Universal Service Representative
Finance service representative job in Indio, CA
Department: Retail
Salary Grade: 12
Salary Range: $20.00 - $24.05-$30.59
FLSA: Non-Exempt
EEO: Administrative Support Worker
Member Experience Champions / 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.”
POSITION SUMMARY:
Under the guidance and direction of the onsite Branch Manager and Assistant Branch Manager, USR is responsible for assisting the team in achieving operation and sales objectives, by building and retaining member relationships through understanding and empathically coaching of members to fulfill their financial needs and dreams. USR will deliver extraordinary member experiences with each transaction with an attitude of service to our members. Accepts cash and check deposits; accurately and effectively processes withdrawals and cashes checks within authority level. Perform required maintenance for members. Proactively participates in the cross selling of credit union products and services, including achieving specific consumer loan goals for the branches you serve. USR is a contributor to the branch staff and works collaboratively to ensure continual process improvement that aligns with SUN's vision and strategy. At times, this position may support all branches within the Imperial Valley in support of the Credit Union's staffing requirements.
ESSENTIAL FUNCTIONS AND BASIC DUTIES
Accurately processes routine member account transactions including, but not limited to: deposits, withdrawals, loan payments, account transfers, wire transfers, official checks, gift cards, cash advances, and general ledger postings.
Actively works on the platform when scheduled or requested by management. Opens new accounts, new shares for existing members and all credit card type accounts. This includes interviewing potential and existing members to determine appropriate products and services which will meet their financial needs.
Actively cross-sells and properly tracks products and services referred or sold to members to meet individual and branch sales goals by directly assisting or referring the member to the appropriate representative or department according to the minimum sales standards set by SUN. When referring, assists with appointment setting and information gathering.
Balances checks and cash drawer in a timely manner. Actively participates in branch end-of-day balancing by scanning checks, providing dual control to balance the vault cash and card supplies, and totaling branch cash and checking to ensure all confidential information is secure. Research end of day balancing challenges and supports team members. Provides an extraordinary experience to our members adhering to the Credit Unions Vision, values, and strategic pillars. Works efficiently with team members to reach branch goals and maintain branch profitability. Remains up to date and knowledgeable on credit union products, services, and related policies and procedures. Processes member loan requests, and completes any follow up needed to complete the loan request. Assists team members to ensure continuity of service and achievement of individual, team and organizational goals.
Ability to adapt, blend with different branch locations and staff members to ensure extraordinary member experience no matter what the physical location maybe.
Ensures “Truth in Savings” compliance. Completes annual compliance training within provided time frames. Ensures compliance with BSA Rules and Regulations.
Reliable attendance is an essential function of this position.
PERFORMANCE MEASUREMENTS
Is a champion of our culture, striving for excellence, improving efficiencies, a sense of urgency, solution oriented, able to get to yes and willing to do what it takes to provide extraordinary member experience. Demonstrates the “customer performer model” and CML skills when interacting with colleagues and members.
Good communication and coordination exist with team members to support and achieve the goals of branch and SUN.
Documents, files, records, and reports are current, correct, and submitted in a timely manner. All reporting functions follow government regulations. Accounting or record keeping errors or discrepancies are promptly identified and resolved. Policies and procedures are modified to ensure effective and efficient service delivery.
Member Experience delivered professionally and effectively
QUALIFICATIONS
Education/Certification: High school graduate or equivalent some college preferred.
Required Knowledge: Knowledge of procedures and IRA laws, Truth in Savings,
Certificate, and branch functions.
Understanding of Credit Union Information Systems and accounting functions.
Familiarity with industry-related laws and regulations.
Experience Required : One to three years of related experience required.
Skills/Abilities: Excellent “people skills” and a passion to help others achieve their financial dreams. Ability to communicate effectively with members and colleagues.
Attentive to the details.
Well organized, able to prioritize.
Team player and contributor with a desire to learn and develop oneself!
Knowledgeable in the use of Microsoft Office and other modern computer applications.
Mathematics Ability : Ability to perform basic math skills and use decimals to compute ratios and percentages.
WORKING CONDITIONS : No hazardous or significantly unpleasant conditions (such as in a typical office).
INTENT AND FUNCTION OF S
s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well- constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodation will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees may be terminated for any reason not prohibited by law.
Auto-ApplyCustomer Service Representative
Finance service representative job in Thousand Palms, CA
Shift Availability Flexible Availability Job Type Customer Service Representative We want you to join our team as a Customer Service Representative. If you have the desire to be challenged, work in a fast-paced, fun environment and to grow your career - look no further.
