Customer Success Consultant
Customer service representative job in Helena, MT
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The **Customer Success Consultant** is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly.
**The Main Responsibilities**
+ Construct and implement **customer success plans,** driving customer value realization
+ **Manage customer metrics** , including usage data, health indicators, and renewal dates in alignment with objectives
+ Evaluate **product and portal** **adoption maturity level** and address roadblocks leveraging digital marketing slicks, adoption articles and other templates
+ Build **value-based relationships** with customers to optimize CS plays while leveraging self-service
+ Share **thought leadership** with customers based on needs resulting in strengthened customer trust
+ Identify and qualify **opportunities for expansion,** partnering closely with sales
+ Implement **revenue management practices** driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth
+ **Manage risks to customers' success** , identify root causes, define and activate solutions, and deploy cross-functional support to resolve
+ **Onboard new** **customers** and partner with sales, delivery & support to ensure **successful deployment of solutions and services** including bill reviews and audits
+ Define and execute **renewal** methodology aligned with customer priorities to positively impact profit margins
**What We Look For in a Candidate**
+ Experience: 5+ years customer success or account management experience
+ Education Level: Bachelor's Degree or equivalent work experience
+ Experience working with large and medium enterprise customers
+ Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts
+ Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf
+ Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies
+ Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery)
+ Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector
+ Effective and confident decision making based on business and financial principles
+ Working knowledge of MS Office suite
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$73,805 - $98,406 in these states: CO
$77,322 - $103,089 in these states: CA, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
**What to Expect Next**
Requisition #: 340973
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
Care Coordinator
Customer service representative job in Helena, MT
Full-Time/Non-Exempt/ Helena, Crisis Facility
Care Coordinator
⢠Ensure client care is coordinated between clients and all healthcare providers, continuous collaboration with local agencies to establish continuity of care for the clients.
⢠Ensure clients' access to needed services during transitions from different levels of care, expedites and facilitates client understanding of health needs.
⢠May consult with Director of Service, Licensed Program Supervisor, or other members of the treatment team to determine course of action and future care pathway(s).
⢠Provides education, reinforcement, and frequent communication with clients about their physical and behavioral health status.
⢠Administers screening tools, proactive identification and active intervention to assist with provider evaluation of client's current status and on-going care needs. Tracking and reporting client outcomes based on various measurements and screening tools.
⢠Available as needed for consultation and coordination efforts.
⢠Assists with both internal and external warm hand-offs and referrals.
⢠Schedules for immediate follow-up appointments. Ensure warm hand-offs and supported introductions to next-level providers.
⢠Documents referrals, care transitions, and outcomes tracking.
⢠Enters benchmark data specific information into electronic health record and other databases.
⢠Responsible for applying consistent criteria for management and coordination of client care plan, strategies and continuing goals that have been identified by client and their individual care needs.
⢠Communicate effectively with clients and treatment team to include both oral and written communication.
⢠Provides encouragement and support for clients to assist them in solving difficulties they have managing and improving their health.
⢠Develop strategies to remove barriers, allowing clients to achieve optimal health status.
⢠Must complete and pass medication training test within initial probation period and provide medication transport.
⢠Completes documentation as required and appropriately maintain all required paperwork in accordance with Many Rivers' policies.
⢠Communicate effectively with supervisors, therapists, medical providers and other team members to provide quality continuity of care for the clients.
⢠May perform operation or facility tasks as needed (i.e. - laundry, dishes, vacuuming) for upkeep of facility.
⢠Must have a valid MT driver's license, personal vehicle and current vehicle insurance. Travel is required and may transport clients.
Minimum Qualifications:
⢠Bachelor's degree in human services field or individuals with other educational backgrounds who, as providers, consumers, or advocates of mental health services have developed the necessary knowledge and skills.
⢠OR High School/GED and a combination of relevant experience and/or education equaling at least four years.
⢠Experience with case management or community behavioral health required.
⢠Crisis experience preferred.
Hourly Wage: $22.69 + DOE
Shift Differential:
Day shift $1.00 an hour. Evening and night shift $2.00 an hour.Weekend hours are Friday from 11:00 pm until 9:00 am on Monday, $2.00 an hour.
Benefits:
401K Matching Contributions
Health Insurance
Dental Insurance
Flexible Spending Account
Health Savings Account
Flexible Work Schedule
Paid Holidays
Paid Birthday
Pet Insurance
All Positions at Many Rivers Whole Health must pass Background Checks and Motor Vehicle Record Checks. Will be required to take Sexual Abuse Training.
About Us:
Since 1976, we have been dedicated to 13 counties in Montana and seek to serve a variety of both individuals and groups in all settings. We define resilience as the process of adapting well in the face of adversity, trauma, tragedy, threats or significant sources of stress - such as family and relationship problems, serious health problems, or workplace, school place and financial stressors - alongside those of chronic, severe disabling behavioral health conditions. with an integrated team of specialists and a personal approach to wellness. Today, we are focused on becoming Montana's healthcare provider of choice.
We are committed to recruiting qualified employees, continually striving for advancement, and above all, working as a team to meet the health needs of clients living in our 13 counties. Our vision is to be the healthcare provider of choice for clients and employer of choice for employees and providers. We will achieve this vision by committing to a culture of integrity, safety, evidence based exceptional care, compassionate customer service, and great work environment.
