Customer Service Representative
Finance service representative job in Seattle, WA
Since 1995, National Products Inc., the creator of RAM Mounts, has been the leader in premium mounting solutions for high-vibration environments. Our products are trusted by the most demanding industries-from powersports and automotive enthusiasts to law enforcement, fleet managers, and off-road adventurers. We design and manufacture rugged, versatile mounts for phones, tablets, GPS units, cameras, radios, and more-keeping critical gear secure in any environment. Proudly Made in the USA, our products come with a lifetime warranty, delivering unmatched reliability and performance.
Job Summary
Customer Service Representatives are responsible for maintaining a professional and friendly attitude while diagnosing and troubleshooting customer issues, with an emphasis on taking care of problems before they arise. They will collect all necessary information from customers, resolve their issues, follow up with them as needed, and deliver actionable data to internal teams to support proactively improving the customer experience from start to finish.
Duties and Responsibilities
Interacts directly and courteously with customers, primarily by telephone or email.
Directs unresolved issues to the appropriate resource for resolution.
Records details of actions taken into the ERP and CRM systems as applicable.
Analyzes transactions and corrects errors to ensure accuracy of customer records.
Research customer records to track order status and fulfillment.
Develops thorough knowledge of product line, pricing, estimated delivery times, drop-ship procedures, marketing promotions, and associated information.
Provides price quotations, receives orders, arranges for returns, replacements, delivery of samples, and fulfills miscellaneous customer requests.
Performs associated duties as assigned by supervisor.
Serves as an internal resource to support Inside and Regional Sales Teams.
Employs strong people skills to analyze and resolve customer inquiries and problems in accordance with established company guidelines.
Related Experience
Minimum 5 years of experience working with customers to evaluate their needs.
Must have track record of reliability and follow through with great communication skills.
Experienced with MS Office Suite, MS Outlook, and customer order entry.
Education
High school education required
Associate degree preferred
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to perform the following activities:
Reaching. Extending hands and arms in any direction.
Standing. Ability to stand when needed to complete tasks.
Sitting. Sitting at desk for sustained periods of time.
Using Fingers. Picking, pinching, typing or otherwise working primarily with fingers rather than with the whole hand.
Grasping. Applying pressure to an object with the fingers and palm.
Feeling. Perceiving attributes of objects, such as size, shape, or texture by touching with skin, particularly that of fingertips.
Pushing. Using upper extremities to press against something with steady force to thrust forward, downward or outward up to 15 pounds.
Lifting. Raising objects from a lower to a higher position or moving objects horizontally from position-to-position. Occasionally the employee must lift and/or move up to 15 pounds.
Pulling. Using upper extremities to exert force to draw haul or tug objects in a sustained motion up to 15 pounds.
Talking. Expressing or exchanging ideas by means of the spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers accurately, loudly, or quickly.
Seeing. Specific vision abilities required by this job include close vision and the ability to adjust focus Depth Perception: ability to judge distance and space relationships. Field of Vision: ability to see peripherally. Accommodation: ability to adjust vision to bring objects into focus.
Hearing. Perceiving the nature of sounds at normal speaking levels with or without correction. Ability to receive detailed information through oral communication, and to make the discriminations in sound.
Repetitive motion. Substantial movements (motions) of the fingers and hands.
Hourly Rate: $22.00 - $27.00 hourly
Benefits:
Employer paid Medical, Dental, Vision, and Life Insurance
Two weeks of PTO (up to 3 weeks with tenure) with seven paid holidays
401k with up to 4% employer match
Additional paid parental leave beyond state/federal offerings
Quarterly catered lunch events for all employees
RAM Mounts product discounts
Position Status: Full Time
Position Location: On-Site
A drug screening will also be required (THC or Marijuana not screened during pre-employment test).
Customer Service Representative
Finance service representative job in Kirkland, WA
Customer service
📍
Onsite | Full-Time | Permanent Role
💰 $45,0000-$54,000 + Commission (depending on experience)
✨ Great Benefits
FULLY ON-SITE
About the Role:
Join a dynamic, people-first team where every day brings new opportunities to connect, learn, and grow! An ideal candidate will be a friendly voice of our contact center.. This is a professional, customer-focused role (not your typical call center) where your goal is to turn incoming calls and chats into scheduled property tours or virtual appointments.
What You'll Do:
Handle 50-60 incoming prospect calls per day with warmth and enthusiasm
Schedule and host virtual tours or set up in-person appointments
Answer live chats, texts, and follow-ups to support the leasing process
Provide excellent customer service and build rapport with prospects
Keep accurate records and notes in our CRM
Stay up-to-date on property details, amenities, and specials
Collaborate closely with teammates and property managers
What We're Looking For:
Strong customer service experience (required)
Call center, customer service, or leasing experience a plus
Friendly, positive communicator with great multitasking skills
Organized, detail-oriented, and tech-savvy
Reliable, punctual, and team-oriented
Why You'll Love It Here:
Competitive pay + monthly commission
Supportive, inclusive team environment
Customer Service Representative/Route Service Representative
Finance service representative job in Sultan, WA
Customer Service Representative/Route Service Representative - West Coast Pet Memorial
📍 Sultan, WA | F-T 8AM-4:30PM | FT (40 hrs + overtime as needed) 💲 Pay Range: $19.00-$24.00/hr (Based on overall skill and experience)
If you're a pet parent yourself or someone who feels strongly about giving back to your community of pet lovers and veterinary professionals, this role could be a perfect fit.
