Customer Service Desk jobs at Charles Schwab

Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.

The Customer Service Representative plays a key role in supporting the life insurance application process. This position is responsible for contacting applicants to schedule medical examinations and ensuring smooth workflow handoff to Case Associates and Underwriters once appointments are confirmed. The representative will provide exceptional customer service while maintaining accuracy, efficiency, and compliance throughout the process. Key Responsibilities Applicant Engagement & Welcome Calls Make professional, courteous welcome calls to life insurance applicants. Provide clear guidance on next steps in the application process and respond to initial questions. Application & Case Review Review applications and case notes regularly to ensure adherence to medical, financial, and regulatory requirements. Identify missing information or requirements and take appropriate action to support timely case progression. Outbound Communication & Scheduling Support Conduct proactive outbound calls to assist applicants in scheduling their medical examinations with approved vendors. Offer support and resources to help applicants complete outstanding requirements. Underwriting & Workflow Support Work closely with Underwriters and Case Associates to expedite case closures. Communicate updates effectively and ensure smooth handoff of scheduled cases to the appropriate teams. Qualifications & Skills Strong telephone communication skills with a professional and friendly demeanor. Excellent interpersonal, verbal, and written communication abilities. Ability to follow conversation flows and document interactions accurately and thoroughly. Strong organizational and time-management skills; able to multitask effectively in a fast-paced environment. Familiarity with life insurance processes preferred. Salary Range:: $38,000 - $43,000 per year

Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information. This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice. Requirements: Responsibilities include, but are not limited to: Serve as the primary contact for client service needs, ensuring clear, timely communication. Process new business and manage paperwork for investments, insurance, and alternative assets. Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers. Maintain and track tasks, follow-ups, and planning milestones using Salesforce. Schedule and prepare for client meetings, including calendar management and pre-meeting materials. Gather and organize financial and insurance data to support planning and underwriting. Ensure accurate recordkeeping and support regulatory compliance in all workflows. Provide high-level support to advisors by anticipating needs and keeping client processes on track. Expectations: Previous financial advisory services or similar experience required Ability to work with the Advisor and other support team members to accomplish a common goal Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them 2+ years of experience with Salesforce Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc. Must be a self-starter and goal-oriented requirements: Skills and Experience: Four-year degree or equivalent work experience Knowledge of insurance/financial services industry Excellent verbal and written communication Service oriented attitude Ability to maintain confidentiality of information Ability to coordinate multiple tasks and priorities in a fast-paced environment High attention to detail Exceptional organization and problem solving Larson Financial Group, LLC offers a generous employee benefits & perks package: Profit Sharing Bonus Program 401(k) Employer Match up to 4% Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost) Dental Insurance Vision Insurance ER PD Long Term Disability Insurance ER PD Life Insurance ER PD EAP Voluntary Life & STD available Supplemental Insurance available Paid time Off (112 hours after 90 days) Holiday Pay (12 Holidays) Training & Education ER Events, Awards, Activities PIba31b6215d56-37***********4

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Provides support to members, Posts and Departments of The American Legion. Responds to inquiries or requests (verbal, written, electronic) pertaining to Emblem catalog orders, American Legion membership, fund raising, various programs, and related organizations (i.e. SAL) or other customers. ESSENTIAL FUNCTIONS: Responsible for answering telephone calls from approximately 8 incoming lines. Requires appropriate communication skills for proper handling, resolution, response, and follow-up, when required. Response may require written or verbal communication, or both. Responds to correspondence regarding American Legion membership, programs, procedures and other miscellaneous inquiries or requests. Although form letters are used extensively, the ability to determine an appropriate response is critical. Must be able to construct a written business reply when form letters are not appropriate. When required, must be able to determine and prepare correct shipment of printed materials. Enters appropriate transactions relating to the Personify constituent database according to established Data Entry Standards in accordance with U.S. Postal Service specifications. Must be thoroughly familiar with the Personify databases in order to resolve problems and respond quickly and accurately to inquiries. Must be familiar with all divisions of The American Legion, including their functions and the various programs of responsibility, as well as the structure of The American Legion Organization. Provides support/assistance for processing of special projects/assignments of various terms of duration. Tracks and reports daily production to the Customer Service Supervisor. When necessary, serves as back-up support to other functional areas of Member Support Services, including data entry or other clerical duties. Must be able to work overtime hours when needed, which requires early arrival and/or late departure, and includes Saturdays, when necessary. Other duties as assigned. REPORTING RELATIONSHIP (reports directly to): Customer Service Supervisor MINIMUM SKILLS REQUIRED FOR ESSENTIAL FUNCTIONS (Select only one under each category): Education/Technical Knowledge: Requires a thorough knowledge of a given vocation or trade procedures, or a working knowledge of broad shop or trade procedures, or training in commonly used commercial or business machines, methods, and practices. Additional Skills Needed: Must possess basic PC skills and be familiar with Microsoft Office Suite software (MS Word, MS Excel, etc.). Must be thoroughly familiar with the Legion's Personify system, Emblem POS, Zendesk ticketing system, and The American Legion's Data Entry Standards in accordance with USPS guidelines. Above-average written and verbal skills are required, as well as problem solving abilities. Prefer training in professional telephone skills. Must demonstrate ability for data entry rate of no less than 8000+ kph with minimal errors. Must be flexible and easily adapt to changing procedures and priorities. Experience: One year up to 3 years