Mission: Many Rivers Whole Health partners with people and communities to serve the whole person - body, mind, and spirit - by providing expertise in wellness, mental health, and substance use disorders, addressing prevention and treatment with a recovery-based approach.
Vision: To be a community based, highly respected organization known for excellence in mental health and addiction recovery services; offering compassionate, client-focused, professional support.
Beliefs/Values: Ambassador of Many Rivers, Own it, Individuals Matter, Create Joy, Embrace Change, Show Up. Step In.
EQUAL OPPORTUNITY EMPLOYER:
Many Rivers Whole Health is an Equal Opportunity Employer (EOE/AA/M-F/Vet/Disability). We encourage all qualified individuals to apply for employment. We do not discriminate against any applicant or employee based on protected veteran status, race, color, gender, sexual orientation, religion, national origin, age, disability, or any other basis protected by applicable law.
Auto-ApplyCustomer Experience Specialist I
Customer service representative job in Helena, MT
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Customer Experience Specialist I for one of its mortgage clients to operate in a call center environment supporting consumer direct lending. You will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Operate in a call center environment as a customer success advocate.
- Answer high-volume, inbound calls or texts from current customers promptly.
- Perform routine data entry and validation tasks.
- Handle routine calls, emails, and/or chat responses with internal employees, consumers, and/or authorized 3rd parties.
- Interact with multiple departments to expedite processing and/or issue resolution.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Mortgage and/or financial services call center experience is a plus.
- Bilingual Spanish is a plus.
- General understanding of applicable Federal, State, and Local Mortgage Regulations a plus.
Skills and Job-Specific Competencies:
- Capable communicator (written and oral).
- Strong negotiation skills with the ability to effectively resolve problems.
- Demonstrated proficiency with computers and mainstream computer applications (Microsoft, Google, etc.).
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141855
### Place of Work
On-site
### Requisition ID
141855
### Application Email
****************************
Easy ApplyMedical Equipment Driver & Customer Service Representative
Customer service representative job in Helena, MT
Medical Equipment Driver and Customer Service Representative Needed!
Pay Range: $18-$20/hour (based on experience) Direct Hire
About the Role:
Our well-established client in the healthcare industry is seeking a dedicated Medical Equipment Driver and Customer Service Representative to join their team. This role combines equipment delivery and setup with exceptional customer service. You will assist patients by delivering, maintaining, and educating them on the proper use of medical equipment and supplies while ensuring their needs are met with care and professionalism.
Key Responsibilities:
Deliver, set up, and maintain medical equipment and supplies at patient homes.
Provide clear instructions to patients and caregivers on equipment usage and care.
Handle customer inquiries and process necessary paperwork.
Maintain a clean and safe company vehicle.
Assist with intake processes, including data entry and file preparation.
Perform minor equipment troubleshooting and repairs as needed.
Travel:
Daily travel using a company vehicle to patient homes is required.
Qualifications:
Required:
High school diploma or GED equivalent.
Valid driver's license with a clean driving record.
Preferred:
Experience with medical equipment or in healthcare-related roles.
Familiarity with medical terminology.
Skills and Competencies:
Accurately perform simple mathematical calculations.
Effectively communicate in English (both oral and written).
Interpret a variety of communications (verbal, non-verbal, written, listening, and visual).
Maintain confidentiality, discretion, and caution when handling sensitive information.
Multi-task with attention to detail.
Self-motivated, organized, with strong time-management and problem-solving skills.
Work independently and as part of a team.
Machines, Equipment, and Technical Abilities:
Email transmission and communication.
Internet navigation and research.
Microsoft applications (Outlook, Word, and Excel).
Office equipment (fax machine, copier, printer, phone, computer, and/or tablet).
Mechanically inclined for equipment repair and troubleshooting.
Successfully demonstrates loading, unloading, and proper tie-down procedures for transported cargo.
Understands use of all applicable home respiratory equipment and supplies.
Physical Demands:
Lift and carry office equipment as needed.
Requires sitting, walking, standing, talking, and listening.
Requires close vision for small print on computer/tablet and paperwork.
Requires lifting (minimum of 65 pounds) and transporting patient equipment.
Requires contact with patients and equipment with potential exposure to contagious pathogens.
Requires driving a company/personal vehicle for the majority of the workday.
Why Apply?
This is an opportunity to make a meaningful impact in patients' lives while working in a supportive and professional environment.
Apply today to join our client's team!
Unlock Your Potential: Join TEWS and Solve the Talent Equation for Your Career
TEWS has opportunities with leading companies for professionals at all career stages, whether you're a seasoned consultant, recent graduate, or transitioning into a new phase of your career, we are here to help.
Tews is an equal opportunity employer and will consider all applications for employment without regards to age, color, sex, disability, national origin, race, religion, or veteran status
Representative II, Customer Service Operations
Customer service representative job in Helena, MT
**What Customer Operations Support contributes to Cardinal Health** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution. The Representative II, Customer Service Operations is responsible for providing services to customers by acting as a liaison in problem-solving, research and order problem/dispute resolution.
**_Responsibilities_**
+ Offer professional and timely service as a representative of Cardinal Health at-Home
+ Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions
+ Provide problem resolution for order issues in a timely manner
**_Qualifications_**
+ High School diploma, GED or equivalent, or equivalent work experience, preferred
+ 2-4 years' experience in Customer Service preferred
+ Prior computer experience using Microsoft Office systems required
+ Team-oriented mindset
+ Demonstrate a passion for healthcare
+ Strong organizational skills and attention to detail
**_What is expected of you and others at this level_**
+ Applies acquired job skills and company policies and procedures to complete standard tasks
+ Works on routine assignments that require basic problem resolution
+ Refers to policies and past practices for guidance, including usage of SOP's and written instructions.