About Gateway Services
Gateway Services is North America's leading pet aftercare provider, trusted by over 17,000 veterinary clinics. With more than 2,300 team members across 140+ locations, we support pet parents with dignity, compassion, and care - one pet at a time.
Please visit Gateway Services Inc. to learn more about us.
(Don't worry if you haven't worked in pet aftercare before - we'll provide training!)
Job Overview
At Gateway, our Customer Service Representatives (CSRs) are relationship-driven professionals in a key customer-facing role. As the primary link between Gateway and our veterinary partners, CSRs build lasting relationships, manage customer needs, and resolve challenges with professionalism and compassion.
This position goes beyond driving. While transportation is part of the job, CSRs spend their days engaging with clinics and communities, staying active, and representing Gateway with care and integrity.
What you'll do:
Serve as the main point of contact for veterinary clinics, providing reliable and compassionate service
Build trusted relationships with clinic staff and families through empathy, respect, and professionalism
Safely handle pets in the aftercare process with dignity and care
Manage customer needs and solve problems effectively
Support Gateway's reputation for exceptional service in every interaction
What we're looking for:
Strong relationship-builder with excellent communication skills
Empathetic and respectful, especially toward families and pets in our care
Organized, dependable, and committed to customer service excellence
Comfortable with driving responsibilities and being active throughout the day
Pet lovers and pet parents are especially well-suited to this role
The CSR role reports to the Care Center Manager.
Duties & Responsibilities
Relationship management:
Serve as the primary point of contact for veterinary clinics on your route.
Build and maintain strong relationships with clinic staff to ensure satisfaction and efficiency.
Develop and maintain strong relationships with veterinary clinic staff.
Maintain and support growing account base.
Educate clients on services, answer questions, and address concerns promptly.
Address any inquiries or concerns raised by clinic employees regarding service quality and operational efficiency.
Ensure clinics receive prompt and professional support for all their pet aftercare needs. 100% Service Perfection and Wow 'ng customers at every interaction.
Collect feedback to improve service quality and enhance the overall customer experience.
Service delivery:
Address any service issues proactively and escalate concerns to the appropriate department when necessary.
Educate clinics on company services, policies, and procedures to enhance their experience and optimize operations.
Ensure that the collection of all pets from veterinary clinics is conducted with the utmost care and the highest level of professionalism. Living our Brand Promise and One Pet at a Time.
Anticipate clinic needs before requested, ensuring the highest level of quality service.
Maintain all proper documentation and tracking for all pets entrusted to you.
Enhance the overall clinic experience by ensuring that clinic staff are appropriately informed on company services, policies, and procedures.
Assist with administrative tasks related to client accounts, including billing inquiries and service modifications.
Follow company safety guidelines, adhere to store policies, and maintain vehicle and equipment standards.
Always maintain best in class service standards by ensuring that you always comply with proper uniform and vehicle cleanliness standards.
A positive and welcoming attitude is a must.
Product and Service Promotion:
Educate veterinary clinic staff on new product launches and available commemorative merchandise for pet parents.
Distribute authorized marketing materials to clinics and ensure product information is up to date.
Identify potential sales leads and redirect them to the Business Development Manager for follow-up.
Monitor inventory levels of promotional materials and request replenishments as needed.
Key Performance Indictors
Growing revenue from existing clinics (Same Store Sales Growth).
Expanding services and products within your assigned route (Organic Growth).
Retaining clinic partnerships and keeping them highly satisfied (Client Attrition Rate & NPS).
Minimizing customer complaints and ensuring on-time, exceptional service.
Education, Training & Qualifications
High school diploma or GED required as minimum
Prior experience in customer service, account management, or sales/route sales is highly desirable.
Proficiency in CRM systems and sales tracking tools.
Ability to work early morning hours, weekends, and holidays as needed.
Basic math and computer skills for order placement and inventory tracking.
Valid driver's license with a clean driving record.
Skills and Abilities
Empathy and Compassion: Deep understanding of pet parents' grief and the vital role of aftercare services. Training provided.
Service Excellence: Dedication to delivering exceptional, white-glove customer service.
Problem Solving: Focused on turning obstacles into opportunities to deliver smoother, more reliable service.
Urgency and Precision: Ability to respond swiftly while maintaining accuracy and care.
Sales Expertise: Skilled in professionally educating and informing clinic staff about products. Strong Relationship building skills.
Energy and Professionalism: A proactive approach with strong interpersonal skills.
Innovative Problem-Solving: Continuously seeking ways to enhance customer experience and service delivery.
