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Finance service representative jobs in Coeur dAlene, ID

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  • Dental Sales Representative -Flex Time

    Promoveo Health 3.0company rating

    Finance service representative job in Spokane, WA

    Flex Time Dental Sales - Pharmaceutical Sales We are currently recruiting an experienced Dental or Pharmaceutical Sales person to fill a flex time (13 days/month) position. The ideal candidate will hold a Bachelor's degree from an accredited college or university in a Sales related field or be a licensed Dental Hygienist and have 2+ years of sales success in Dental or Pharmaceutical Sales. Our client has the #1 products in the dental market. They are a fortune 500 company that has great product for you to sample/sell and have wonderful marketing materials that we deploy via the iPad. Responsibilities of the Flex Time Dental Sales - Pharmaceutical Sales position Sell and detail products directly to dental professionals Dentists and Hygienists). Call on at least 8 dental offices each day and see the entire office. Deliver 12 or more face to face presentations/day to targeted dentists and hygienists. Conduct lunch and learn sessions with at least one office per day Conduct dental products presentations with a company iPad. Requirements of the Dental Sales - Pharmaceutical Sales position Job Requirements Bachelor's degree from an accredited college or university in Sales related field or Dental Hygiene 2+ years of sales success in Dental or Pharmaceutical Sales Ability to work on a flex time (13 days/month) basis Documented sales success Relationships with dentists in the local market. Compensation The starting annual salary for this position is $30,000.00 Annual performance bonus of $5000. Auto Allowance Company Paid Storage Area Company Paid Iphone and iPad Job Type: Part-time Seniority Level Entry level Industry Pharmaceuticals Employment Type Part-time Job Functions Business DevelopmentSales
    $30k yearly 3d ago
  • Customer Service Representative | Full-Time|

    Heritage Health 3.9company rating

    Finance service representative job in Coeur dAlene, ID

    Heritage Health is seeking a full-time (1.0 FTE) Customer Service Representative to join our team at our Center for Healthy Living in Coeur d' Alene, Idaho. We prioritize work-life balance and offer a supportive environment to ensure our team members thrive both professionally and personally. Schedule: 7:00am to 5:30pm Why You Should Join our Dynamic Healthcare Team: Passionate Purpose: We're committed to enhancing lives, every day. Unmatched Support: We are committed to a fun and supportive team environment. Balanced Lifestyle: No weekends or holidays, ensuring a healthy work-life balance. Collaborative Care: Work with a dedicated team to provide the best patient outcomes in the right settings. Exceptional Rewards: Competitive pay, and benefits Benefits: Health Insurance: 100% employer-paid employee coverage for medical, dental, and vision plans for full-time employees. Life Insurance: Employer-paid for 1x annual salary (optional coverage available for additional cost). Disability Insurance: Short-term disability insurance based on age & salary. 100% employer-paid long-term disability insurance. Retirement: 403 (b) plan: Heritage Health matches up to 4% of employee contributions. Paid Time Off Benefits: 120 hours Paid Time Off (PTO) in your first year, 56 hours Extended Illness Bank (EIB) in your first year, 8 paid holidays for full-time employees, amounts are pro-rated for part-time employees who are .5 FTE or higher. Employee Assistance Program (EAP): Enjoy free telehealth visits for healthcare, counseling, and health and wellness coaching for all employees and their immediate household members. The Client Services Representative is responsible for delivering exceptional customer service to all Heritage Health clients during the check-in and check-out process. This role works closely with clinical staff to ensure patient visits are processed efficiently and accurately. The representative is also responsible for implementing and adhering to established Heritage Health policies and protocols to support a seamless and professional client experience. Requirements Minimum of two (2) years of office