+ Receives general direction on standard work; receives detailed instruction on new assignments
+ Consults with supervisor or senior peers on complex and unusual problems
+ Demonstrate excellent communication skills
+ Must be able to multitask in a fast-paced environment
+ Must maintain a distraction free workspace.
**Anticipated hourly range:** $15.70 per hour to $22.50 per hour
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/16/2026 *if interested in opportunity, please submit application as soon as possible.
_The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Executive Customer Specialist
Customer service representative job in Helena, MT
_The primary mission of the Executive Customer Service Representative is to maintain a high standard of one-on-one full resolution customer service. The specialist will be responsible for efficient, professional communication with customers contacting any Senior Management Team member, inclusive of the CEO's office. Inquiries may be highly complex and/or sensitive in nature. Customer base consists of leisure, corporate, insurance replacement, small business, high profile Hertz accounts, VIP customers, and/or all levels of Hertz personnel. Communication may be handled via phone, email, postal mail, or through Social Media platforms._
_This is an entry level position with high visibility and various levels of core business knowledge, which provide a solid foundation for future growth within the organization._
.The minimum hourly salary for this role is $19.23.
**What You'll Do:**
+ Utilize all resources materials to document and resolve customer inquiries
+ Communicate and follow up with customers to full resolution
+ Maintain documentation of all contacts, research, resolution, and follow up when necessary, with all inquiries
+ Follow up in timely manner to ensure resolution was met and customer has been notified
+ Maintain complete professionalism in all communication with anyone contacting a Senior Management Team member/Executive Office in Estero, FL
+ Must be capable of multi-tasking
+ Must be a demonstrated self-starter
+ Cooperate with Management in maintaining goals and objectives
+ Criminal background check due to access of Personal Identifiable Data (PID)
+ For internal employees, all employees' files will be reviewed and approved by management for acceptable performance and attendance before final acceptance of their application
**What We're Looking For:**
+ High School Diploma or GED Required
+ Must have previous Call Center or Customer Relations experience (applicable to internal candidates)
+ Prior call center and customer service experience
+ Knowledge of GAR, Carrent, PC Excalibur, Salesforce, Intranet, and Global systems (applicable to internal candidates)
+ Well versed in both verbal and written communication skills; emphasis on written communication (test required)
+ Typing 30 wpm (test required)
+ Strong decision-making skills
+ Strong verbal communication skills
+ Must be able to work productively with minimal supervision
+ Must work well with others
+ Must be a demonstrated self-starter, quick learner, and capable of handling multiple tasks
The Hertz Corporation operates the Hertz, Dollar Car Rental, Thrifty Car Rental brands in approximately 9,700 corporate and franchisee locations throughout North America, Europe, The Caribbean, Latin America, Africa, the Middle East, Asia, Australia and New Zealand. The Hertz Corporation is one of the largest worldwide airport general use vehicle rental companies, and the Hertz brand is one of the most recognized in the world.
**US EEO STATEMENT**
At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills and talents that our employees invest in their work every day represent a significant part of our culture - and our success and reputation as a company.
Individuals are encouraged to apply for positions because of the characteristics that make them unique.
EOE, including disability/veteran
Medicaid Member Support CSR
Customer service representative job in Helena, MT
Medicaid Member Support Call Center CSR
- must be able to work MST business hours
Hours: Monday - Friday 8am - 5pm MST
Payrate: $17 per hour, which may be below your state's minimum wage. Please take this into consideration when applying.
Interested in supporting Medicaid members in Montana? Conduent has immediate openings for Call Center Customer Service Representatives. This is a great opportunity to learn Medicaid member support and the medical eligibility and claims process!
Summary:
Using a computerized system, responds to Montana Medicaid member inquiries in a call center environment using standard scripts and procedures.
Gathers information, assesses caller needs, research and resolves inquiries and documents calls.
Provides clear and concise information regarding member eligibility status, passport provider change and member benefits.
Follows documented policies and procedures including call handling and escalations.
Overall acts as an advocate for the Medicaid members to ensure their needs are met.
What You Get:
Full-time employment with benefits.
Hourly rate up to $17/hour based on experience.
Standard scheduled: 8am - 5pm Monday through Friday.
Substantial call center and customer service training.
Great work environment with career growth.
Additional Duties as Assigned:
Verify documentation and images.
Attend scheduled staff meetings.
Complete required assigned training.
Track daily task for quality review.
Requested Skills:
Positive and energetic attitude.
Ability to communicate clearly and confidently.
Ability to multi-task and manage time effectively.
Attention to detail, grammar, and spelling accuracy.
Preferred Experience:
H.S Diploma or GED
One year of medical insurance or medical office experience.
Computer system experience with data entry and database documentation knowledge.
Call center or professional office experience.
Hours and Additional Information:
Limited physical requirements: Typical office environment. Phone and keyboard for periods of time.
Must pass a criminal background check and drug screening.
This is a great opportunity to learn and be a part of the growing medical support community. Conduent offers benefits and advancement opportunities. Come join us and help support our Medicaid members!