Strong Communication and Customer Focus: Excellent interpersonal skills with a customer-first mindset.
Multitasking and Account Management: Ability to efficiently oversee multiple clinic accounts.
Pet Handling Experience: Comfortable and experienced in professionally handling animals. Training provided.
Independent Decision-Making: Capable of working autonomously in a fast-paced environment.
Technical Proficiency: Skilled in using CRM software, email communication, and other computer applications.
Physical Capability: Able to safely lift and transport animals of various sizes.
Working conditions
You'll be expected to deliver best-in-class service at every interaction, living out our brand promise of treating each pet with dignity and each client with utmost care.
Daily direct interaction with veterinary clinic staff, including doctors, technicians, and reception teams, to ensure they feel supported and informed.
Independent decision-making is essential, along with the ability to adapt quickly and solve problems proactively on behalf of clinics and pet parents.
Exposure to the emotional aspects of pet loss and grief is common. Compassion and empathy are essential when working with veterinary teams and pet parents during sensitive situations.
Flexibility is required to respond to time-sensitive needs from veterinary clinics and to ensure consistent, high-quality service.
Frequent heavy lifting in a physically active environment.
Maintaining professional appearance standards, including uniform and vehicle cleanliness, is required to uphold our brand and reassure clients.
YOU'LL LOVE WORKING WITH US BECAUSE:
The People. You will be surrounded by some of the most talented, supportive, smart, and kind leaders and teams - people you can be proud to work with!
OUR CORE VALUES:
People First
Exceed Expectations
(HIT) Honesty, Integrity, Trust
Be Passionate and Caring
Continuously Improve
What You'll Get
At Gateway, we believe in rewarding and supporting our people with more than just a paycheck:
Pay range: $19.00-$24.00/hr + overtime eligibility
Employee referral program - bring great people into our family and earn rewards
Medical, Dental, and Vision Plans with low co-pays designed to support you and your family
Company-paid Life, AD&D and LTD insurance for all full-time employees.
Critical Illness, Accident, and Pet Insurance available as voluntary benefits
401(k) with employer match - we invest in your future
Great Hearts and Minds Program - limited annual subsidy for your dependents' education
Tuition assistance - up to $2,000 for approved education courses
Grow with Gateway Program - access to in-house learning and development for your career goals including the Gateway Management Advancement program (G-MAP)
Established Talent Management practices allows our employees to thrive and grow while in our employ
Employee wellness and support programs accessible in an established Employee Assistance Program
Paid holidays and PTO so you can rest, recharge, and enjoy time with family
Physical activity - Not built to sit behind a desk, don't worry this role will get you out and about doing some physical activity
Sustainability is as important to us as it is to those communities that we serve
Opportunity to do something meaningful with your life - Support others in their time of need.
And most importantly: the chance to be part of a team that makes a real difference for pets, pet parents, and the communities we serve.
Join Us
If you're looking for more than just a job - if you want a role where your compassion, charisma, and community spirit shine through - we'd love to hear from you.
Apply today and help us serve pet parents with the care and dignity their companions deserve.
Gateway Services Inc. and our brands are committed to providing accessible employment practices and fostering a culture of diversity and inclusion. Our employees are our greatest asset and each employee's cultural differences, life experiences, self-expression, and unique capabilities are what build our company culture and success. If you require accommodation due to disability during any stage of the recruitment process, please notify Human Resources at *************************.
New employees to Gateway will be required to successfully pass the E-Verify employment verification check. To learn more about E-Verify, including your rights and responsibilities, visit
e-verify.gov
#INDCSR
Fri-Tues 8a-4:30p
40 hours full time; overtime as business needs
Auto-ApplyCustomer Service Rep
Finance service representative job in Bellevue, WA
The CSR is the primary contact for all initial customer reception and is responsible for customer care throughout the vehicle repair process. The CSR must be able to secure the customer by being an empathetic listener with the ability to answer basic questions related to the repair process.
Job Responsibilities:
Greet customers professionally and in a timely manner, ensure a high degree of customer service excellence with a warm reception and offer customer comfort items.
Answer the phone professionally and respond to all voice mails same day, addressing customer inquiries with the appropriate shop team members.
Inform customer of repair process, insurance claim processing, payment procedures, repair techniques, and expected delivery date of repair.
Communicate any customer expectations, complaints, service issues or other specific requirements learned from the customer or insurance carrier to Estimator and Center Leader.
Capture the business for customers who walk through the door or call for an estimate by establishing customer confidence and trust in our abilities and company. This will include being knowledgeable of our certifications and insurance carrier partnerships.
Follow-up on all Missed Opportunities
Schedule appointments for the Estimator effectively ensuring accurate and timely calendar updates.
Oversee processing of initial insurance assignments, customer contact/appointment verification.
Ensure all scheduled in repairs are set up the day before to receive the customer: rental car arrangements, parts review, payment confirmations, create the CCC one file.
Ensure all documents are scanned in the CCC one file: Check in Sheet, Estimate, Adjusted Sheets, Parts Invoices, Payments, and Final Bills.