experience; experience in a medical or healthcare setting strongly preferred Ability to pass an enhanced background check conducted by the Idaho Department of Health and Welfare Criminal History Unit Strong organizational, communication, and customer service skills Proficient in the use of standard office software and equipment Ability to maintain confidentiality and adhere to HIPAA regulations Essential Functions: Greet and check in clients, ensuring demographic information and insurance details are updated at each visit Answer incoming calls using a multi-line phone system, take accurate messages, and promptly relay them to counselors Schedule appointments for new and existing clients using three electronic practice management systems Make appointment reminder calls for all scheduled clients Verify Medicaid coverage at each visit and obtain Healthy Connections authorization when applicable Collect co-pays from self-pay and third-party payer clients at each visit; refer clients unable to pay to the billing/collections team Assist with client check-out as needed Create and maintain client charts in accordance with documentation standards Audit counselor charts for clinical documentation compliance based on funding source requirements Track and document No Show appointments; follow established No Show protocol Process all scheduled self-pay clients through the Medicaid system to verify potential coverage Maintain a clean and organized waiting area throughout the day Perform general office duties including copying, faxing, scanning, and handling incoming/outgoing mail Maintain regular and predictable attendance Perform other duties as assigned to support clinic operation Key Success Factors: Demonstrated proficiency in general office duties, including filing, scanning, and managing administrative tasks Consistently professional phone etiquette and effective verbal communication skills Strong problem-solving abilities with the capacity to manage multiple priorities in a fast paced environment Solid organizational skills with attention to detail and accuracy Working knowledge of insurance processes, including Medicaid and third-party payer systems Excellent customer service skills, with the ability to interact compassionately and efficiently with diverse client populations Job Overview: Working Conditions: Work is normally performed in a typical interior, medical work environment in a clinic building. Work may be demanding and chaotic at times. May be exposed to a patient population that will present a variety of contagious diseases, physical injuries, and emotional states of mind. Physical Requirements and Work Environment: The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this role. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions. Must be able to stand, sit, and be mobile for one-third to two-thirds of the workday Frequent use of hands for fingering, handling, and feeling (over two-thirds of the time) Reaching with hands and arms occurs approximately one-third of the workday Occasional climbing, balancing, stooping, kneeling, or crouching (less than one-third of the time) Requires frequent verbal communication and active listening (over two-thirds of the time) Must be able to lift or exert force up to 10 pounds approximately 50% of the time, and up to 25-40 pounds less than one-third of the time Rarely required to lift more than 41 pounds Must be capable of efficient keyboard use and possess the ability to hear, see, speak, and read effectively Safety: Heritage Health enforces a safety culture whereby all employees have the responsibility for continuously developing and maintaining a safe working environment. Each employee is responsible for completing all training requirements, participating in emergency response tasks as requested, and serving on safety committees and teams as requested. In addition, employees must accept the responsibility for maintaining the safety of themselves and others by adhering to all written and verbal instructions, promptly reporting and/or correcting all hazards or unsafe conditions and providing feedback to supervisors and management on all safety issues. Salary Description $19.81 to $28.20 an hour
    $19.8-28.2 hourly 21d ago
  • Part Time (30 Hours) Associate Banker Hwy 95 and Neider Ave, Coeur D Alene, ID

    JPMC

    Finance service representative job in Coeur dAlene, ID

    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.
    $37k-68k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    The Overhead Door 3.8company rating

    Finance service representative job in Spokane Valley, WA

    Skills/Education Qualifications High School Diploma or GED. One to three years related experience or training; or equivalent combination of education and experience. Mathematical, Reasoning, and Language skills are required. Proficiency in Microsoft Office including Word and Excel. The Office Clerk supports the service and installation departments in the Texas Access Controls Houston, TX location. Answers telephone and directs calls to appropriate department. Processing incoming and outgoing parts. Enters alphabetic, numeric or symbolic data from source documents into computer following format displayed on screen. Compares data entered with source documents to detect errors. Processes purchase orders. Take orders for residential install/service customers. Assist in scheduling and dispatching. Provides backup support for office staff.
    $39k-44k yearly est. Auto-Apply 60d+ ago
  • Recent Graduate - Financial Services

    New York Life 4.5company rating

    Finance service representative job in Spokane, WA

    Job Description Are you a leader who has the following traits? Competitive Entrepreneurial Coachable Communicative Self-disciplined Authentic If yes, consider becoming an insurance agent to drive positive impact in the lives of families every day. At New York Life, youre in control of your career journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What were looking for... Were looking for people who want to make a lasting impact on the financial well-being of individuals, families and small businesses. This is not just a sales jobits a career with purpose and opportunity. Youll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college. As an insurance agent, you will have the opportunity to see the positive impact of your work for years to come. You will grow personally and professionally along with your clients. What we offer... Training and development Well equip and train you with a multi-faceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals and the ability to obtain industry professional designations. We are so committed to training that well subsidize it in your first two years, providing you with additional funds to help keep you on your feet while you complete our training program and grow your business. Youll also get rewarded and acknowledged with sales incentives and professional development trips for our top performing insurance agents. Digital tools Beyond this training and support, New York Life will equip you with the tools you need to succeed day-to-day, including experts on hand to answer your questions and a suite of digital sales, prospecting and marketing tools that will help you attract and retain your clients with web, social and email content. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including life insurance, annuities, long term care insurance, disability income insurance and investment products such as mutual funds1 through our broker-dealer arm NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with your clients can help them and their families achieve their financial goals. Youll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division to offer wealth management and advisory services2, estate planning strategies and business solutions. Human guidance When you join New York Life, youre joining a strong team with peer-to-peer support options like study groups, mentorship and other opportunities to engage with your fellow insurance agents. #SMAC
    $41k-54k yearly est. 28d ago
  • Customer Service Representative

    Handyman Connection 4.5company rating

    Finance service representative job in Spokane, WA

    Benefits: Competitive salary Free food & snacks Opportunity for advancement Organized. Personable. Detail-Oriented. Does This Sound Like You? At Handyman Connection, our Customer Service Representatives (CSRs) are the heart of our business. You're often the first voice customers hear when they reach out to us, and you play a key role in delivering our brand promise. From scheduling jobs and managing customer relationships to supporting our Craftsmen in the field, this is a fast-paced, rewarding role where no two days are the same! We take pride in Delivering on Our Commitments, Respecting the Connections, Taking Pride in Our Work, and Practicing Continuous Improvement. If you're someone who thrives in an organized, customer-driven environment and enjoys helping people, we want to hear from you! Why Join Handyman Connection? Be the Backbone of a Successful Business - You'll play a crucial role in keeping our operations running smoothly. Competitive Pay + Performance Bonuses - We offer $19-$22 per hour (depending on experience), plus incentives based on goals you can control. Enjoy a Fast-Paced & Rewarding Role - If you love variety, talking to people, and organizing schedules, this job will keep you engaged. Gain Valuable Experience in Business Operations - Work with industry professionals, develop sales and customer service skills, and grow within the company. Flexible Scheduling - Full-time or part-time options available, with work-from-office opportunities. Supportive Team Environment - Our office staff, Craftsmen, and franchise owner work as a team, and you'll be a vital part of that success. Technology That Works for You - Use state-of-the-art scheduling and customer management software to stay organized. What You'll Do as a CSR: Answer & Manage Incoming Calls - You'll be the first point of contact for customers, handling questions, job requests, and appointment scheduling. Schedule & Coordinate Jobs - Work with customers and craftsmen to schedule work orders efficiently, ensuring the right craftsman is matched to the right job. Outbound Customer Calls (Sales & Follow-Ups) - Follow up on estimates, incomplete jobs, and customer satisfaction to help convert leads into booked jobs. Use Approved Call Scripts - Ensure a consistent and high-quality brand experience for every customer interaction. Track & Maintain Job Scheduling Data - Use Dispatch & ClientTether software to enter accurate customer and job details. Handle Customer Service Requests & Complaints - Address customer concerns professionally and efficiently to maintain positive relationships. Support Craftsmen & Office Team - Communicate job details to craftsmen in the field, keeping operations running smoothly. Keep Data Clean & Organized - Maintain accurate customer records, job notes, and scheduling information to ensure seamless follow-ups and reporting. Meet or Exceed Sales & Customer Satisfaction Goals - Work towards monthly booking goals and customer satisfaction targets that contribute to business success. What We're Looking for in a CSR: Strong Communication & People Skills - You're a great listener and communicator, both over the phone and in writing. Friendly & Professional Demeanor - You make customers feel welcome and help them feel confident in choosing Handyman Connection. High Attention to Detail & Organization - You're able to juggle multiple tasks, keep schedules organized, and enter accurate data. Comfortable Making Outbound Calls - You don't mind following up with customers, confirming job details, and encouraging booked estimates to turn into paid jobs. Proficient with Basic Software & Technology - Experience with Microsoft Outlook, Excel, Word, and CRM/scheduling software (training provided). Ability to Work in a Fast-Paced Environment - You thrive in a busy setting and can adapt to changing priorities. Self-Motivated & Independent - You take initiative, work efficiently, and stay on task without constant supervision. Experience in a Customer Service, Office Admin, or Call Center Role (Preferred, but Not Required) - Prior experience in a construction-related or service business is a plus. Familiarity with Home Repairs & Remodeling (Preferred, but Not Required) - Basic knowledge of home services and repairs helps you communicate more effectively with customers. Who Thrives in This Role? Customer Service Pros Who Love Helping People - If you genuinely enjoy talking to customers and problem-solving, you'll excel here. Detail-Oriented Multi-Taskers - If you're great at keeping schedules organized, following up on tasks, and ensuring nothing falls through the cracks, this role is for you. Sales-Savvy Communicators - If you're comfortable making outbound calls, booking estimates, and converting leads, you'll enjoy this role's goal-oriented approach. Organized Professionals Who Like a Fast-Paced Job - If you like staying busy, handling multiple responsibilities, and keeping operations on track, you'll thrive in this position. Apply Today! We'd love to hear from you and see how you can help Handyman Connection grow! Handyman Connection is an equal-opportunity employer committed to building a strong, professional, and customer-driven team. Compensation: $19.00 - $22.00 per hour Your locally owned Handyman Connection franchise contracts with talented craftsmen like you to deliver quality workmanship and professional service for our customers. If you're interested in: high earnings potential a flexible schedule that you control using your skills to help improve other's lives Handyman Connection might be a great fit for you. Homeowners across North America have been calling on Handyman Connection for our professional craftsmanship and great customer experience since 1991. Each Handyman Connection franchise is locally owned and operated, backed by the company that helped launch the industry.
    $19-22 hourly Auto-Apply 60d+ ago
  • Associate Relationship Banker - Spokane Valley - Spokane, WA

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Spokane, WA

    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 Relationship Banker in a Chase Branch, 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. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + 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** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** 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 **Base Pay/Salary** Spokane,WA $20.00 - $27.88 / hour
    $20-27.9 hourly 31d ago
  • Member Service Representative (2 PT, Weekend Shifts)

    Kalispel Tribe of Indians

    Finance service representative job in Cusick, WA

    Hiring Preference: The Kalispel Tribe of Indians is an Equal opportunity employer. Consistent with federal law, the Kalispel Tribe of Indians applies Indian preference in employment. It is the policy of the Kalispel Tribe of Indians to give preference in hiring, promotions, and transfers into vacant positions to qualified applicants in the following order: 1) Kalispel Tribal Members; 2) Descendant or Spouse of an enrolled Kalispel Tribal Member; 3) enrolled members of other Indian Tribes; 4) all other applicants. At-Will Employment: Employment with the Kalispel Tribe of Indians is at-will and can be terminated with or without cause, and with or without notice, at any time, either at the option of the employee or the Kalispel Tribe of Indians. Drug Testing: The Kalispel Tribe of Indians is a drug free work place. All applicants are subject to drug testing at the time of hire and at unannounced times during employment. Background Investigation: All candidates and employees may be subject to a background investigation. Summary of Functions Under the direction of the Administrative Services manager, ensures top-notch customer service levels in accordance to the values, mission and policies of the Camas Center. The incumbent will ensure participant/member satisfaction and retention through outstanding program delivery. They will endeavor to create an atmosphere that is friendly, courteous, accurate and highly efficient. The Member Service Representative is the initial and primary link between the public and the Camas Center. Essential Duties and Responsibilities Greet all Camas Center members and guests. Check each member's membership status and issue towels. Process and complete new Camas Center member enrollment. Manage all aspects of membership accounts including contracts, billing, and updating files. Exact data entry to ensure accurate demographic and sales reports. Accept and process cash transactions for all Camas Center programs and services. Maintain a till drawer, collect money, make change and reconcile till drawer at end of each shift. Document all transactions, overages and shortages on the Daily Cash Summary form at the end of each shift and at the end of day. Answer the telephone and walk-in inquiries about the Camas Center, its facilities, and programs/services. Provide comprehensive tours of the Camas Center facility upon request. Ability to present oneself professionally to members and staff. Other duties as assigned by supervisor. Prepare conference rooms. Including cleaning, A/V setup, furniture arrangement and coordinating with catering staff for food service table design. Schedule special events and or meeting correctly. Responsible for maintaining a good attendance record. Available and willing to work any changes in hours deemed necessary for business levels. Stock shelves and replenish inventory, price merchandise. This job description does not list all of the duties of this position. You may be instructed by management to perform other duties as assigned. Education High school diploma or GED required. Experience 1 to 3 years previous work experience required. Experience with child care preferred 6 months plus 1-2 years of experience in data entry; 1-2 years' experience with cash-handling and balancing of an end of shift; 1-2 years of experience working with the public as a receptionist, cashier or salesperson within a retail environment. Skills Typing 35+ wpm Experience with web based computer applications. Requires attention to detail and ability to research inconsistencies Ability to work with little supervision Ability to multi task while taking incoming telephone calls. Cash handling. Experience with Point of Sales systems. Ability to handle stress, remain calm and courteous and hand a wide of variety to clientele. Delivery of outstanding, attentive and friendly customer service. Ability to maintain a friendly, professional demeanor in person and on the phone while handling a variety of tasks. Ability to identify/anticipate important customer service issues and prioritize tasks accordingly. Ability to enforce camas center membership policies with sensitivities and tact. Ability to work as a member of a team. Ability to work with emergencies /crisis situations calmly and professionally. Willingness to learn about all camas center programs, facilities and services. Work in drop in child care as needed or scheduled. Work at the pro shop as needed or scheduled. Ability to read, analyze and interpret general business periodical journals, technical procedures or government regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from various groups. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. Physical Demands Requires the ability to lift and/or move objects weighing up to 20 pounds. Significant portions of the job require extended sedentary periods, constant work with computers, including extended periods of keyboarding, and repetitive motion of hands and wrists. This position requires significant amounts of standing or walking. This position requires significant local travel. This position requires occasional out of town travel to meetings and conferences. This position requires the ability to safely operate a motor vehicle. This position requires frequent amounts of work to be performed outside general business hours. Other Requirements Must obtain Bloodbourne Pathogen certification within 90 days of being hired, first aid certification and CPR. Hepatitis B vaccination required. Working Conditions This position is performed primarily in an office environment. Disclaimer: Certain Licenses and Certification requirements can be obtained once hired.
    $30k-38k yearly est. 30d ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Finance service representative job in Spokane, WA

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $31k-35k yearly est. 9d ago
  • Associate Personal Banker (SAFE) - Lincoln Heights

    Wells Fargo Bank 4.6company rating

    Finance service representative job in Spokane, WA

    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(s): 2915 E 29th Ave Ste A SPOKANE, WA 99223 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 8 Jan 2026 * 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. 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.
    $27k-31k yearly est. 18d ago
  • Associate Personal Banker (SAFE) - Lincoln Heights

    W.F. Young 3.5company rating

    Finance service representative job in Spokane, WA

    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(s): 2915 E 29th Ave Ste A SPOKANE, WA 99223 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 8 Jan 2026 * 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. 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.
    $28k-32k yearly est. Auto-Apply 4d ago
  • Customer Service Representative | Part-Time|

    Heritage Health 3.9company rating

    Finance service representative job in Coeur dAlene, ID

    Heritage Health is seeking a Part-time (0.5 FTE) Customer Service Representative to join our team in Coeur d' Alene, Idaho at our Street Medicine Clinic. We prioritize work-life balance and offer a supportive environment to ensure our team members thrive both professionally and personally. Schedule: Monday 11:30am-5pm 30 min lunch Tuesday 11:30am-5pm 30 min lunch Wednesday 11:30am-5pm 30 min lunch Thursday 11:30am-5pm 30 min lunch Friday 9:30am-2pm no lunch Why You Should Join our Dynamic Healthcare Team Passionate Purpose: We're committed to enhancing lives, every day. Unmatched Support: We are committed to a fun and supportive team environment. Balanced Lifestyle: No weekends or holidays, ensuring a healthy work-life balance. Collaborative Care: Work with a dedicated team to provide the best patient outcomes in the right settings. Exceptional Rewards: Competitive pay, and benefits Benefits: Health Insurance: 50% employer-paid employee coverage for medical, dental, and vision plans for part-time employees. Life Insurance: Employer-paid for 1x annual salary up Disability Insurance: Short-term disability insurance based on age & salary. 100% employer-paid long-term disability insurance. Retirement: 403 (b) plan: Heritage Health matches up to 4% of employee contributions. Paid Time Off Benefits: 120 hours Paid Time Off (PTO) in your first year, 56 hours Extended Illness Bank (EIB) in your first year, 8 paid holidays for full-time employees, amounts are pro-rated for part-time employees who are .5 FTE or higher. Employee Assistance Program (EAP): Enjoy free telehealth visits for healthcare, counseling, and health and wellness coaching for all employees and their immediate household members. The Customer Service Representative (CSR) delivers exceptional service to all Heritage Health patients during the check-in and check-out process. This role collaborates closely with medical assistants and healthcare providers to ensure efficient and timely patient visits. The CSR also supports the implementation of Heritage Health policies and protocols to maintain operational excellence and a positive patient experience. Requirements Minimum of two years of office experience; medical preferred. Experience with Athena EHR systems preferred Must be able to pass Idaho Department of Health and Welfare Criminal History Unit enhanced background check for our Rathdrum Clinic Your Essential Duties: Checks in clients and updates demographics, including insurance information, at each visit. Verifies Medicaid at each visit and obtains Healthy Connections authorization if needed. Ensures each account has a DMS screen and verifies current homeless and migrant/seasonal status. Answers a multi-line phone system for the clinic, takes accurate messages and delivers them promptly to providers or counselors. Schedules appointments for new and established clients using the electronic practice management system. Makes reminder calls for all scheduled clients. Collects co-pays from self-pay and third-party payer clients at each visit. Directs clients who are unable to pay their co-pay to the billing or collections staff. Checks out clients as needed. Creates and organizes client charts. Tracks No-shows and follows the No Show protocol. Processes all self-pay clients on the schedule through the Medicaid system to check for coverage. Maintains the cleanliness and order of the waiting room area throughout the day. Performs general office duties such as copying, faxing, scanning, and handling mail. Your Success Factors Understanding of medical terminology and healthcare office procedures Familiarity with HIPAA regulations and patient confidentiality requirements Knowledge of electronic health records (EHR) systems (e.g., Athena) General understanding of Heritage Health policies and services Strong interpersonal and communication skills (verbal and written) Proficiency in using computers, office software, and scheduling tools Effective problem-solving and conflict resolution Ability to maintain professionalism and compassion under pressure Ability to handle sensitive patient information with discretion Ability to work independently and as part of a team Job Overview Working Conditions: Work is normally performed in a typical interior/office work environment in a medical clinic building. Work may be demanding and chaotic at times. May be exposed to patient population that will present a variety of contagious diseases, physical injuries, and emotional states of mind. Physical/Mental Requirements: Prolonged periods of sitting at a desk and working on a computer. May lift up to 15 pounds at times. Must be able to access and navigate various departments of a given location. Must be able to complete tasks in a noisy or stressful environment. Must be able to adhere to process protocol. Salary Description $19.81-$28.20
    $29k-35k yearly est. 23d ago
  • Part Time Associate Banker WA East (30 Hours)

    JPMC

    Finance service representative job in Spokane, WA

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs 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 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $37k-68k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative

    Handyman Connection of Spokane, Wa 4.5company rating

    Finance service representative job in Spokane, WA

    Job DescriptionBenefits: Competitive salary Free food & snacks Opportunity for advancement Organized. Personable. Detail-Oriented. Does This Sound Like You? At Handyman Connection, our Customer Service Representatives (CSRs) are the heart of our business. Youre often the first voice customers hear when they reach out to us, and you play a key role in delivering our brand promise. From scheduling jobs and managing customer relationships to supporting our Craftsmen in the field, this is a fast-paced, rewarding role where no two days are the same! We take pride in Delivering on Our Commitments, Respecting the Connections, Taking Pride in Our Work, and Practicing Continuous Improvement. If youre someone who thrives in an organized, customer-driven environment and enjoys helping people, we want to hear from you! Why Join Handyman Connection? Be the Backbone of a Successful Business Youll play a crucial role in keeping our operations running smoothly. Competitive Pay + Performance Bonuses We offer $19-$22 per hour (depending on experience), plus incentives based on goals you can control. Enjoy a Fast-Paced & Rewarding Role If you love variety, talking to people, and organizing schedules, this job will keep you engaged. Gain Valuable Experience in Business Operations Work with industry professionals, develop sales and customer service skills, and grow within the company. Flexible Scheduling Full-time or part-time options available, with work-from-office opportunities. Supportive Team Environment Our office staff, Craftsmen, and franchise owner work as a team, and youll be a vital part of that success. Technology That Works for You Use state-of-the-art scheduling and customer management software to stay organized. What Youll Do as a CSR: Answer & Manage Incoming Calls Youll be the first point of contact for customers, handling questions, job requests, and appointment scheduling. Schedule & Coordinate Jobs Work with customers and craftsmen to schedule work orders efficiently, ensuring the right craftsman is matched to the right job. Outbound Customer Calls (Sales & Follow-Ups) Follow up on estimates, incomplete jobs, and customer satisfaction to help convert leads into booked jobs. Use Approved Call Scripts Ensure a consistent and high-quality brand experience for every customer interaction. Track & Maintain Job Scheduling Data Use Dispatch & ClientTether software to enter accurate customer and job details. Handle Customer Service Requests & Complaints Address customer concerns professionally and efficiently to maintain positive relationships. Support Craftsmen & Office Team Communicate job details to craftsmen in the field, keeping operations running smoothly. Keep Data Clean & Organized Maintain accurate customer records, job notes, and scheduling information to ensure seamless follow-ups and reporting. Meet or Exceed Sales & Customer Satisfaction Goals Work towards monthly booking goals and customer satisfaction targets that contribute to business success. What Were Looking for in a CSR: Strong Communication & People Skills Youre a great listener and communicator, both over the phone and in writing. Friendly & Professional Demeanor You make customers feel welcome and help them feel confident in choosing Handyman Connection. High Attention to Detail & Organization Youre able to juggle multiple tasks, keep schedules organized, and enter accurate data. Comfortable Making Outbound Calls You dont mind following up with customers, confirming job details, and encouraging booked estimates to turn into paid jobs. Proficient with Basic Software & Technology Experience with Microsoft Outlook, Excel, Word, and CRM/scheduling software (training provided). Ability to Work in a Fast-Paced Environment You thrive in a busy setting and can adapt to changing priorities. Self-Motivated & Independent You take initiative, work efficiently, and stay on task without constant supervision. Experience in a Customer Service, Office Admin, or Call Center Role (Preferred, but Not Required) Prior experience in a construction-related or service business is a plus. Familiarity with Home Repairs & Remodeling (Preferred, but Not Required) Basic knowledge of home services and repairs helps you communicate more effectively with customers. Who Thrives in This Role? Customer Service Pros Who Love Helping People If you genuinely enjoy talking to customers and problem-solving, youll excel here. Detail-Oriented Multi-Taskers If youre great at keeping schedules organized, following up on tasks, and ensuring nothing falls through the cracks, this role is for you. Sales-Savvy Communicators If youre comfortable making outbound calls, booking estimates, and converting leads, youll enjoy this roles goal-oriented approach. Organized Professionals Who Like a Fast-Paced Job If you like staying busy, handling multiple responsibilities, and keeping operations on track, youll thrive in this position. Apply Today! Wed love to hear from you and see how you can help Handyman Connection grow! Handyman Connection is an equal-opportunity employer committed to building a strong, professional, and customer-driven team.
    $19-22 hourly 2d ago
  • Relationship Banker - Spokane Valley Market - Spokane, WA

    Jpmorgan Chase 4.8company rating

    Finance service representative job in Spokane, WA

    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 a Relationship Banker in a Chase Branch, 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. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** 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 **Base Pay/Salary** Spokane,WA $20.00 - $27.88 / hour
    $20-27.9 hourly 10d ago
  • Member Service Representative (2 PT, Weekend Shifts)