Due to varying state and local minimum wage laws, we are currently only able to hire candidates residing in states where our compensation structure complies with applicable wage regulations. As a result, we may be unable to consider applicants from certain states or municipalities
We are currently NOT hiring in the following geographies, including but not limited to:
AK, CA, HI, MA, IL, MT, NY
Metro Areas: MN-Minneapolis, IL-Chicago, NY-New York City, OR-Portland, MD-Montgomery County, WA-Seattle, DC-Washington
About Us
Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them.
You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.
Pay Transparency Laws in some locations require disclosure of compensation and/or benefits-related information. For this position, actual salaries will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. In addition to base pay, this position, based on business need, may be eligible for a bonus or incentive. In addition, Conduent provides a variety of benefits to employees including health insurance coverage, voluntary dental and vision programs, life and disability insurance, a retirement savings plan, paid holidays, and paid time off (PTO) or vacation and/or sick time. The estimated hourly rate for this role is $17.00
Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.
For US applicants: People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by submitting their request through this form that must be downloaded: click here to access or download the form. Complete the form and then email it as an attachment to ********************. You may also click here to access Conduent's ADAAA Accommodation Policy.
At Conduent, we value the health and safety of our associates, their families and our community. For US applicants while we DO NOT require vaccinations for most of our jobs, we DO require that you provide us with your vaccination status, where legally permissible. Providing this information is a requirement of your employment at Conduent.
Auto-ApplyCustomer Service Representative II
Customer service representative job in Helena, MT
Under close supervision, the Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls.
⢠Responds to basic customer inquires regarding products, provides quotes, and handles order entry.
⢠Places customer orders via telephone, fax, email, electronic methods, or walk in (counter sales).
⢠Influences Motion Industries' gross profit through negotiating the sale price and purchase price, within certain parameters.
⢠May adjust non-contract customer pricing to meet the demands of the customer based on competition, while maximizing the profit for Motion Industries.
⢠Builds customer relationships to drive repeat business by relating to the customer and drive process improvements.
⢠Orders items to ensure appropriate inventory levels are maintained for customers.
⢠May place orders without approval for orders up to $5,000 per line and $10,000 per purchase order.
⢠Responsible for sourcing products in branch inventory, distribution center inventory or supplier inventory.
⢠Determines the most cost effective shipping method for customer orders.
⢠Partners with Account Representatives to ensure customer satisfaction.
⢠Expedites backorders. May pull inventory and prepare order for shipment to customer.
⢠May handle customer returns.
⢠Performs other duties as assigned.
EDUCATION & EXPERIENCE:
Typically requires a high school diploma or GED and zero (0) to three (3) years of related experience or an equivalent combination.
KNOWLEDGE, SKILLS, ABILITIES:
⢠Reliability, organization, and attention to detail required.
⢠Strong communication skills including written, verbal, and listening.
⢠Ability to multi-task and time management skills required.
⢠Moderate computer skills, including information processing, communicating internally and externally via email, using business systems and searching capabilities to find products on the internet.
⢠Product knowledge is preferred.
COMPANY INFORMATION:
Motion Industries offers an excellent benefits package which includes options for healthcare coverage, 401(k), tuition, reimbursement, vacation, sick, and holiday pay.
Not the right fit? Let us know you're interested in a future opportunity by joining our Talent Community on jobs.genpt.com or create an account to set up email alerts as new job postings become available that meet your interest!
GPC conducts its business without regard to sex, race, creed, color, religion, marital status, national origin, citizenship status, age, pregnancy, sexual orientation, gender identity or expression, genetic information, disability, military status, status as a veteran, or any other protected characteristic. GPC's policy is to recruit, hire, train, promote, assign, transfer and terminate employees based on their own ability, achievement, experience and conduct and other legitimate business reasons.
Auto-Apply15.00 Customer Service Rep(07004) - 700 N Last Chance Gulch
Customer service representative job in Helena, MT
$15.00 plus tips
Description
Department: Store Operations
Job Title: CSR - Insider
FLSA Classification: Non-Exempt
Reports To: General Manager
Regional Operations Manager - secondary report
Direct Reports: N/A
Indirect Reports: N/A
Our in-store people know their stuff and know how to have a good time. Each store has its own personality, and we reward outstanding pizza making or up selling. You'll love the buzz of friendly competition.
There are two types of in-store positions available: Pizza Makers and Customer Service Representatives (CSRs). As a Domino's Pizza Maker you'll be responsible for making our great pizzas. As a CSR you'll still help out with pizza making, but you'll be more about front-line customer care.
Many Team Members began their careers as CSRs and Pizza Makers and today are successful Domino's franchise owners. From customer service representative to management, General Manager to Manager Corporate Operations or Franchisee, our stores offer a world of opportunity. There is no place for average at Domino's; go somewhere else to be average.
Pizza Maker responsibilities:
Ā· Making Domino's high quality pizzas
Ā· Food and portion control
Ā· Hygiene and food safety
Ā· Food preparation
Ā· Taking customer orders and up selling
Ā· General cleaning & organization duties
CSR responsibilities:
Ā· Taking orders over phone and in person
Ā· Greeting customers within 10 seconds
Ā· Building relationships with customers
Ā· Up selling
Ā· Cash handling
Ā· Keeping the customer area clean
Ā· Assisting Pizza Makers with toppings and dough.
