Finance service representative jobs in Bend, OR

At the Veterinary Referral Center of Central Oregon (VRCCO), you will become a vital member of a dynamic team dedicated to providing exceptional veterinary care. Our approach combines a commitment to compassionate, individualized care with evidence-based practices, ensuring strong connections between our staff and the patient-guests and pet parents we serve. Here, you will discover a culture founded on teamwork, compassion, and going beyond expectations-leading to a fulfilling and impactful career in veterinary medicine. Why Choose VRCCO? VRCCO is recognized as a leader in advanced pet care, offering a diverse range of specialty and emergency services designed to meet the needs of our community. We currently provide dermatology, internal medicine, medical oncology, surgery, ophthalmology, neurology, physical rehabilitation, urgent care, and emergency services. To improve the experience for our patients and help support our amazing team, we have created a purpose-built veterinary hospital campus, with a 26,000 sq. ft. facility to serve our community. As we work together to prioritize the well-being of our patient guests, we are equally dedicated to our heroes (employees). We invest in competitive compensation and comprehensive benefits to support your health and well-being, both now and in the future. We are the only organization with Vet Cadets Childcare located at our flagship location and only a short drive from our Urgent Care facility. VRCCO has been Great Place To Work Certified since 2021. Come see the difference for yourself and be a part of our team. With abundant opportunities for continuing education and career advancement, you can develop a long and successful career with us. Requirements Are you a people person with a passion for pets? As a Veterinary Client Service Representative (CSR), you'll be the first friendly face and reassuring voice that pet parents encounter, setting the tone for an exceptional client experience. In this fast-paced, dynamic role, you'll juggle multiple responsibilities-answering calls, scheduling appointments, managing patient records-all while providing calm, compassionate support, even in urgent situations. You'll be the bridge between our clients and veterinary teams, ensuring seamless communication and a smooth, stress-free experience for every pet and pet parent who walks through our doors. Success in this role requires grace under pressure, attention to detail, and top-notch communication skills. If you thrive in an environment where every day brings new challenges and opportunities to make a difference, we'd love to have you on our team! Benefits Highlights Medical: Multiple plan options with 70% coverage Dental/Vision: Multiple plan options with 50% coverage Profit sharing available for all heroes (employees) Tenure bonuses Savings: 401K matching program Stipends for continuing education Education & Experience: Minimum education requirement: high school diploma or equivalent Preferred: hands-on experience working in veterinary general practice or veterinary multi-specialty hospital. Ready to Make a Difference? If you are passionate about veterinary care and are excited to grow alongside a team of like-minded individuals, we would love to hear from you! Apply today and become part of the Veterinary Referral Center of Central Oregon family-where we go beyond expectations, every day! Salary Description $21.00-23.00/hr

JobID: 210684196 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.

The Fuel Attendant & Customer Service Representative supports the day-to-day operations of the store and fueling station. This position ensures the safe and efficient operation of fuel dispensing, assists customers both inside and outside the store, and maintains a clean, safe, and welcoming environment. The role combines excellent customer service, fueling assistance, and adherence to company safety and operational standards. Responsibilities and Duties: Customer Service & Sales Greet all customers promptly and professionally, providing a welcoming and positive experience (“Welcome to H&S” / “Welcome to Chevron”) Deliver efficient, friendly, and accurate service at checkout and during fueling interactions Communicate promotions, loyalty programs, and product recommendations to customers Provide assistance with fueling, propane dispensing, and other customer needs Handle customer inquiries or concerns and escalate to management as needed Fueling Operations & Safety Safely operate fuel pumps and propane dispensers in compliance with all company, state, and federal safety regulations Verify proper fuel types and pump markings to ensure accuracy and prevent contamination Monitor fueling area for leaks, spills, or hazards; respond promptly and report any incidents to management Follow all safety protocols, including emergency fuel shutoff procedures Maintain required training and certifications related to fuel and propane handling Cash Handling & Register Operations Accurately process cash, credit, and debit transactions through the Point of Sale (POS) system Perform cash counts, safe drops, and drawer balancing per company policy Verify identification for restricted sales (alcohol, tobacco, lottery, or credit purchases) Ensure compliance with cash-handling and loss-prevention procedures Store & Fueling Area Maintenance Keep both the interior and exterior areas of the station clean and well-maintained Maintain fuel island supplies including squeegees, paper towels, and windshield cleaner Clean and restock self-serve beverage and food stations, ensuring freshness and quality Empty trash receptacles, sweep pump areas, and maintain restrooms and entryways Report maintenance issues, pump malfunctions, or safety hazards immediately Teamwork & Operational Support Collaborate with team members to achieve store goals and maintain smooth operations Assist with deliveries, stocking, and merchandise rotation Support special projects or promotions as assigned by management Follow all company policies, procedures, and operational standards Education and Work Experience High school diploma or equivalent preferred Previous experience in retail, fuel service, or customer service environment preferred Basic understanding of fuel safety and compliance procedures preferred Ability to complete propane training (as required by state/local regulation) Skill Set Strong customer service and communication skills Safety-focused mindset with attention to detail Ability to multitask and maintain organization in a fast-paced environment Dependable, self-motivated, and able to follow direction Basic computer and POS system proficiency Ability to learn and apply fueling and safety procedures Team-oriented attitude with flexibility for various duties Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Frequent standing, walking, bending, and reaching throughout the shift Ability to lift, carry, and move items up to 50 pounds Exposure to outdoor weather conditions, including heat, cold, and rain Regular exposure to fuel fumes and cleaning chemicals (PPE provided) Must be able to work flexible hours, including evenings, weekends, and holidays Must be able to communicate clearly in person and over the phone

