Customer Service Representative jobs at Coast Professional - 956 jobs

Benefits 11 Paid Holidays 401(k) 401(k) matching AD&D insurance Dental insurance Disability insurance Employee assistance program Flexible schedule Health insurance Life insurance Paid sick time Paid time off Paid training Referral program Vision insurance Job type Full-time. Location This is an in-office opportunity located at 300 Gleed Ave, East Aurora, NY 14052. Number of openings for this position Ongoing need to fill this role. Pay Starting at $17.20 - $17.75 per hour plus $4.23 health and welfare. Monthly Bonus Potential. Schedule Monday to Friday. Job Summary The Consumer Care Representative (Customer Service) works under close supervision and follows specific procedures and detailed instructions to make initial contact with debtors, to inform them of delinquencies in their accounts and to advise them of the existence of several specific repayment and resolution options. The Consumer Care Representative (Customer Service) makes routine collections and forwards more complicated accounts to the Manager or other staff for resolution. The Consumer Care Representative (Customer Service) may perform entry-level information gathering and verification for certain accounts when more senior employees, managers or the client have either recommended an account for Administrative Wage Garnishment/Litigation or have determined that the full balance cannot be collected due to bankruptcy, incarceration, medical disability, or death on the part of the debtor. In this role the position follows detailed instructions and procedures to contact employers, health care professionals, corrections/prisons officials, state and county records departments, debtors, and/or other third parties by telephone and/or in writing to request, gather, and file necessary account information. Under close supervision and using the specific scripts and procedures, the position may conduct follow-up communications with the debtors and employers regarding wage garnishment or rehabilitation programs. The Consumer Care Representative (Customer Service) may receive and submit to the client hearing requests from debtors.Job Duties and Responsibilities Skip-tracing debtors to locate current residence and employment information. Handling incoming and outgoing collection calls. Negotiating balance in full payments, payment arrangements or legal referrals. Reviewing accounts and schedule contact dates for follow-up calls. Reading and following scripts verbatim. Follow Federal/State laws and company policies. Documenting interactions with Debtors. Additional duties as assigned based on the line of business. QualificationsEducation High school diploma or GED required. Experience 1 year of collection experience required. Knowledge, Skills, and Abilities Reading and Typing. Working knowledge of modern office procedures, methods, and computer equipment. Excellent communication skills. Principles and practices of customer service. Establish a good working relationship with team members and internal contacts in order to maintain and continuously strive to improve the level of overall service being provided. Good organizational skills and attention to detail. Ability to comply with rules, regulations, laws and methods as related to debt collection. Work independently in the absence of immediate supervision. Ability to handle and resolve recurring problems. Successfully complete and pass the FDCPA test. Successfully be approved to work on the contract, per the client's requirements, state licensing and background check procedure. ClearanceAs a federal contractor, this position requires U.S. citizenship and security clearance granting access to classified information. The background investigation is conducted by the Office of Personnel Management (OPM) and is an evaluation of the whole person to determine suitability. The suitability review begins after a conditional offer of employment has been accepted and will include a review of your employment, education, residences, references, criminal history and credit, as an example. Some of the most important factors in an investigation are the individual's honesty, candor, and thoroughness in the completion of their security forms. In rare instances, non-U.S. citizens with highly specialized skills and experience may also be considered for the security clearance process.SecurityInformation and Physical Security is the responsibility of every employee. In your position you are required to safeguard the computer systems by following proper username and password management which includes selecting challenging passwords and committing them to memory, they should not be written down or stored where others can freely have access. This also includes securing your desk and workstation when you are not there. This includes locking your session and putting sensitive paperwork away when not physically at your desk. You are not to share your username or password with anyone. The physical security of our offices of are equal importance, never shadow or let someone shadow your entry into a Coast Professional, Inc. facility. If this occurs quickly report this action immediately. You are required to follow all Information Technology policies and procedures regarding the management of your system accounts and equipment. If you witness any security violation you should immediately report it to management.LicensingThis position requires you are eligible to be licensed as a collector in certain states. Coast will submit and maintain all required individual collector licensing on your behalf.Working ConditionsThe physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this position, the physical presence in the workplace is essential. The employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms. The employee must occasionally lift and/or move up to 10 pounds.DisclaimerThis job description reflects management's assignment of essential job functions but is not intended to be a comprehensive list of all activities, duties and responsibilities required by the job incumbent. Nothing in the herein restricts management's right to assign or reassign duties and responsibilities to this job at any time.This document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Coast Professional, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, protected veteran status, genetic information or any other categories protected by applicable law.

