Customer Service Advisor jobs at Fidelity Investments - 7653 jobs

Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs. Benefits We Offer $18-$22 per hour $500 Sign-on Bonus paid after 90 days of employment 100% company-paid health insurance 401k with 5% company match Student Loan Repayment Plan Paid Parental Leave On-site gym Generous PTO plan including a Paid Birthday holiday What You'll Do Manage mostly inbound calls for current and potential customers Answer questions about our products and services, take payments and offer outstanding customer support Verify and update customer account information as necessary Meet daily, monthly and quarterly metrics based off customer service-related measures Identify and escalate customer calls with complex issues Work cross-functionally with internal teams to ensure a seamless customer experience Happily complete other responsibilities assigned What We're Looking For High School Graduate or equivalent (some higher education preferred) 2+ years of experience in a service-related field (call center preferred) Must show a "Happy to Help" attitude at all times Excellent communication skills in-person and over-the-phone Well versed in Microsoft Office, and Google Suite Quick to change and willing to ask questions rather than wait to be instructed Incredible with time management and organizing yourself Ability to retain a large amount of information at once Physical Demands Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time. Work Environment Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. AAP/EEO Statement In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment. #JCCCA

A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation. #J-18808-Ljbffr

Allen County Job Descriptions COURT SERVICES REPRESENTATIVE Department: Superior Court - Family Relations Division FLSA Status: Nonexempt Classification/Level: B4 Date Last Reviewed: 5/2023 Under the direction of the Administrator of CHINS, the Court Services Representative is responsible for facilitating, scheduling, and executing essential functions of the Family Relations Division, in particular the intake and resolution of domestic relations, adoption and Children in Need of Services (CHINS) abuse/neglect cases. This position is covered under the Superior Court Employee Handbook. This is an employee-at-will position. ESSENTIAL FUNCTIONS: Responsible for receiving pleadings and issuing court orders as authorized by the Judge on domestic relations and adoption cases. Reviews adoption cases for accuracy and completeness of paperwork to ensure that files are ready for final hearing. Enters orders related to cases filed in the Family Relations Division, including findings, notices, letters and related correspondence into statewide software applications. Responsible for conducting abuse and neglect case facilitations in compliance with local trial rules and in coordination with initial and dispositional hearing schedules. Coordinates Alternative Dispute Resolution services in Domestic Relations cases, including the development and maintenance of the court's civil arbitration program. Coordinates self-represented litigant services in Domestic Relations cases, including operational coordination of the court's self-represented litigant clinic. Assists in scheduling dependency/domestic relations and adoption cases for three judicial officers. Prepares memos, letters, statistical reports and other department correspondence. Responsible for assisting the public, answering telephones and returning calls, performing scheduling tasks, and accessing court case files. Coordinates the court's Mental Health Track, Family Court Project and other court improvement programs. Participates in special events that contribute toward public awareness of and utilization of Court services, including Adoption Day, pro se days, mediation days, CLE training and Conference on Youth. Performs all other duties as assigned, including overtime as required. REQUIREMENTS: High School Diploma or GED with specialized training beyond High School in Paralegal or Criminal Justice Fields and more than one year of court related experience Ability to pass applicable Indiana Supreme Court and case management certifications in order to use INCite, Odyssey, and Quest Case Management Systems Familiarity with intake of pleadings and issuance of notices, pleading and certain court orders in order to assist litigants and attorneys with the filing and processing of accurate pleadings Familiarity with Indiana Code Title 31/CHINS, adoption, paternity, dissolution and child support, as well as court policies and procedures governing domestic relations filings REQUIREMENTS: (continued) Understanding of federal, state, and local trial rules and statutes governing CHINS and domestic relations case processing and scheduling Strong computer skills with the ability to use Microsoft Office and other job related software Ability to use computer, court recording equipment, copier, scanner, fax and other job related equipment Familiarity with electronic document production and filing techniques Ability to type at least 40 WPM DIFFICULTY OF WORK: The Court Services Representative performs work that is moderately complex when receiving pleadings and issuing court orders as authorized by the judge. Understanding of court policies, procedures and federal and state statutes related to CHINS, domestic relations and adoption cases in order to review cases for accuracy and completeness of paperwork. RESPONSIBILITY: The Court Services Representative performs work that requires some analysis and judgment when conducting abuse and neglect case facilitations and reviewing domestic relations cases. Errors in work are not immediately apparent, but are revealed through adverse effects on subsequent operations. PERSONAL WORK RELATIONSHIPS: The Court Services Representative maintains frequent contact with other County employees, personnel from related government and social agencies, and members of the general public when facilitating, scheduling and executing essential functions of the Family Relations Division. WORKING CONDITIONS: The Court Services Representative works in and out of an office setting with frequent sitting and the ability to move about freely. Frequent lifting of up to forty pounds and some bending, pushing/pulling loads, reaching overhead and kneeling is required. Frequent mental/visual effort and detailed inspection exist and very frequent typing, attention to detail, monitoring of equipment and proofreading is to be expected. SUPERVISION: None LICENSING: None IMMEDIATE SUPERVISOR: Administrator of CHINS HOURS: 8:00 am - 4:30 pm; 37.5 hours/week; overtime as required EEO CATEGORY: 0106 WORKERS'S COMP CODE: 8820