Customer Service Representative Duties & Responsibilities: We are looking for Customer Service Representatives with hustle, personality and people skills. Customer Service Representatives are responsible for greeting customers, answering phones, providing outstanding customer service. Your job responsibilities would include (but aren't limited to): Greeting customers and taking orders with a smile! Operating the cash register and collecting payment from customers. Making consistent products within Domino's Pizza guidelines. Maintaining a clean and organized work environment from our customer's viewpoint. Maintain a professional appearance at all times in compliance within the Domino's Pizza Grooming Standards. What are we looking for? A fun and friendly person, who is comfortable talking to strangers. A team player who is punctual and has a positive attitude! You are at least 16 years of age. Pass a Criminal Background check. Additional Information All your information will be kept confidential according to EEO guidelines.

Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field Job Description Tasks Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Check to ensure that appropriate changes were made to resolve customers' problems. Determine charges for services requested, collect deposits or payments, or arrange for billing. Refer unresolved customer grievances to designated departments for further investigation. Review insurance policy terms to determine whether a particular loss is covered by insurance. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods. Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills. Tools used in this occupation: Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system ScannersStandalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS Technology used in this occupation: Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani EmailCustomer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRMElectronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft OutlookNetwork conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani ChatSpreadsheet software - Microsoft ExcelKnowledgeCustomer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Qualifications Skills Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking - Talking to others to convey information effectively.Service Orientation - Actively looking for ways to help people.Persuasion - Persuading others to change their minds or behavior.Reading Comprehension - Understanding written sentences and paragraphs in work related documents.Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Writing - Communicating effectively in writing as appropriate for the needs of the audience.Coordination - Adjusting actions in relation to others' actions.Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.Negotiation - Bringing others together and trying to reconcile differences. AbilitiesOral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.Oral Expression - The ability to communicate information and ideas in speaking so others will understand.Speech Clarity - The ability to speak clearly so others can understand you.Speech Recognition - The ability to identify and understand the speech of another person.Written Expression - The ability to communicate information and ideas in writing so others will understand.Near Vision - The ability to see details at close range (within a few feet of the observer).Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.Written Comprehension - The ability to read and understand information and ideas presented in writing.Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events). Additional InformationIf this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401k Hourly pay plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

