CSR/Intake Specialist
Finance service representative job in Lafayette, LA
Essential Duties and Responsibilities * Learns and maintains knowledge of current patient database and billing system. * Has proper phone etiquette and represents Home Sleep Delivered, LLC in a professional manner. * Obtains patient demographic and health insurance information; collects co-pay if appropriate.
* Enters patient information into the computer system.
* Verifies & records insurance benefits.
* Maintains a working knowledge of Medicare and insurance regulations and requirements as communicated by management.
* Able to read through and understand medical documentation effectively.
* Interacts professionally with physicians, patients/family, and Co-Workers.
* Schedules set ups, as called into Home Sleep Delivered, LLC, by physicians or physician's office staff, per policy and procedure.
* Answers telephone in a polite and professional manner. Communicates information to appropriate personnel.
* Communicates appropriately and clearly to Manager, and other superiors.
* Establishes and maintains effective communication and good working relationship with co-workers for the patient's benefit.
* Utilizes initiative; strives to maintain steady level of productivity; self-motivated. Organization and management of Secretary's activities reflect due consideration for the needs of the facility and staff.
* Makes decisions reflecting knowledge of facts and good judgment, within the coordinator's scope of practice.
* Manages and operates computer equipment safely and correctly.
* Completes other duties, as assigned.
Minimum Qualifications:
* High School Diploma required
* 1-3 years of administrative experience in an office setting preferred.
* Excellent communication skills, both written and verbal to interact knowledgeably with employees and managers.
Physical Demands:
* Sitting at desk
* Operation of office equipment and computer
Customer Service Representative Fueler/Washer
Finance service representative job in Lafayette, LA
Company DescriptionJobs for Humanity is partnering with Penske Truck Leasing to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Penske Truck Leasing
Job Description
2744 NE Evangeline Trwy, Lafayette, LA 70507
What's the Job?
Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you'll do exactly that. You will make sure vehicles are fueled, clean and safe before they hit the road again. You will be the face of Penske-the person greeting our customers when they arrive and the one sending them off with a smile.
Why join Penske as a Customer Service Representative, you ask? It's simple. Maybe you've always had an interest in vehicle maintenance but haven't had the chance to pursue it. This is the perfect place to start. No experience is required. We will introduce you to our vehicle maintenance processes. We will teach you how to use our leading-edge technology. In fact, the training and experience you get here will help you advance to become a technician. And you'll get to do that learning at a company that offers career stability and competitive benefits. Talk about an amazing opportunity.
It's about going above and beyond for our customers-the way Penske goes above and beyond for you. It's about building meaningful relationships. It's about keeping our customers moving forward.
Shift Differentials:
Second shift start times after 11am are eligible for $2.00 per hour shift differential
Third shift start time after 9pm are eligible for $3.00 per hour shift differential
Main Responsibilities:
• Greeting our customers and making sure they have a great experience as you fuel and wash vehicles
• Performing vehicle readiness inspections to make sure tires, fluids, and other basic maintenance items are done
• Helping make sure our facilities are clean, safe environments for our customers and associates
• Building your skills through training and hands-on coaching to perform minor repairs such as installing mounted tires, replacing or rotating tires and performing preventive maintenance repairs
• Completing other projects and tasks as assigned by supervisor
Why Penske is for You:
We take pride in offering a competitive wage and great benefits.
This position, at this location, offers shift differentials that will vary based on second shift (starting after 11am) or third shift (starting after 9pm) and weekend work.
This position, at this location, also offers individuals who hold a current and valid CDL will be eligible for a $2.00/hr rate.
Penske offers ongoing skills training for to our maintenance associates, so you can grow your career!
General Requirements:
• High school diploma, equivalent, or prior work experience preferred
• Valid driver's license required
• Excellent customer service and communication skills
• The ability to work well as part of a team
• The ability and willingness to work outside
• Basic mechanical ability and tool usage (preferred)
• Basic computer skills
• The associate will be required to understand and comply with specific instructions, guidelines, rules, regulations, or other information established by Penske management
• The associate must be able to perform all work adhering to DOT, OSHA, and all Penske safety and maintenance policies; including but not limited to the correct selection and use of appropriate tools, PPE, machine guarding, and established best safety practice.