A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered. #J-18808-Ljbffr

Mail Services Associate - (260000A0) The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors. Join Our Dynamic Team OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts. You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation. Role Summary OSD is seeking to hire a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The Mail Services Associate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training. Key Responsibilities Demonstration of flexibility in accepting assignments and taking initiative where needed Operating inserting equipment to ensure output is available in a timely manner Operating inserting equipment to ensure output is accurate and meets client expectations Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements Verify jobs are produced in their entirety by comparing product to reports Breaking down jobs by hand or machine and arranging for distribution of output Arranging for distribution of output to subsequent processing functions or external points Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner Perform standard maintenance on machines to ensure maximum uptime Follow standard operating procedures Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully Maintain a clean work area and safe work area Perform detailed review of input/output data for completeness and accuracy Perform related duties as required Preferred Qualifications Basic knowledge of USPS requirements. Ability to operate various mail service equipment. Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines. Ability to operate computer equipment. Ability to uncover and report errors and correct them before distribution of output. Ability to maintain accurate records. Ability to make periodic reports on the status of work being performed. Ability to work in a team setting. Qualifications First consideration will be given to those applicants that apply within the first 14 days. Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below. An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience. A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience. An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience. Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience. Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed. Special Requirements: None. Comprehensive Benefits When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future. Want the specifics? Explore our Employee Benefits and Rewards! Equal Opportunity / Diversity Statement An Equal Opportunity / Aff… (briefly keep the main statement) … The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role. Contact If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************. #J-18808-Ljbffr