Confirm customer information is accurate and complete for all communication needed.
Ensure file is ready, vehicle is complete and CSR Quality Control Checked before customer is called for vehicle delivery.
Daily audit of all Parts invoices posted in CCC
Ensure Banking Transactions & Deposits are posted and completed accurately by deadline.
Open mail daily and disperse appropriately including invoices and statements.
Ensure lobbies clean and orderly, customer comfort areas stocked, marketing material available.
Monitor and replenish office supplies and orders needed for the shop with Center Leader approval.
Ensure Regulatory Documents, Permits are current, posted and filed appropriately at the shop.
Ensure safety items are stocked such as first aid kits and safety glasses in the lobbies.
Key Performance Metrics
Customer Service Index Score 95%, Kept Informed, Net Promoter Score
Educate the customer on the survey and ask to take the surveys with a monthly goal of 30%.
Ask for the sale and schedule the repair: 75% Closing Ratio.
Skills/Qualifications:
Collision University Training required in first 6 months of employment.
Basic Computer Skills are necessary to navigate company systems & communicate with customers.
Must be able to multi-task in a high-paced environment with a flexible attitude.
The ability to read, understand, and perform written instructions accurately and consistently and to work independently as well as with others in an organized manner.
Behavioral Excellence Required:
Perform all assigned responsibilities according to the Company Standard Operating Procedures.
Adheres to the companys non-disclosure and confidentiality policies concerning customer information.
Compensation details: 20-27 Hourly Wage
PI1567c57e2682-31181-38814715
Future Positions
Finance service representative job in Poulsbo, WA
Job DescriptionSalary:
Masterworks is always seeking talented people to join our team. If you are interested in being considered for a future position please complete the candidate process by applying to this posting. If there is a current position you are interested in please apply directly for that role by clicking on the job title, listed on our website.
Questions can be sent to hr@masterworks.agency.
Functional areas within Masterworks:
Administration
Data Analytics
Data Production
Client Services
Creative
Digital Media
Digital & Print Production
Finance
Media
Project Management
Requirements:
Varies by role
Customer Service Representative
Finance service representative job in Auburn, WA
WASHINGTON HVAC SERVICES YOU CAN TRUSTYellowstone Local is proud to represent ALLRED, an industry leader in HVAC services.
If you're the type who thrives in a fast-paced environment, enjoys solving problems, and takes pride in being the backbone of a team's success, this is your kind of role. With over 12 years of proven success, ALLRED has built a reputation for exceptional service and an employee-first culture. This isn't just another customer service job; it's your chance to step into a high-impact position where your coordination skills and attention to detail directly influence how smoothly our field operations run.
What's in it for You?
Pay Range: $18 - $25 per hour
Schedule: Full-time with rotating Saturday shifts
Benefits: Medical, dental, and vision coverage
Career Path: Real advancement opportunities within the HVAC industry
Tools for Success: Hands-on training, strong team support, and resources to help you excel
Why You'll Love It Here
A culture that genuinely values people and encourages teamwork
A forward-thinking HVAC operation focused on quality and efficiency
Clear opportunities to grow your skills and develop professionally
A supportive environment built on trust, reliability, and collaboration
Your New Role
You'll be a key player in keeping daily operations running smoothly. Your coordination skills will help ensure technicians stay on schedule, parts reach the right locations, and customers feel supported from start to finish.
Dispatch HVAC technicians to service locations
Source and track OEM parts for ongoing jobs
Coordinate deliveries to job sites with designated runners
Manage scheduling for repairs and membership maintenance visits
Maintain and organize the Membership Database
Document project details and service updates with accuracy
Location: Auburn, Washington
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
1-2 years of experience in a call center or customer service role
Strong verbal and written communication skills
Excellent organizational and multitasking abilities
Detail-oriented with a proactive, problem-solving approach
Positive attitude and willingness to learn
Coachable and adaptable in a fast-paced environment
HVAC industry experience or dispatching experience is a strong plus
Familiarity with ServiceTitan is a bonus
Must be authorized to work in the U.S.
Available for a rotating Saturday schedule
ALLRED is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #red
Sammamish - Customer Service Representative
Finance service representative job in Sammamish, WA
Brown Bear Car Wash seeks customer service representatives for our car wash at 3050 228th Ave SE in Sammamish . If you want to work for the Beary Best car wash company in Washington state, this job is for you! The s tarting rate is $21 per hour. Must be 16 years or older to work at the car wash.
Benefits may include:
Medical/Dental/Vision*
401(k)**
Bonuses
PTO - Accrual starting day 1
Holiday pay on 6 major holidays
Employee Wellness Program -LifeCare
Employee Discount Program - LifeMart
Tuition reimbursement up to $4,000
And of course, free car washes!
Key things you should know about Brown Bear Car Wash:
We have an active, high-paced work environment. If you like working outdoors, you will love working here!
We promote from within. Wherever you start, there are opportunities to grow and advance.
We like friendly people. We serve our customers with a big smile and cheerful personality.
