Customer Service Representative
Finance service representative job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer Service Representative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 6 months of customer service experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
Customer Service Representative
Finance service representative job in Riverside, CA
Contract role- 3 months
Duration: 3 Months
About the Role:
We are seeking a detail-oriented and customer-focused individual to join our team for a 3-month temporary assignment. This role is ideal for someone with strong communication skills and proficiency in data entry who thrives in a fast-paced environment.
Key Responsibilities:
Provide exceptional customer service in person and over the phone
Accurately enter and update customer information in company systems
Handle inquiries, resolve issues, and ensure customer satisfaction
Maintain organized records and follow company procedures
Qualifications:
Excellent verbal and written communication skills
Strong attention to detail and accuracy in data entry
Ability to work on-site in Riverside, CA
Previous customer service experience preferred
Schedule: Full-time, on-site
Pay Rate: $20 to $22 per hour
Benefit offerings: include medical, dental, vision, additional voluntary benefits, 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
Veterinary Sales Representative -Flex Time (12 days/mo)
Finance service representative job in Riverside, CA
Pharmaceutical Sales Representative - Veterinary - Flex Time (12 days/mo)
Promoveo Health, a leading Pharmaceutical Sales recruiting, and contract sales company has an outstanding position representing one of our strategic clients. Our client is a rapidly growing organization with a very strong presence in the Veterinary Medicine field.
This is a position where you will be a W2 employee of Promoveo Health.
The Veterinary Sales Representative will be responsible for revenue growth within your specified geographic region. You will be accountable for a sales revenue plan in the clinical (office based) markets. This role requires strong account management and selling skills, as you will be the selling interface between the accounts and the company.
The ideal candidate will have:
· 5+ years of Veterinary Pharmaceutical Sales either on the Pharmaceutical or Distributor side
· Clinical experience calling on Veterinary Practices in this market
· Experience calling on and existing relationships with Vets in the area
· Excellent interpersonal, communication, teaching and negotiation skills
· BS Degree in related discipline
Job Expectations:
·Part time position with high management visibility and performance expectations.
· Travel - You will be home every night- no overnight travel is required!
EOE STATEMENT
We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
External Sales Representative | Southern CA (Inland Empire)
Finance service representative job in Riverside, CA
Schedule: Full-time | Flexible | Travel Required
Compensation:
First 3 months: Base salary of $125K per year
After initial period: 100% commission-based earnings
On-Target Earnings: $150K - $250K NO CAP
We're seeking a top‑tier, self‑driven External Sales Representative who thrives on face‑to‑face interaction, builds rapport quickly, and knows how to close.
Why This Role Stands Out
We provide pre‑qualified leads-you take ownership of building relationships, presenting our solutions, and closing deals. You'll work face‑to‑face with clients while being supported by a collaborative team that believes in shared success, positivity, and mentorship.
About Us
Seller's Advantage is a leading real estate investment company with 30+ years of experience helping homeowners sell properties quickly and hassle-free. We specialize in buying homes for cash with no fees or commissions. Our high-energy, sales-driven team thrives in a fast-paced, results-oriented environment where success is rewarded.
We're expanding our External Sales team in Southern California and are looking for a high-performing, self-motivated professional who excels in face-to-face sales, relationship-building, and closing deals.
Why This Opportunity Stands Out
This isn't a typical remote sales role. We provide high-quality leads-you take ownership of building relationships, presenting our solutions, and closing deals. You will work face-to-face with clients while being supported by a collaborative team that values shared success, positivity, and mentorship.
Who We're Looking For
We need a driven sales professional who thrives on face-to-face interactions, relationship-building, and closing deals.