As a Customer Service Representative, you will enjoy:
* Medical, Vision, Dental, & Life Insurance/Short & Long Term Disability
* Flexible Schedules
* Weekly Pay
* Weekly Bonus Potential
* Large, Stable Employer
* Fast Career Opportunities
* Work With Fun, Motivated People
* Task Variety
* Paid Comprehensive Training
* 401K With a Competitive Company Match
* Flexible Spending/Health Savings Accounts
* Tuition Reimbursement
Your key responsibilities:
You will greet customers, run the register, cashier, make purchase suggestions and sometimes work with our food program. There is never a dull moment as you will be working around the store (inside and out) in many different areas to help maintain our high standards for store appearance and provide fast and friendly service to our customers.
Provide regular and predicable onsite attendance.
You will interact with many customers daily, all while working with a fun, energetic team accomplishing daily tasks around the store!
You are good at:
* Selling products to customers
* Providing excellent customer care
* Communication and friendly conversation
* Performing at a quick pace while having fun
* Working as part of a team to accomplish daily goals
* Coming up with great ideas to solve problems
* Thinking quickly and offering suggestions
Great if you have:
* Retail and customer service experience
* Sales associate or cashiering experience
* High school diploma or equivalent
* Motivation to advance in your career!
* Willingness to learn and have fun!
Physical Requirements:
* Ability to stand and/or walk for up to 8 hours
* Lift and/or carry up to 30 pounds from ground to overhead up to 30 minutes in a shift
* Occasionally lift and/or carry up to 60 pounds from ground to waist level
* Push/pull with arms up to a force of 20 pounds
* Bend at the waist with some twisting up to one hour a shift
* Grasp, reach and manipulate objects with hands. This handwork requires eye-hand coordination, and may require climbing a ladder to store and retrieve materials or place and remove signs
Hiring Range: $16.50 to $16.50
Circle K is an Equal Opportunity Employer.
The Company complies with the Americans with Disabilities Act (the ADA) and all state and local disability laws. Applicants with disabilities may be entitled to a reasonable accommodation under the terms of the ADA and certain state or local laws as long as it does not impose an undue hardship on the Company. Please inform the Company's Human Resources Representative if you need assistance completing any forms or to otherwise participate in the application process.
Click below to review information about our company's use of the federal E-Verify program to check work eligibility:
In English
In Spanish
Personal Banker (Member Service Representative II)
Finance service representative job in Palm Desert, CA
We're always looking for diverse, talented, service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$24.20 - $35.09
Scheduled Weekly Hours:
30
What You'll Be Doing
Provides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
* Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
* Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
* Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
* Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
* All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
* Performs other related duties as assigned or requested.
Additional Job Functions
* Performs other duties as assigned
* Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
* High School Diploma or GED required
* 1-3 years of previous related experience required
* License/Certifications -
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring
At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyCustomer Service Representative
Finance service representative job in Indio, CA
TempToFT
Our client is looking for a Customer Service Representative to join their team and provide exceptional customer service to their clients. This company specializes in the innovation, production and distribution of custom printed labels and stickers in various shapes/sizes and quantities (up to a million labels). With 7 printing presses on-site in their Production Area, this company is always busy and is a fast-paced work environment.
As part of a 4-person team in the office at this company you will primarily be responsible for Customer Care - which involves taking orders for labels/stickers over the phone or via email from existing and new customers.
In addition to taking orders, you will also make outbound follow-up calls that arise during the ordering process; faxing/emailing proofs (all new customers will require a proof for them to approve) and entering final approved orders into the database system. Other duties include filing, making copies, answering general phone calls and help maintain office supplies. All employees are cross trained in all areas such as invoicing, interfacing with the graphics regarding new customer logo/label information, and order entry.
Skills and Requirements:
Previous experience in customer service or a related field is preferred
Answer incoming calls and respond to inquiries in a professional and timely manner
Must be able to read and understand measurements of a ruler
Utilize math skills to accurately determine proper cost and measurements of jobs to be quoted and produced
Become adequately familiar with catalog and internal operating system
Collaborate with internal office team to ensure the fluidity of quotes/order processing
Interpret different avenues of approach to derive customer's desired goal(s) for jobs/needs
Proficient in using computer systems and software for data entry and record keeping
Excellent problem-solving skills and the ability to handle difficult situations with professionalism
Ability to effectively communicate with clients, internal teams, and management
Ability to work independently and prioritize tasks in a fast-paced environment
To be successful in this position you will need great communication skills, be goal oriented, attentive to detail, team oriented and receptive to instructions.
Full-time
Pay = $18-20/hr (DOE)
Customer Service Rep(08695) - 82-900 Avenue 42, Suite F101
Finance service representative job in Indio, CA
JOB DUTIES: Operate all equipment, Stock ingredients from delivery area storage, work area, walk-in cooler. Prepare product. Receive and process telephone orders. Take inventory and complete associated paperwork. Clean equipment and facility approximately daily. TRAINING: Orientation and training provided on the job.
COMMUNICATION SKILLS: Ability to comprehend and give correct written instructions. Ability to communicate verbally with customers and co-workers to process orders both over the phone and in person.. ESSENTIAL FUNCTIONS/SKILLS: Ability to add, subtract, multiply, and divide accurately and quickly (may use calculator). Must be able to make correct monetary change. Verbal, writing, and telephone skills to take and process orders. Motor coordination between wywe and hands/fingers to rapidly and accurately make precise movements with speed. Ability to enter orders using a computer keyboard or touch screen. .