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

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

Discover Green Bay is looking for a warm, organized, energetic team member to help us welcome visitors and showcase everything Greater Green Bay has to offer. Our Event Services Specialist stays plugged in as the heartbeat of hospitality in our community. Build and maintain relationships with local business owners and decision makers. Help match event needs with the incredible restaurants, venues, attractions, and service providers that make Greater Green Bay a showcase destination. Coordinate details, prepare materials, create unique gift baskets, schedule logistics, and ensure every individual group feels genuinely welcomed. Your work will shape how visitors experience Greater Green Bay. This flexible, part-time position (about 16 hours per week) is perfect for someone who loves details, communication, and creating memorable moments. You'll join a fun, supportive team and take pride in bringing events to life with professionalism, creativity, and heart. If you're ready to help make unforgettable experiences happen, we'd love to meet you. GENERAL SUMMARY: The Event Services Specialist provides exceptional support to conventions, meetings, and sports events that bring visitors to the Greater Green Bay area. This part-time role focuses on delivering outstanding service to event planners and guests while showcasing everything Greater Green Bay has to offer as a premier meeting destination. The Specialist coordinates event logistics, communicates with planners and local partners, and ensures that each group enjoys a seamless and welcoming experience. Through professionalism, attention to detail, and genuine enthusiasm for the region, this position helps reinforce Discover Green Bay's reputation for excellence. RESPONSIBILITIES: ESSENTIAL JOB FUNCTIONS: Serve as the primary point of contact for assigned conventions, meetings, and sports events after booking, providing responsive, professional, and proactive support to planners and attendees. Serve as liaison between confirmed meeting, convention, and sports event planners and local hospitality partners to ensure service needs are met efficiently. Promote Greater Green Bay's hospitality community by connecting event organizers with local venues, attractions, restaurants, and service providers that enhance their group's experience. Collaborate with the Sales team to develop and implement service plans that align with each event's goals, including timelines, communications, and follow-up. Prepare and coordinate event materials, such as name badges, welcome packets, delegate kits, signage, and destination information. Assist event planners with program enhancements such as transportation, identifying local speakers, entertainment, spouse programs, tours, special activities, and signature experiences; coordinate welcome addresses and on-site registration logistics to ensure a smooth and engaging start to each event. Work closely with the Director of Partnerships to assemble and deliver donation baskets or welcome gifts that highlight Greater Green Bay's local products, attractions, and hospitality partners. Represent Discover Green Bay at events by providing on-site assistance-including registration or hospitality desk coverage-and ensuring guests receive a warm and knowledgeable welcome to the community. Recruits, engages, and schedules volunteers for conventions, meetings, and sports events, ensuring they represent the Discover Green Bay's values and deliver a welcoming, professional, well-prepared, exceptional experience for all guests. Maintain a strong understanding of the destination's amenities, attractions, and hospitality offerings to confidently promote Greater Green Bay to visiting groups and partners. Support repeat business and client satisfaction efforts by documenting post-event feedback, updating CRM records (Simpleview), and assisting with follow-up communications. Collaborate with internal departments to ensure consistent messaging and quality across all visitor-facing materials and experiences. Maintain all necessary records and reports including entertainment databases through the organization's chosen CRM system. Demonstrates the DGB's mission, vision, and values by consistently providing warm, authentic, and service-oriented experiences that reflect the spirit of Greater Green Bay. Acts as an ambassador of the community, fostering collaboration, inclusion, and pride among visitors, partners, and colleagues. Performs all other duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 1. Demonstrated ability to provide professional, proactive support to clients and partners in the meetings and hospitality industries. 2. Strong written and verbal communication; able to represent the community positively with planners, vendors, and the public. 3. Ability to manage multiple servicing projects, track timelines, and meet deadlines in a part-time schedule. 4. Demonstrates empathy, active listening, and situational awareness when working with planners, partners, and teammates; effectively manages stress, maintains professionalism, and builds trust-based relationships that reflect the Discover Green Bay's culture of hospitality and respect. 5. Well-versed in Microsoft Office Suite and CRM software as well as demonstrated expertise in database management and CRM systems. 6. Flexible and collaborative; able to work independently, anticipate needs, and problem-solve in a fast-paced environment. 7. Enthusiasm for Greater Green Bay and its tourism assets; commitment to sharing destination knowledge with visitors and partners. EQUIPMENT TO BE USED: Hardware and software chosen by the organization including Microsoft Office, Simpleview, Google Docs, etc. Audio/Visual equipment such as projectors and other presentation/speaker related equipment. Trade show booths, displays and equipment associated with trade shows. Must be able to operate a motor vehicle and have a valid driver's license. TYPICAL PHYSICAL DEMANDS: Frequent mobility and/or sitting required for extended periods of time. Requires eye-hand coordination and manual dexterity to operate keyboard and other standard office equipment. Eyesight correctable to 20/20 to read communications, reports and computer terminals. Requires hearing within normal range when communicating with company personnel or clients in person or via the telephone. Must have a valid driver's license in order to perform outside convention sales calls. Requires occasional lifting to 50 pounds. May require some irregular work hours. WORK ENVIRONMENT: 1. Normal office environment with little exposure to excessive noise, dust, temperature, and the like. 2. Regular local travel to partner facilities and event venues. 3. Position is part-time (averaging approximately 16 hours per week) based upon the needs of the organization and the event calendar.