Qualifications:
5+ years of successful sales experience (face-to-face, direct sales, financial services, mortgage, or real estate industries preferred)
A strong ability to build relationships and close deals
Real estate or mortgage experience is a plus, but not required
Excellent communication, negotiation, and presentation skills
Experience using Salesforce, RingCentral, and Microsoft Teams to track and manage sales pipelines
Self-motivated, reliable work ethic-comfortable working independently while staying accountable
Professional presence and strong LinkedIn profile-you understand the importance of personal branding
Reliable car and willingness to travel extensively throughout Southern California (North LA to San Diego, Palmdale, Big Bear, Hesperia)
Strong problem-solving skills and the ability to adapt in any situation
Ability to meet deadlines, manage multiple projects, and work effectively in a fast-paced environment
What You'll Be Doing
Developing and executing a strategic sales plan to meet or exceed sales goals
Meeting with potential clients in person, building relationships, and closing deals
Leveraging Salesforce to track sales progress and manage the sales pipeline
Utilizing RingCentral and Teams for daily collaboration and virtual meetings
Independently scheduling appointments, travel, and follow-ups
Providing top-tier customer service to maintain and grow client relationships
Collaborating with the sales team to share insights, strategies, and lead opportunities
Why Join Us?
Compensation & Growth:
First 3 months: Base salary of $125K per year
After 3 months: 100% commission-based earnings
On-Target Earnings: $150K - $250K NO CAP
Performance-based incentives and bonuses
Career growth opportunities within a rapidly growing company
Work Environment & Support:
Morning huddles and strong team collaboration
Supportive, positive culture-team members help each other succeed
Comprehensive training program (45 days) to ensure success
Ongoing mentorship and sales coaching
Top-Tier Benefits:
Health, dental, and vision insurance (after 30 days)
401(k)
Life insurance and disability coverage
Ready to Take Your Sales Career to the Next Level? Apply Today!
If you are a high-performing sales closer who thrives in face-to-face interactions and wants to take control of your income and career growth, apply now to join our team.
Open Order Associate, Default Services- Pre-Foreclosure Title
Finance service representative job in Irvine, CA
Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Associate. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you will…
· Assist the business unit with opening national title orders, which includes managing and tracking
· Assist with the implementation of new clients
· Provide daily reporting of new orders and communicates with the business until on turn times
· Open incoming mail, sort and assign to team members
· Perform quality control checks of documents
· Perform data entry into our data bases and other documents as required
· Utilize UPS for tracking of incoming and outgoing documents
· Answer phone calls and emails from our clients
WHO YOU ARE
You possess …
· A penchant for excellence. You will use your strong attention to detail to maintain our quality standards
· The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients
· Excellent verbal and written communication skills
· The ability to react to change
Responsibilities
· Assist the business unit with opening national title orders, which includes managing and tracking orders
· Assist with the implementation of new clients
· Provide daily reporting of new orders and communicates with the business until on turn times
· Perform quality control checks of open orders
· Perform data entry into our data bases and other documents as required
· Utilize UPS for tracking of incoming and outgoing documents
· Answer phone calls and emails from our clients.
· Close out orders and maintain manifests of documents being sent back to clients
· All other duties as assigned
Qualifications
· High School diploma or equivalent required
· 1 -2 years' experience working in an office environment
· Must be able to use and have basic computer skills and be proficient in the Microsoft software products
· 1-2 years' title industry experience preferred
· Familiarity with the Loan Modification Process is a plus
· Proven customer service skills
· Must be able to multi-task
· Must be capable of meeting daily production goals with a high level of accuracy
· Critical reasoning and thinking skills required
Auto-ApplyCustomer Service Representative - Aliso Viejo
Finance service representative job in Aliso Viejo, CA
Job Details 46 Aliso Viejo - Aliso Viejo, CA Full Time $18.00 - $25.00 Hourly DayDescription
You will be working as part of a team in a high energy, fast paced, environment working with our customers and filling their orders. Our customers are heating and air conditioning Contractors. Our job is to help them get everything they need to complete each of their jobs as quickly as possible. We are looking for people to join our team that simply love to help people. At Geary Pacific helping people is a team sport. No experience? No problem! We will teach you everything you need to know while working alongside others that truly enjoy what they are doing.
The position reports to the Branch Manager.
Key Tasks:
Inbound & Outbound calls
Generating sales orders and quotes
Product Merchandising
Order Picking and receiving
Benefits: We provide an extensive benefits program that includes: Medical; Dental; Vision; Life and Long Term Disability Insurance; 401k with matching; Profit Sharing; Paid vacation, Personal Time, and Paid Holidays.