• Regular, predictable, full attendance is an essential function of the job
• Willingness to work the required schedule, work at the specific location required, complete Penske employment application, submit to a background screening (to include criminal checks, past employment and education), the ability to pass a drug screen and physical as required by the Department of Transportation, and potential travel within a near geography for training are required.
This position is regulated by the Department of Transportation or designated as safety sensitive by the company, and the ability to work in a constant state of alertness and in a safe manner is required. Associates must have the ability to accept responsibility for their own safety, as well as the safety of others.
Physical Requirements: The physical and mental demands described here are representative of those that must be met by an associate 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 associate will be required to move frequently, stand, walk, climb, bend, and sit for extended length of time throughout their scheduled working period.
• The associate is required to use their hands on a routine and daily basis to grasp, reach, touch, handle, feel, and/or otherwise operate required tools or controls.
• The associate must be able to work safely at heights using applicable ladders and elevated working platforms.
• The associate must be able to safely work in all weather conditions.
• Given the frequent movement of large trucks through the workplace, the associate must be able to see and hear in order to safely navigate the work environment.
• The associate must be able to regularly lift and/or move up to 50lbs/23kg and occasionally lift and/or move up to 100lbs/45kg.
Penske is an Equal Opportunity Employer
PJ300
Job Category: Vehicle Maintenance/Mechanics/Technicians
Job Family: Vehicle Maintenance
Address: 2744 NE Evangeline Thrwy
Primary Location: US-LA-Lafayette
Employer: Penske Truck Leasing Co., L.P.
Req ID: 2329852
Recovery Center Customer Service Representative - Youngsville, LA
Finance service representative job in Youngsville, LA
Join the 1st Franklin team in our Recovery Center location. Salary: $14.00 - $15.75 We are looking for an individual who is open-minded and focused with a team player mentality. This position works closely with Branch Operations and the court system utilizing professionalism, patience, curiosity, a results-orientation, to perform responsibilities. Principal Accountabilities and Key Activities
Process and file suits in various state courts
Prepares and processes documents for filing legal action through the court system
Conducts follow-up communication with court system on progress of action filed
Resolve issues with court system for documents improperly filed
Obtains contact information for us in collections and recovery efforts
Performs a wide variety of clerical duties
Education, Qualifications and Experience
High School Diploma or equivalent
Serving our customers by working onsite at the Recovery Centers location(s) is an essential function of this job (working from home is not permitted under any circumstances)
Demonstrate the ability to analyze relevant information and apply individual judgment
Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings
Ability to maintain confidential business and personal information
Action and result focused
Strong communication skills (verbal / written)
Proficient with MS Office Suite products
Must possess a valid driver's license and the ability to operate an automobile
1
st
Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 380 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Youngsville, LA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Signing bonus
Training & development
ABOUT OUR AGENCY:
Weve been proudly serving our community for 5 years with a close-knit team of 5. Our office runs on collaboration, support, and a shared commitment to helping customers protect what matters most.
We believe in taking care of our team just as well as we take care of our clients. Our breakroom is always stocked with snacks, and all job supplies are provided so you can focus on your worknot expenses.
After 6 months, team members enjoy additional perks on top of their salary, including:
$100 per month toward purchasing their own Life policy through State Farm
A $50,000 Group Life Policy
A Supplemental Health Cafeteria Plan (Dental, Accident, Cancer, and more)
If youre looking for a supportive environment where your work is valued and rewarded, youll find your place here.
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Ladd Hidalgo - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Clinical Services Representative 2
Finance service representative job in Lafayette, LA
Responsible for the ongoing daily operational issues of a patient care unit. Provides administrative support to the Director. Leads or participates in planning, directing, and implementing projects. Coordinates and monitors payroll, schedules, and nonclinical systems. Leads, or participates in planning directing, and implementing projects. Promotes the philosophy of the patient/patient family as the focus for work done.
Responsibilities
* TECHNICAL TASKS
* Coordinates staffing schedules within unit specific guidelines.
* Assesses upcoming short-term unit staffing needs.
* Coordinates with and visits central staffing office on a daily basis.
* Coordinates administrative, clerical and ancillary activities on the units.
* Assists in staff payroll according to existing payroll practices and procedures.