SKYSERVICE BUSINESS AVIATION Skyservice is the North American market leader in business aviation. Built on the key principles of safety and service excellence, we offer full-service support and expertise in aircraft management, charter, maintenance, and sales from our fixed-based operator services across Canada and the United States. People and values are inseparable assets that fuel our commitment to Quality, Safety, Respect, Commitment, and Efficiency. These key values guide us every day and contribute to our reputation as industry leaders in aviation services. Skyservice is a team that is committed to supporting and developing our people. If you wish to advance your career and be part of team committed to reaching further and aiming higher in Business Aviation, the Skyservice family of companies is the team for you. Get to know us: *************************** YOUR FUTURE AT SKYSERVICE: Here at Skyservice we are continuing to grow and provide high level service to our clients, expanding our footprint and name throughout the Americas. You will bring an innovative mindset, strong attention to detail and fast-paced way of working to a team that works together to exceed the expectations of our customers. We focus on excellence and are committed to support and develop our teams! LOCATION: Redmond, OR 97756 PURPOSE: Skyservice Business Aviation Inc. Redmond is accepting applications for Customer Service Representatives. We are an established and successful business aviation company seeking confident, reliable, and friendly Customer Service Representatives. In this role, you will be responsible for interacting with the most important element of our company - our customers. This position involves working rotational shifts including weekends and holidays depending on scheduling needs. SUMMARY OF RESPONSIBILITIES: Provide high standards service to customers in accordance with Skyservice Business Aviation's philosophy, ensure efficient and courteous arrivals and departures of customers; Ensure communication and coordination between customers, lineservice crew and staff; Coordinate fueling, catering, car rental, hotel booking and reservations; Maintain, monitor and update the Aircraft Entry Log and advise the lineservice crew accordingly; Answer the general number phone lines and forward calls to the the appropriate person; Fill out digital forms for new clients and actively promote additional aircraft services and products; Respond to customer email inquiries in a timely and courteous manner; Complete daily invoicing and data entry for various vendors and customers; Contact clients about unpaid or overdue accounts and attempt to collect or make the appropriate payment arrangements; update account information if a payment is made; Other duties as assigned. QUALIFICATIONS AND SKILLS REQUIRED: High school diploma/GED required; Aviation experience preferred, but not required; Intermediate computer skills; Excellent communication skills; Excellent customer service skills; Ability to multitask; Strong conflict resolution skills; Maintain a professional demeanor and appearance at all times; Weekend availability and willingness to work overtime during peak seasons. OTHER REQUIREMENTS: Be at least 18 years of age; Legally entitled to work in the United States; Must be able to successfully complete and pass pre-employment drug and alcohol testing and other background checks necessary to obtain an airport restricted area pass. SCHEDULE: Rotational shift that are 8 to 10 hour in length. Must be available to work weekends and statutory holidays as required. COMPENSATION: Pay range starting at $18/hr BENEFITS: 401(k) plan with employer match; Health, dental and vision insurance; Life insurance; Paid time off; Tuition reimbursement. Skyservice is an equal opportunity employer and welcomes applications from all interested parties. If for any reason you cannot apply through our job board, please contact a member of our Human Resources team for special accommodation.

Job Description Customer Service Representative Central Oregon Heating.Cooling.Plumbing.Electric Central Oregon Heating, Cooling, Plumbing, and Electric is looking for a Customer Service Representative to join our growing team. We want the best of the best to join our team! We offer competitive pay with great benefits and perks for our hard-working team members. At Central Oregon Heating, Cooling Plumbing & Electric, we understand the importance of family and providing work/life balance in a positive, upbeat, and supportive, diverse culture, environment. We are stewards for our brand to serve our communities with the best relationships and service. Our company is owned and managed by people who have been in the industry for many years, so we understand the position, the expectations, the challenges, the responsibilities... and we are here to support and work with you every step of the way! Summary: We are currently seeking a detail-oriented, customer-focused Customer Service Representative to join our team. The individual in this role will be responsible for managing service calls, customer calls, and optimizing operations to increase profitability. You will serve as the primary point of contact for our customers, and ensure their needs are met promptly. Additionally, you will play a crucial role in assisting our dispatchers and our skilled technicians by providing on-site support. While previous call center and/or industry experience is not required, candidates should possess excellent analytical and communication skills, as well as a keen interest in learning about the HVAC industry. Compensation: $19 - $21 per hour, DOE Schedule: 5 working days, including Saturdays. 8am - 5pm Work Location: Redmond, OR Benefits: Company paid Medical Company paid Dental Company paid Vision Company paid Emergent Medical Transport program Life Insurance 401k with company match Paid PTO Bonus programs, for eligible positions Company vehicle and gas card, for eligible positions Responsibilities, include but not limited to: Provide exceptional customer service to clients, addressing inquiries and resolving issues in a timely and professional manner. Maintain inbound and outbound calls and update customer database as necessary. Reply to online communications, emails answering service, website chats and text messages. Keep detailed records of service calls, technician routes, and customer feedback, using this data to identify areas for improvement. Work in cooperation with Dispatchers to provide back up support for responding to customer inquires about schedules, lead times, equipment service, invoicing, and preventative maintenance service inquiries. Perform administrative duties as assigned. Provide support to the Call Center Manager. Qualifications: Prior call center and/or HVAC industry experience is preferred. On-the-job training provided. Have verifiable work history and references. Able to communicate professionally, clearly, and concisely with other team members, management, and customers in person, by phone and email. Must be highly motivated, detailed oriented, able to multi-task, be highly skilled in problem solving and accurate resolutions, have a keen sense of urgency, be flexible, and demonstrate the ability to follow through on tasks timely and effectively. Have a great attitude that blends well with a fast-paced, goal-driven environment. Must be punctual with a clean presentation of them self and be prepared to work every day to provide reliable support for your team with excellent timeliness and attendance. Our company grows every year, which means we're looking for and building future crew leaders and managers! Let us work with you to put you on a career path. “We like what we do, and you will too!” We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Pre-employment screening includes background check, MVR report (for certain positions), and drug screening, excluding THC, (THC permitted for recreational use only, workplace drug policy applies during shift and on company premises.). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.