The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service. Key Responsibilities: High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns. Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations. Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction. Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies. Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually. Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently. Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives. Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs. Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction. Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care. Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment. Documentation: Maintain accurate records of client interactions, transactions, and account updates. Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives. SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES: Other duties as may be assigned. PERFORMANCE MEASURES: Balances efficiently and accurately Maintains confidentiality of client account information Follows established policies and procedures in responding to inquiries and requests Willingly participates in bank training In compliance with all regulations related to job duties Effectiveness of communications and development of good working relationships with co-workers and clients WORKING CONDITIONS: Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. Willingness to travel to other branches is essential. May, on occasion, have to work longer hours than scheduled. Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so the ability to keep information confidential is extremely important. The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region. Despite ongoing security training, there is always the possibility of a bank robbery. GENERAL NOTICE: This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary. Role Qualifications: Education or certifications related to customer service or retail management is a plus. Previous experience in a customer service or retail banking role is preferred. Strong interpersonal and communication skills, both verbal and written. Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments. Knowledge of banking products, services, and regulatory compliance. Ability to work effectively in a team and independently. Efficiently able to multi-task along with excellent problem-solving skills and attention to detail Maintain utmost confidentiality of Clients information at all times. Other Skills and Abilities Strong communication skills along with the ability to effectively communicate with others Client service focused Resourceful, well organized and ability to multitask in a face paced environment. Effective decision-making skills Strong attention to detail Requirements: High school diploma or equivalent 1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality Compensation details: 18-20 Hourly Wage PIb7aa7-4386