* Provides administrative support to the Director, i.e., tracking various projects, organizes and maintains office environment.
* Establishes and maintains filing system for correspondence and administrative documents and materials.
* Maintains and updates employee education/competency files.
* Updates and maintains the integrity of manuals and communicates any changes to staff.
* Assist with processes for ANSOS applications-position control, tracking absenteeism, staff vacation, LOA, etc.
* Ensures that equipment is safe and in proper working condition in coordination with other departments; maintains adequate levels of administrative and unit supplies.
* Maintains unit compliance with the fire and safe standards.
* Coordinates staff meetings and takes minutes as requested.
* CRITICAL THINKING
* Produces, maintains and manages relevant databases and promotes security of information.
* Contributes to the development of policies, procedures and systems which assure the effective functioning of the unit.
* Negotiating with other hospital departments regarding minor operational problems
* Addresses minor process glitches (making sure unit phones work, work orders completeness)
* Prepares monthly budget and productivity spreadsheets.
* Prepares and collects data, number-crunching for unit-level action plans; assists with development of action plans when appropriate.
* Collects performance improvement, risk management, or regulatory data.
* INTERPERSONAL RELATIONS
* Demonstrates strong verbal, interpersonal and conflict resolution skills.
* Demonstrates flexibility in the work environment.
* Influences others in a positive manner.
* Accepts new challenges willingly, keeping everyone informed of changes.
* Is goal and action oriented.
* Other duties as assigned
* Consistently performs 12 organizational Service Standards focused on Values, Service and Quality.
Qualifications
Experience - business/health care management experience
Education - Associate or Bachelor's degree required
Special Skills - Strong analytical, organizational, interpersonal, and customer service skills required. Must have ability to prioritize and manage multiple responsibilities. Basic computer application skills required.
Financial Services Representative
Finance service representative job in Lafayette, LA
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyCSR/Intake Specialist
Finance service representative job in Lafayette, LA
Job DescriptionEssential Duties and Responsibilities
Learns and maintains knowledge of current patient database and billing system.
Has proper phone etiquette and represents Home Sleep Delivered, LLC in a professional manner.
Obtains patient demographic and health insurance information; collects co-pay if appropriate.
Enters patient information into the computer system.
Verifies & records insurance benefits.
Maintains a working knowledge of Medicare and insurance regulations and requirements as communicated by management.
Able to read through and understand medical documentation effectively.
Interacts professionally with physicians, patients/family, and Co-Workers.
Schedules set ups, as called into Home Sleep Delivered, LLC, by physicians or physician's office staff, per policy and procedure.
Answers telephone in a polite and professional manner. Communicates information to appropriate personnel.
Communicates appropriately and clearly to Manager, and other superiors.
Establishes and maintains effective communication and good working relationship with co-workers for the patient's benefit.
Utilizes initiative; strives to maintain steady level of productivity; self-motivated. Organization and management of Secretary's activities reflect due consideration for the needs of the facility and staff.
Makes decisions reflecting knowledge of facts and good judgment, within the coordinator's scope of practice.
Manages and operates computer equipment safely and correctly.
Completes other duties, as assigned.
Minimum Qualifications:
High School Diploma required
1-3 years of administrative experience in an office setting preferred.
Excellent communication skills, both written and verbal to interact knowledgeably with employees and managers.
Physical Demands:
Sitting at desk
Operation of office equipment and computer
Insurance Customer Service Representative/Agent
Finance service representative job in Lafayette, LA
Job Description
Join the Liggio Insurance Agency, a well-established agency proud of its strong presence in Lafayette, Louisiana. As an Insurance Customer Service Representative, you will be an integral part of our team, providing exceptional support to our valued clients. Stationed in the heart of Lafayette, your role will focus on fostering positive interactions that enhance customer satisfaction and deepen relationships. We are seeking a dedicated individual committed to delivering unparalleled service with a positive and inviting approach. At Liggio Insurance, your efforts will be recognized, and you'll have the opportunity to grow within a supportive environment that champions professional development. If you're passionate about customer service and eager to make a significant impact, consider joining our dynamic team as we continue to provide stellar service and care to our community. Apply today and become a pivotal part of the Liggio Insurance family.