A little bit about us....... Geary Pacific Supply is headquartered in Anaheim, CA. and was established in 1961. We provide heating, air conditioning, and ventilation products to the Contractors that install and service the products. Our company culture is focused on providing our customers, suppliers, and teammates with professional, knowledgeable, and friendly service. Learn more about us at *************************************
Please click on the video link to see what it is like to be part of the Geary Pacific Team. ****************************
$18-25/hour
Auto Customer Service Reps
Finance service representative job in Carlsbad, CA
5550 Paseo del Norte, Carlsbad, CA 92008
Experienced Transmission Technician$1,500 Sign-on Bonus! $33/Hour + Efficiency Bonus! Excellent Benefits!Bring Your Accrued Vacation Time! Hiring for Carlsbad, CA
Premier Buick GMC Cadillac in Carlsbad, CAis family-owned and a great place to have a rewarding career! Our high-volume Service Department is seeking an experienced Transmission Technician to diagnose, tear down, rebuild, 'remove and replace' and 'remove and install' transmissions. Transmission technician experience is required.
Why work at Premier?
We are part of the super successful and family-owned Premier Automotive Dealer Group and are committed to an amazing work environment, invest in our employees' success and foster long-term career growth. Apply now for this great opportunity to drive your career forward with our growing organization! Give us ONE interview and see how Premier goes above and beyond to ensure your financial success!
Responsibilities - Experienced Transmission Technician:
Diagnose transmission problems and rebuild, 'remove and replace'
and 'remove and install' automotive transmissions
Work must meet dealership and manufacturer standards
Keep shop neat and account for dealership-owned tools
Other duties may be assigned
Requirements - Experienced Transmission Technician:
Transmission technician experience is required. Must be able to diagnose, tear down and rebuild transmissions, 'remove and replace' and 'remove and install'
Must have your own tools
Self-starter with a good work ethic and communication skills
Team oriented, flexible and focused on maintaining a high level of customer service
High school diploma or equivalent
Valid driver's license and a good driving record.
We Provide Excellent Benefits:
$1,500 Signing Bonus! $33/Hour + Efficiency Bonus! Relocation Assistance!
Bring your accrued vacation time!
Medical, dental and vision insurance
401(k)with company match!
Paid time off
Premium, ongoing professional development
Great work environment!
Employee programs for referral bonus and auto purchases
Paid participation in Giving Hope Community Service days givinghopenola.org
Find more information on our benefits and career paths at WhyPremierAutomotive.com
RequiredPreferredJob Industries
Customer Service
Part Time (30 Hours) Associate Banker, Towngate Blvd Branch, Moreno Valley, CA Bilingual Spanish and English Required
Finance service representative job in Moreno Valley, CA
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.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Auto-ApplyCustomer Service Rep
Finance service representative job in Yorba Linda, CA
Job Description
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 company's non-disclosure and confidentiality policies concerning customer information.
Customer Service Representative
Finance service representative job in Encinitas, CA
Replies within 24 hours Fastsigns of Encinitas is hiring for a Customer Service Representative to join our team! Benefits/Perks:
Competitive Pay
Paid Vacation and Holidays
Performance Bonus
Ongoing Training Opportunities
A Successful FASTSIGNS Customer Service Representative Will:
Be the initial contact with current as well as prospective customers in our FASTSIGNS Center
Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders
Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center
Work with customers in numerous ways such as email, telephone, in-person and at their place of business
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
Outgoing, responsive, eager to learn and has the ability to build relationships
Great listening and organization skills
Ability to sit for long periods (4 hours or more)
Ability to view a computer screen for long periods (4 hours or more)
Ability to work under pressure to output high volume, high-quality work
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: $21.00 - $23.00 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-ApplyMember Service Representative
Finance service representative job in Indio, CA
Department: Retail
FLSA: Non-Exempt
EEO: Administrative Support Worker
Salary Grade: 13
Salary Range: $47,005.00 - $68,125.00 Annually
Branch Manager/Assistant Branch Manager
No
People Vision : Our people create an environment that produces genuine empathy and feelings of care and concern for a better future and personal well-being to make us the only choice in the communities we serve… “Changing lives, because we care.”