We value teamwork. We expect and foster cooperation with all team members, company personnel, and customers.
We grow and develop both car washes AND people . We will help you learn and enhance your skills in customer service, safety, mechanics, management, and administration as our company continues to expand as the Number 1 car wash in Washington State.
We love clean. We expect and maintain clean sites, clean employees, clean cars, and clean standards.
Minors, those who are 16 or 17 years old, will be required to complete a Parent School Authorization form before starting work. Speak with manager for details.
*After 6 months of employment, averaging 30+ hours per week.
**Eligible after 12 months of employment for all team members 18+ years of age.
Auto-ApplyCustomer Service II
Finance service representative job in Seattle, WA
Providing information to callers regarding client: Disposal and Recycling fees, referring callers to other appropriate agencies, assigning Illegal Dumping responses and providing information on reporting Abandon/Junk Vehicles and managing Customer Inbox, responding to emails,
• Educate and assist customers via phone, and email.
• Orient customers to client program policies and procedures,Online features and expected group norms.
• Respond via email to customers' questions about current resources and other program logistics.
• Receive documents and enter data for applications and to update various electronic files with new customer information.
• Coordinate and maintain automated record-keeping systems for participants.
• Enter new data into Online system , ensuring complete and accurate data records.
• Communicate with new groups in formation
• Gather data and prepare documents for monthly reports.
• Assist co-workers as assigned; perform other duties as assigned.
Employee may need to be on-site occasionally (once per quarter) for team meetings.
Location: Seattle (mostly telework- remote)
Duration: up to 4.5 months possibly longer
Pay: $25.48 per hour
40 hours per week
Financial Services Representative - State Farm Agent Team Member
Finance service representative job in Seattle, WA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Paid time off
Elevate Your Career with Us: Join Our Dynamic Team! Imagine stepping into a vibrant workplace where your ambitions are not merely acknowledged but celebrated. We provide an engaging environment that inspires growth and success, equipping you with the resources and support necessary to thrive in your career.
This is more than just a position; its a launchpad for your professional journey. Here, you will have the chance to cultivate a fulfilling career in the insurance industry, surrounded by passionate individuals who share your commitment to excellence.
Our culture is built on empowerment, collaboration, and continuous learning, ensuring you remain at the forefront of the industry while pursuing both personal and professional aspirations. With us, you can turn your goals into tangible achievements and make a significant difference in the lives of clients.
If youre ready to invest in your future and embark on a rewarding career path, we invite you to join our team and explore the endless possibilities that await you!
We Are Looking For:
Ambitious and Driven Insurance Sales Professionals who are eager to leave their mark on the insurance industry. Whether youre just starting out or possess a history of consistent sales achievement, if you thrive on the excitement of the chase and are relentless in pursuing new business opportunities, we want you on our team! This role is ideal for those passionate about helping clients safeguard what matters most while actively seeking out new leads and closing deals.
Key Responsibilities:
Prospecting and Lead Generation:
Proactively engage potential clients through working inside of the existing book, warm leads, cold calling, networking, and leveraging social media to identify new leads.
Develop and implement aggressive prospecting strategies to penetrate untapped markets and grow our client base.
Sales Strategy Execution:
Adopt a proactive mindset to pursue and convert leads into loyal clients, utilizing high-impact sales tactics and innovative methods.
Set ambitious sales targets and consistently strive to meet or exceed them through relentless follow-up and strategic closing techniques.
Relationship Building:
Build and maintain strong relationships with potential clients to understand their unique insurance needs and challenges.
Use these connections to generate referral opportunities and expand your network within the community.
Solution Selling:
Deliver engaging presentations and proposals that clearly illustrate the value of our insurance products and how they align with client needs.
Customize solutions to address specific client challenges, positioning yourself as a trusted advisor rather than just a salesperson.
Market Intelligence:
Stay updated on industry trends, competitive dynamics, and emerging opportunities to maintain a competitive edge.
Continuously analyze and refine your sales tactics based on market insights and performance metrics.
Closing and Follow-Up:
Show a relentless commitment to closing deals, with a focus on overcoming objections and driving final decisions.
Ensure thorough follow-up with clients post-sale to secure renewals and upsell additional coverage as their needs evolve.
Qualifications:
New to the insurance industry or have a proven track record of consistent sales success in any field.
Outstanding communication and interpersonal skills, with the ability to persuade and influence decision-makers.
A proactive approach to sales and lead generation, with a strong drive to succeed.
Highly motivated, self-disciplined, and results-oriented, with a passion for closing deals.
