth Management and/or closely related industry. + While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses + Ability to handle client needs with tact and diplomacy + Outstanding written and oral communication skills + Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously + Ability to build and maintain good cross-enterprise working relationships + Basic understanding of brokerage regulations and rules that govern client accounts + May be asked to become a Notary **In addition to the 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 What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

4121 Forest Lane, Garland, TX 75042 Automotive Master Technician / Mechanic Full-Time Position$40 - $50 per hour based on Experience!Master Technician Certification and at least 10 Years Proven Experience is Required Master Tech Certification Required Dallas Motors is growing every day and is a GREAT place to have a rewarding Career! We need to hire a MASTER TECHNICIAN / MECHANICwho has experience in all makes and models of the vehicles that we sell. If you are looking for a great opportunity to grow along with a winning team, come join us! We value our employees and invest in their success! If youre ready to bring your mastery to a dealership that values quality and customer trust, Dallas Motors is ready for you. Why Work for Dallas Motors? Dallas Motors is a trusted name in Garland, TX, known for connecting customers with high-quality pre-owned trucks, SUVs, and performance vehicles from leading brands like GMC, Chevrolet, Toyota, and Cadillac. As a Master Service Technician, youll be part of a team that values precision, integrity, and customer satisfaction. What Sets Us Apart: Diverse Inventory, High Standards: Our lot features late-model, low-mileage vehicles that demand expert diagnostics and repair. Youll work on everything from lifted GMC Sierras to hybrid Toyota RAV4s, keeping your skills sharp and your work varied. Customer-First Culture: We offer free vehicle history reports, no-hassle sales, and fast financing - meaning our service team plays a key role in delivering confidence and reliability to every buyer. Tools & Tech: Our facilities are equipped to handle modern vehicle systems, and we value technicians who bring both hands-on expertise and digital fluency. Team Environment: Join a crew that respects your input, values your experience, and understands that great service starts with great people. We offer: $40-$50 per hour based on Experience! Medical, Dental, Vision, and Life insurance Paid vacation, sick leave, holidays, and time off Full-time position Career advancement opportunities Responsibilities Master Technician: Full automotive trouble shooting and testing Perform line technician services Complete routine inspections and maintenance Automotive services: engine, transmission, electrical, drivability, suspensions, steering, heating and air conditioning, basic and ABS brakes, exhaust systems, and more. Keep shop area neat/clean and account for dealership owned tools Comply with dealerships safety and environmental programs and practices Requirements Master Technician: 10 years experience or more is required Master Tech / Mechanic certification Master diagnostic Technician Skilled and professional Positive attitude Must have own tools/Scanner Expert mechanical skills Experience in Electrical work Experience with the latest automotive technologies Reliable/dependable Valid driver's license and insurable A positive attitude, good work ethic, and top problem-solving skills Good communication and customer service skills; works well on a team Please upload your resume.Completing the online assessment will grant you priority consideration! Must be authorized to work in the U.S. without sponsorship and be a current resident. Must pass pre-employment testing to include background checks, MVR, and drug screening. We are an Equal Opportunity Employer . All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation or other protected status. RequiredPreferredJob Industries Customer Service

**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 What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.

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.

GENERAL DESCRIPTION: The Call Center Representative (“CCR”) is responsible for providing exceptional customer service through the American National Bank & Trust (“ANB&T”) Call Center. The CCR provides assistance for our customers and employees via telephone, when they have questions or concerns regarding their account(s) with us. The CCR must handle all calls in a professional, pleasant, informative and courteous manner. ESSENTIAL FUNCTIONS OF JOB: 1. Assist customers with various account needs, (i.e. check orders, deposit slips, debit cards). 2. Assist with debit card issues, including fraudulent transactions and disputes. 3. Call customers for returned check orders and returned bank mail with incorrect addresses. 4. Assist customer with returned checks and stop payments. 5. Perform teller assist transactions related to the Interactive Teller Machine (“ITM”). 6. Assist customers with online banking and bill pay issues. 7. Take domestic and international wire instructions for customers. 8. Perform checks and balances for other CCRs. 9. Update customer account information, such as address, email and phone number(s). 10. Set up and maintain business online banking customers. 11. Perform all other duties as required or assigned Requirements REQUIRED SKILLS: 1. Must be knowledgeable in the use of office equipment, (i.e. computers, copiers, scanners, multi-line phones, etc.), regular use of desktop computers and related banking software. 2. Exceptional communication skills via remote communication, ITM or telephone. 3. Mental awareness, alertness and adaptability to office and field area work routines. 4. Must be proficient in MS Office, (i.e. Excel and WORD), 10-key, accounting, alpha-numeric data entry, spreadsheets 5. Must possess excellent time management skills and the ability to prioritize work. 6. Must pay attention to detail and possess excellent problem-solving skills. 7. Must possess strong organizational skills with the ability to multi-task. 8. Communication Skills: Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence. Ability to effectively communicate information and respond to questions in person-to-person situations with customers, clients, general public and other employees of the company. 9. Mathematical Skills: Ability to add, subtract, multiply and divide numbers. Ability to perform such mathematical skills using money and other forms of measurement. 10. Critical Thinking Skills: Ability to use common sense understanding in order to carry out detailed written or oral instructions. Ability to deal with problems involving a few known variables in situations of a routine nature. 11. Decision-Making: Performs work operations which permit frequent opportunity for decision-making of minor importance, and which would not only affect the operating efficiency of the individual involved but would also affect the work operations of other employees and/or clientele to a slight degree. 12. Public Contact: Regular contact with patrons, either within the office or in the field. May involve occasional self-initiated contacts to patrons. Lack of tact and judgment may result in a limited type of problem for the organization. 13. Mental Demand: Light mental demand. Operations require intermittent direct thinking to carry out pre-determined procedures or a sequence of operations. 14. Problem-Solving: Repetitive; Activities or duties using a pre-determined set of processes or directions coupled with nearby supervision; Learned things in situations where choice is simple or patterned. 15. Public Contact: Frequent contacts with customers and clientele could involve occasional self-initiated contacts. When initiated, the utmost intact, professionalism and judgment should be used, as you are representing ANB&T. 16. Accuracy: Probable errors of internal and external scope would have a moderate effect on the operational efficiency of the organizational component concerned. Errors might possibly go undetected for a considerable period of time, thereby creating an inaccurate picture of an existing situation. Could cause further errors, losses or embarrassment to the company. The possibility of error is always present due to the requirements and repetition of the job. PHYSICAL REQUIREMENTS and WORKING CONDITIONS: While performing the essential functions of this job, the CCR is continuously required to sit or stand, talk or hear: they may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate. There are no harmful environmental conditions present for this position. REQUIRED EXPERIENCE: High school degree or GED equivalent; emphasis on office skills, plus 12-18 months of related experience and/or training or equivalent combination of education and experience. REPORTING RELATIONSHIP: This position reports directly to the AVP/ Call Center Manager. The AVP/ Call Center Manager reports to the Vice President Operations, who reports to the EVP of Operations/Cashier & HR Director, who reports to the President/CEO of American National Bank & Trust. DISCLAIMER: This is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization. This document in no way constitutes an offer of employment or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice. “ANB&T is an Equal Employment Opportunity / Disability / Protected Veteran Status Employer”