Customer Service / 1st Party Collections Representative Amherst/Williamsville, NY Full-time | In-office Capital Management Services, LP (CMS) is a compliance-focused, well-respected call center headquartered in Amherst, NY. We specialize in 1st party collections and reminder calls on behalf of a well-known national bank - working exclusively with current customers who are 2-90 days behind on their credit card payments. There is no cold calling or old debt involved. We're expanding and looking for professional, tech-savvy, and customer service-oriented team members to join us. Ideal candidates will be comfortable making outbound calls, navigating technology tools efficiently, and offering account solutions with empathy and professionalism. Why Work With CMS? $17.00/hr starting pay Guaranteed increases in your first year (minimum $18/hr within 12 months) $150 bonus after 60 days No weekend shifts Schedule: Start Date: February 2, 2026 Training: 3 weeks | Monday - Friday | 9:00 AM - 5:00 PM On-the-Job Training: 3 weeks | Monday - Friday | 1:00 PM - 10:00 PM Regular Schedule (Post Training): Monday - Friday | 10:00 AM - 7:00 PM No weekends required Responsibilities: Call current customers to remind them of recently missed payments Assist customers in understanding options to resolve their past-due balances Utilize technology systems for account updates and documentation Handle both outbound and inbound calls professionally Promote a positive customer experience and represent the bank's offerings Qualifications: Excellent verbal communication and active listening skills Strong customer service experience (retail, hospitality, or call center) 1st party collections, financial services, or debt resolution experience preferred Comfortable using computer systems and entering data accurately Typing proficiency Bilingual/multilingual skills are a plus Must be able to work in-office in Amherst, NY (14221) Benefits: Health, Dental, and Vision insurance 401(k) with company match Paid Time Off (PTO) On-the-job training & career development Work-from-home opportunities Employee referral bonuses Advancement opportunities Ready to grow your career in a supportive, professional environment? Join CMS and help make a difference - one customer at a time. #ZR We conduct a 7 year background check and drug screen for all potential hires.

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.

Your Opportunity Customer Service Representative CheckSmart Roseville, MI As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on! What We Offer Compensation The hourly wage for the position is $14.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package. Benefits & Perks* Paid on-the-job training and a comprehensive new hire program. Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development. Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country. Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion. Performance-based career advancement. Educational Reimbursement Program. Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA). Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program. Company-Sponsored Life and AD&D Insurance. Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance. Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program. Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace. Paid time off that grows with you, starting with 12 days in your first year. A relaxed, business casual dress code that includes jeans and sneakers! Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements. What You'll Do - Essential Duties and Responsibilities Connect with customers to cultivate lasting relationships that drive repeat business. Review, validate, and process customer transactions with accuracy. Maximize customer success by offering personalized financial services that fit their lifestyle. Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system. Build new business by completing daily call campaigns. Assist in customer account management and collections by accepting payments and managing customer appointments. Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events. Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience. Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed. Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations. Engage in ongoing training and stay current on product and process changes. Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards. Conduct additional tasks as directed by leadership. Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week. Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements. What We're Looking For - Qualifications and Skills A high school diploma or equivalent. Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues. Meticulous attention to detail and ability to accurately enter data. Proficiency in using phones, POS system, Microsoft Office, and other computer systems. Must be at least 18 years of age (19 in Alabama). Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law. The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard. Nice to Haves - Preferred Qualifications and Skills Experience in check cashing, document verification, and/or money order processing. Prior cash handling, cash drawer/vault management experience. Bilingual (English/Spanish) is a plus and may be required for certain locations. Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated). Workplace Awards & Recognition We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek. Our Purpose The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most. Think you'll thrive here? Learn more at ************************************************* The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position. Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only. The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.

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

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

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

JobID: 210698588 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $31.25-$42.79; New York, NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management.