CLI.
MACHINE.
Customer Service Representative
Finance service representative job in Indio, CA
Your Opportunity Customer Service Representative Check Into Cash Indio, CA As a Customer Service Representative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on!
What We Offer
Compensation
The hourly wage for the position is $20.00 per hour. The hourly rate is just one of many elements that make up our Total Compensation package.
Benefits & Perks*
* Paid on-the-job training and a comprehensive new hire program.
* Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
* Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
* Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
* Performance-based career advancement.
* Educational Reimbursement Program.
* Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
* Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
* Company-Sponsored Life and AD&D Insurance.
* Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
* Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
* Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
* Paid time off that grows with you, starting with 12 days in your first year.
* Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What You'll Do - Essential Duties and Responsibilities
* Connect with customers to cultivate lasting relationships that drive repeat business.
* Review, validate, and process customer transactions with accuracy.
* Maximize customer success by offering personalized financial services that fit their lifestyle.
* Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system.
* Build new business by completing daily call campaigns.
* Assist in customer account management and collections by accepting payments and managing customer appointments.
* Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events.
* Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience.
* Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed.
* Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
* Engage in ongoing training and stay current on product and process changes.
* Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards.
* Conduct additional tasks as directed by leadership.
* Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.
Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
What We're Looking For - Qualifications and Skills
* A high school diploma or equivalent.
* Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
* Meticulous attention to detail and ability to accurately enter data.
* Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
* Must be at least 18 years of age (19 in Alabama).
* Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
* The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
* Experience in check cashing, document verification, and/or money order processing.
* Prior cash handling, cash drawer/vault management experience.
* Bilingual (English/Spanish) is a plus and may be required for certain locations.
* Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Workplace Awards & Recognition
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose
The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Community Choice Financial Family of Brands, including its subsidiaries and affiliates, (the "Company") uses artificial intelligence ("AI") tools to assist in its recruitment and hiring process. Read the AI Use Consent and Acknowledgement for more information.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
Easy ApplyPGA Certified Club Services Associate
Finance service representative job in Palm Desert, CA
At PGA TOUR Superstore, we are always looking for enthusiastic, self-motivated, flexible individuals who will share a passion for helping transform our business. As one of the fastest growing specialty retailers, we are dedicated to hiring selfless team players from different backgrounds to influence the growth of our organization. Part of the Arthur M. Blank Family of Businesses, PGA TOUR Superstore continuously strives to create a family culture for our Associates - driven by our vision to inspire people through golf and tennis.
Position Summary
Reporting to the Sales and Service Manager, a Club Services Associate will execute all Club Services, including re-gripping, re-shafting, loft and lie adjustments, and front-end operations like returns, exchanges, and promotions. They will maintain a premier merchandise presentation to enhance sales and Customer experience, ensuring all areas are operational and well-kept. Additionally, they will assess and diagnose club issues, provide clear communication about repair options, and document service orders accurately to support inventory management, all while fostering a culture of safety and ethical conduct.
Key Responsibilities:
* Engage with every Customer encountered and offer world class service by leveraging PGATSS Service behaviors. Focus on building lasting relationships that keep the Customer coming back.
* Executing all Club Services such as Re-gripping, Re-shafting, Loft & Lie measurements / adjustments, etc.
* Executing all Front-End operations such as returns, exchanges, gift cards, lesson redemptions, loyalty program awards, discounts, promotions, coupons, etc.
* Assist in keeping Front-End and Services merchandise presence at a premiere stock and visual level to drive sales and the Customer experience.
* Ensure all Club Services and Front-End areas, equipment, and supplies are always maintained and operational.
* Demonstrate a culture of ethical conduct, safety, and compliance across all departments.
* Maintaining the Club Repair Desk and surrounding area in a clean, professional presentation at all times.
* Provide exceptional Customer service by communicating repair options, costs, and timelines clearly to Customers.
* Assess and diagnose issues with golf clubs, including shafts, grips, and heads to determine necessary repairs.
* Document repair orders, track work progress, and maintain accurate records of services performed for Customer reference through the Golf & Tennis Services App.
* Stay up to date on upcoming merchandising promotions and marketing events to maintain a strong merchandising presence throughout the life cycle of a promotion by utilizing bulletins on The Links.
* Be a champion of the products and services offerings, inform, educate, and promote offerings to Customers.
* Provide consistent feedback to the Sales and Service Manager on operational and merchandising opportunities to maintain the best-in-class experience for our Customers.
Qualifications and Skills Required:
* Certification: Only PGA Members and Apprentices in good standing with the PGA of America are eligible for this role. The candidate must maintain good standing with the PGA for the duration of employment. The candidate may be asked to provide proof of PGA membership in the form of a current membership card or proof of membership dues payment.