The MSR is responsible for enthusiastically providing members and prospective members the full range of SUN's products and services. Performing basic to complex member and prospective member transactions, account maintenance and resolves member and prospective member inquiries involving Credit Union products and services: opening, retaining and closing of depository accounts, business accounts, revocable trust/estate and IRA accounts. Input/fund consumer loans and referring real estate products. Performing a variety of servicing request such as loan payments, automatic transfers, interest rates, certificate of accounts, issue credit/debit cards, retrieve documents, assist with bookkeeping issues and performs service calls to members in support of the Credit Union's service and sales efforts. Provides information to our member's questions regarding Credit Union services and products as well as perform a variety of account maintenance tasks. Cross sells products and services; supports co-workers with daily workflow fluctuations, teller transactions, audit and clerical functions as required. The MSR I connects members to “subject matter expects” with questions, concerns or problems as they arise. MSR I is a contributor to the team and works collaborative to ensure continual process improvement while providing extraordinary member service that aligns to SUN's vision and strategy.ESSENTIAL FUNCTIONS AND BASIC DUTIES•Enthusiastically presents and explains Credit Union services and products to members to assist and support their financial needs. Continuously keeps members informed of services and policies.•Ensures member's information is complete and accurate.•Actively and professionally cross sells Credit Union services and products while building member financial relationships in person and over the phone•Resolves member requests, issues promptly, courteously and professionally.•Opens and closes accounts, rents safety deposit boxes, orders checks and other miscellaneous member account maintenance duties.•Completes members direct deposit payroll forms and authorization forms. Sets up distributions as requested, and ensures that distributions take place.•Answers questions and resolves problems by listening and determining solutions, collecting data, securing answers and reporting results to the inquiring party. Processes stop payment orders and provides follow-up.•Reviews and updates certificate and club accounts.•Maintains IRA accounts and answers questions regarding IRAs.•Receives, inputs and funds loan applications.•Assists with ATM daily balancing and bi-weekly swaps.•Ensures compliance with BSA Rules & Regulations. Completes Currency Transaction Reports (CTR) when required. Ensures that all Currency Transaction Reports are processed in a timely manner. Obtain BSA training annually.•Completes the Business CTR Exemption Statement Form when required.•Reports any unusual suspicious activity to the Branch/Assistant Manager for further review.•Completes verifications (Chex Systems and Credit Report), prior to establishing a new account. Reports positive matches of OFAC to the Branch Manager and BSA Compliance Officer immediately.PERFORMANCE MEASUREMENTS•Member services functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.•Good business relations exist with members. Member problems or questions are courteously and promptly resolved. Effective assistance is provided with member bookkeeping and checking account problems.•Good working relationships and coordination exist with area personnel and Management. Appropriate assistance is provided to area staff as needed. Supervisor is appropriately informed of area activities.•Required reports and records are accurate, complete, and timely.•The Credit Union's professional reputation is maintained and conveyed.•Ensures appropriate level of confidentiality and professionalism are maintained QUALIFICATIONSEducation/Certification: High school graduate or equivalent, some college preferred.Required Knowledge: Knowledge and ability to provide extraordinary member services.Ability to support members bookkeeping issues and concerns.Experience Required: One to three years of experience as a Member Service Representative or equivalent financial institution experience Skills/Abilities: Excellent communication skills as well as empathy for people.Solution oriented attitude, “Getting to Yes”Embraces and demonstrates the SUN VisionAbility to operate modern business applications and equipment.Solid math and bookkeeping skills.WORKING CONDITIONSNo hazardous or significantly unpleasant conditions (such as found in a typical office).
Auto-ApplyPart Time (30 Hours) Associate Banker, Towngate Blvd Branch, Moreno Valley, CA Bilingual Spanish and English Required
Finance service representative job in Moreno Valley, CA
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.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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
Moreno Valley,CA $22.50 - $27.60 / hour
Licensed Insurance Customer Service
Finance service representative job in Moreno Valley, CA
Job Description
Our office is expanding, and we are looking to hire the right individual to join our outstanding team. We are currently seeking to fulfill a full-time position. Our Insurance Representative will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.
Preferred candidate will have an active Property and Casualty insurance license. Insurance industry experience and knowledge is not required but would be a greater benefit relating to customers in the beginning for this position.
Responsibilities:
Meet new business production goals and objectives as established.
Solicits for new business via telephone, networking, and other lead sources.
Develop insurance quotes, makes sales presentations, and closes sales.
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Treat each customer contact as a cross and up-sell opportunity including financial products.
Prospects for new business by following sales leads generated from referrals, networking, marketing, cold-calling, and lead databases.
Educate clients on the insurance policies that best suit their needs
Requirements:
Strong work ethic and leadership skills.
Driven and goal-oriented individual.
Ability to tactfully handle stressful and difficult situations.
Interested in a sales career, sales experience preferred
No insurance experience required but must be willing to learn
Benefits:
Base Salary with Commissions
Bonus Opportunities
Weekends Off
Holidays Off
Hands On Training
Professional Work Environment
Personal Financial Rep I,II,III (Murrieta Madison)
Finance service representative job in Murrieta, CA
California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities.
We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family!
If you share the same interests and passions and possess the right credentials, then read on to find out more:
JOB OBJECTIVE:
This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union's policies, procedures and quality service standards.
SUPERVISORY RESPONSIBILITIES:
• This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position.
NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals.
• Follows quality service standards to ensure exceptional quality service is provided.
• Maintains a thorough knowledge of all products and services, policies and procedures.
• Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union.
• Processes consumer and real estate loans.
• Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented.
• Addresses difficult member situations and resolves in a positive manner.
• Serves as a backup to Personal Financial Assistant or Teller.
• May be required to maintain a cash drawer.
• May serve as a notary.
• Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union.
• Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals.
• Performs other relevant and related duties as required.
EDUCATION, SKILLS, & ABILITIES:
The Eight Superpowers
1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
• A high school diploma or equivalent is required.o PFR I: 1 year experience in a financial institution or other related fieldo PFR II: 2 years experience in a financial institution (with 1 of the 2 years as a PFR) or other related field plus proven successful performance in sales and serviceo PFR III: 3 years experience in a financial institution (with 2 of the 3 years as a PFR) or other related field plus proven successful performance in sales and service
• Excellent communication skills; sound judgment, and attention to detail.
• Previous experience with Microsoft Windows applications is preferred.
• Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism.
• Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices.
MAJOR ACCOUNTABILITIES:
• Ensure sales and service goals are met.
• Process new accounts and/or loans accurately and completely.
• Adhere to cash, key and dual control policies and procedures.
• Adhere to security and robbery procedures.
• Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
• Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting.
ENVIRONMENTAL CONDITIONS
• Work is primarily performed within a cubicle office setting. Subject to standard background noise found in an office environment.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.Management reserves the right to assign or change duties and tasks to this position at their discretion.
California Coast Credit Union is an Equal Opportunity Employer.
Salary Range (Hourly):
Personal Financial Rep l:
$19.7490 - $24.6863
Personal Financial Rep ll:
$21.5468 - $26.9339
Personal Financial Rep lll:
$23.9440 - $29.9300
Auto-ApplyCareer Services Officer
Finance service representative job in Irvine, CA
Job Description
Stanbridge University, a premier leader in nursing and allied health education, is dedicated to preparing compassionate, skilled healthcare professionals through innovative, service-driven learning. The Career Services Officer plays a key role in supporting this mission by empowering students and alumni to navigate today's healthcare job market, providing strategic career coaching, building strong employer partnerships, and advancing licensure-aligned employment outcomes across all programs.
Key Responsibilities:
Career Coaching & Student Development-
Provide one-on-one and group coaching in resume writing, LinkedIn optimization, interview preparation, and job search strategies tailored to healthcare careers.
Conduct behavioral mock interviews, leveraging recruiter-level expertise to improve student performance and confidence.
Assess students' strengths, competencies, and career goals to guide them toward appropriate employment pathways.
Develop and deliver career readiness workshops informed by real-world recruiter expectations, hiring trends, and competency models.
Employer Relations & Partnerships-
Identify, engage, and maintain relationships with hospitals, clinics, long-term care providers, rehabilitation centers, and other healthcare employers.
Conduct prospecting, outreach, and relationship-building activities to expand the university's employer network and externship pipelines.
Communicate employer needs and hiring expectations to students and faculty.