JobID: 210698588 JobSchedule: Full time JobShift: Base Pay/Salary: Jersey City,NJ $31.25-$42.79; New York, NY $31.25-$42.79 Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities * Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. * Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. * Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. * Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. * Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. * Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. * Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. * Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. * Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: * Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. * Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. * Enthusiastic and self-motivated. * Superior written and oral communication. * Superior customer service skills. * Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. * Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: * College graduate preferred. * Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. * Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. * Superior interpersonal communication skills, as well as strong attention to detail and time management.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. **Job responsibilities** + Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager. + Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts. + Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process. + Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately. + Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. + Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. + Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows. + Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. + Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. **Required qualifications, capabilities and skills:** + Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. + Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. + Enthusiastic and self-motivated. + Superior written and oral communication. + Superior customer service skills. + Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. + Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. **Preferred qualifications, capabilities, and skills:** + College graduate preferred. + Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. + Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. + Superior interpersonal communication skills, as well as strong attention to detail and time management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** Jersey City,NJ $31.25 - $42.79 / hour; New York, NY $31.25 - $42.79 / hour

About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: The ATM Operations and Dispute Specialist is responsible for assisting in the daily operations of the department; primarily the processing of the ATM check deposits via Image Center and researching/reviewing ATM, ACH and Zelle Disputes via Centrix, Visa DPS, Diebold Electronic Journals, Symitar and EWS systems. The position requires focus on member service standards, compliance with Regulation E and NACHA rules, meeting organizational goals, and maintaining positive and professional relationships with members, peers, staff, and vendors. The department functions consists of ATM/ Zelle and ACH processing and working closely with the supervisor on any related issues while also assisting with member related inquires via phone or email. Responsibilities: Specific duties include, but are not limited to, the following: Process and verify all incoming ATM check deposits via Image Center on a daily basis, Ensure all ATM checks received from managed services vendor are accounted for on a daily basis. Research and resolve any member disputes related to ATM transactions (Cash / Check deposits, Withdrawals or Fraud) in accordance with applicable regulations. Research and resolve any member disputes related to Zelle Network transactions (Fraud and Non Fraud reasons) in accordance with applicable regulations. Research and resolve any member disputes related to ACH transactions (Fraud and Non Fraud reasons) in accordance with applicable regulations. Ensure all captured cards received from managed services vendor are logged/shredded daily. Prepare unmatched ATM check items in Image Center for scanning. Prepare End of Day ATM check deposit recap. Maintain manual and electronic transaction records and files. Respond to member inquiries or refer to appropriate service area in a timely manner. Participate in assigned meetings, events, and training as required. Prepare and email/mail correspondence for ATM check adjustments and Notice of Holds (NOH). Assist other units and departments with processing as requested by management. Comply with departments' policies and procedures comply with all Federal, State, and network rules and regulations, develop expertise, and maintain internal controls of the various systems, responding to changes as needed to assure efficient workflow. Maintain sensitive and confidential information; exercise tact and diplomacy in dealing with highly sensitive, complex and confidential issues and situations. Advise management of any potential legal issues or credit union risk exposure. Collaborate with department to identify efficiencies in ATM processes and recommend procedure changes as needed. Cultivates strong working relationships and builds trust among team members. Serve on committees and partner across the organization to implement improvements in processes. Perform other related duties as requested and special projects as assigned. Requirements: College degree or equivalent work experience. Minimum two years of relevant work experience with a financial institution. Working knowledge of ATMs and ATM-related operations and products. Working knowledge of retail banking and record retention practices, rules, and regulations. Experience in project management preferred. Overtime as required. Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail. Technologically proficient. Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you'll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. . What we can offer you: Competitive compensation, medical and dental benefits. 401K with employer match Flexible paid time off Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location. Incentives and/or benefits packages may vary depending on the position. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Full-time Description Customer Service Center Representative Non-Exempt - Grade Level 2 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice and show our utmost respect to everyone we meet.” General Summary Provide world class support and service to our banking customers. Treat each customer with respect and courtesy, responsively addressing their service concerns, and recommending ChoiceOne products and services to help them achieve their financial goals. Take ownership of each customer service situation and work to resolve issues, deepening the customer relationship upon a “First Call Resolution” process. Reports To: Customer Service Center Assistant Manager Essential Duties and Responsibilities Provide friendly, helpful service that promotes financial discipline by: Preparing for daily interactions with a professional mindset and an organized workstation. Maintaining knowledge of the bank's products, services, and processes. Proactively greeting clients with a smile and warm tone. Understanding the client's objectives by asking appropriate questions and listening to the client's responses. Recommending the best solution or guiding the client to the appropriate staff to accomplish the client's needs and strengthen their financial well-being. Processing the transaction accurately and efficiently. Following up with the clients to ensure satisfaction and provide encouragement. Proactively displaying teamwork and respect for other team members. Answer incoming calls quickly and efficiently, escalating issues when appropriate Take ownership of call and respond with a “First Call Resolution” mindset Maintain, cross-sell, and refer all ChoiceOne products Record all client contact, sales, or referrals via Synapsys Attends department meetings as scheduled. Additional responsibilities as assigned. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education High School Diploma or GED Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred Bilingual preferred Competencies Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Reliability - is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time; able to provide flexibility and adapt to changing schedules; follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan. Physical Demands and Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Non-Exempt - Grade Level 2 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet." Provide world class support and service to our banking customers. Treat each customer with respect and courtesy, responsively addressing their service concerns, and recommending ChoiceOne products and services to help them achieve their financial goals. Take ownership of each customer service situation and work to resolve issues, deepening the customer relationship upon a "First Call Resolution" process. Reports To: Customer Service Center Assistant Manager Essential Duties and Responsibilities * Provide friendly, helpful service that promotes financial discipline by: * Preparing for daily interactions with a professional mindset and an organized workstation. * Maintaining knowledge of the bank's products, services, and processes. * Proactively greeting clients with a smile and warm tone. * Understanding the client's objectives by asking appropriate questions and listening to the client's responses. * Recommending the best solution or guiding the client to the appropriate staff to accomplish the client's needs and strengthen their financial well-being. * Processing the transaction accurately and efficiently. * Following up with the clients to ensure satisfaction and provide encouragement. * Proactively displaying teamwork and respect for other team members. * Answer incoming calls quickly and efficiently, escalating issues when appropriate * Take ownership of call and respond with a "First Call Resolution" mindset * Maintain, cross-sell, and refer all ChoiceOne products * Record all client contact, sales, or referrals via Synapsys * Attends department meetings as scheduled. * Additional responsibilities as assigned. * Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. * Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education * High School Diploma or GED * Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred * Bilingual preferred Competencies Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Reliability - is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time; able to provide flexibility and adapt to changing schedules; follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan. Physical Demands and Work Environment * Ability to work in an office environment which may include many hours of computer and telephone usage. * This position is not remote-eligible. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As a Treasury Management Client Onboarding Specialist III at Provident Bank, you will coordinate the implementation of treasury management services. Your primary responsibilities include, supporting the sales process, coordinating the implementation and set up of Treasury Management Products and Services and providing ongoing helpdesk support to cash management clients via phone and email requests. This position will provide direct assistance to the Department or Sector Manager and may be called upon to train staff, support sales officers and act in a supervisory capacity in the absence of the Department or Sector Manager. KEY RESPONSIBILITIES: Coordinates the implementation of treasury management services Ensures all documentation and setup parameters, including testing are completed accurately and timely. Reviews and archives of all client documentation in conjunction with all associated supporting documentation as necessary. Completes client walk through and training process for product/service implementation. Filters sales referrals fielded to Treasury Management Sales officers from telephone calls received and email inquiries. Acts as a liaison with Treasury Management Operations to finalize documentation and setup processes. Handles phone inquiries in a helpdesk environment in conjunction with monitoring the queues and logging call activities. Monitors incoming inquiries from clients and branches Monitors existing ACH Guidance lines maturities, provides information needed for and completing annual reviews for borrowers and non-borrowers. Monitors upcoming maturities along with facilitating the renewal with all parties to ensure timely processing. Prepares ACH documentation for the recommendation of ACH Guidance line approvals or renewals as necessary. Maintains all records to comply with policies and procedures. Completes ACH Annual reviews for borrowers and non-borrowers. Examines and monitors RDC client activities and risk ratings and makes recommendations Reviews RDC processing exceptions including deposit limits review. Resolves Cash Management issues with Treasury Management Operations and third-party vendors to resolve customer issues relating to products/services. MINIMUM QUALIFICATIONS: High School Diploma or GED required. Minimum of 5 years related experience. Ability to work in a fast-paced environment, Knowledge of applicable banking and privacy laws and regulations and policies. Possess excellent oral and written communications skills. Ability to prioritize multiple responsibilities and complete them on time. Ability to work in a team environment to instruct peers and assume a leadership role. Computer literacy with PC and windows programs. Ability to perform detailed mathematic operations with the use of a calculator. Ability to work a flexible schedule to accommodate support hours at the helpdesk. Ability to define problems, collects data, establish facts and draw valid conclusions. Ability to interpret a variety of instruction, communicate them to others and establish controls to monitor and evaluate the application of these instructions. Ability to shift attention quickly and accurately from one matter to another. PREFERRED QUALIFICATIONS: Associate or bachelor's degree Prior supervisory or team leader responsibilities. WORKING CONDITIONS: Work is performed in a normal office environment. Noise levels are usually moderate. This position involves travel to customers and property locations. Prolonged sitting Lifting from 5 to 10 lbs. (printer paper, storage boxes) Occasional bending or overhead lifting (storing files or boxes) The hazards are mainly those present in a normal office setting This may not be all-inclusive. Employees are expected to perform other duties as assigned and directed by management. Job descriptions and duties may be modified when deemed appropriate by management. Provident Bank recognizes and supports the importance of creating a socially and culturally diverse employee base. We understand, value, and appreciate the unique perspectives that a diverse workforce can contribute to our organization. We put the employee and the customer at the center of strategy because culture is a critical differentiator for why people choose to work here. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to age 40 and over, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation or any other applicable status protected by state or local law. Pay Details: $29.59 - $36.97 hourly Please note, the base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, education, geographic location, internal equity, and other applicable business and organizational needs. This role is incentive eligible based upon company, business, and/or individual goal achievement and performance. Team members accrue paid time-off (PTO), receive Holiday (PTO) and are eligible to participate in the bank's Health and Wellness benefits including Medical, Dental and Vision Plans, Flexible and Health Savings Accounts, and a 401(k) Retirement Plan. In addition, the company provides Disability Insurance, an Employee Assistance Program, and Basic Life Insurance. Company sponsored Tuition Disbursement and Loan Repayment programs are also available. Voluntary benefits include Supplemental Life Insurance, Accident, Critical Illness, Hospital Indemnity and Legal plans. #LI-Hybrid