* Communication: Candidates must have strong listening and interpersonal skills. They must possess good verbal and written communication skills and be able to communicate cross-functionally.
* Computer: Candidates must possess basic computer skills with a working knowledge of Microsoft Office Suite.
* Organization: Candidates must be able to organize multiple priorities to meet deadlines and objectives.
* Education: High School Diploma or equivalent.
* Experience: 2+ years in retail materials handling, club repair or similar experience preferred.
* Working Conditions and Physical Demands: Must be able to stand for extended periods of time, climb up and down a ladder, move throughout the store, and lift a 30 lb. box overhead.
* Schedule: Must be able to maintain flexible availability, including nights, weekends, and holidays.
* Business Acumen: Ability to quickly learn business acumen with appropriate training.
* Accountability: Candidates should demonstrate strong self-accountability and a proactive drive for results.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
PGA TOUR Superstores is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
We comply with all laws that prohibit discrimination based on race, color, religion, sex/gender, age (40 and over), national origin, ancestry, citizenship status, physical or mental disability, veteran status, marital status, genetic information, and any other legally protected status. Employment discrimination isn't just unlawful, it violates our policies and is not who we are. Every associate at every level in the organization is prohibited from engaging in any form of discrimination.
An associate who believes s/he is being discriminated against should report it immediately to the Human Resources department. The law and our policies prohibit retaliation against anyone for making such a report.
Auto-ApplyCustomer Service Rep
Finance service representative job in Palm Desert, CA
Offering $16 to $23 per hour
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
Customer Service Rep
Finance service representative job in Palm Desert, CA
Offering $16 to $23 per hour
This employee communicates with customers for the purposes of answering questions, resolving problems, determining ongoing and additional product/service needs, and supporting compliance to physician direction. JOB FUNCTIONS:
Communicates with customers via inbound and outbound manual calls and outbound calls generated via automated dialer system
Assesses customer need for additional products/services
Assesses customer compliance with physician orders
Answers questions and provides customer education regarding products/services
Documents calls in computerized record keeping system
Enters customer orders in computerized system
Verifies and updates demographic information such as address and telephone number in computerized records
Customer Service Representative
Finance service representative job in Palm Desert, CA
Excited to grow your career?
At Chevron Stations Inc (CSI), we sell gasoline and convenience products at our retail stations. We are looking for hard working people who value safety, enjoy working as a team and have a positive work attitude. The perfect fit for our team are individuals who are self-motivated, dependable and able to work effectively & safely in a fast-paced environment while maintaining 100% total customer focus.
People First, Excellence Always
CSI#: 1858
Station Address: 72-801 Highway 111-74, Palm Desert CA 92260
Job Expectations:
Maintain courteous, professional contact with co-workers, customers, vendors, and community at large.
Maintain neat appearance and good personal hygiene in compliance with CSI image standards.
Support and follow established safety, security, quality guidelines as well as CSI's policies, procedures, practices, and programs. Report accidents or incidents to the manager immediately.
Preserve safety of self, fellow employees, and all others in the work location by utilizing the CSI Loss Prevention process.
Ensure food safety hygiene in accordance with county regulations is followed to include proper sanitation, food handling, preparation, storage and disposal procedures
Follow federal law and company standards on carding customers for all age restricted products sold at the stations.
Work professionally with vendors and contractors.
Regular and punctual attendance is expected.
Follow proper kitchen and sanitation procedures in accordance with city and county regulations during cooking of KKC products
Essential Functions:
Provide exceptional guest service. Be courteous, always greet and thank all customers while making eye contact.
Conduct all point-of-sale activities accurately and safely while adhering to CSI guidelines and procedures. This includes retail and fuel sales transactions completed through multiple forms of payment.
Maintain cash drawer to be at or below maximum level. Secure all funds in safe and perform cashier reconciliation at each end of shift to ensure accurate management of sales. CSI cash handling policies, guidelines, and procedures are followed consistently.
Perform consistent station cleaning of the indoor and outdoor facilities including restrooms, islands, pumps, and car wash, if applicable.
Prepare food and hot beverage products. Effectively manage ExtraMile and/or KKC foodservice and beverages to ensure maximization of sales and minimization of loss through continuously monitoring product levels and re-stocking as needed.
Actively promote store specials and other marketing programs.
Cross-check price of delivered goods for accuracy.
Distribute delivered goods in an orderly manner throughout the store and continuously ensure shelves are full of products. This includes both the retail space and cooler locations in the store.
Observe local law requirements in activating and filling vehicle fuel tanks with gasoline or diesel fuel to specified levels. (Oregon only)
May perform other duties as assigned by management.
Requirement/Qualifications:
Must be sufficiently proficient in English to understand CSI policies, safety training, and job instructions, and to effectively communicate with customers and/or coworkers on work-related matters.
Available to work a variety of hours, which may include early mornings, evenings, weekends, overnight shifts, and holidays.