Knowledge of various insurance products and services is a plus; relevant licenses preferred
Job Type: Full-time
Pay: $60,000.00 - $80,000.00 per year
Benefits:
401(k) matching
Health insurance
Paid time off
Supplemental Pay:
Bonus opportunities
Commission pay
Ability to Commute:
Tukwila, WA 98188 (Required)
Work Location: In person
Part Time Associate Banker WA North (30 hours)
Finance service representative job in Everett, 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
Auto-ApplyCustomer Service Representative (Part Time)
Finance service representative job in Seattle, WA
Benefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
FASTSIGNS #282101 is hiring for a part-time Customer Service Representative to join our team! Benefits/Perks:
Competitive Pay
Ongoing Training Opportunities
A Successful FASTSIGNS Customer Service Representative Will:
Be the first point of contact with current and prospective customers in our FASTSIGNS Center
Learn to prepare estimates, and ensure timely delivery of finished orders
Enjoy daily team meetings, and be intimately involved in the success of the FASTSIGNS Center
Work with customers primarily via email and telephone, and occasionally in-person
Build long-lasting relationships by turning prospects into long term clients.
Ideal Qualifications for FASTSIGNS Customer Service Representative:
2-3 years of retail or counter sales experience preferred
High school diploma or equivalent
An outgoing personality, someone who is eager to learn and has the ability to build relationships
Great listening and organizational skills
Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $22.00 - $25.00 per hour
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
Auto-ApplyLumber Commodity Trader
Finance service representative job in Woodinville, WA
Lumber Commodity Trader Company Products / Services: Our client, a privately held organization, specializes in lumber and building material products such as joists, trusses, panels/siding. They operate branches and product divisions throughout the U.S, providing their services primarily to customers in multi-family, commercial and residential construction disciplines. They offer a comprehensive benefits package, including 401(k) matching, dental insurance, health insurance, health savings account, life insurance, paid time off, and vision insurance.
Role Overview: This full-time, salaried exempt position is based at our client's Woodinville Branch and reports to the CEO. The role involves improving the branch's gross profit margins by purchasing lumber on behalf of the Woodinville Sales Team. This includes cultivating relationships with suppliers, managing inventory, preparing weekly reports summarizing purchasing opportunities, and coordinating with other teams to ensure timely and accurate delivery of products. The successful candidate will also have a senior presence in the lumber buying space and will be expected to attend industry events and perform market research to inform buying activities.
Responsibilities:
Purchase lumber products and building materials supporting all sales efforts in the company's Branch operations.
Cultivate and develop new supplier relationships through physical site visits and strategic outreach.
Manage inventory and supervise periodic inventory counts at branch physical locations.
Prepare weekly reports summarizing purchasing opportunities and comparing product pricing for the sales team.
Communicate with dispatch, logistics, sales, and account management teams to ensure timely and accurate delivery of products ordered.
Prioritize workflow and customer needs in a fast-paced environment.
Provide responsive and friendly customer service to all stakeholders.
Keep abreast of market activities and pricing trends.
Communicate proactively with other purchasing groups to confirm demand side needs.
Qualifications:
7+ years of experience working at a lumber trading firm.
Existing book of lumber trading (“buying and selling”) accounts.
Long standing relationships with Mills and suppliers within a 250-mile radius of Seattle, Washington.
Strong data analysis, critical thinking, and problem-solving skills.
Self-starter with the ability to prioritize many urgent requests.
Excellent interpersonal and communication skills, including verbal and written.
Growth mindset and “grinder” orientation.
Proficiency with Microsoft Office, Teams and web-based software.
Experience with Wood Pro ERP software and Power BI, a plus.
Willingness to contribute to building an energetic and exciting organization.
Compensation: Our client offers a lucrative compensation package for an experienced and proven commodity trading specialist. The range depends on experience and qualifications. Benefits include health insurance, a 401(k)-employer match, and profit-sharing program.
If you are an experienced Lumber Commodity Trader looking for a new challenge in a fast-paced, energetic organization, we encourage you to apply.
Personal Financial Representative
Finance service representative job in Seattle, WA
Salal Credit Union of Seattle, WA is looking to hire full-time Personal Financial Representatives to provide quality customer service to our members at our First Hill location. Training is provided for this role, and no previous experience is required! Do you have a background or interest in sales, customer service, finance or banking? Would you like to work for an established and innovative credit union that cares about its employees and the communities it serves? If so, please read on!
A DAY IN THE LIFE OF A PERSONAL FINANCIAL REPRESENTATIVE
As a Personal Financial Representative, you play a crucial role in serving as the face of our credit union to assist our members. You act as a traditional teller with the skills of a personal banker, so our members can have a strong partner to help them meet their financial needs. In order to achieve sales goals, you sell and cross-sell products and services to members as well as complete account transactions as requested. You maintain a working knowledge of all products and services in order to attract and retain loyal members.
In addition, you organize member documents, information, and status, which allows others at our credit union to perform or complete work as needed. In a timely manner, you accurately complete and process account paperwork and member files. You also assist with loan applications by interviewing the consumer as well as discussing and processing the application in accordance with our institution's guidelines. Helping people achieve their financial goals brings you great satisfaction, and this is why you thrive in this customer service position!
QUALIFICATIONS FOR A PERSONAL FINANCIAL REPRESENTATIVE
* Training is provided for this role and we are hiring new team members that are excited to learn and start a career in banking.
* 1+ years of successful sales and customer service experience is desired.
* Ability to interact positively with co-workers, management, and the public.
* Ability to pair sales skills with a service mindset.