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

Customer Service Representative - Financial Associate FLSA Status: Non-Exempt (Hourly) RB&T Mission Statement: As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary: The Customer Service Representative "CSR" / Financial Associate is responsible for assisting new and existing customers with the processing of transactions involving various personal and business accounts and financial services. The CSR also meets the needs of our customers by providing unmatched hospitality. Essential Duties and Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions may include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products. Handles incoming calls and communications including greeting walk-in guests, prospects, and clients. Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures. Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency. Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy Balance cash drawer periodically throughout the day and/or at least daily Open and close all account types, while preparing the proper documentation Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes May represent the Bank in various community functions with a high level of integrity and professionalism Prepare necessary reports, perform various clerical duties and/or miscellaneous projects and duties as assigned by Management Special projects and/or other duties as assigned by Management. Minimum Qualifications: High School diploma or equivalent 1-2 years Customer Service Representative experience preferred Skills, Abilities & Expectations: Stay familiar with and follow policy and procedures. Support Management's decisions and goals in a positive, professional manner. Stay abreast of regulatory requirements and complete annual compliance training applicable to the position Ability to apply general accounting knowledge processes (debits, credits, balancing) Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect Maintain confidentiality of all customer records, accounts and transactions Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work Detail oriented and organized Excellent interpersonal and communication skills Integrity, discretion, and respect for confidential information are absolutely essential Willingness to adapt to change Work within a variety of different software and web applications Able to prioritize duties and effectively manage time Analytical and problem-solving skills Attend work on a regular basis, on time, and withstand varying degrees of stress Excellent interpersonal and communication skills Maintaining a professional, business-like appearance and demeanor Proficiency in Microsoft Office products to include: Word, Excel, and Outlook Physical Demands: The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Disclaimer: The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.

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 Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted Training and Work Schedule: * Training class starts on 2/9 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 6:00 a.m. - 10:00 pm (EST). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Posting Location: * 1525 W W.T Harris Blvd Charlotte, NC 28262 @RWF22 Posting End Date: 23 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.

About this role: Wells Fargo is seeking an Associate Customer Service Representative in Chief Operating Office - Operations. Find out why we're the #1 financial services company to grow YOUR career. Apply today. wellsfargojobs.com 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 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 pass a validated writing assessment * Must complete and pass required language assessment * 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: · * Monday-Friday 8:00 am-4:30pm Work Schedule: * Monday-Friday 9:30am-6:00pm * Your regular work schedule will be based on business need and may include working some holidays * Schedule may be eligible for a shift differential under the terms of the shift differential policy Posting Location(s): * 800 S Jordan Creek Pkwy WEST DES MOINES, IA 50266 Posting End Date: 14 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.

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.

About this role: Wells Fargo is seeking an Associate Customer Service Representative in Chief Operating Office - Operations. Find out why we're the #1 financial services company to grow YOUR career. Apply today. wellsfargojobs.com 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 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 pass a validated writing assessment Must complete and pass required language assessment 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: · Monday-Friday 8:00 am-4:30pm Work Schedule: Monday-Friday 9:30am-6:00pm Your regular work schedule will be based on business need and may include working some holidays Schedule may be eligible for a shift differential under the terms of the shift differential policy Posting Location(s): 800 S Jordan Creek Pkwy WEST DES MOINES, IA 50266 Posting End Date: 9 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.

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 classroom 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: * Classroom training will be for 8 weeks, Monday-Friday, 8:30 am - 5:00 pm. Work schedule after classroom 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: * 2150 W Pinnacle Peak Road, Phoenix, AZ 85027 Posting End Date: 12 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.

**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 a Bilingual - Spanish 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 1/5/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. + We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays. **Posting Location:** + 1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607 @RWF22 **Posting End Date:** 22 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. **Req Number:** R-503226

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 a Bilingual - Spanish 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 1/5/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays. Posting Location: * 1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607 @RWF22 Posting End Date: 22 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.

About this role: Wells Fargo is seeking Associate Customer Service Representatives to join our Auto team in Chandler, AZ. This team is part of our Consumer Lending business, empowering millions of customers to achieve their dreams every day. 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 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 immediate team, as well as internal and external customers * Fulfill additional duties upon request 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: * Call center customer service experience in the financial services industry * Prior work exposure within auto operations * 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 * 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 * Bilingual speaking, reading, and writing proficiency in Spanish/English is a plus 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 Training Schedule: * Training hours are Monday through Friday, from 7:00 AM to 4:00 PM * Training is expected to be 6 weeks, but may vary * Training will be held onsite at the posted work location: 2850 S Price Rd - Building E - Chandler, AZ 85286 Work Schedule: * Hybrid work schedule with alternate weeks in-office * Department hours are Monday through Friday, from 7:00 AM to 9:00 PM * Specific work hours will be assigned prior to the end of training * Rotating Saturday shift, from 7:00 AM to 4:30 PM * Shift pay differential may apply Posted Location: * 2850 S Price Rd Building E - Chandler, AZ 85286 @RWF22 Posting End Date: 12 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.