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This role is responsible for identifying and evaluating prospective clients for the Client Employee Banking and Investing Program by partnering with internal stakeholders and leveraging data-driven insights. The position involves engaging with corporate clients and senior executives to present program benefits, manage contracts, and coordinate approvals across legal, compliance, and risk teams. Acting as a subject matter expert, the individual will build and maintain strong relationships with internal partners to support seamless program delivery. Additionally, the role oversees implementation, monitors client development activities, and ensures alignment with broader business initiatives. Responsibilities: Partner with Corporate Banking Client Managers, ECRT, GWIM Financial Advisors, and Financial Wellness Partners to identify and evaluate clients for the Client Employee Banking and Investing Program. Manage data-gathering processes such as deposit analytics and business case development to secure internal approvals for targeted clients. Build and maintain a pipeline of prospective clients, ensuring alignment with program goals and strategic priorities. Conduct client research and prepare for meetings to effectively present program benefits to senior executives and decision-makers. Serve as a Consumer Bank subject matter expert, fostering strong relationships with internal partners including GCB/GCIB Client Managers and Financial Advisors. Lead contract negotiations and coordinate with legal, compliance, and vendor management teams to ensure timely approvals and execution. Required Qualifications: Minimum of 3 years of experience in business development or client development roles. Demonstrated ability to successfully manage a portfolio of clients and drive engagement. Proven track record in prospecting, relationship building, and closing successful transactions. Strong professional sales skills, including strategic planning, execution, and follow-up. Solid foundation in finance, marketing, and internal controls. Experience with financial modeling and data analysis. Excellent oral and written communication skills. Demonstrated leadership and ability to influence cross-functional teams. Skilled in organizing, facilitating, and negotiating with cross-enterprise teams to onboard new clients. Desired Qualifications: Bachelor's degree in business, finance, or economics preferred. Master of Business Administration (MBA) desirable but not required. Active participation in Opportunity & Inclusion organizations and volunteer initiatives. Strong public speaking skills with the ability to present confidently to diverse audiences. Established networking relationships across the enterprise, particularly with centers of influence within the Consumer Bank. Skills: Collaboration Executive Presence Oral Communications Presentation Skills Problem Solving Attention to Detail Continuous Improvement Influence Product Management Strategic Thinking Business Analytics Innovative Thinking Market Analysis Process Management Reporting Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NY - New York - 1114 Avenue Of The Americas - Grace (NY1544) Pay and benefits information Pay range$113,000.00 - $165,100.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

←Back to all jobs at Metairie Bank Call Center Specialist- Bilingual Metairie Bank is an EEO Employer - M/F/Disability/Protected Veteran Status Responsible for providing service and support for customers via telephone, email, and online chat. Must respond to customer requests that can be routine in nature or require extensive research. Research may include using problem solving skills to identify and resolve issues with payment systems, mobile banking, internet banking, and other transaction or account related situations. Qualifications Spanish/English Speaking (Required) Essential Job Functions Manage and direct incoming calls, emails and online chats from customers, potential customers, vendors, and other general inquiries. Provide excellent customer service and develop customer relationships. Research solutions to customer issues and escalate the call to the appropriate department when the issue exceeds position authority. Assist customers with Electronic Banking platforms following bank policy and procedures (i.e. Online, Mobile and Telephone Banking, Debit Cards, etc). Education and Experience High school diploma or equivalent required. One to two years of banking experience preferred. Metairie Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related technical issues, will not receive a response. Please visit our careers page to see more job opportunities.