* Willingness to proactively sell our products and services.
* Excellent customer service skills.
Do you have excellent verbal and written communication skills? Can you balance multiple tasks while demonstrating good time management? Do you enjoy helping people? Are you detail-oriented? Do you have strong problem-solving and critical thinking abilities? If so, you might just be perfect for this sales position in finance with our credit union!
Compensation and Benefits offered:
* Competitive base salary of $19.98 - $27.97 per hour depending on experience. This range reflects the entire salary range for the position. The hourly rate that is likely to be offered to the selected candidate is between $23.00 - $25.50.
* Ability to earn additional rewarding variable compensation for meeting sales goals estimated annual earnings can range from 0-10% of your base salary.
* Comprehensive healthcare benefits including health, dental, and vision insurance. Our high deductible plan options include a health savings account (HSA) with annual company-paid contributions.
* 15 days of vacation.
* 12 days of sick time.
* 2 floating holidays per year (eligible for use after 90 days of employment).
* Paid holidays in accordance with the Federal Reserve calendar.
* Tuition reimbursement.
* 401(k) plan with pre-tax and post-tax (Roth) options including company matching after 6 months of employment.
* Charitable contribution matching.
* Monthly transportation subsidy for employees that qualify.
* Company-paid life, AD&D, and long-term disability insurances. Additional insurance options are available on a voluntary basis and are paid for by the employee.
Expanded details about our benefit offerings can be found at the following link: ************************************************
WORK SCHEDULE
This full-time sales position works a 40 hour per week schedule, including hours between 8:30 AM - 5:30 PM Monday through Friday and/or 9:30am- 2:30pm on Saturdays.
READY TO JOIN OUR TEAM?
We understand your time is valuable, so we have a very quick and easy application process. If you feel that you would be right for this Personal Financial Representative job, please fill out our initial 3-minute, mobile-friendly application. We look forward to meeting you!
Salal Credit Union strives to maintain a work environment free from discrimination where employees are treated with dignity and respect. All employees contribute to the Credit Union's commitment to equal employment opportunity. Salal Credit Union does not discriminate on the basis of race, sex, gender identity, religion/creed, pregnancy, age, physical or mental disability, size or shape, marital status, national origin, genetics/genetic markers, military or veteran status, sexual orientation or any other characteristic protected by applicable laws. We adhere to these principles in all aspects of employment, including recruitment, hiring, placement, compensation, benefits, promotion, and discipline. We believe that by adhering to these policies we can cultivate a welcoming environment by embracing each individual's identities and abilities.
Salal Credit Union participates in E-Verify
This position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with Salal Credit Union, 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 Salal Credit Union. In order to successfully register in NMLS, you must complete a federal background check that is subject to review by the Credit Union. Your continued employment in this position 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 Credit Union. Information about NMLS and registration requirements of registration can be found at: *********************************************************************
If you have any questions about this process, please contact our Talent Acquisition Team at *******************.
Easy ApplyNew Accounts Representative
Finance service representative job in Kent, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank 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, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:415 W James St##
##City:Kent##
##State:WA##
##ZipCode:98032##
##Internal:false##
*mon
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Auto-ApplyCustomer Service Representative
Finance service representative job in Renton, WA
About Your Future with Distribution International
Are you looking for a career with an industry leader that drives the future of energy-efficient insulation and building material products? Is being part of a company that is recognized as a
“Great Place to Work”
of value to you? Look no further! At Distribution International, you will be part of a diverse and inclusive team that reflects our values of integrity and innovation by delivering solutions that make a difference in the communities we serve. Here, you are part of a company that rewards your contributions and encourages you to take ownership of your career.
Job Description
NOTE: The hourly compensation range for this specific position is $20 to $25 ph.
(The range displayed elsewhere in this position description is referring to a national average compensation range and does not apply to this position)
Your Responsibilities
In this role, you will serve as the key customer contact for our branch, providing order support and product information for our customers. If you are a resourceful team player, with a positive, professional attitude, then we want you to join our team working closely with Outside Sales Reps, Production Personnel, Insides Sales, Credit and Delivery to support the order fulfillment process.
Ability to maintain a positive rapport with customers, providing world class service.
Exemplary customer service skills, analytics and problem- solving skills.
Proficient computer skills to process and review dealer orders, requests and system generated acknowledgements.
Any other duty, task, or responsibilities as assigned.
Your Qualifications
Minimum of 18 years of age.
If operating a Company Vehicle, a valid driver's license will be required.
1- 2 years of experience in a customer service role.
Ability to perform basic math calculations.
Personable, enthusiastic and engaging personality.
Excellent communication skills, both verbal and written.
Travel Requirements
Type of Travel Required: Local
Amount of Travel Required:
Physical Requirements
Able to lift 50 lbs. unassisted to load and unload various products. Climb, stoop, kneel, crawl, and stand to perform daily work and ladder climbing, as needed.