Customer Service Representatives must be able to provide prompt, friendly service, be able to make change quickly and accurately, handle all customer requests, and complete all store duties in a timely and efficient manner. Job Responsibilities are as follows: Operate the cash register and other store equipment. Make safe drops as per company policy and maintain safe, secure cash handling. Fuel customers' cars. Wash customer windows. Restock shelving, displays and coolers. Clean and stock fast food area and equipment. Sweep, Vacuum and clean store. Keep work area neat, clean and organized. Pick up trash and clean parking lots. Maintain exterior cleanliness of buildings, islands, and pumps. Promote store's buy2 concept and make upsell suggestions. Report to work promptly, neatly groomed in uniform. Adhere to all company guidelines. Report accidents or incidents to supervisors immediately. Provide exceptional customer service. Be courteous, always greet and thank customers. Other duties as assigned.

Job DescriptionBenefits: Simple IRA License reimbursement Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Joe Lochner - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist customers with policy changes and updates. Process insurance claims and follow up with customers. Maintain accurate records of customer interactions. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.

Job DescriptionBenefits: Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I opened my agency in 2021, and since then our team has grown to six incredible team members plus myself. Creating a supportive, enjoyable workplace is a top priority, which is why we offer health benefits, strong worklife balance, paid licensing costs, team-building activities, and additional paid time off. Our break room is always stocked with snacks, and I love surprising the team with food and treats throughout the month. On a personal note, Im an avid outdoorsman and never pass up the chance to share (or hear) a good joketheres always plenty of laughter in the office. Were looking for someone who wants to contribute to a positive, people-focused team and grow right alongside us. If you enjoy a friendly environment where hard work is appreciated and humor is always welcome, this could be a great place to build your career. ROLE DESCRIPTION: As a Customer Service Representative with Brian Myers Insurance Agency, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support. We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates. RESPONSIBILITIES: Answer customer inquiries and provide policy information. Assist clients with policy changes and updates. Process insurance claims and follow up with clients. Maintain accurate records of customer interactions. QUALIFICATIONS: Strong communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred.

Job Description We're looking for someone passionate about providing excellent customer service to clients and policyholders. As our next insurance customer service representative, you will show our policyholders the value of being one of our customers by generating insurance quotations and providing coverage advice. You'll also be in charge of giving current policyholders excellent customer service by resolving billing issues, amending policies, and making policy suggestions. The ideal candidate for this role has prior customer service experience and excellent communication skills. If this sounds like you, apply now! Compensation: $35,000 - $100,000 + commission DOE Responsibilities: Apply appropriate changes to consumer policies based on the information provided Communicate with the customers about complaints, give acceptable solutions, and follow up to ensure that the problem was fixed Respond to incoming calls concerning policy and insurance coverage concerns, as well as customer complaints and general questions Stay up-to-date on new marketing efforts to answer insurance product inquiries utilizing all the resources available Confirm client insurance coverage and provide evidence of insurance papers to policyholders If not licensed in P&C, it would be a goal for you to get licensed in the first few months of employment Qualifications: Understands how to utilize a database for processing client information and how to use Microsoft Office to create necessary documents Basic knowledge of insurance policy procedures and schedules is preferred High school diploma or GED equivalent needed Previous customer service experience required for this position Display strong communication skills, active listening skills, and personal skills About Company We are a team of people helping people. Our independent insurance business is based on the relationships we build within our team, clients, potential clients, our community, and the companies we work with. As an independent insurance agency, we work for clients, not one insurance company.

TITLE: Lead Centralized Service Representative SCMG Ambulatory Call Center Supervisor DEPARTMENT: St. Charles Medical Group DATE LAST REVIEWED: June 2021 OUR VISION: Creating America's healthiest community, together. OUR MISSION: In the spirit of love and compassion, better health, better care, better value OUR VALUES: Accountability, Caring and Teamwork DEPARTMENTAL SUMMARY: St. Charles Medical Group encompasses practices in three Central Oregon counties and numerous specialties including family care, internal medicine, obstetrics and gynecology, pediatrics, immediate/urgent care, cardiology, pulmonology, rheumatology, general surgery, cancer care, and sleep medicine. SCMG's One Call department supports clinical departments by providing incoming phone call support, scheduling, and registration activities. We encourage collaboration between clinical and non-clinical staff to assure we are providing our community with comprehensive and compassionate health care. POSITION OVERVIEW: The Centralized Service Representative (Lead CSR) serves as a subject matter expert (SME) in the department as well as provides telephone and digital support for patients, their representatives, and provider offices. This requires broad and comprehensive knowledge of diverse and wide-ranging scheduling protocols and procedures, including complex scheduling scenarios and patient pathways. CSRs schedule appointments and procedures using electronic scheduling systems in adherence with varying and unique practice protocols for numerous specialty clinics. CSRs review referral information to ensure accuracy in scheduling; report potential issues, clarify and/or collect any missing information and coordinate the schedules of providers, nurses, examination rooms and equipment. This position does not directly manage others but may provide feedback on the work of other caregivers. ESSENTIAL FUNCTIONS AND DUTIES: Pre-registers the patient in the electronic health record system, accurately collects patient demographics, insurance information and may collect required co-pay/deposits. Performs real time eligibility for insurance benefits. Updates database and patient profiles to reflect the most current contact information. Responsible for processing and routing large volumes of diversified patient telephone calls accurately in accordance with clinic and St. Charles Medical Group established protocols. Responsible for accurately scheduling patient appointments across multiple service lines following established protocols that promote positive patient experience, physician satisfaction and scheduling efficiencies. Communicates patient and provider requests and responds accurately using the appropriate procedures for contacting clinics and/or clinic staff. Utilizes advanced active listening skills to handle special and priority calls such as urgent and emergent conditions in accordance with St. Charles Medical Group established protocols. Addresses, deescalates, or appropriately routes patient complaints or concerns. Accesses and maintains all department specific files, programs and recall systems. Actively participates in achieving organizational and department goals. Ability to work as part of a Care Team with providers and clinical staff. Serves as a subject matter expert (SME) in the department and utilizes this knowledge to assist when team members have questions or need assistance. Makes decisions for patient centered care if leadership is unavailable. Responsible to support, problem solve, address initial questions from CSR team, and escalate concerns or patient safety concerns to clinical partners or through SAS process if needed. Participates in on-going leadership/communications/problem solving courses offered by St. Charles Health System. Supports the vision, mission, and values of the organization in all respects. Supports Value Improvement Practice (VIP- Lean) principles of continuous improvement with energy and enthusiasm, functioning as a champion of change. Provides and maintains a safe environment for caregivers, patients, and guests. Conducts all activities with the highest standards of professionalism and confidentiality. Complies with all applicable laws, regulations, policies, and procedures, supporting the organization's corporate integrity efforts by acting in an ethical and appropriate manner, reporting known or suspected violation of applicable rules, and cooperating fully with all organizational investigations and proceedings. Delivers customer service and/or patient care in a manner that promotes goodwill, is timely, efficient, and accurate. May perform additional duties of similar complexity within the organization, as required or assigned. EDUCATION: Required: High school diploma or GED. Preferred: N/A LICENSURE/CERTIFICATION/REGISTRATION: Required: N/A Preferred: N/A EXPERIENCE: Required: Minimum one (1) year of experience as a Centralized Service Representative in SCMG's One Call call center OR demonstrated competency in the following as determined by leadership: efficiency in taking calls for multiple specialties, ability to assist in training process of new caregivers, ability to deescalate phone calls, use advanced problem-solving skills to assist in the department. Preferred: Two (2) years of experience as a Centralized Service Representative in SCMG's One Call call center. PERSONAL PROTECTIVE EQUIPMENT: Must be able to wear appropriate Personal Protective Equipment (PPE) required to perform the job safely. ADDITIONAL POSITION INFORMATION: Must adapt quickly to frequent process changes and improvements. Is reliable, engaged, and provides feedback as to improve processes and policies. Attends all department, team, and company meetings as required. Responds to all customer and emergency calls in a confident rapid accurate pleasant and professional manner with the ability to remain calm in emergency situations. Requires exceptional critical thinking and analytical skills with the ability to work under minimal supervision. Requires strong communication, customer service interpersonal skills and telephone etiquette. Ability to prioritize workflow according to pre-set instructions. Must have excellent communication and organizational skills with ability to interact with a diverse population and professionally represent St. Charles Health System with internal and external sources. Strong teamwork and collaborative skills. Ability to multi-task and work independently. Attention to detail. Performs basic math (add, subtract, multiply and divide) calculations. Performs intermediate to advanced math (analysis, statistics, significant data, or number manipulation). Intermediate ability and experience in computer applications, specifically electronic medical records system, MS Office, MS Teams, and Excel. PHYSICAL REQUIREMENTS: Continually (75% or more): Use of clear and audible speaking voice and the ability to hear normal speech level. Frequently (50%): Sitting, standing, walking, lifting 1-10 pounds, keyboard operation. Occasionally (25%): Bending, climbing stairs, reaching overhead, carrying/pushing or pulling 1-10 pounds, grasping/squeezing. Rarely (10%): Stooping/kneeling/crouching, lifting, carrying, pushing or pulling 11-15 pounds, operation of a motor vehicle. Never (0%): Climbing ladder/step-stool, lifting/carrying/pushing or pulling 25-50 pounds, ability to hear whispered speech level. Exposure to Elemental Factors Never (0%): Heat, cold, wet/slippery area, noise, dust, vibration, chemical solution, uneven surface. Blood-Borne Pathogen (BBP) Exposure Category No Risk for Exposure to BBP Schedule Weekly Hours: 40 Caregiver Type: Regular Shift: First Shift (United States of America) Is Exempt Position? No Job Family: REPRESENTATIVE Scheduled Days of the Week: Monday-Friday Shift Start & End Time: 8am-5pm

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location: 844 Ne Third St Bend, OR 97701 Posting End Date: 14 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. **In this role you will:** + Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially + Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications + Receive direction from managers and exercise judgement within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs + Interact with customers to demonstrate care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers' financial needs to other bankers and partners as needed + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** + Customer service focus with experience handling complex transactions across multiple systems + Experience proactively engaging with customers through outreach via phone or email + Ability to educate and connect customer to technology and share the value of mobile banking options + Ability to help customers succeed financially by offering introductions to additional team members as appropriate + Experience working with others on a team to meet customer needs + Experience fostering and developing strong customer relationships + Ability to build strong relationships with internal partners + Ability to follow policies, procedures, and regulations + Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss + Ability to interact with integrity and professionalism with customers and team members + Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting + Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting + Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues + Support customers and employees in resolving or escalating concerns or complaints **Job Expectations:** + Ability to work a schedule that may include most Saturdays + Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary + This position is not eligible for Visa sponsorship **Posting Location:** + 844 Ne Third StBend, OR 97701 **Posting End Date:** 14 Dec 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-509058

Overview & Job Description: Plateau Forest Products, LLC (PFP) is looking for Lumber Trader Trainees to potentially advance to becoming Lumber Traders to join our team. Plateau Forest Products is a powerhouse in the lumber & building products industry and has grown into one of the largest wholesale distributors in North America. As an employee-owned company, we have built our business by providing quality lumber solutions to our customers and suppliers. We are looking for bright, competitive, sales driven individuals to join our growing trading floor! What's life like as a trader? Challenging, always changing, and fun. Traders get the mentorship and support they need to do their jobs--and do them well. We are a work hard - play hard team and we are experts in what we do. We love the outdoors and are incredibly driven to succeed. Our future is limitless, and we look forward to finding a trader to be a part of our success! Duties and Responsibilities (First 18 months) Logistics and supply chain Market segmentation and strategy Pre-prospecting on potential new accounts Study and learn the processes of the office and skills and techniques it takes to be a successful trader at PFP Assist in any other task's traders may need done Duties and Responsibilities as a Lumber Trader: Build market position in our industry by locating and winning new accounts Create and build long-lasting relationships, on multiple levels with various customers-from production and shipping/receiving, with executive team members Call on customers to generate sales daily- quote, negotiate and close conditions of sale. Input orders and follow through with shipment to insure timely delivery Call on suppliers and get list of offerings - determine pricing strategy, negotiate sales, order write-up Plan and budget daily, weekly, monthly, and yearly sales goals and measure results to goals. Each trader is solely responsible to find customers which produce sales and income from commissions Resolve all customer, mill, company disputes, issues, promptly and professionally Assist in collections from customers by working with credit department Interact with other traders on the floor to keep each other informed of changing market conditions and to provide customers a variety of products to be purchased from each department if needed, one-stop shopping Things we look for: Ability to be self-directed while working under tight deadlines Ability to cope with change, make decisions and act comfortably with risk and uncertainty Exceptionally strong interpersonal and communication skills Positive attitude with willingness to learn and be trained on company's trading policies and business software is a must for this position In addition, must have a high level of attention to detail and work well with others. Fast paced exciting environment with high volume of transactions Desire to succeed in order to be promoted to a lumber trader Education and/or Experience: High School Diploma is required along with a Bachelor's Degree from a four-year College or University. _____________________________________________________________________________ PFP is an Equal Opportunity Employer and provides a full array of benefits for our employees and their families including: 401(k) Retirement Savings Plan with Company matching Comprehensive medical, vision and dental plans Life Insurance Long Term Disability Travel Accident Insurance Section 125 Flexible Benefit Plan Heath Savings Account with Company matching Wellness Program Employee Assistance Program Scholarship Program Employee Stock Program And more…..

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. **Job Responsibilities** + Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. + Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. + Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. + Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. + Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. **Required Qualifications, Capabilities, and Skills** + Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. + Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. + Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. + Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. + Ability to quickly and accurately learn products, services, and procedures. + Client service experience or comparable experience. + High school diploma or GED equivalent. **Preferred Qualifications, Capabilities, and Skills** + Strong desire and ability to influence, educate, and connect customers to technology solutions. + Cash handling experience. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

TITLE: Centralized Service Representative Ambulatory Access Director or Delegate DEPARTMENT: Patient Access Services DATE LAST REVIEWED: October 2024 OUR VISION: Creating America's healthiest community, together. OUR MISSION: In the spirit of love and compassion, better health, better care, better value OUR VALUES: Accountability, Caring and Teamwork DEPARTMENTAL SUMMARY: Patient Access Services is a support services division of St Charles Health System. Patient Access serves as a liaison to inpatient and hospital-based outpatient departments. Ambulatory Access serves as a liaison to ambulatory outpatient departments by providing scheduling, registration, prior authorization, medical record, population health outreach, and project management support. We encourage collaboration between clinical and non-clinical staff to ensure we are providing our community with comprehensive and compassionate health care. POSITION OVERVIEW: The Centralized Service Representative (CSR) provides telephone and digital support for patients, their representatives, and provider offices. This requires broad and comprehensive knowledge of diverse and wide-ranging scheduling protocols and procedures, including complex scheduling scenarios and patient care pathways. CSRs schedule appointments and procedures using electronic scheduling systems in adherence with varying and unique practice protocols for numerous specialty clinics. Centralized Service Representatives' home department may be a specific location that is supported by Patient Access Services, the St Charles One Call Centralized Call Center, or they may float between multiple locations. This position does not directly manage any other caregivers. ESSENTIAL FUNCTIONS AND DUTIES: Responsible for accurately creating or locating patient accounts in the electronic health record system. Collects and records patient demographics, insurance and billing information. Performs real time eligibility for insurance benefits. Updates database and patient profiles to reflect the most current contact information. Responsible for processing and routing large volumes of diversified patient telephone calls accurately in accordance with department and St Charles Health System established protocols. Accurately schedules patient appointments and procedures across multiple service lines and specialties, following established protocols that promote positive patient experience, efficiency and standardization. Reviews and processes referral information to ensure accuracy in scheduling; report potential issues, clarify and/or collect any missing information and coordinate the schedules of providers, nurses, examination rooms and equipment. Communicates patient and provider requests and responds accurately using the appropriate procedures for contacting clinics and/or clinic staff. Utilizes advanced active listening skills to handle special and priority calls such as urgent and emergent conditions in accordance with St Charles Health System established protocols. Responds to all customer and emergency calls in a confident rapid accurate pleasant and professional manner with the ability to remain calm in emergency situations. Attention to detail in recording patient messages and reasons for call / appointment, and accurately transcribing that information into the electronic health record following department protocols and standards. Addresses, deescalates or appropriately routes patient complaints or concerns. Accesses and maintains all department specific files, programs and recall systems. Actively participates in achieving organizational and department goals. Delivers customer service and/or patient care in a manner that promotes goodwill, is timely, efficient, and accurate. Ability to work as part of a Care Team with providers and clinical staff. Supports the vision, mission, and values of the organization in all respects. Supports lean principles of continuous improvement with energy and enthusiasm, functioning as a champion of change. Provides and maintains a safe environment for caregivers, patients, and guests. Conducts all activities with the highest standards of professionalism and confidentiality. Complies with all applicable laws, regulations, policies, and procedures, supporting the organization's corporate integrity efforts by acting in an ethical and appropriate manner, reporting known or suspected violation of applicable rules, and cooperating fully with all organizational investigations and proceedings. May perform additional duties of similar complexity within the organization, as required or assigned. EDUCATION: Required: High school diploma or GED. Preferred: N/A LICENSURE/CERTIFICATION/REGISTRATION: Required: N/A Preferred: N/A EXPERIENCE: Required: Minimum one (1) year of paid customer service work experience. Preferred: One (1) year of clerical support in a healthcare setting or one (1) year call center experience. PERSONAL PROTECTIVE EQUIPMENT: Must be able to wear appropriate Personal Protective Equipment (PPE) required to perform the job safely. ADDITIONAL POSITION INFORMATION: Must have excellent communication and organizational skills with ability to interact with a diverse population and professionally represent St. Charles Health System with internal and external customers. Must adapt quickly to frequent process changes and improvements. Is reliable, engaged, and provides feedback to inform process improvement. Attends all department, team, and company meetings as required. Requires exceptional critical thinking and analytical skills with the ability to work under minimal supervision. Requires strong communication, customer service, interpersonal skills and telephone etiquette. Ability to prioritize workflow according to pre-set instructions. Strong teamwork and collaborative skills. Excellent organizational skills, written and oral communication and customer service skills, particularly in dealing with stressful personal interactions. Ability to multi-task and work independently. Attention to detail. Performs basic math (add, subtract, multiply and divide) calculations. Performs intermediate to advanced math (analysis, statistics, significant data, or number manipulation). Intermediate ability and experience in computer applications, specifically electronic medical records system, MS Office, MS Teams, and Excel. PHYSICAL REQUIREMENTS: Continually (75% or more): Use of clear and audible speaking voice and the ability to hear normal speech level. Frequently (50%): Sitting, standing, walking, lifting 1-10 pounds, keyboard operation. Occasionally (25%): Bending, climbing stairs, reaching overhead, carrying/pushing or pulling 1-10 pounds, grasping/squeezing. Rarely (10%): Stooping/kneeling/crouching, lifting, carrying, pushing or pulling 11-15 pounds, operation of a motor vehicle. Never (0%): Climbing ladder/step-stool, lifting/carrying/pushing or pulling 25-50 pounds, ability to hear whispered speech level. Exposure to Elemental Factors Never (0%): Heat, cold, wet/slippery area, noise, dust, vibration, chemical solution, uneven surface. Blood-Borne Pathogen (BBP) Exposure Category No Risk for Exposure to BBP Schedule Weekly Hours: 40 Caregiver Type: Regular Shift: First Shift (United States of America) Is Exempt Position? No Job Family: REPRESENTATIVE Scheduled Days of the Week: Monday-Friday Shift Start & End Time: 8am-5pm

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: * Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially * Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications * Receive direction from managers and exercise judgement within defined policies and procedures * Develop understanding of bank products and services to connect to customers' needs * Interact with customers to demonstrate care and build relationships * Provide appropriate options for bank products and services to customer * Refer customers' financial needs to other bankers and partners as needed * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: * Customer service focus with experience handling complex transactions across multiple systems * Experience proactively engaging with customers through outreach via phone or email * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to help customers succeed financially by offering introductions to additional team members as appropriate * Experience working with others on a team to meet customer needs * Experience fostering and developing strong customer relationships * Ability to build strong relationships with internal partners * Ability to follow policies, procedures, and regulations * Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss * Ability to interact with integrity and professionalism with customers and team members * Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting * Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Support customers and employees in resolving or escalating concerns or complaints Job Expectations: * Ability to work a schedule that may include most Saturdays * Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Posting Location: * 844 Ne Third St Bend, OR 97701 Posting End Date: 14 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.