    Kalispel Tribe of Indians-KTG

    Finance service representative job in Cusick, WA

    Hiring Preference: The Kalispel Tribe of Indians is an Equal opportunity employer. Consistent with federal law, the Kalispel Tribe of Indians applies Indian preference in employment. It is the policy of the Kalispel Tribe of Indians to give preference in hiring, promotions, and transfers into vacant positions to qualified applicants in the following order: 1) Kalispel Tribal Members; 2) Descendant or Spouse of an enrolled Kalispel Tribal Member; 3) enrolled members of other Indian Tribes; 4) all other applicants. At-Will Employment: Employment with the Kalispel Tribe of Indians is at-will and can be terminated with or without cause, and with or without notice, at any time, either at the option of the employee or the Kalispel Tribe of Indians. Drug Testing: The Kalispel Tribe of Indians is a drug free work place. All applicants are subject to drug testing at the time of hire and at unannounced times during employment. Background Investigation: All candidates and employees may be subject to a background investigation. Summary of Functions Under the direction of the Administrative Services manager, ensures top-notch customer service levels in accordance to the values, mission and policies of the Camas Center. The incumbent will ensure participant/member satisfaction and retention through outstanding program delivery. They will endeavor to create an atmosphere that is friendly, courteous, accurate and highly efficient. The Member Service Representative is the initial and primary link between the public and the Camas Center. Essential Duties and Responsibilities Greet all Camas Center members and guests. Check each member's membership status and issue towels. Process and complete new Camas Center member enrollment. Manage all aspects of membership accounts including contracts, billing, and updating files. Exact data entry to ensure accurate demographic and sales reports. Accept and process cash transactions for all Camas Center programs and services. Maintain a till drawer, collect money, make change and reconcile till drawer at end of each shift. Document all transactions, overages and shortages on the Daily Cash Summary form at the end of each shift and at the end of day. Answer the telephone and walk-in inquiries about the Camas Center, its facilities, and programs/services. Provide comprehensive tours of the Camas Center facility upon request. Ability to present oneself professionally to members and staff. Other duties as assigned by supervisor. Prepare conference rooms. Including cleaning, A/V setup, furniture arrangement and coordinating with catering staff for food service table design. Schedule special events and or meeting correctly. Responsible for maintaining a good attendance record. Available and willing to work any changes in hours deemed necessary for business levels. Stock shelves and replenish inventory, price merchandise. This job description does not list all of the duties of this position. You may be instructed by management to perform other duties as assigned. Education High school diploma or GED required. Experience 1 to 3 years previous work experience required. Experience with child care preferred 6 months plus 1-2 years of experience in data entry; 1-2 years' experience with cash-handling and balancing of an end of shift; 1-2 years of experience working with the public as a receptionist, cashier or salesperson within a retail environment. Skills Typing 35+ wpm Experience with web based computer applications. Requires attention to detail and ability to research inconsistencies Ability to work with little supervision Ability to multi task while taking incoming telephone calls. Cash handling. Experience with Point of Sales systems. Ability to handle stress, remain calm and courteous and hand a wide of variety to clientele. Delivery of outstanding, attentive and friendly customer service. Ability to maintain a friendly, professional demeanor in person and on the phone while handling a variety of tasks. Ability to identify/anticipate important customer service issues and prioritize tasks accordingly. Ability to enforce camas center membership policies with sensitivities and tact. Ability to work as a member of a team. Ability to work with emergencies /crisis situations calmly and professionally. Willingness to learn about all camas center programs, facilities and services. Work in drop in child care as needed or scheduled. Work at the pro shop as needed or scheduled. Ability to read, analyze and interpret general business periodical journals, technical procedures or government regulations. Ability to write reports, business correspondence and procedure manuals. Ability to effectively present information and respond to questions from various groups. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form. Physical Demands Requires the ability to lift and/or move objects weighing up to 20 pounds. Significant portions of the job require extended sedentary periods, constant work with computers, including extended periods of keyboarding, and repetitive motion of hands and wrists. This position requires significant amounts of standing or walking. This position requires significant local travel. This position requires occasional out of town travel to meetings and conferences. This position requires the ability to safely operate a motor vehicle. This position requires frequent amounts of work to be performed outside general business hours. Other Requirements Must obtain Bloodbourne Pathogen certification within 90 days of being hired, first aid certification and CPR. Hepatitis B vaccination required. Working Conditions This position is performed primarily in an office environment. Disclaimer: Certain Licenses and Certification requirements can be obtained once hired.
    $30k-38k yearly est. 31d ago
  • Relationship Banker

    Bank of America Corporation 4.7company rating

    Finance service representative job in Coeur dAlene, ID

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 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 Shift: 1st shift (United States of America) Hours Per Week: 40
    $26k-30k yearly est. 11d ago
  • Associate Personal Banker (SAFE) - Lincoln Heights

    Wells Fargo 4.6company rating

    Finance service representative job in Spokane, WA

    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(s): 2915 E 29th Ave Ste A SPOKANE, WA 99223 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $21.00 - $30.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 8 Jan 2026 * 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. 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.
    $27k-31k yearly est. 3d ago
  • Associate Relationship Banker - Spokane Valley - Spokane, WA

    Jpmorganchase 4.8company rating

    Finance service representative job in Spokane, WA

    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 Relationship Banker in a Chase Branch, 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. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. 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 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. Ability to create memorable experiences for our clients - elevate the client experience. Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. High school degree, GED, or foreign equivalent. Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills College degree or military equivalent. Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
    $31k-38k yearly est. Auto-Apply 34d ago
  • Relationship Banker - WA East Market - Spokane, WA

    JPMC

    Finance service representative job in Spokane, WA

    You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week. Job responsibilities Delivers an exceptional customer experience by acting with a customer-first attitude Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships Influences, educates, and connects customers to technology Possesses initiative and knowledge to provide financial options for customers using a consultative approach Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs Ability to work branch hours including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $33k-39k yearly est. Auto-Apply 60d+ ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Coeur dAlene, ID?

The average finance service representative in Coeur dAlene, ID earns between $20,000 and $40,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Coeur dAlene, ID

$28,000

What are the biggest employers of Finance Service Representatives in Coeur dAlene, ID?

The biggest employers of Finance Service Representatives in Coeur dAlene, ID are:
  1. First Interstate BancSystem
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