Your Benefits
We care about the health and safety of all employees and provide a range of benefits to assist in prioritizing your wellbeing. Listed below are a few of our available benefits:
Competitive Compensation
Medical, Dental and Vision
Strive Wellness Program
401(k) Matching
Paid Holiday and Paid Time Off (PTO) for all positions
AssuredExcellence : minimal to no cost medical care and prescription drugs
Flexible Spending Accounts (FSA): Healthcare and Dependent care
Health Spending Account (HSA): with employer contribution
Life & Disability Insurance
Employee Assistance Program (EAP): in-person counseling, assistance and resources for family matters, legal and financial issues, etc.
Employee Referral Bonus
Paid Military Leave
Tuition Reimbursement
Length of Service Award
Compensation Range
$20.00 - $40.00
The actual base salary a successful candidate will be offered within this range will vary based on factors relevant to the position.
TopBuild Corp. (NYSE: BLD) is the leading installer and distributor of insulation and building material services nationwide. Distribution International is part of the TopBuild family of companies, which comprises of approximately over 450 branch locations across the United States and Canada. As a company, we actively engage in corporate social responsibility through our commitment to Environmental, Social, and Governance (ESG) practices. Additionally, we prioritize diversity and inclusion in our organization. If this interests you, we encourage you to join our company and find a variety of career opportunities awaiting you!
TopBuild Corp. is an equal opportunity employer (EOE), this includes protected Veterans/Disability. The employee must be able to perform the essential functions of the position. Upon request and absent undue hardship, reasonable accommodation will be offered to enable employees with disabilities to perform the essential functions of the job.
Auto-ApplyRegistered Representative - State Farm Agent Team Member
Finance service representative job in Bellevue, WA
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Registered Representative - State Farm Agent Team Member. We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
People-oriented
Organizational skills
Bilingual - Korean preferred OR
Bilingual - Spanish OR
Bilingual - Chinese / Mandrin
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Compensation: $45,000.00 - $110,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent!
About Our Agency
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award
Additional languages spoken: Spanish and Mandarin
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplyPart Time Associate Banker Seattle North (30 hours)
Finance service representative job in Lynnwood, 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 Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
Lynnwood,WA $25.00 - $30.48 / hour
Financial Services Representative I, II, Senior
Finance service representative job in Seattle, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
Auto-ApplyPersonal Banking Associate (Future opportunities) - Montreal West (part-time)
Finance service representative job in Kirkland, WA
Hours: 18.75 Line of Business: Personal & Commercial Banking Pay Details: 43 700$/$43,700 - 58 200$/$58,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
:
Department Overview:
At TD Canada Trust, we are the frontline of TD Bank. We strive to build deep and long-lasting relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD customers. At the branch, we understand customer needs and identify opportunities to promote products and services to refer customers to the appropriate team member or internal Bank partner, while ensuring a positive customer experience.
Join TD Canada Trust and Think like a customer, Act like an Owner, Innovate with purpose and Execute with Speed and Impact.
Job Description:
Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries and banking needs, including new accounts, investment advice and banking solutions. Do you think you have what it takes?
In this role, a typical day may look like:
* Engage customers in day-to-day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions
* Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters
* Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking
* Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management
* Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence
* Participate in the timely and accurate completion of business processes and procedures
* Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics
* Help build a positive and equitable work environment by promoting team effectiveness, participating in personal performance development and sharing industry knowledge to achieve common objectives
Job Requirements:
* High School diploma and/or 1+ years of relevant experience
* Investment Funds Canada (IFC) or equivalent - post-appointment within 6 months
* Post-Secondary or Undergraduate degree (in related field) preferred
* Proficiency in using MS Office (Word, Excel and Outlook), branch software and internet
* Knowledge of banking solutions and processes to advise customers
* A self-starter who works independently in a dynamic work environment through strong administration, organizational, planning and time management skills
* A dynamic, diligent, and effective influencer with can-do attitude to exercise initiative and handle several tasks and changing priorities
* A strong communicator with established customer experience skills who can effectively connect, both verbally and in writing, with customers and related teams in a courteous, and effective manner
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical, and mental well-being goals. Total Rewards at TD includes a base salary, variable compensation, and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition programs. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Please be advised that this job opportunity is subject to provincial regulation for employment purposes. It is imperative to acknowledge that each province or territory within the jurisdiction of Canada may have its own set of regulations, requirements.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
Your accessibility is important to us. Please let us know if you'd like accommodations (including accessible meeting rooms, captioning for virtual interviews, etc.) to help us remove barriers so that you can participate throughout the interview process.
We look forward to hearing from you!
Language Requirement (Quebec only):
* Remarque: Étant donné que cet affichage concerne de futurs postes vacants et qu'il servira à pourvoir de nombreux postes aux exigences comparables à l'avenir, nous invitons les candidats bilingues et francophones à poser leur candidature. Lorsqu'un poste sera à pourvoir, une évaluation des besoins en matière de langue sera effectuée pour déterminer si la connaissance d'une autre langue que le francais est exigée.
Auto-ApplyPart Time Associate Banker South Sound (30 hours)
Finance service representative job in Federal Way, 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
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