Benefits
Annual Base Salary Based on Experience
Mon-Fri Schedule
Career Growth Opportunities
Evenings Off
Retirement Plan
Hands on Training
Health Insurance
Paid Time Off (PTO)
Responsibilities
Client Support: Provide exceptional customer service to existing and potential clients, addressing inquiries, resolving issues, and guiding clients through the claims process if needed.
Policy Assistance: Assist clients in understanding their policies, including coverage options, exclusions, and renewal processes.
Claims Management: Facilitate the initial claims handling process by collecting required information and guiding clients through the necessary steps.
Record Maintenance: Accurately maintain client records and update information as required, ensuring confidentiality and compliance with company guidelines.
Communication: Clearly and positively communicate with clients and insurance carriers, ensuring all interactions contribute to an exceptional customer experience.
Problem-solving: Quickly identify and resolve client concerns, demonstrating a proactive and empathetic approach to service delivery.
Requirements
Education: High school diploma or equivalent required; some college coursework in business or related fields is preferred.
Experience: Preferably, 1-2 years of customer service experience, ideally within the insurance sector.
Communication Skills: Excellent verbal and written communication skills, with the ability to explain insurance policies and products clearly and concisely.
Customer-Focused Attitude: Proven ability to provide outstanding customer service, focusing on ensuring customer satisfaction and retention.
Problem-Solving Skills: Ability to assess issues quickly and provide effective solutions while maintaining a positive demeanor.
Technical Proficiency: Familiarity with insurance management software and basic computer skills, including MS Office Suite.
Multitasking: Strong ability to handle multiple tasks simultaneously in a high-paced environment.
Team Player: Ability to work collaboratively within a team to achieve company goals and improve customer satisfaction.
Professional Demeanor: Maintain a professional appearance and attitude while representing Liggio Insurance Agency.
Property and Casualty License preferred but can be obtained during on the job training.
Licensed Insurance Agent/CSR for TWFG Insurance Services
Finance service representative job in Lafayette, LA
Job Description
Overview We are seeking a motivated Insurance Agent to join our team. As an Insurance Agent, you will be responsible for selling insurance policies to clients, providing excellent customer service, and analyzing insurance needs to ensure clients are adequately covered.
Duties
Negotiate and sell various insurance products to meet clients' needs
Provide exceptional customer service by assisting clients with policy inquiries and claims
Analyze clients' insurance requirements and recommend suitable coverage options
Communicate effectively with clients to explain policy features, benefits, and premiums
Handle sales administration tasks such as processing applications and maintaining accurate records
Skills
Experience in retail sales or insurance sales is preferred
Bilingual proficiency, especially in Spanish, is a plus
Ability to market insurance products effectively
Strong analytical skills to assess clients' insurance needs
Excellent customer service skills to build rapport with clients
Effective communication skills to convey complex insurance information
Job Types: Full-time, Permanent
Benefits:
401(k) matching
Dental insurance
Disability insurance
Health insurance
Paid time off
Vision insurance
License/Certification:
Life Insurance License (Preferred)
Insurance Producer License (Required)
Ability to Commute:
Lafayette, LA 70508 (Required)
Ability to Relocate:
Lafayette, LA 70508: Relocate before starting work (Required)
Work Location in Person
Customer Service Representative
Finance service representative job in Crowley, LA
Job DescriptionJob Title: Customer Service Representative Reports to: Club Manager Status: Full Time/Part Time/Non-Supervisor/Non-Exempt Responsible for new member sales and creating a positive member experience by providing a superior level of customer service to members, prospective members, and guests.
Essential Duties and Responsibilities
Greet/meet potential members, providing a great customer experience.
Handle front desk related tasks:
o Answering phone calls in a polite and friendly manner to assist with questions or concerns.
o Taking info calls and tours
o Assist in member check-ins, sign-ups, cancellations, BCM amenity usage, and updating member account information.
Facilitate member services issues and questions and forward to Club Manager/Manager in Training/Team Lead as needed.
Help maintain the neatness/cleanliness of the club.
Essential Behavior Requirements
Customer Service: communicates and interacts with customers (including coworkers and the public) in a way that exceeds the customers wants and needs.