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is proud to make available a set of on-line deposit products provided by American Express National Bank. In support of these products for both consumer and commercial customers, Enterprise Bank Servicing within the Banking Servicing Network is hiring Rep-Cash Management - CCP Operations Roles. This role is a member of the Monetary Operations Teams where you will deliver a world-class experience for American Express National Bank, assisting consumer and commercial customers. You'll provide personalized customer service of the highest level by supporting our customers with a positive and professional attitude while ensuring their accounts are handled accurately within service level agreement and regulatory guidelines. As a Banking Operations Colleague you may be responsible for handling inbound/outbound calls on accounts while maintaining a professional working relationship between American Express, the customer and external banks. You will service our customer requests by gathering and analyzing critical data to determine the appropriate course of action. As a member of this team, you must possess resilience, accountability and passion to work in this fast-paced, high-performing team environment while managing competing demands. You will be part of a team that is responsible for the daily processing of all monetary transactions, such as wire transfers, ACH and Check Processing transactions amongst any other required monetary or servicing requests. All Monetary Operations processes are highly regulated and scrutinized by compliance requiring colleagues to ensure a high level of organization and ability to quickly pivot to meet needs. Colleagues may partner with leadership on projects, data validation and supporting exam management efforts for all of Banking Servicing Networks. We must ensure proper due diligence is performed prior to the movement of any monetary transactions. **In this role you will be required to:** + Be extremely detail oriented and the ability to analyze and understand banking, financial and servicing processes from numerous sources + Possess intuitive and deductive reasoning skills + Comfortable making decisions and recommendations in unclear circumstances + Willingness to be involved in business initiatives that drive career development and team engagement + Communicate effectively with customers and all levels of leadership + Come with resilience and dedication for delivering top notch service + Ensuring quality and compliance metrics are maintained + Accuracy and efficiency is key in managing all processes and tracked for productivity metric + Take on additional responsibilities within Operations based on overall business needs to drive business initiatives and support career development and team engagement **Minimum Qualifications:** + 2 years' experience in Operations or Banking preferred + Must have excellent analytical, written, and verbal communication skills + Must have strong time management skills + Ability to work under pressure while managing multiple tasks effectively + Strong computer literacy with a solid working knowledge of current internet technology, the ability to research information for business related purposes and proficiency with Microsoft Office products + Proven adaptability to a quickly changing environment + Thought Leadership and ability to see impacts uphill, downhill and end to end impacts from an enterprise perspective + The drive to continually improve personal performance, customer satisfaction, operational goals, and business brand + Must be team oriented and come with a collaborative attitude and approach **Additional Requirements:** + This role is hybrid role. Candidates must work in the office a minimum of 3 days a week based on predetermined scheduling + Flexibility to work anytime between the hours 6:00am-9:00pm **Qualifications** Salary Range: $20.00 to $24.05 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position. **Job:** Banking **Primary Location:** US-Utah-Sandy **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25021316

Back Customer Service Advisor Float- Arbutus #61-8687 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Arbutus and will float to Canton, Glen Burnie, Bowie and Annapolis Banking Centers. Market Mid-Atlantic Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Additional Information: The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Annapolis, Maryland, United StatesCatonsville, Maryland, United StatesBowie, Maryland, United StatesBaltimore, Maryland, United StatesGlen Burnie, Maryland, United States

Back Customer Service Advisor - Float - Bowie #61-8501 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location: home base Bowie with float locations to Annapolis, Fairwood, Millersville. Market Mid-Atlantic Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description SUMMARY Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. ESSENTIAL FUNCTIONS Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) ESSENTIAL DUTIES AND RESPONSIBILITIES Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. OTHER SKILLS AND REQUIRMENTS Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. ADDITIONAL INFORMATION The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Annapolis, Maryland, United StatesBowie, Maryland, United StatesGlenn Dale, Maryland, United StatesMillersville, Maryland, United States

Back Customer Service Advisor Float- Arbutus #61-8687 Multiple Locations Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Arbutus and will float to Canton, Glen Burnie, Bowie and Annapolis Banking Centers. Market Mid-Atlantic Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Additional Information: The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Annapolis, Maryland, United StatesCatonsville, Maryland, United StatesBowie, Maryland, United StatesBaltimore, Maryland, United StatesGlen Burnie, Maryland, United States