If you've got your eye on developing a rewarding Domino's career, or you're just looking to earn some extra dollars in your spare time - there's something for everyone in-store.
Perks of the job:
From the first slice of pizza to the last customer you serve, we know how important it is to provide the best training and support. Our people are the reason we're successful today, and why we'll continue to be successful in the future. So it makes sense for us to help you become your very best.
Domino's in-store staff enjoy:
Ā· Greater variety
Ā· Smaller teams, make friends easier
Ā· Flexible hours
Ā· Fast career progression
Ā· Training opportunities & rewards
Minimum requirements and expectations:
A job with us means you get to be yourself, work hard, have fun, and learn heaps of new skills along the way. How far you go is up to you. What you will need:
Ā· An EXCEPTIONAL and POSITIVE attitude
Ā· You must be 16 years of age or older.
Ā· Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator)
Ā· Must be able to make correct monetary change
Ā· Verbal, writing, and telephone skills to take and process orders
Ā· Motor coordination between eyes and hands/fingers to rapidly and accurately make precise movements with speed
Ā· Ability to enter orders using a computer keyboard or touch screen
Ā· Ability to comprehend and give correct written instructions
Ā· Ability to communicate verbally with customers and co-Team Members to process orders both over the phone and in person
Ā· Talking and hearing on telephone
Ā· Near and mid-range vision for most in-store tasks
Ā· Depth perception
Ā· Ability to differentiate between hot and cold surfaces
Ā· The ability to direct activities, perform repetitive tasks, work alone and with others, work under stress, meet strict quality control standards, deal with people, analyze and compile data, make judgments and decisions.
Ā· Ability to stand for long periods of time: Most tasks are performed from a standing position.
Additional Information
All your information will be kept confidential according to EEO guidelines.
CUSTOMER SERVICE REPRESENTATIVE
Customer service representative job in Helena, MT
This position is the Office's front line with regard to New Accounts and Customer Service. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities.
Education, Experience and Certification Requirements Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. Basic Qualifications:
Strong commitment to providing exceptional customer service.
High School diploma or equivalency.
Ten key proficiency.
Previous computer experience.
Dimension of Job :
The position requires a thorough knowledge of all types of accounts, services and products offered and sold. The Customer Service Representative (CSR) will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.
For full description, which includes physical mental demands please see attachment.
Auto-ApplyCustomer Support Specialist (Western region)
Customer service representative job in Montana City, MT
About SOVRA SOVRA is a leading public procurement platform serving over 7,000 government agencies and connecting them with more than 1 million suppliers across North America. SOVRA offers comprehensive, end-to-end solutions tailored for the public sector.
SOVRA's solutions are purpose-built to address the unique challenges of public procurement, ensuring compliance, enhancing efficiency, and promoting transparency. Our commitment to innovation has been recognized with the Achievement of Excellence in Procurement (AEP) Certification from the National Procurement Institute, affirming our platform's adherence to the highest standards in efficiency and vendor accessibility.
By leveraging SOVRA's advanced tools and expansive supplier network, public agencies can optimize every tax dollar spent, drive better procurement outcomes, and deliver exceptional services to their communities. You can find more info about SOVRA at SOVRA.com
What will your main responsibilities look like?
In this role, you will be led to:
* Analyze and resolve tickets based on the service level and escalate issues when required.
* Plan/coordinate and follow through with requests in collaboration with internal teams (sales, analysis, development, support, etc.).
* Monitor and manage the Client Service queue and program-specific inboxes.
* Identify possible improvements to processes and applications to team members.
* Document and update processes, procedures, and training materials for continual service improvements to ensure customer satisfaction.
* Responsible for delivering results promptly.
* Maintain client information in the CRM.
* Perform regular environmental testing.
What elements of your professional background will be necessary and useful in this role?
* Strong analytical and problem-solving skills.
* Ability to multi-task and work under pressure in a dynamic and fast-paced environment.
* Strong attention to detail.
* Focus on customer satisfaction while keeping business context in perspective.
* Dynamic and proactive/demonstrates initiative.
* Excellent organizational skills, including a good sense of priority management, can easily adapt to change.
* Excellent interpersonal and communication skills, internally and with clients, are required.
* Strong technical background including abilities to read code language.
* 12 to 18 months in a call center and/or application support level 1.
* Experience in customer support, within a SaaS company or more specifically in the eprocurement sector is an asset.
* All equivalent education and experience combinations will be considered.
* The schedule is 9:30 to 6:00 (Mountain time).
* Required: Authorized to work in the US-unfortunately we are not able to sponsor work visas or transfers at this time.
Thank you for your interest in SOVRA. However, only selected candidates will be contacted.
At SOVRA, we are committed to fostering an inclusive and equitable workplace. We are an equal opportunity employer and do not discriminate against any employee or applicant for employment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, marital status, veteran status, or any other characteristic protected by applicable laws. We provide a work environment free from discrimination and harassment. In addition, we are committed to ensuring pay equity across our organization and regularly review our compensation practices.
SOVRA, through its wholly owned subsidiary International Data Base Corp., doing business as BidNet, participates in E-Verify. If selected for employment, you will be required to provide your Form I-9 information to confirm that you are authorized to work in the United States.
SOVRA, a través de su subsidiaria de propiedad total International Data Base Corp., que opera bajo el nombre comercial BidNet), participa en E-Verify. Si es seleccionado para empleo, se le solicitarÔ proporcionar la información de su Formulario I-9 para confirmar que usted estÔ autorizado para trabajar en los Estados Unidos.