Support the planning and execution of employer panels, healthcare career fairs, recruitment events, and networking forums.
Program Development & Collaboration-
Develop targeted resources such as job search guides, competency-based resume templates, interview preparation tools, and market-specific career materials.
Contribute insights from employer engagement activities to support departmental planning and service enhancements.
Data Tracking, Reporting & Continuous Improvement-
Track and report student engagement, job placement metrics, alumni outcomes, and employer activity using CRM or career services management systems.
Apply data-driven decision making to evaluate program effectiveness, identify gaps, and implement enhancements to services and employer engagement strategies.
Stay current on healthcare hiring trends, credentialing requirements, licensure pathways, and regulatory changes impacting employment.
Additional Responsibilities-
Attend trainings, conferences, and professional development workshops to remain current in career services best practices.
Perform other duties as assigned in support of departmental and institutional goals.
Qualifications:
Required-
Bachelor's degree in a relevant field.
Exceptional communication and interpersonal skills.
Proficient in Microsoft Office Suite.
Ability to work independently and collaboratively in a fast-paced setting.
Strong organizational and time management abilities.
$21.00 - $24.00/hr. (Compensation is dependent upon education and experience).
Preferred-
Experience in career services, advising, or student services, ideally in higher education or healthcare.
Confidence and proficiency in conducting cold calls and proactive outreach to prospective healthcare partners to expand graduate placement opportunities.
Knowledge of healthcare licensure pathways and industry expectations.
Familiarity with healthcare-specific job search strategies and employer relations.
Experience with job placement metrics, database systems, or career tracking platforms.
Conditions of Employment:
A job-related assessment may be required during the interview process.
Must be able to perform each essential duty satisfactorily and be physically present in the office (unless otherwise noted).
Employment verification will be conducted to validate work experience per accreditation standards.
Offers of employment are contingent upon the successful completion of a background check.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Work Environment:
Standard office/classroom/lab or clinical setting.
Duties are typically performed while sitting at a desk or computer workstation.
May include time spent in skills labs or bedside environments as required by the program.
Subject to frequent interruptions, noise from talking or office equipment, and demanding timelines.
Physical Demands:
Regularly sits for extended periods.
Physical ability to perform program- or department-related duties.
Proficient in using electronic keyboards and office equipment.
Effective verbal communication via phone and in person.
Ability to read fine print, operate computers, and understand voices clearly.
Able to lift, carry, and/or move objects weighing 10-25 pounds as needed.
Employee Benefits:
Health Care Plan (Medical, Dental & Vision)
Retirement Plan (401k)
Exciting university events
Seasonal motivational health and wellness challenges
Work/Life Balance initiatives
Onsite wellness program / Staff Chiropractor
Life Insurance (Basic, Voluntary & AD&D)
Paid Time Off (Vacation, Sick & Public Holidays)
Family Leave (Maternity, Paternity)
Institutional Values:
Diversity and Inclusion: Stanbridge University's motto, “Strength through Diversity,” reflects our deep commitment to honoring the diverse backgrounds of our students, faculty, staff, and surrounding communities. We strive to build an inclusive learning environment and uphold anti-discrimination practices in all aspects of university life.
Innovation and Technology: We embrace cutting-edge technology to enhance student learning through interactive, hands-on experiences, including virtual reality and simulation labs-ensuring students are prepared for the demands of modern healthcare practice.
Community Engagement: Through initiatives such as Stanbridge out REACH, students are empowered to give back to local and global communities, cultivating compassion, civic responsibility, and social awareness.
Equal Opportunity Employer:
Stanbridge University is an Equal Opportunity Employer. We are committed to building a diverse and inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity, or any other protected status. All qualified applicants are encouraged to apply.
Financial Representative
Finance service representative job in Irvine, CA
Job Description
Financial Representative - Bilingual in English and Chinese is a plus
Are you ready to take control of your career and make a meaningful impact? We are looking for highly motivated individuals-whether new to the workforce or making a career transition-to join our growing team as Financial Services Representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary-we provide the tools and resources to help you succeed.
What you will receive:
• Flexible schedule with remote and in-person work options.
• Full benefits package: health, dental, vision, 401(k), pension, life insurance.