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. **How will you make an impact in this role?** American Express is proud to make available a set of on-line deposit products provided by American Express National Bank. In support of these products for both consumer and commercial customers, Enterprise Bank Servicing within the Banking Servicing Network is hiring Rep-Cash Management - CCP Operations Roles. This role is a member of the Monetary Operations Teams where you will deliver a world-class experience for American Express National Bank, assisting consumer and commercial customers. You'll provide personalized customer service of the highest level by supporting our customers with a positive and professional attitude while ensuring their accounts are handled accurately within service level agreement and regulatory guidelines. As a Banking Operations Colleague you may be responsible for handling inbound/outbound calls on accounts while maintaining a professional working relationship between American Express, the customer and external banks. You will service our customer requests by gathering and analyzing critical data to determine the appropriate course of action. As a member of this team, you must possess resilience, accountability and passion to work in this fast-paced, high-performing team environment while managing competing demands. You will be part of a team that is responsible for the daily processing of all monetary transactions, such as wire transfers, ACH and Check Processing transactions amongst any other required monetary or servicing requests. All Monetary Operations processes are highly regulated and scrutinized by compliance requiring colleagues to ensure a high level of organization and ability to quickly pivot to meet needs. Colleagues may partner with leadership on projects, data validation and supporting exam management efforts for all of Banking Servicing Networks. We must ensure proper due diligence is performed prior to the movement of any monetary transactions. **In this role you will be required to:** + Be extremely detail oriented and the ability to analyze and understand banking, financial and servicing processes from numerous sources + Possess intuitive and deductive reasoning skills + Comfortable making decisions and recommendations in unclear circumstances + Willingness to be involved in business initiatives that drive career development and team engagement + Communicate effectively with customers and all levels of leadership + Come with resilience and dedication for delivering top notch service + Ensuring quality and compliance metrics are maintained + Accuracy and efficiency is key in managing all processes and tracked for productivity metric + Take on additional responsibilities within Operations based on overall business needs to drive business initiatives and support career development and team engagement **Minimum Qualifications:** + 2 years' experience in Operations or Banking preferred + Must have excellent analytical, written, and verbal communication skills + Must have strong time management skills + Ability to work under pressure while managing multiple tasks effectively + Strong computer literacy with a solid working knowledge of current internet technology, the ability to research information for business related purposes and proficiency with Microsoft Office products + Proven adaptability to a quickly changing environment + Thought Leadership and ability to see impacts uphill, downhill and end to end impacts from an enterprise perspective + The drive to continually improve personal performance, customer satisfaction, operational goals, and business brand + Must be team oriented and come with a collaborative attitude and approach **Additional Requirements:** + This role is hybrid role. Candidates must work in the office a minimum of 3 days a week based on predetermined scheduling + Flexibility to work anytime between the hours 6:00am-9:00pm **Qualifications** Salary Range: $20.00 to $24.05 hourly bonus benefits The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for this position. **Job:** Banking **Primary Location:** US-Utah-Sandy **Other Locations:** US-Arizona-Phoenix **Schedule** Full-time **Req ID:** 25021316

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings Client Service, Associate, Registered, Service, Asset Manager, Financial Planning, Retail

Back Customer Service Advisor - Riverdale #61-8669 Riverdale Park, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Riverdale Banking Center. Market Mid-Atlantic Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Additional Information: The wage range for the Customer Service Advisor position is $18.50 - $21.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Riverdale Park, Maryland, United States

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

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

As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives! Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans. Sales Enrollment Representative Responsibilities: Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up Promote and upsell services to meet customer needs and achieve sales growth Track sales metrics and report directly to Senior Managers regularly to ensure personal success Keep up-to-date with changes in pricing, product offerings, and company policies. Professionally represent the company at all times. Benefits of Being a Sales Enrollment Representative: Competitive compensation package with industry-leading commission incentives Help connect people to the newest & top telecommunication products and services Learn valuable techniques in sales, customer service, and program enrollment Work in diverse settings, meeting with various consumers directly Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career What We Look For Sales Enrollment Representative: Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required Excellent communication and interpersonal skills A goal-driven mindset with long-term aspirations Ability to thrive in a fast-paced, collaborative environment Basic understanding of technology & devices Flexibility to work weekends, evenings, or events as needed This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role. Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today! Powered by JazzHR

Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes; Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies; Assist customers and staff with loan-related inquiries; Perform loan account maintenance; Ensure compliance with all applicable government, investors, and bank regulations; Perform other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus SKILLS/ABILITES Strong interpersonal and customer service skills Positive attitude PC proficiency in Microsoft Office Detail-oriented and follow-through skills. Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future. WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

Job Title: Contract and Licensing Support Representative Department: Annuity Operations Reporting to: Contract and Licensing Follow-Up Manager As part of the Annuity Operations team, the Contract and Licensing Support Representative provides outstanding customer service when processing and handling requests from agents, carriers, and internal staff. This role requires timely feedback with any pending contracting requirements to assist in the processing of contracts. This is more than just a job-it's a chance to be part of a team that values your expertise and supports your growth. What you'll do: Follow up on pending contracts with a variety of insurance companies, ensuring nothing falls through the cracks Assist your team members with any outstanding contracting requirements, contributing to a seamless operation Provide agents with up-to-date contracting statuses, necessary codes, and training information to keep them in the loop Perform monthly cleanups of our contracting system, ensuring data is accurate and up to date Experience you'll bring: Previous customer service experience - you've got experience delivering top-notch customer service and know how to make clients feel valued Strong communication skills Ability to interact with all personality types and with all levels of staff Problem-solving and decision-making skills Time management with the ability to handle multiple tasks in a fast-paced environment You're comfortable navigating multiple systems and are proficient with PCs Bonus Points: * Bachelor's degree * Prior experience working in the financial services industry What you'll get: Amazing benefits, including medical, dental, vision, and 401k (with matching options) Generous PTO package upon your start date Access to an on-site café, gym, and primary care Continuous personal and professional development opportunities Recognition for hard work & exemplary performance Employee-sponsored events...and more! Who We Are: Advisors Excel is a fast-paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily. #LI-RH1