Outpatient Patient Service Representative, Helena Specialty Center (Full Time)
Customer service representative job in Helena, MT
Benefis is one of Montana's largest and premier health systems, and we are committed to providing excellent care for all, healing body, mind, and spirit. At Benefis, we work hard to support our employees in every aspect of their careers by offering outstanding benefits and compensation, state-of-the-art facilities, and multiple growth opportunities. The only thing missing is you!
Performs customer service functions in the medical office setting.
Demonstrates the ability to deal with pressure to meet deadlines, to be accurate, and to handle constantly changing situations. Demonstrates the ability to deal with a variety of people, deal with stressful situations, and handle conflict.
Will perform all job duties or job tasks as assigned. Will follow and adhere to all requirements, regulations and procedures of any licensing board or agency. Must comply with all Benefis Health system organization policies and procedures.
Education/License/Experience Requirements:
High School Graduate or Equivalent
Minimum of two (2) years medical office experience preferred.
Previous experience with health insurance and patient billing preferred.
Completion of medical terminology course required within 30 days of hire/transfer.
Completion of Clarivate Patient Access II Education Packet within 3 months of hire/transfer.
Auto-ApplyWBS Registered Client Associate
Customer service representative job in Helena, MT
Company name: Wells Fargo Req # : 5037394 | Type: Full Time | Posted: 9/29/2014 | Edited: 10/27/2014 | Fee: 25.00% Percentage Computed On Base Salary Base Salary - $30,000 - $45,000 Target - $40,300 Benefits - Full Relocation Assistance Available - No
Travel - None
Bonus : NA
Industry: Banking/Finance
Honor Period: 6 months
Job Description
Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, statement copies, etc.) processing the movement of funds and equities scheduling appointments for new and existing clients monitoring and tracking referrals and sales results maintaining compliance files issuing sales/marketing information to clients preparing sales packages ordering supplies maintaining file system for prospective and existing clients reviewing paperwork for completeness and forwarding to management for review. May act as a back-up in taking and executing unsolicited investment orders directly from clients and/or via toll-free number.
Qualifications
Basic Qualifications
Series 7 and 63 (or equivalent) licenses required.
Minimum Qualifications
Insurance licenses or ability to obtain within 120 days. Client service oriented detail oriented and ability to multi-task. Good written and verbal communication skills.
Preferred Qualifications
Fully licensed at time of hire (S7, 63 or equivalent, and Insurance).
***PLEASE NOTE: YOU MUST HAVE BOTH THE SERIES 7 AND THE SERIES 63 OR EQUIVALENT TO BE CONSIDERED FOR THIS POSITION***
DO NOT SUBMIT ANYONE WITHOUT THEIR SERIES 7 AND THE SERIES 63
Additional Information
All your information will be kept confidential according to EEO guidelines.
Seasonal Customer Service Supervisor
Customer service representative job in Helena, MT
Responsible for supporting Customer Support Services to ensure customers are satisfied and staff meets business needs and expectations. Directs and supervises staff responsible for resolving processing issues, managing COD processing status, analyzing data and outreach for batch processing issues and more. Ensures staff has the utmost focus on customer satisfaction and adherence to established Service Level Agreements (SLAs).
+ Supervises and monitors day-to-day activities of Customer Service Support Services to ensure all matters adhere to the established Service Level Agreements (SLAs).
+ Develops and maintains advanced customer service knowledge and skills. Aids in the development or improvement of these skills for supervised staff on a continuous basis.
+ Responsible for setting priorities and coordinating activities that align with set objectives and goals.
+ Assists with supporting inbound calls, outbound calls, email, and web chat services, as well as back-office services as needed, serves as the first escalation point when all other troubleshooting efforts have been exhausted.
+ Monitors issues and ensures that Service Level Agreements are met.
+ Identifies key issues and areas for improvement to streamline or implement new recommended procedures.
+ Overall responsibility for leading the program, department, or functional area as designated. Oversees, directs, and mentors subordinate staff; communicates job expectations and enforces organizational policies, procedures and core values; responsible for recruiting staff, approving timecards, and conducting performance reviews and disciplinary measures.
+ Recognizes and values the contribution of supervised staff. Responsible for recommending promotions, compensation, and termination.
+ Defines roles and expectations for supervised staff. Provides clear direction to ensure consistent progress is made toward set goals.
+ Communicates and collaborates with management effectively to provide and analyze metrics and reports.
**Minimum Qualifications**
+ Bachelor's Degree preferred or equivalent relevant experience.
+ 4-6 years of customer service experience or related public relations experience. 0-2 years of management experience.
**Other Job Specific Skills**
+ Excellent written and verbal communication skills.
+ Strong leadership and customer service skills.
+ Ability to organize and supervise staff for maximum efficiency.
+ Advanced problem solving and interpersonal skills.
+ Strong customer service approach.
+ Ability to build, coach and mentor effective teams.
+ Ability to maintain consistent progress towards set priorities.
+ Dedicated focus on accuracy and attention to detail.
+ Ability to remain calm and courteous towards customers, staff, and management in periods of stress.
+ Ability to develop and maintain good working relationships with all customers and co-workers.