• Training stipend and performance-based bonuses.
• Company-sponsored travel and professional development programs.
•Sponsorship for required licenses and continuing education.
We can only consider applicants authorized to work in the United States.
Responsibilities:
Participate in structured coaching and mentorship programs.
Offer solutions in insurance, asset accumulation, and retirement planning.
Leverage company-provided marketing tools and industry resources.
Develop client relationships and provide tailored financial strategies.
Follow a leadership advancement track with career growth opportunities.
Qualifications:
Must be authorized to work in the US.
Demonstrated leadership or a proven track record of success.
Self-motivated, coachable, and driven to succeed.
Excellent communication and relationship-building abilities.
No prior experience in finance is required-comprehensive training is provided.
Bilingual in English and Chinese is a plus
About Company
Our mission is clear: To Do Good in our communities and for the families we serve.
For over 176 years, we have been committed to keeping our promises, providing families with financial stability through life's ups and downs. Our products help individuals plan for the future with confidence.
You'll have access to comprehensive support, training, and resources to establish and grow your practice. We provide the tools needed to develop client relationships, navigate the industry, and offer tailored financial solutions.
We are looking for driven professionals who are eager to build a career in financial services while helping clients achieve their financial goals. If you're looking for a role with structured support and professional growth opportunities, we'd love to connect with you.
Branch Relationship Banker - Palm Desert, CA
Finance service representative job in Palm Desert, CA
Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive.
As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards.
We are looking for a Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Palm Paseo, Palm Desert CA Branch. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible to resolve customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services.
* Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
Schedule: Monday - Friday, 8:30am - 5:30pm
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
* Employee Ambassador preferred banking products
This position is eligible to earn a base salary in the range of $22 - 28 hourly depending on job-related factors such as level of experience.
Patient Financial Services Specialist
Finance service representative job in Laguna Hills, CA
AmeriPharma is a rapidly growing healthcare company where you will have the opportunity to contribute to our joint success on a daily basis. We value new ideas, creativity, and productivity. We like people who are passionate about their roles and people who like to grow and change as the company evolves.
AmeriPharma's Benefits
Full benefits package including medical, dental, vision, life that fits your lifestyle and goals
Great pay and general compensation structures
Employee assistance program to assist with mental health, legal questions, financial counseling etc.
Comprehensive PTO and sick leave options
401k program
Plenty of opportunities for growth and advancement
Company sponsored outings and team-building events
Casual Fridays
Job Summary
As a Financial Assistance Coordinator at AmeriPharma, you will play a vital role in ensuring patients have access to their prescribed medications by finding tailored solutions to minimize their out-of-pocket expenses. This role requires a strong understanding of major medical and pharmacy billing, particularly in the context of the Medicare Part D program. Your mission will be to assist patients in obtaining their medications in a timely and cost-effective manner while adhering to compliance guidelines.
Schedule Details
Location: On-Site, Laguna Hills, CA
Hours: Monday-Friday, 5:00 AM - 1:30 PM
Duties and Responsibilities
Facilitate copay assistance enrollment with patients, foundations, prescriber office's, and other departments as needed.
Tracking foundation fund availability and enrolling in a timely manner.
Communicate with patients on available copay assistance programs and status changes.
Reports patients refusing to pay copays or provide financial documentation for copay assistance enrollment to the Financial Assistance Supervisor
Reports patients who do not wish to proceed to Financial Assistance Supervisor
Other duties as assigned
Required Qualifications
Patient-Centered Mindset: Demonstrate a strong commitment to the patient experience by providing personalized support tailored to each individual's financial needs and challenges.
Analytical Skills: Review and assess patient information in detail to identify the most effective financial assistance options available.
Billing Proficiency: Possess in-depth knowledge of major medical and pharmacy billing processes, with a strong understanding of Medicare Part D program structure and reimbursement models.
Copay and Foundation Programs: Have working knowledge of copay assistance programs and nonprofit foundation support resources to help reduce patients' out-of-pocket costs.
Problem-Solving Abilities: Apply critical thinking to develop creative and effective solutions that ensure patients have access to prescribed therapies.
Time Management: Prioritize tasks effectively and manage time efficiently to maximize impact and maintain workflow momentum.