Listening: actively listens to customers, (includes coworkers and the public) empathizes (sees the situation from the customers perspective) and works together to solve the problem.
Problem Solving: recognizes and defines problems; analyzes relevant information; encourages alternative solutions and plans to resolve situations; seeks additional assistance when needed.
Diplomacy: demonstrates tact and skill in all interactions while using appropriate behavior and language.
Communication: Ability to communicate questions, concerns or issues to a supervisor in a timely manner.
Minimum Qualifications
Honesty and good work ethic
Strong customer service skills
Basic computer proficiency
Physical Demands
Standing and walking at least 75% of the shift
Talking in person or on the phone at least 75% of the shift
Must be able to lift to 50 lbs. less than 30% of the time.
Benefits
Dollars for Scholars Program
Employee Appreciation Program
Free Membership for self and one family member or friend
Team Member Support Team
Health, Dental and Vision Insurance
Critical Illness Insurance
Short Term Disability Insurance
Accident Insurance
Voluntary Life Insurance
Pet Insurance
HSA
- Advancement Opportunities
Check us out on LinkedIn at: Planet Fitness - PF Baseline Fitness
Customer service rep
Finance service representative job in Crowley, LA
Job DescriptionAdditional Information
All your information will be kept confidential according to EEO guidelines.
Digital Banking Specialist I
Finance service representative job in Lafayette, LA
PURPOSE OF THE JOB
This position is primarily responsible for the operational processes related to Home Bank's digital banking products which includes ATMs, debit and credit cards, online banking, mobile banking and digital wallets. Additionally, this position is also responsible for effectively communicating with customers and Home Bank partners to provide excellent customer service.
MAIN DUTIES OF THE JOB
Monitor currency usage and ATM statuses, performs account reconciliation duties, investigates ATM related disputes and works with third party vendors for repairs or failures.
Maintain new and existing credit card accounts and perform processes including transaction research, card cancellations, limit changes, balance transfers, charge offs, travel exemptions, address and other file maintenance requests, fraud monitoring, payment processing, account reconciliation duties and customer service for VIP customers.
Maintain new and existing debit card accounts and perform processes including transaction research, card cancellations, limit changes, travel exemptions, permanent card orders, fraud monitoring, account reconciliation duties and proper processing of customer disputes and adjustments in accordance with Regulation E, Visa and Accel Operating Rules.
Review and input outgoing wire transfers including returns and drawdowns requested on behalf of commercial customers.
Review and process image deposits made at Home Bank ATMs or through the Home Bank mobile apps.
Perform quality control reviews for debit and credit card file maintenance.
Investigate issues and collaborate with appropriate Home Bank partners or third-party vendors to ensure issues are carefully reviewed, communicated, tracked and brought to closure.
Respond to support requests received through the departments ticketing system related to digital banking products.
Create new and revise existing department procedures and intranet resources for processes related to digital banking.
Research and compile department productivity and product usage volumes and other statistics for presentation to Management.
Assist with the development and annual testing of Home Bank's Business Continuity and Disaster Recovery Plan.
Perform additional tasks as needed within the department including bank integration projects
WHAT WILL YOU NEED TO SUCCEED
Bachelor's degree in related business field preferred.
A minimum of 1 year of banking experience or applicable experience in digital banking products
Exceptional customer service, organizational, interpersonal and communication skills.
Excellent analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation.
Excellent computer skills; Microsoft Office Suite including Outlook, Teams, Word, and Excel.
Ability to work independently with little or no supervision; self-directed and motivated.
Ability to use good judgment and be discrete with confidential information.
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT
Auto-ApplyMember Services Rep I
Finance service representative job in Lafayette, LA
Member Services Representative I
Reports to: Branch Manager, Director of Operations
Purpose:
Serve as a liaison between the member and the credit union. Responsible for providing account information, interviewing, and opening accounts for new members and professionally handling the member's daily needs. Provide a variety of transactions/services to members including loan processing, closing, and disbursal.
Requirements:
Work requires knowledge of consumer loan policy, credit granting criteria, interest rates and how they are computed. Consumer lending and account opening experience preferred.
Professional, well-developed interpersonal skills essential for interviewing loan applicants and projecting a positive image as a representative of the credit union.