Job Description The Client Onboarding Specialist for Personal Lines is a cornerstone of the agencys high-touch, concierge client experience. This role is responsible for delivering a white-glove onboarding experience for high-net-worth individuals and families, ensuring a seamless, confident, and deeply personalized transition into the agency. Beyond onboarding, this position is designed as a developmental role that builds the technical knowledge, relationship skills, and client insights needed to support future growth initiatives, including consultative sales and client expansion opportunities. Base salary $40,000 - $50,000 based on experience. Opportunities for bonuses and growth are available. Benefits Annual Base Salary + Bonus Opportunities Paid Time Off (PTO) Health Insurance Vision Insurance Life Insurance Disability Insurance Mon-Fri Schedule Career Growth Opportunities Free Coffee Free Soda Team Building Events Opportunities to participate in community volunteering and outreach initiatives Support for professional development, continuing education, and industry certifications Dental Insurance Retirement Plan Hands on Training Responsibilities Serve as the primary onboarding contact for new high-net-worth personal lines clients Coordinate all onboarding activities, including policy setup, documentation, carrier requirements, and internal handoffs Ensure all client information, exposures, and household details are accurately captured and documented Track onboarding milestones to ensure timely, flawless execution Partner closely with producers, advisors, and service teams to ensure continuity and consistency Identify opportunities to introduce additional agency resources or services as appropriate Requirements 2+ years of experience in personal lines insurance, client service, or a high-touch professional services environment Exceptional communication skills with a calm, confident, concierge-level presence Highly organized with strong attention to detail and follow-through Comfort working with affluent clients and complex household structures Personal Lines license or ability to obtain

The primary function of the Trust Client Specialist is to provide general and clerical administrative support to an individual, or small group of individuals, relieving them of clerical, administrative, and business detail. This particular job is in the Trust Division where the individual will assist Trust Officers in the administration and management of trust and estate accounts, prepares and reviews management reports; maintains records; coordinates information with various departments; interfaces with clients, staff and management; meets standards for Trust Division quality goals. Specific Duties included: * Daily and weekly cash movement between Trust and DDA's for clients * Research and Notify appropriate parties of Class Actions * Coordinating directed trades (purchase and sells) with Trust Portfolio Manager. * Special Situation Assets, maintain working list, obtain statements, balance, and provide updated information to TSS for posting and maintenance * Coordinate Bank Services for Trust clients as their need may dictate. This may involve working with other areas of the bank in an effort to maintain an operational consistency between the clients trust services and his/her other banking needs. * Serve as a liaison between the Administrator and the Client and also as the liaison between these two parties with other areas of the bank. * Distribution of funds by check, wire, or by direct deposit into checking and investment accounts at other institution upon direction of the client and/or administrative officer's request * Initiate entries to pay bills for Trust clients * Communicating with Trust Administrator regarding liquidity needs for living expenses, gifting purposes, and tax purpose * Setting up quarterly, annual, and monthly distributions for clients and assuring that these transactions are accurate and completed in a timely manner. This will involve setting up regular payments on the trust system. These payments are usually done via check or direct deposit into the clients checking or investment account at another institution * Follow procedures for opening and closing Trust Accounts * Gathering and distribution of tangible and intangible assets (stocks, bonds, cash, limited partnerships, and other assets) * Setting up statements on the trust system, which will enable clients to receive account information on monthly, quarterly, bi annual or annual basis * Preparing court accountings and other documents in a timely manner * Make sure that client records are correct on the system and that new information is added to and maintained correctly in the vault on file * Assist the Administrator in performing daily operational tasks, such as client contact, faxing, copying, delivering of documents, answering phones, loading documents in Compliance Services and serving in a backup role in the absence of the Trust Officer Education and/or Work Experience Requirements: * Ability to operate a PC * Proficiency in Microsoft Office applications (Word and Excel) a must * Preferred Trust/Securities and processing experience * Must be highly detailed oriented * Must be able to prioritize, manage time, finish projects timely, and complete daily tasks with little or limited supervision * Must have good oral & written skills and ability to communicate well with clients & co-workers * The ability to work as a team member * Must be highly service oriented * Hours: MONDAY - FRIDAY 8AM - 5PM About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube