Finance service representative jobs in Clovis, CA - 417 jobs

Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Business Operations, Retail

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators Shift: 1st shift (United States of America) Hours Per Week: 40

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The Customer Service Representative (CSR) is a full-time role responsible for managing Ingredient and Export Customers. This individual will demonstrate exceptional commitment to their accounts as they interact with internal and external partners, in alignment with our commitment to ensure exceptional service. Must be an open communicator, collaborator, and self-starter. Sun-Maid is a world leader for Raisins and dried fruit sales around the world. Sun-Maid is a Grower Cooperative that was founded in 1912 and still running strong 114 years later. Our products can be found in every major grocery store in the USA and Canada, and we export to over 50 countries. Our business is based on our grocery retails items, and as an ingredient supplier to some of the world's largest food manufacturers. The ideal candidate will embrace our progressive culture, which emphasizes growth, innovation, and collaboration. Sun-Maid fosters a positive work environment through team-building activities and company-sponsored events. As one of the premier employers in the Central Valley, we are committed to expanding our team with individuals who share our values. Essential Job Duties: • Primary duty is to manage customer transactions including sales orders, logistics and correspondence. • CSR is the primary contact point for day-to-day transactions, both internal & external. • Communications with customers, brokers, Sun-Maid Sales, Shipping and others is a daily responsibility. Customer management involves the following duties: Set up new Customers as needed Enter and manage customer orders daily Oversee Customer contracts Manage Export bookings & customs paperwork Manage Customer promotions, promotional claims & disputes Obtain and process credit/deduction documentation from Brokers or Customers. Manage broker activities, including processing payments, adjustments and managing deductions Ensure pricing on orders is correct and price lists are maintained Coordinate customer requested returns Prepare/review Customer Export documents including bank drafts, certs of production, organic certificates and quality documents Sun-Maid internal collaboration involves the following duties: Coordinate with Operations for production scheduling of customer specific items to meet demand Notify supervisors and sales teams of Customer issues and assist in resolution. Request freight pricing, coordinate shipment scheduling and freight payment processing with the Transportation team. Work with Demand Management & Whse Reconciliation to help manage inventory at our forward warehouses. Assist Accounts Receivable with short payments or overdue invoices. Ability to handle one's own workload while providing back-up to other team members as needed Ancillary Job Duties: • Support implementation of new business solutions and/or procedures to improve accuracy and efficiency. • Perform additional duties, as needed, by the company. Requirements Education and Experience: Minimum AA degree preferred but not required. Minimum 2 years of customer service experience preferred, ideally in a manufacturing environment. Proficiency in Microsoft Excel, Word and PowerPoint. Strong problem-solving skills, organizational ability, and sound business judgment. Excellent communication skills (written and verbal). Excellent math skills and accounting skills recommended. Ability to manage multiple tasks simultaneously. Collaborative team player with a positive attitude and strong work ethic. Salary Description $22-$26/hr

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ Job Description Any candidate with healthcare and customer service experience, Hedis exp is plus. Requires High School diploma and 6 months related work experience or an equivalent combination of education and experience. Candidates who have familiarity with medical terminology and with prior HEDIS experience are given preference for this position Additional Information Thanks & Regards Nithisha Prasad **********

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as an Associate Banker is for you. As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services. Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. This role is not eligible for employer sponsored immigration support of any kind. Job Responsibilities Champion a culture of innovation and a customer centric mindset Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships Find ways to drive new client acquisition in partnership with the bankers Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills 3+ years in a similar banking, venture, credit or treasury role Outstanding professional reputation and integrity Strong leadership skills required Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly Extensive knowledge of products and services Preferred Qualifications, Capabilities and Skills Bachelor's degree preferred Superior knowledge of the market dynamics and its business environment preferred Excellent problem solving, oral, and written communication skills

Part-time Description PAY GRADE: 19N PAY RANGE: $19.07 - $29.59/hour DEPARTMENT: Branch Operations Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People's Choice Awards. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds, etc.) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Requirements Requirements of the position include: Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled)

Job Description Join a team that cares about our customers and you! Eugiene Marzette in Clovis, California, is looking for an experienced and committed individual to join our team as a Full-Time or Part-time Insurance Customer Service Rep. In this role, you will manage accounts to maintain strong business relationships and ensure customer satisfaction. In this position, you will play a vital role in managing and growing our customer base. If you have excellent customer service skills and are committed to providing customers with the best experience, this is the role for you. With your positive attitude, proactive sales skills, and dedication, you may be a perfect fit for this role. Apply now to join our team and begin a role with excellent career growth and earning potential. Base hourly $17.00 to $20.00+ Based on Experience. Benefits Hourly Base Salary + Bonus Opportunities Paid Time Off (PTO) Life Insurance Mon-Fri Schedule Career Growth Opportunities Base Salary Plus Commissions Advancement Opportunities Long-Term Career Growth Mentorship with Established Agent Pay Raise Opportunities Paid Continuing Education Licensing Assistance Professional Work Environment Evenings Off Holidays Off Paid Holidays Bonus Opportunities Weekends Off Paid Sick Leave Dental Insurance Vision Insurance Responsibilities Process customer policy change requests. Provide exceptional customer service and support. Develop and maintain client relationships. Follow up with customers to assure satisfaction, respond to queries, solicit further sales, and solve or refer problems. Provides on-going support to insurance clients as needed. Requirements A Property & Casualty insurance license is a Bonus, but will train if you do not have it. Possess an upbeat, positive and enthusiastic attitude. Be a great self-starter with a sense of urgency. Proficiency to multi-task, follow-thru and follow-up. Works well with other employees and is a team player with a positive attitude. Bilingual, fluent in both English and Spanish is beneficial. Commitment to excellence, willingness to work hard, and willingness to go the extra mile.

Job Description About the Role We are looking for a driven, disciplined, and competitive Sales Consultant who can control conversations, build trust quickly, and close decisively. This is a performance-based role built for individuals who want income growth, authority, and real responsibility. You do not need prior solar or high-ticket sales experience to succeed here. What matters is your ability to learn fast, execute consistently, and take control of your outcomes. You are not just selling a product. You are consulting customers on high-impact solutions that improve long-term value and decision making. Your success is measured by execution, accuracy, and results. Key Responsibilities Conduct in-home or virtual consultations with qualified prospects Understand customer needs and present tailored solutions Lead conversations with confidence and structure Educate customers clearly on products, pricing, and process Handle objections with logic, professionalism, and control Close agreements and ensure all documentation is accurate Maintain strict pipeline discipline and CRM updates Coordinate with operations and support teams for execution Follow pricing, compliance, and process standards Protect company margin and brand integrity What We Expect Strong communication and persuasion skills High accountability and self-discipline Comfort with targets and performance pressure Ability to absorb training and execute quickly Professional conduct and presence Excellent time management Resilience to rejection and setbacks Process-driven mindset Requirements No prior solar or high-level sales experience required Strong willingness to learn and be coached Comfort speaking with customers and handling objections Confidence, competitiveness, and work ethic Reliable transportation and device access Benefits Performance-based compensation structure Uncapped earning potential High commission per closed deal Top performers earn significantly above industry average

Application Deadline: 02/22/2026 Address: 1321 Jensen Ave. Job Family Group: Retail Banking Sales & Service Part Time 20hrs/wk; Sanger branch Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice. Meets customer transaction-based needs with seamless execution. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs. Contributes to meeting branch business results and the customer experience. Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities). Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 1 - 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience. Basic knowledge of specialized sales and business banking solutions to refer to specialists. Passionate commitment to helping customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Basic specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. Salary: $41,714.00 - $50,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job DescriptionDescription: At First Choice Coffee Services, we're on a mission to fuel workplaces across the nation with unbeatable customer service and top-quality office coffee solutions. For nearly 50 years, we've proudly served businesses throughout the U.S., delivering premium coffee experiences right to their break rooms. We're currently seeking a Customer Service Representative to join our growing team! If you're energized by a fast-paced environment and have a passion for delivering great service, we'd love to hear from you. Why Join Us? Be part of a trusted, established company Enjoy a supportive, team-oriented work culture Take pride in helping businesses stay fueled and focused Bring your drive, reliability, and commitment to excellence-and let's brew success together! What you'll be doing - The Role: Processes incoming calls and emails, including customer orders submitted by telephone, email, and fax. Relays all customers concerns and requests related to products, services, and equipment to the appropriate Daiohs team members, in a timely fashion. Generates daily manifests for Route Drivers and Service Technicians using the Company's specialized computer software. Checks in with Route Drivers at the end of the workday and reconciles all customer funds received during deliveries. Dispatches Service Technicians to respond to repair calls and coordinates service installations. Makes regular calls to accounts with outstanding balances and assists in maintaining accounts receivable over 60 days and attrition at five percent or less. Processes and applies payments to customer accounts Communicates sales leads to appropriate branch personnel. Provides backup support with daily sales reports, bank accounts, and month-end processes in supervisor's absence. Keeps records of customer interactions, processes customer accounts, and files documents. Develops and demonstrates thorough knowledge of the Company's products, services, and pricing structure. Solicits sales from customers during promotions. What's in it for me? - The Benefits Starting hourly rate of $17.00 - $22.00 401(k) and company matching Medical, Dental and Vision Insurance Employee Assistance Program Flexible Spending Account Life insurance Paid vacation and sick time 9 paid holidays Requirements: What you'll bring - The Person: High school diploma or equivalent Past experience preferred Daiohs USA is committed to providing all applicants and employees equal employment opportunities when it comes to hiring, job assignments, compensation, benefits, training, and all other work-related matters. Personnel decisions at Daiohs are made without considering someone's legally protected characteristics, such as their race, color, religion, gender, gender identity or expression, pregnancy, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, genetic information or characteristics, diagnosis or history of cancer, military or veteran status, or any other characteristic protected by applicable federal, state, or local law.

The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights $44,990.40 + Incentives (Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances). Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score. Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs. Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business. Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits. Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU. Directly responds to member's inquiries either in person, via telephone, mail or an internal referral. Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed. Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others. Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members. May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned. May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required. Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation. Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval. Must consistently report to work on time, as scheduled. Qualifications Education Bachelor's Degree (4 years) with business related emphasis a plus. Experience Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must: Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices. Knowledge of credit union documents, reports, policies and procedures a plus. Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation. Have a working knowledge of the Microsoft suite of Office products. Experience using the Symitar Data system is considered a plus. Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation. Be willing to be assigned to other local branches as needed. Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.

The Financial Services Officer I is responsible for working with new and existing members to identify their financial needs and assist them in selecting, from the Credit Union's offering of both depository and loan products, the financial products and services that best meet the identified needs. Highlights $44,990.40 + Incentives (Unlimited Cap On Incentives) Day One Employee Benefits Auto Discounts Mortgage Discounts Tuition Reimbursement 401K Company Match Responsibilities Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs and assists them in the selection of the appropriate financial products and services. Supports the achievement of the retail branch office sales goals through the personal selling of all offered financial products including; savings and other depository products; consumer loans (share secured loans, VISA cards, new & used auto loans); consumer loan insurance products (debt protection, credit life & disability, mechanical breakdown insurance, and GAP insurance) and Real Estate Mortgage Loans. Assists members in the selection of, completion and submission of a real estate mortgage loans (purchase and refinances). Uses credit scoring, sound lending practices, regulatory requirements and sound judgment to make lending decisions for the benefit of the membership; explains reasons for denials and explores options for members when loans are denied such as Credit Counseling rationale methods to improve FICO score. Provides advice and assistance to members on budget counseling, consolidations, pay methods and other areas relating to member's financial needs. Participates in marketing campaigns and member awareness seminars. Works with outside sources to generate additional business. Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as the relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices and may assist with branch audits. Executes the day-to-day elements of the Credit Union's Member Experience per established standards. This includes but is not limited to meeting new members at the Concierge station, offering them coffee or water, building rapport, assessing their financial needs though the Credit Union's Needs Assessment process. Fulfilling the members' initial need and setting an appointment for a follow up meeting to discuss their other financial needs. Escorting the member all the way to the door and thanking them for their business and reaffirm their decision to do business with LFCU. Directly responds to member's inquiries either in person, via telephone, mail or an internal referral. Works with Branch Management in a team atmosphere for the promotion and growth of loan totals, provide information and feedback on branch goals to staff and generate referrals through coaching and encouragement of branch staff. Processes member transactions efficiently, accurately, and in a timely manner including the opening of new accounts, consumer loan applications, loan fundings and completing all required related documentation. Responsible for quality and accuracy of all work performed. Assists Sales Manager to develop and promote LFCU services to their existing Select Employee Groups (SEGs) for sign up events, benefit fairs and others. Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork and may be required to participate in the training and development of other staff members. May perform routine office and clerical duties such as: requisitioning supplies; maintaining accurate, current files; and other duties as may be assigned. May maintain a cash drawer in accordance with assigned cash limits and policy and procedures. Balances own daily work and may assist with the daily branch balancing procedures and approval of transactions for tellers when the transaction is over the teller limit. Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Accurately completes all related documents (e.g., bank deposit forms, cash shipment forms, monthly cash counts, branch audit certifications, etc.). Must be an actively registered Mortgage Loan Originator with the NMLS and display their unique identifying number on their LFCU business card and in their LFCU e-mail stationary and on other lending documents as required. Must be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own reliable mode of transportation. Must be willing to be assigned to another local branch as needed and that eligibility for a transfer after assignment is subject to Senior Management approval. Must consistently report to work on time, as scheduled. Qualifications Education Bachelor's Degree (4 years) with business related emphasis a plus. Experience Minimum of 1 year experience, 3 years preferred of financial service officer and/or loan officer experience in a financial institution. Knowledge, Skills & Ability The FSO must: Have a thorough working knowledge of depository & loan products, services, insurance of accounts, account vesting, consumer & mortgage lending principles & practices. Knowledge of credit union documents, reports, policies and procedures a plus. Obtain the following licenses, skills and authorities within 6 months of entering the position: Notary License, successful completion of New Accounts training and Membership Officer Authority, successful completion of Consumer Loan & RE Loan Officer training program and obtain RE Loan Officer designation. Have a working knowledge of the Microsoft suite of Office products. Experience using the Symitar Data system is considered a plus. Be willing to travel to other local branches on an as needed basis and therefore must have a valid driver's license and own mode of transportation. Be willing to be assigned to other local branches as needed. Disclaimer Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law. Base Pay USD $21.63/Hr.

Job Description If you are dependable, hard-working, and looking to join a team providing excellent customer service to our clients, we want to talk with you! WiZiX Technology Group - Customer Service Representative We are looking for a friendly, detail-oriented Customer Service Representative to join our service team at our Fresno location. In this role, you will be the first point of contact for customers calling about copier service needs and supply orders. You will coordinate service dispatch, process supply requests, and ensure that every customer receives prompt, professional assistance. Job Responsibilities Answer inbound service and supply calls from customers regarding copier/printer equipment. Process and track supply orders, including toner and maintenance kits. Create and dispatch service tickets to field technicians based on urgency and location. Provide basic troubleshooting assistance to help customers resolve minor issues over the phone. Maintain accurate records of customer interactions and service history in our system. Follow up to ensure customer satisfaction and timely resolution of all requests. Monitor incoming low toner notifications from our various cloud systems Requirements and Skills High school diploma or equivalent; some college preferred. Previous customer service or call center experience, ideally in office equipment, copier, or related technology industries. Strong communication skills-both verbal and written-with a professional phone manner. Ability to multitask, stay organized, and handle high call volumes. Proficient with Microsoft Office and CRM/dispatch software (experience with e-automate or similar is a plus). Positive attitude and a team player. At WiZiX Technology Group, we promote a culture of growth and believe that each employee can make a difference-no matter your role or level of experience. Just as we aim to help our customers grow their businesses through technology, we offer our own employees growth opportunities to reach their career goals. Certifications and on-the-job training are provided as well as career development and opportunities for promotion. About WiZiX: WiZiX Technology Group, Inc. is a leading provider of office equipment & technology solutions in California and Nevada. WiZiX offers a wide range of products, including Copiers, Printers, Scanners, and other office equipment from top brands such as Kyocera, Toshiba, Ricoh, and Brother. WiZiX also provides VoIP Phone Systems, Managed Print Services, Document Management Systems, EV Charging Stations. At WiZiX, our mission is to provide the highest level of customer service, support, and technology solutions to our clients, enabling them to focus on growing their business and achieving their goals without having to worry about their office technologies.

Job Description We are looking for a licensed part time Customer Service/Sales representative to join our team! Options for commission and hourly base! Benefits Hourly Base Salary + Commission Flexible Schedule Mon-Fri Schedule Career Growth Opportunities Hands on Training Responsibilities Answering customer calls, following up on requests, claims, documents and paperwork. Quoting new business and cross selling existing clients. Requirements Personal lines or Property and Casualty License Availability to work from 12:30 to 5pm.

Job DescriptionBenefits: Bonus based on performance Paid time off Profit sharing Training & development ROLE DESCRIPTION: As a part time customer service representative, you will support the account management team in servicing our existing clients and handle special projects that are outside the normal day to day service. 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 team-oriented candidate we are searching for. We anticipate internal growth opportunities for especially driven and customer 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. Participate in a team-oriented service environment to support customer needs. QUALIFICATIONS: Communication and interpersonal skills. Detail-oriented and able to multitask. Previous customer service experience preferred. Licensed with agency experience a strong plus.

Job DescriptionDescription: Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in the durable medical equipment industry. We are looking for driven individuals to come grow with us. Position: Customer Service Representative Position Reports To Branch Manager/CSR Director Position Summary As a Customer Service Representative, you are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts us either in person, over the telephone or via the internet, to provide equipment and/or services. All CSSs are able to interact with customers to provide information in response to inquiries about products or services and to handle and resolve any complaints. A CSS is to receive, qualify, and process, according to procedure, all customer orders in a timely, efficient, accurate, and courteous manner. A CSS is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries and complaints. Let's start with what's important to you. The Benefits..... Medical Insurance- multiple plans to choose from Dental & Vision Insurance Short Term Disability & Long Term Disability Options Life Insurance Generous PTO plan Paid Holidays 401K 401K match Competitive Pay Essential Responsibilities: Have a comprehensive understanding of the following: All products we carry Companywide Policies, Procedures, Standards, Specifications, Guidelines and Training Programs Basic Brightree Functions Proper Intake Procedures Insurance Verification and Eligibility CMN Requirements and Prior Authorizations Documentation Requirements of the Equipment Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) Difference Between Verbal, Written and WOPD orders Complaint Resolution Procedures Answers the telephone using the company's professional greeting and taking complete, accurate and detailed messages. Transfers callers to appropriate person or voice mail number. Greets all visitors coming on their arrival. Ensure that they are properly directed to the appropriate personnel who might assist them. Distributes mail daily and monitors the fax machine for incoming transmissions. Distributes correspondence to appropriate personnel or mailbox depending on the priority of the correspondence. Qualify orders by identifying the customer's diagnosis and insurance coverage and ensure verification of the necessary insurance reimbursement information to process the third party billing when appropriate. Informs customers of financial responsibility. Inputs customers' orders or changes into the computer system timely. Processes work order and necessary paperwork as well as prescriptions for physicians. Arranges for convenient customer delivery/pickup time with patient and/or caregivers. Conveys orders to Clinical Specialists and/or delivery personnel. Handles customer complaints courteously using appropriate techniques, problem solving skills and follow-up logs. Audits, confirms and files all deliveries, pick-up or exchange paperwork daily. Reviews various edit reports to assure accuracy. Tracks active rentals, automatic reorders, and concentrator maintenance, processing in a timely as per policy and procedure. Obtains appropriate prior authorization number and time frame from appropriate third party payer. Logs information into database. Obtains verbal and written orders from physicians, discharge planners and other healthcare professionals as needed. Ensure that all assigned procedures, including but not limited to, billing, posting, insurance, denials, inquiries, orders, and paperwork are processed in an accurate and timely manner. All patient files and information are maintained and current at all times. Participates in company training programs Demonstrates excellent oral and written communication skills with referrals, handling complaints and qualifying orders. Timely filing of all necessary paperwork into patient charts. Assist in working various computer reports for quality assurance. Instruct the customer or caregiver in the proper and safe use of all equipment delivered in the store and provide each customer with the appropriate PIC sheet or other instructional material. Obtain required signatures and provide customers with a copy of the signed Delivery and Customer Information Checklists. Strict adherence to all company policies and procedures. Performs schedules hours, staggered shifts in accordance to the needs of the company. Perform all above duties in other company locations when required. May perform other duties not specifically listed in this position description as assigned by supervisor. Continually strive to develop your knowledge and skills in all areas of your job. Requirements: Position Qualifications High School Diploma or equivalent Previous experience in a Clerical or Customer Service environment Knowledge of Microsoft Office (Word, Excel) etc. Proficient general office skills (typing, computer, fax, filing, multiple phone line) Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred Continuing Education As designated by management to include company in services and off-site training programs as appropriate to industry and position. FLSA Status Non-Exempt Licenses, etc. None

State Farm Insurance Agent located in Fresno, CA is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Jeff Singleton II - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. 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 Paid time off (vacation and personal/sick days) Flexible hours Signing Bonus in the range of $250 - $1000 Requirements Interest in marketing products and services based on customer needs Excellent interpersonal skills Excellent communication skills - written, verbal and listening Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams People-oriented Ability to work in a team environment Ability to make presentations to potential customers Property and Casualty license (must have currently) Life and Health license (must be able to obtain) 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.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Free food & snacks Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Customer Service Representative with the Johnny Williamson State Farm Insurance Agency, 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.