Intermediate mathematical skills required (calculations and concepts involving decimals, percentages, fractions, etc.).
Work requires sitting for the majority of the day. Work also requires occasional lifting of up to 35 pound and occasional bending, squatting, reaching and kneeling in order to access credit union records.
Must have scored a minimum of Meets Expectations on most recent performance evaluation. Cannot currently be on a disciplinary warning or improvement plan.
Must have been in your current position for a minimum of one year. Exceptions to made if current manager writes a letter of recommendation.
Duties and Responsibilities:
Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions.
Provide, in person and by telephone, general and specific service related information concerning credit union services or policies.
Respond to members' requests, problems, and complaints and /or direct them to the proper person for specific information and assistance.
Open new accounts and service existing accounts. Set up new account files and provide members with all necessary information for membership.
Handle requests from members for transfers of shares to loan payments, share withdrawals, check requests, line of credit advances, and any other request received from members.
Conduct orientation interviews on credit union services and programs with each new credit union member.
Promote credit union products and services based on member needs that are obtained from member interviews. Actively cross sell products/services.
Up to date and comprehensive knowledge on all credit union products and services that are handled or promoted by Member Service Representatives. Up to date and comprehensive knowledge on all related policies and procedures, rules and regulations.
Provide information on investment alternatives to members wishing to deposit funds with the credit union.
Research accounts for deposit, withdrawal, and loan payment discrepancies.
Assist members in balancing their accounts.
Assist members in opening individual retirement accounts and certificates.
Process loans and visa applications.
Auto-ApplyRelationship Banker - Acadiana Market - Lafayette, Louisiana
Finance service representative job in Lafayette, LA
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyCustomer Service Rep II - Day Shift
Finance service representative job in Plaquemine, LA
Logistics at full potential. At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees, which boosts productivity and dedication. On our team, you'll have the support to excel at work and the resources to build a career you can be proud of.
Day Shift, Monday - Friday, 08:00am - 05:00pm
As a Customer Service Representative II, you will ensure that we deliver on our promise of outstanding service. You'll work with customers, business partners and drivers to make sure we are meeting our commitments and delighting our customers at every step of the experience. To succeed in this role, you'll need to be extraordinary at multitasking and delivering solutions that move multiple projects forward toward completion. As a part of the GXO team, you'll have a starring role in helping us continue to provide daily freight solutions for our global customers.
Pay, benefits and more.
We are eager to attract the best, so we offer competitive compensation and a generous benefits package, including full health insurance (medical, dental and vision), 401(k), life insurance, disability and more.
What you'll do on a typical day:
* Assist customers and business partners via telephone and email
* Handle customer complaints in a calm, professional manner
* Diagnose, assess and resolve problems or issues
* Monitor progress of delivery routes
* Scan haul-away pods and verify stamps
* Process changes or cancellations to delivery orders
What you need to succeed at GXO:
At a minimum, you'll need:
* 1 year of experience in a customer service role within a call center, answering and responding to customers, resolving problems and issues.
* Experience with Microsoft Office (Word, Excel, & Outlook)
It'd be great if you also have:
* High school diploma or equivalent
* Experience with Microsoft Office and other business-related applications
* Experience in a call center environment
* Bilingual English/Spanish
* Solid customer service skills with the drive to resolve issues
* Excellent organizational skills
* The ability to thrive under pressure while delivering solutions that exceed customer expectations
We engineer faster, smarter, leaner supply chains.
GXO is a leading provider of cutting-edge supply chain solutions to the most successful companies in the world. We help our customers manage their goods most efficiently using our technology and services. Our greatest strength is our global team - energetic, innovative people of all experience levels and talents who make GXO a great place to work.
We are proud to be an Equal Opportunity employer including Disabled/Veterans.
GXO adheres to CDC, OSHA and state and local requirements regarding COVID safety. All employees and visitors are expected to comply with GXO policies which are in place to safeguard our employees and customers.
All applicants who receive a conditional offer of employment may be required to take and pass a pre-employment drug test.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified. All employees may be required to perform duties outside of their normal responsibilities from time to time, as needed. Review GXO's candidate privacy statement here.