Team Collaboration: Thrive in both independent and team environments, collaborating seamlessly with cross-functional departments to support comprehensive patient care.
Adaptability: Demonstrate a willingness to quickly learn and adapt to evolving practices in both major medical and pharmacy billing.
Multitasking: Ability to effectively manage multiple tasks in a dynamic, fast-paced environment with shifting priorities.
Education and Experience Requirements
Associate's Degree or equivalent experience in a related field
Preferred Qualifications
Medical Software Experience: Prior experience using medical record systems and software.
Relevant Background: Previous experience as a Patient Access Coordinator or Financial Assistance Coordinator is highly preferred.
Copay & Foundation Knowledge: Strong understanding of copay assistance programs and foundation-based financial support.
Industry Experience: Prior experience in a specialty pharmacy, specialty home infusion setting, or a similar healthcare environment is a plus.
Therapeutic Expertise: Prior experience with immunoglobulin (IG) therapies, oncology treatments, and related billing processes is highly preferred.
Communication Skills: Excellent verbal and written communication abilities, with strong interpersonal skills.
Time Management: Proven ability to work well under pressure and effectively prioritize tasks.
Problem-Solving: Proactive and resourceful problem solver with a patient-centered, customer-first mindset.
Organizational Skills: Highly organized and detail-oriented in managing complex workflows.
Technical Proficiency: Skilled in Microsoft Office Suite and Google Workspace (Gmail, Google Chat, Drive, Calendar, Docs, Sheets).
Tech Savvy: Strong computer skills with the ability to quickly learn and navigate new systems and platforms.
AmeriPharma's Mission Statement
Our goal is to achieve superior clinical and economic outcomes while maintaining the utmost compassion and care for our patients. It is our joint and individual responsibility daily to demonstrate to outpatients, prescribers, colleagues, and others that We Care!
Physical Requirements
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 continuously required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and stoop, kneel, crouch or crawl. The employee must regularly lift and/or move up to 20 pounds and occasionally lift/or move up to 30 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to adjust focus.
EEO Statement
The above statements are intended to describe the work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The duties and responsibilities of this position are subject to change and other duties may be assigned or removed at any time. AmeriPharma values diversity in its workforce and is proud to be an AAP/EEO employer. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, age, protected veteran status, or based on disability or any other legally protected class.
Financial Service Representative I/Personal Banker
Finance service representative job in Escondido, CA
Job Description
The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this 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 regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday 8:30-5:30
Saturday 8:00/5:00 rotating
Sunday:off
Full time - 40 hours a week
Financial Services Specialist
Finance service representative job in San Bernardino, CA
Job Summary: The Financial Services Specialist coordinates the accurate and complete registration for patients of all reimbursement types. Is responsible for verifying eligibility and benefits for both physician and hospital based services, entering patient demographics, and confirming billing information. Initiates and procures authorization for all ordered services, and documents incoming authorizations and other correspondence. Performs other duties as needed
Education and Experience: High School Diploma or GED required. Minimum two years of experience in authorization, registration or insurance verification; either with a medical group or hospital setting required.
Knowledge and Skills: Knowledge of health insurance networks (i.e. HMO, PPO, Medical, Medi-Cal, CCS), exceptional communication, interpersonal skills and efficiency. Demonstrated knowledge in demographics, authorization, or registration. Able to read; write legibly; speak in English with professional quality; use computer, printer, and software programs necessary to the position (e.g., Word, Excel, Outlook, PowerPoint). Operate/troubleshoot basic office equipment required for the position. Able to relate and communicate positively, effectively, and professionally with others; work calmly and respond courteously when under pressure; collaborate and accept direction.: Able to communicate effectively in English in person, in writing, and on the telephone; think critically; manage multiple assignments effectively; organize and prioritize workload; work well under pressure; problem solve; recall information with accuracy; pay close attention to detail; work independently with minimal supervision. Able to distinguish colors as necessary; hear sufficiently for general conversation in person and on the telephone, and identify and distinguish various sounds associated with the workplace; see adequately to read computer screens, and written documents necessary to the position.
Licensures and Certifications: Coding certification preferred.
Auto-Apply