ABNB Federal Credit Union is dedicated to being the best place you will ever work, starting with our comprehensive employee benefits package, which features affordable medical, dental, and vision plans to support your well-being and future growth in addition to: Paid time off that begins accruing on your first day Enjoy 11 paid federal holidays each year, giving you more time to relax and recharge 401(k) matching up to 4% with immediate vesting, plus an additional 2% match with future vesting Company-paid short-term, long-term disability, and employee life and AD&D coverage A tuition reimbursement benefit which reflects our investment in your future Competitive pay along with opportunities for annual raises and promotions Paid community involvement opportunities offer rewarding chances to network, make a positive impact, and get involved in meaningful local initiatives A supportive environment which fosters an employee-centric workplace where growth and member relationships are prioritized The Contact Center Specialist is responsible for all activities to support members; including but not limited to online banking message center, online account opening, chat, e-mail, faxes, both inbound and outbound member phone calls, etc. Accurately and effectively process service requests received through remote channels. Develops new business opportunities through outbound calling and digital messaging by proactively making product and service recommendations. Key Responsibilities Performs daily operational responsibilities within the Contact Center. Effectively and efficiently practices first touch resolution in researching, processing, and responding to service requests through all inbound calls and digital channels. Utilizes policies and procedures, resources, and product guides to deliver accurate responses in all remote channels. Identifies financial service needs and educates members on the best options and finds solutions to meet financial objectives and goals. Ability to work independently and meet all goals and responsibilities with minimal supervision. Provides resolutions that are within established policies, procedures, and level of authority, or escalating recommendations to management. Assists with members to de-escalate and resolve problems. Is a subject matter expert in inbound member calls and digital channels, provides support including member troubleshooting and effectively communicates, verbally and in writing, technical solutions in non-technical terms. Meets all member expectations as well as assigned quality and productivity goals. Proactively looks for ways to solve and improve remote channel processes, reporting any inefficiencies for improved member experience. Collaborates with other support departments and or with 3rd party vendors, developing constructive cooperative relationships. Assists in all department tasks as needed. Performs other job-related duties as assigned. Requirements Education: A high school education or GED; additional college courses or continuing education preferred. Experience: One to three years of similar or related experience. Familiarity with windows-based computer equipment and software is required. Previous experience with Microsoft Office Suite and online banking software applications is preferred. Interpersonal Skills: Work involves much personal contact with others inside and/or outside the organization for the purpose of first-level conflict resolution, building relationships, and soliciting cooperation. Discussions involve a higher degree of confidentiality and discretion, requiring diplomacy and tact in communication. A passion for technology and training/educating people around technology is desired. Other Skills: 1. Must have ability to multi-task time management and organizational abilities. 2. Ability to communicate in a polite and professional manner utilizing technology to include but not limited to email, online chat, and by phone.3.Ability to resolve conflict using de-escalation and critical thinking skills.4. Ability to effectively access and interpret information on computer screens, documents, and reports.5. General knowledge of computer equipment and related software. Experience with Microsoft Suite is desired (Outlook, Teams, Word, Excel, PowerPoint, & SharePoint) 6.Ability to effectively troubleshoot computer related issues. Physical Requirements: Qualifications include sitting at a computer for extended periods of time and wearing a headset; and being able to lift/carry up to 10 pounds. Work Environment: In Office Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, marital status, pregnancy, disability, or protected veterans' status.