**Compensation Ranges**
Compensation ranges for ASM Research positions vary depending on multiple factors; including but not limited to, location, skill set, level of education, certifications, client requirements, contract-specific affordability, government clearance and investigation level, and years of experience. The compensation displayed for this role is a general guideline based on these factors and is unique to each role. Monetary compensation is one component of ASM's overall compensation and benefits package for employees.
**EEO Requirements**
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment.
Physical Requirements
The physical requirements described in "Knowledge, Skills and Abilities" above are representative of those which must be met by an employee to successfully perform the primary functions of this job. (For example, "light office duties' or "lifting up to 50 pounds" or "some travel" required.) Reasonable accommodations may be made to enable individuals with qualifying disabilities, who are otherwise qualified, to perform the primary functions.
**Disclaimer**
The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
62,200 - 84,000
EEO Requirements
It is the policy of ASM that an individual's race, color, religion, sex, disability, age, gender identity, veteran status, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies.
All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, veteran status, disability, gender identity, or age. All decisions on employment are made to abide by the principle of equal employment.
Treatment Service Specialist - School-Based Services (Helena, MT)
Customer service representative job in Helena, MT
Requirements
Talents, skills, and abilities:
A BS/BA Degree in a Human Services Related Field is preferred; an equivalency can be used based on documented work history, education, and volunteer experience.
Requires computer literacy skills, including the ability to navigate, record, and overall basic computer skills needed for performance-based software as well as an electronic medical records system.
The Specialist must have the interpersonal oral and written communications skills to work as a team member, to make observations and to report them accurately, to learn resident care methods, and to follow oral and written instructions.
High School Diploma or HSE is required, along with past employment experience.
Must have, or be willing to obtain, a valid Montana Driver's License and have an acceptable driving record.
Must have an acceptable criminal and protective services background check.
Benefits:
AWARE proudly offers an excellent benefits package, uniquely designed to support you and your family in staying well, professional growth, and achieving financial security. AWARE's benefits include:
Annual Raises
Tuition Reimbursement
Health Insurance
Dental/Vision Insurance
401(k) with company match
Life Insurance
Wellness programs
Generous paid time off
We are proud to be an equal opportunity employer.
Medical Call Center
Customer service representative job in Helena, MT
Medical Call Center needs 1 year medical insurance or medical office experience.
Medical Call Center requires:
Computer system experience with data entry and database documentation knowledge.
Call center or professional office experience.
Medical Call Center duties:
Gathers information, assesses caller needs, research and resolves inquiries and documents calls.
Provides clear and concise information regarding member eligibility status, passport provider change and member benefits.
Follows documented policies and procedures including call handling and escalations.
Temporary Retail Sales Support
Customer service representative job in Helena, MT
Brand Overview:As a hometown specialty retailer, maurices is deeply committed to bringing affordable, versatile, and flattering fashion to small towns across North America. We inspire women of all ages to look and feel their best - just as they are. With 900+ stores, we've earned our reputation as a leader in hometown fashion. The true secret to our success is deeply rooted in our commitment to our values.Ready to apply? We currently have an opportunity for a Temporary Retail Sales Support to join our team located at our Store 0350-Skyway Reg Shp Ctr-maurices-Helena, MT 59601.
Ready to help bring feel good fashion for real life⢠to hometowns across North America? We're looking for individuals with a passion for fashion that have what it takes to give the kind of exceptional service our customers know, love and deserve from us. Since 1931, we've helped women look and feel their best every day - making maurices not only a special place to shop, but a great place to work and connect. Apply today!
Position Overview:
Looking to work in a fast-paced environment? Join our team for the holiday season and earn some extra cash and a 40% discount. You'll get to help our customers find gifts for family and friends as well as dress themselves for all their holiday events! As a member of our team, you'll provide excellent service to our customers and make sure the store looks great! And we'll make sure you have fun while doing it! Apply today if you are people focused, goal oriented, have a flexible schedule. The above information has been designed to indicate the general nature and level of work performed by employees within this classification.
Location:
Store 0350-Skyway Reg Shp Ctr-maurices-Helena, MT 59601
Position Type:Temporary (Fixed Term)/Part time
Benefits Overview:
*********************************
Equal Employment Opportunity
The Company is committed to hiring and developing the most qualified people at all levels. It is our policy in all employment decisions to ensure that all associates and potential associates are evaluated on the basis of qualifications and ability without regard to sex (including pregnancy), race, color, national origin, religion, age, disability that can reasonably be accommodated without undue hardship, genetic information, military status, sexual orientation, gender identity, or any other protected classification under applicable law. We do not discriminate in any of our employment policies and practices. All associates are expected to follow these principles in all relationships with other associates, applicants, or others with whom we do business.
The Company welcomes applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the application process.
Note to Applicants: Smoking is prohibited in all indoor areas of the Company unless designated smoking areas have been established by a particular location in accordance with applicable law.
Auto-ApplyRepresentative II, Customer Service Ops
Customer service representative job in Helena, MT
**_What Customer Service Operations contributes to Cardinal Health_** Customer Service is responsible for establishing, maintaining and enhancing customer business through contract administration, customer orders, and problem resolution.
The Representative II, Customer Service Operations processes orders for distribution centers and other internal customers in accordance with scheduling, demand planning and inventory. The Representative II administers orders in internal systems and responds to customer questions, clearly communicating delays, issues and resolutions. This job also processes non-routine orders, such as product samples, and ensures that special requirements are included in an order.