Strong attention to detail.
Ability to handle challenging situations professionally and exercise exceptional judgement.
Ability to work both independently and in team settings.
Must possess required up-to-date food handling certificates, as required by law (in specific locations only).
Cooking/Restaurant experience preferred
Supervisor Responsibilities:
This position has no supervisory responsibilities
Travel:
Rare, limited to required training and coverage for nearby stations.
Physical Demands Include but are not limited to:
Ability to stand and walk for long periods of time on hard and uneven surfaces.
Ability to bend, lift, push, and move product using proper lifting techniques. Follow the team-lift concept if objects are too heavy or awkward and if over 25 pounds.
Krispy Krunchy Chicken procedures require constant standing, bending, and reaching with a moderate amount of manual dexterity.
Work safely with equipment that can create and hold very high temperatures while always using appropriate personal protective equipment.
Periodic exposure to all outdoor conditions during daylight hours.
Moderate exposure to walk-in coolers and freezers at 34 F or lower.
Frequent handwashing and attention to personal cleanliness standards.
Must be at least 18 years of age or older to work in California and Oregon locations.
Must be at least 21 years of age or older to work in Washington locations.
Must be at least 21 years of age or older to work Graveyard shift from 10pm to 6am.
Must be at least 21 years of age or older to work in Management positions.
Please note that the compensation and benefits listed below are only applicable for U.S. payroll offers.
The selected candidate's compensation will be determined based on their skills, experience, and qualifications. The compensation and reference to benefits for this role is listed on this posting in compliance with applicable law.
USA based job position
Visas will not be granted
Benefits:
Full-time & Part-time shifts available
Direct Deposit with competitive weekly pay
Health & Wellness packages available for purchase
Education reimbursement program
Shift Differential Pay for select shifts and job titles
Management Bonus Program
Loyalty Service time Program
Commuter benefit Program
Compensation Range:
$18.00 - $19.00
Chevron Stations Inc. (CSI) is an Equal Opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religious creed, sex (including pregnancy, childbirth, breast-feeding and related medical conditions), sexual orientation, gender identity, gender expression, national origin or ancestry, age, mental or physical disability (including medical condition), military or veteran status, political preference, marital status, citizenship, genetic information or other status protected by law or regulation.
We are committed to providing reasonable accommodations for qualified individuals with disabilities. If you need assistance or an accommodation, please email us at ******************.
Auto-ApplyCustomer Service Representative
Finance service representative job in Coachella, CA
The Customer Service Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to members accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the members expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
Other
Employee Recognition Program
Advancement Opportunities
Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
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.
Personal Banker (Member Service Representative II)
Finance service representative job in Palm Desert, CA
We're always looking for diverse, talented, service-oriented people to join our exceptional team.
Personal Banker (Member Service Representative II)
The pay range for this position is listed below. Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered, as well as for room for growth and tenure achieved in a role over time. Typical new hire salary offers fall within the minimum to midpoint of a pay range for many candidates. Any offer extended to a candidate will be based upon their unique set of knowledge, skills, education, and experience as well as internal equity.
Pay Range:
$24.20 - $35.09
Scheduled Weekly Hours:
30What You'll Be DoingProvides World Class Member service to Members visiting branch/service center locations. Provides information and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc. Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day Performs other related duties as assigned or requested.
Has working knowledge of credit union savings and consumer loan products and all services. Has basic knowledge of real estate products. Maintains cash and negotiables. Provides suggestions for streamlining department and credit union operations. Performs other related duties as assigned or requested.
Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members. Performs research on accounts, identifies and corrects Member account problems.
Delivers World Class face-to-face service to Members requesting account assistance. Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions.
Performs other related duties as assigned or requested.
Additional Job Functions
Performs other duties as assigned
Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. Failure to do so may result in disciplinary and other employment related actions
Qualifications
High School Diploma or GED required
1-3 years of previous related experience required
License/Certifications -
SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive HiringAt SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you're excited about a position or wanting to make a career change but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on.
SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information.
This organization participates in E-Verify.
Auto-ApplyCustomer Service Representative
Finance service representative job in Twentynine Palms, CA
Liberty Military Housing - Own your passion for service!
At Liberty Military Housing
we're here to serve those who serve our country by providing military families with comfortable, well-maintained homes in inviting communities across the United States. We take great pride in our highly trained team of professionals. With a blend of property management and military backgrounds, our employee-owners bring a proactive, solution-oriented mindset, along with unparalleled levels of empathy and understanding for our residents and one another.
Liberty Military Housing
is dedicated to helping our employees develop personally and professionally and provides an unprecedented 150+ hours of professional development annually to each employee-owner. Camaraderie and collaboration form the foundation of our culture. We put people first, honoring one another's diverse experiences, ideas, and contributions to our shared success. We strive to bring out the best in each other so we can do outstanding work and positively impact the lives of military families.
We're always looking for dedicated team members in a variety of roles to help create meaningful results that help us meet our company goals. We offer an excellent benefits package, training, development, and opportunities for advancement, so if you're ready to grow your career, take a look at our current job openings and become an employee-owner at Liberty Military Housing.
Responsibilities
A Day in the Life of a Customer Service Representative:
As a Customer Service Representative, you will be responsible for providing customer service to all prospective and current residents within a multi-family residential community. Your role includes answering phones as well as taking and following up on service requests of our residents. Your role is instrumental in the resident move-in process, which includes showing new homes, completing new leases and ensuring residents needs are met. Your role requires effective customer service skills and the ability to work efficiently and effectively and deliver on our mission of providing exemplary service in accordance with Liberty Military Housing's quality customer satisfaction standards.
Your Responsibilities include, but not limited to:
Assists prospective residents with information regarding their lease, the community, and the move-in process.
Prepares lease documents for residents as part of the move-in process (pets, allotments, etc.). Ensures all lease paperwork is completed and entered into the system.
Responsible for responding to and managing resident complaints and/or service issues and may coordinate with appropriate staff to address and resolve resident concerns.
Supports residents during the move-out process, which may include notice to vacate and resident transfers.
Manages resident lease process including finalizing leases with the residents and providing information regarding the community and resident services.
May perform post-turn unit inspections and complete move-in inventory inspections with new residents.
Follow-up with residents who have requested work-order/services or expressed issues/concerns with the community.
Responsible for lease renewal notification and timely resident notice to renew or vacate.
Works in conjunction with maintenance team to ensure service requests are assigned and scheduled appropriately and completed in a timely manner.
Responsible for resident follow up to ensure services rendered have been completed according to LMH standards and meet resident's satisfaction.
Promotes positive resident relations by ensuring resident concerns and requests are responded to on a timely basis to ensure resident satisfaction.
Participates in outreach marketing activities (i.e. market surveys, shop competitors, etc.) on a regular basis to obtain prospective residents.
Performs other general office duties (i.e. phones, filing, special projects and assignments as needed).
Performs various administrative and computer tasks, email communications, input of information/data into various software and information systems (Payscan, Yardi, and other company-related systems).
Composing and distributing of correspondence/notices (3 day, move-out charges, renewals, and other important resident notices that pertain to maintenance services, etc.).
May participate in property walks/inspections (grounds, common areas, parking lots, community rooms, make-readies, quality control, etc.) to ensure community is well maintained according to LMH's quality standards.
Participate in and attend various department or regional meetings, resident or community events, seminars, and other work-related events.
Complies with all OSHA safety regulations, local applicable laws regarding health, safety or environment, Fair Housing and LMH Standard Operating Procedures and Policies.
Operate a company or personal vehicle to travel to various locations for work purposes.
Qualifications
What You Need for Success:
Position requires 6 months+ of residential property management or customer service role preferred.
Proficiency in personal computer skills, keyboard, Internet search, email correspondence, math, Microsoft Office, including Word, Excel, and other software applications preferred (i.e. Yardi, Payscan).
Effective communication and interaction with customers, vendors, management, co-workers; sufficient to exchange or convey information and to give and receive work direction.
Ability to work in a fast-paced environment, multi-task, prioritize and complete assigned duties to ensure operational objectives are achieved.
Must possess a positive and professional demeanor in all interactions, under all circumstances.
Must possess a valid driver's license. Ability to operate a company or personal vehicle or electrical cart.
Must be available to work a flexible schedule, including weekends, off-hours and emergencies as required.
What We Provide You:
Liberty Military Housing takes into consideration everything from career development to family matters, and health & wellness. We are committed to offering our team members a wide range of benefits, including the following:
Medical/Dental/Vision Insurance*
Life and AD&D Insurance
401k Retirement Plan w/company match
Employee Stock Ownership plan
Incentive Bonus Program
10 Paid Holidays per year
40 hours Paid Sick Leave per year**
80 hours Paid Vacation per year**
* Medical/Dental/Vision insurance eligible after 30 days of full-time employment.
**Vacation and sick time are based on the employee's hire date.
Pay Range: $19.00 - $21.00 Hourly
Auto-ApplyCustomer Services Representative
Finance service representative job in Hemet, CA
We are hiring a customer service representative to manage customer queries and complaints. You will also be asked to process orders, modifications, and escalate complaints across a number of communication channels. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers.
Personal Banker Indio
Finance service representative job in Indio, CA
Why Wells Fargo:
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!
About this role:
Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
In this role you will:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
Receive direction from managers and exercise judgement within defined policies and procedures
Develop understanding of bank products and services to connect to customers' needs
Interact with customers to demonstrate care and build relationships
Provide appropriate options for bank products and services to customer
Refer customers' financial needs to other bankers and partners as needed
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Customer service focus with experience handling complex transactions across multiple systems
Experience proactively engaging with customers through outreach via phone or email
Ability to educate and connect customer to technology and share the value of mobile banking options
Ability to help customers succeed financially by offering introductions to additional team members as appropriate
Experience working with others on a team to meet customer needs
Experience fostering and developing strong customer relationships
Ability to build strong relationships with internal partners
Ability to follow policies, procedures, and regulations
Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
Ability to interact with integrity and professionalism with customers and team members
Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Support customers and employees in resolving or escalating concerns or complaints
Job Expectations:
Ability to work a schedule that may include most Saturdays
Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed
This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
This position is not eligible for Visa sponsorship
Pay Range: $21.00 - 30.00 USD Hourly
Posting Location(s):
46020 Monroe St
INDIO, CA 92201
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$21.00 - $30.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
16 Dec 2025
*
Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Auto-ApplyPersonal Banker
Finance service representative job in Palm Springs, CA
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in Palm Springs, CA. Bilingual Spanish Preferred.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
To learn more about this opportunity, please watch this video.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer NeedsWork ExperienceRoles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationNo DegreeCertificationsNo Required Certification(s) LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.Pay TransparencyBase Salary: $47,840.00 - $69,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 12/10/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyCustomer Service Representative/Referrals Care Coordinator
Finance service representative job in Desert Hot Springs, CA
Borrego Health provides high quality, efficient customer focused health care to the communities we serve, accomplished by providing access to patient centered comprehensive care to all residents regardless of their ability to pay. Job Description
This position has a dual responsibility.
The Customer Service Representative position requires excellent interpersonal and customer service skills, must be courteous and helpful; and possess the ability to meet and speak with the public as the “first contact” of the clinic.
The Customer Service Representative is in charge of answering telephones, scheduling appointments, calling no-show appointments, and taking payments.
The referral clerk is responsible for assuring continuity of care for those patients with a referral order, by coordinating timely specialty or ancillary appointments. The referral process is a multistep process and the referral care coordinator is responsible to make sure that the process is following its course. The referral care coordinator works as a liaison between the primary care provider, insurance companies, specialty providers, diagnostic services, and patient(s). The Referral Care Coordinator is responsible for data entry of referrals information and documentation of all referral interventions.
Qualifications
Graduate or approved high school diploma or GED equivalent
Experience in a medical office is a plus.
Experience with referrals.
Additional Information
Learn more about us and view our current openings please visit our web-site at ******************************
Competitive Salary and excellent benefits
Please apply by clicking the link below.
You may also fax resumes- HR Department
Borrego Health
PO Box 2369
Borrego Springs, CA 92004
Fax: ************
Borrego Health is an Equal Opportunity Employer
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.**
**Req ID:** 069019
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
Customer Service Representative
Finance service representative job in Hemet, CA
* THE CITY OF HEMET IS AN EQUAL OPPORTUNITY EMPLOYER Join the City of Hemet Public Works as a Customer Service Representative! Are you passionate about helping others and creating positive experiences? The City of Hemet is seeking a dedicated and service-focused Customer Service Representative to join our team. In this vital role, you will be the first point of contact for our community-providing friendly assistance, answering inquiries, and ensuring residents feel supported and valued.
We are looking for individuals who thrive in a fast-paced environment, enjoy solving problems, and take pride in delivering exceptional customer care. If you're a strong communicator, a team player, and committed to serving the public with professionalism and empathy, we want to hear from you!
Come make a meaningful impact in a growing city that values innovation, integrity, and outstanding service. Apply today and help us continue building a community we're proud to call home!
The applications will be used to establish an eligibility list for a one-year period. All vacancies will be filled from the eligibility list. A completed application and copy of your Grade I Water Distribution certificate must be submitted to be considered for this position. A resume is optional but desirable. All required materials must be submitted as attachments to the on-line application.
THE POSITION:
Under general supervision, incumbent performs a full-range of duties associated with the provision of metered services to customers, including water meter reading, setting, repairing, and testing. Incumbent provides customer service to residential and commercial water users; performs service turn-on and shut-off activities; and performs other related duties as required.
This is an outstanding opportunity for an energetic and experienced professional. The ideal candidate will be detailed oriented, committed to best practices, and ready to join a dynamic, professional team committed to providing excellent customer services.
Duties may include, but are not limited to, the following:
* Reads meters manually or operates an electronic radio receiver in order to down load readings for billing purposes; performs reading activities on a scheduled route basis; investigates customer complaints and unusual reads involving high usage/billing; re-reads meters as necessary; delivers pink tags for delinquent billings; carries out work orders involving water turn-ons and shut-offs.
* Installs, tests, maintains and repairs water meters; maintains radio read meters; places repair bands on leaking meters; replaces meter boxes and lids; trims shrubbery that interferes with access to the meters.
* Operates light duty vehicles and other power and hand equipment used in the installation, maintenance, repair and reading of water meters; maintains and cleans assigned equipment; inspects tools and equipment for safety and mechanical defects.
* Demonstrates a full understanding of applicable policies, procedures and work methods associated with assigned duties; may operate a dump truck; may provide training to less experienced staff; responds to questions and concerns from the general public; provides customer service and information as is appropriate and resolves public service complaints.
* Prepares and maintains a variety of written reports and computerized records; reads maps and route schedules.
* May assist in the repair and maintenance of water production and distribution lines and facilities, including water services as well as other municipal facilities.
* Establishes positive working relationships with representatives of community organizations, state/local agencies and associations, City management and staff and the public.
KNOWLEDGE
Methods and procedures for troubleshooting, installing, testing and replacing water meters; procedures for water utility billing; methods and techniques of reading water meters, including remote monitoring; practices for underground facilities and landscape maintenance; local utility laws, codes and regulations; tactful and courteous methods of dealing with the public; safety requirements for operation of trucks and other equipment; methods and techniques of scheduling work assignments; standard office procedures, practices and equipment; modern office equipment, including a computer and applicable software; methods and techniques for record keeping and report preparation and writing; proper English, spelling and grammar; occupational hazards and standard safety practices.
ABILITY
Perform maintenance, repair and installation on water meters and water production facilities; maintain accurate and up-to-date records; understand and carry out oral and written instructions; respond to public inquiries, requests for service and complaints in a tactful and courteous manner; independently work in the field performing utility service duties; observe safety principles and work in a safe manner; communicate clearly and concisely, both orally and in writing; establish and maintain effective working relationships.
SKILL
Operate an office computer and a variety of computer software applications and electronic radio receiving equipment; safely and effectively operate a variety of equipment and tools used in water system maintenance and repair.
MINIMUM QUALIFICATIONS
Education and/or Experience
Any combination of education and experience that has provided the knowledge, skills, and abilities necessary for a Customer Service Representative. A typical way of obtaining the required qualifications is to possess the equivalent of three years of experience in water utilities maintenance and installation, and a high school diploma or equivalent.
CERTIFICATION/LICENSE
* Possession of, or ability to obtain, an appropriate level California driver's license.
* Possession of a Grade I Water Distribution certificate issued by the State Water Resources Control Board.
REQUIRED ATTACHMENT MATERIALS:
* Grade I Water Distribution Certificate issued by the California State Water Resources Control Board
* All required documents MUST be submitted with application to be considered.
PLEASE NOTE: IT IS YOUR RESPONSIBILITY TO KEEP ALL CERTIFICATES CURRENT THROUGH THE ENTIRE SELECTION PROCESS. IF AT ANY TIME DURING THE SELECTION PROCESS YOUR CERTIFICATES EXPIRE, YOUR APPLICATION WILL BE DISQUALIFIED.
WORKING CONDITIONS
Position requires sitting, standing, walking on level and slippery surfaces, reaching, twisting, turning, kneeling, bending, stooping, squatting, crouching, grasping, and making repetitive hand movement in the performance of daily duties. The position also requires both near and far vision when inspecting work and operating assigned equipment. The need to lift, carry, and push tools, equipment and supplies weighing 25 pounds or more is also required. Additionally, the incumbent in this outdoor position works in all weather conditions, including wet, hot, and cold. The incumbent may use chemicals and lubricants, which may expose the employee to fumes, dust, and air contaminants. Incumbents may be exposed to mechanical, electrical, and biological hazards. The nature of the work also requires the incumbent to climb ladders, work at heights over 10 feet, work in confined spaces, use power and noise producing tools and equipment, drive motorized vehicles and heavy equipment, and work in heavy vehicle traffic conditions. The incumbent may be required to respond to after hours emergency call-outs.
Environment
The employee generally works indoors as well as outdoors in all weather conditions, including wet, hot and cold. The nature of the work also requires the incumbent to drive motorized vehicles.
Selection Process
All properly completed applications will be reviewed and the most appropriately qualified individuals will be invited to continue in the selection process. The process may include any combination of a written exam, oral board interview, and/or skills assessment to further evaluate job-related qualifications. Candidates who successfully complete the selection process will be placed on an eligibility list which will remain valid for a minimum of six months.
Note: Prospective employees will undergo, and must successfully pass, a background reference check (including fingerprinting) and a medical examination. Drug screening may be required.
RESUMES WILL NOT BE ACCEPTED IN LIEU OF COMPLETED APPLICATION FORMS BUT MAY BE ATTACHED.
CANDIDATES WHO REQUIRE REASONABLE ACCOMMODATION IN THE SELECTION PROCESS SHOULD STATE THEIR NEEDS IN WRITING WHEN SUBMITTING AN APPLICATION PACKAGE.
THE PROVISIONS IN THIS BULLETIN DO NOT CONSTITUTE AN EXPRESSED OR IMPLIED CONTRACT. ANY PROVISION CONTAINED IN THIS BULLETIN MAY BE MODIFIED OR REVOKED WITHOUT NOTICE.