**_Responsibilities_**
+ Offer professional and timely service as a representative of Cardinal Health at-Home
+ Support an inbound call queue, providing assistance in placing orders, searching products, processing returns, responding to order inquiries, providing delivery updates, and answering questions
+ Process orders for distribution centers and internal customers in accordance to scheduling, demand planning and inventory
+ Provide problem resolution for order issues in a timely manner including delays
+ Process non-routine orders such as product samples that have special requirements
+ Multitask in a fast paced environment
**_Qualifications_**
+ High School diploma, GED or equivalent, or equivalent work experience, preferred
+ 2-4 years experience in Customer Service preferred
+ Prior computer experience using Microsoft Office systems
+ Team-oriented mindset
+ Strong organizational skills and attention to detail
+ Excellent communication skills
+ A passion for healthcare
**_What is expected of you and others at this level_**
+ Applies acquired job skills and company policies and procedures to complete standard tasks
+ Works on routine assignments that require basic problem resolution
+ Refers to policies and past practices for guidance
+ Receives general direction on standard work; receives detailed instruction on new assignments
+ Consults with supervisor or senior peers on complex and unusual problems
+ Other duties as assigned.
**Anticipated hourly range:** $15.70 per hour to $22.50 per hour
**Bonus eligible:** No
**Benefits:** Cardinal Health offers a wide variety of benefits and programs to support health and well-being.
+ Medical, dental and vision coverage
+ Paid time off plan
+ Health savings account (HSA)
+ 401k savings plan
+ Access to wages before pay day with my FlexPay
+ Flexible spending accounts (FSAs)
+ Short- and long-term disability coverage
+ Work-Life resources
+ Paid parental leave
+ Healthy lifestyle programs
**Application window anticipated to close:** 02/11/2026 *if interested in opportunity, please submit application as soon as possible.
_The hourly range listed is an estimate. Pay at Cardinal Health is determined by multiple factors including, but not limited to, a candidate's geographical location, relevant education, experience and skills and an evaluation of internal pay equity._
_Candidates who are back-to-work, people with disabilities, without a college degree, and Veterans are encouraged to apply._
_Cardinal Health supports an inclusive workplace that values diversity of thought, experience and background. We celebrate the power of our differences to create better solutions for our customers by ensuring employees can be their authentic selves each day. Cardinal Health is an Equal_ _Opportunity/Affirmative_ _Action employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, ancestry, age, physical or mental disability, sex, sexual orientation, gender identity/expression, pregnancy, veteran status, marital status, creed, status with regard to public assistance, genetic status or any other status protected by federal, state or local law._
_To read and review this privacy notice click_ here (***************************************************************************************************************************
Customer Service Representative
Customer service representative job in Helena, MT
This position is the Office's front line with regard to New Accounts and Customer Service. It requires extensive product knowledge to support frequent customer contact in the development of new business through the servicing of requests, calling on existing customers, identification and calling on potential customers, and representing the Bank in community activities.
Education, Experience and Certification Requirements
Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management.
Basic Qualifications:
Strong commitment to providing exceptional customer service.
High School diploma or equivalency.
Ten key proficiency.
Previous computer experience.
Dimension of Job:
The position requires a thorough knowledge of all types of accounts, services and products offered and sold. The Customer Service Representative (CSR) will have extensive in-person and telephone contact and is to conduct relationships in a manner that will enhance the professional, community focused and overall marketing effort of the Bank.
For full description, which includes physical mental demands please see attachment.
Auto-ApplyWBS Registered Client Associate
Customer service representative job in Helena, MT
Company name: Wells Fargo
Req # : 5037394 | Type: Full Time | Posted: 9/29/2014 | Edited: 10/27/2014 | Fee: 25.00% Percentage Computed On Base Salary
Base Salary - $30,000 - $45,000
Target - $40,300
Benefits - Full Relocation Assistance Available - No
Travel - None
Bonus : NA
Industry: Banking/Finance
Honor Period: 6 months
Job Description
Assists financial consultants and financial advisors by providing sales and servicing support. Duties may include: opening accounts and processing paperwork working with internal departments and/or directly with the client in solving service/operational issues, answering or providing information regarding procedural/sales questions, and processing client service requests (address changes, statement copies, etc.) processing the movement of funds and equities scheduling appointments for new and existing clients monitoring and tracking referrals and sales results maintaining compliance files issuing sales/marketing information to clients preparing sales packages ordering supplies maintaining file system for prospective and existing clients reviewing paperwork for completeness and forwarding to management for review. May act as a back-up in taking and executing unsolicited investment orders directly from clients and/or via toll-free number.
Qualifications
Basic Qualifications
Series 7 and 63 (or equivalent) licenses required.
Minimum Qualifications
Insurance licenses or ability to obtain within 120 days. Client service oriented detail oriented and ability to multi-task. Good written and verbal communication skills.
Preferred Qualifications
Fully licensed at time of hire (S7, 63 or equivalent, and Insurance).
***PLEASE NOTE: YOU MUST HAVE BOTH THE SERIES 7 AND THE SERIES 63 OR EQUIVALENT TO BE CONSIDERED FOR THIS POSITION***
DO NOT SUBMIT ANYONE WITHOUT THEIR SERIES 7 AND THE SERIES 63
Additional InformationAll your information will be kept confidential according to EEO guidelines.