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Saint Martinville, LA
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Ross Bernard - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Relationship Banker
Finance service representative job in Abbeville, LA
As a Relationship Banker at Gulf Coast Bank you will play a crucial role in creating a positive and personalized banking experience for our clients. The ideal candidate will possess a strong background in banking, but above all, they will have exceptional interpersonal skills and the ability to connect with people on a personal level. This position requires a candidate who can make clients feel at ease, understand their unique financial needs, and provide tailored solutions to help them succeed.
Primary Responsibilities:
Client Relationship Building:
Develop and maintain strong relationships with clients through effective communication and a client-centric approach.
Proactively engage with clients to understand their financial goals and identify opportunities to add value.
Financial Advisory:
Provide expert advice on a range of banking products and services, including loans, investments, and savings accounts.
Customize financial solutions based on clients' individual needs and objectives.
Customer Service Excellence:
Deliver an exceptional customer experience by addressing inquiries, resolving issues, and ensuring client satisfaction.
Act as a trusted advisor, guiding clients through their financial journey with empathy and professionalism.
Sales and Business Development:
Identify opportunities to promote and cross-sell banking products to meet clients' financial needs.
Actively contribute to the growth of the branch and achieve individual and team sales targets.
Other:
Makes business development calls on businesses in the area.
Processes all tax related forms for all IRA accounts throughout the year including Required Minimum Distributions
Handles interest distributions for all IOLTA accounts on file monthly
Processes transactions for Public Fund accounts monthly
Maintains records for Efunds including reports
Sends interest rates to Informa Weekly
Administrator for IRS Tin-Matching and Jack Henry OnTarget, which includes setting up and deleting users and updating systems.
Backup for interest checks and notices - print checks on wed - mail daily. Mail out CD maturity notices daily.
Review and assist branches on legal documents, procedures, and signature card setup.
Performs other duties as required to keep the branch operating efficiently and effectively.
Requirements:
3 years of banking experience, OR equivalent combined education and experience.
Customer-focused with a commitment to delivering exceptional service.
Strong sales skillset
Excellent interpersonal skills to represent the bank positively in interacting with customers.
Strong detailed knowledge of bank products and services
Ability to effectively lead, motivate and develop employees with positive results. strong leadership skills.
Excellent written and verbal communication skills.
Ability to operate computer terminal, teller terminal, and other standard office equipment, such as an adding machine, typewriter, fax machine or copier.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Finance service representative job in Rayne, LA
Job DescriptionBenefits:
License Reimbursement
Hourly Plus Commission
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Scott Watkins - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Financial Services Representative
Finance service representative job in Ville Platte, LA
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyDigital Banking Specialist I
Finance service representative job in Lafayette, LA
Job Description
PURPOSE OF THE JOB
This position is primarily responsible for the operational processes related to Home Bank's digital banking products which includes ATMs, debit and credit cards, online banking, mobile banking and digital wallets. Additionally, this position is also responsible for effectively communicating with customers and Home Bank partners to provide excellent customer service.
MAIN DUTIES OF THE JOB
Monitor currency usage and ATM statuses, performs account reconciliation duties, investigates ATM related disputes and works with third party vendors for repairs or failures.
Maintain new and existing credit card accounts and perform processes including transaction research, card cancellations, limit changes, balance transfers, charge offs, travel exemptions, address and other file maintenance requests, fraud monitoring, payment processing, account reconciliation duties and customer service for VIP customers.
Maintain new and existing debit card accounts and perform processes including transaction research, card cancellations, limit changes, travel exemptions, permanent card orders, fraud monitoring, account reconciliation duties and proper processing of customer disputes and adjustments in accordance with Regulation E, Visa and Accel Operating Rules.
Review and input outgoing wire transfers including returns and drawdowns requested on behalf of commercial customers.
Review and process image deposits made at Home Bank ATMs or through the Home Bank mobile apps.
Perform quality control reviews for debit and credit card file maintenance.
Investigate issues and collaborate with appropriate Home Bank partners or third-party vendors to ensure issues are carefully reviewed, communicated, tracked and brought to closure.
Respond to support requests received through the departments ticketing system related to digital banking products.
Create new and revise existing department procedures and intranet resources for processes related to digital banking.
Research and compile department productivity and product usage volumes and other statistics for presentation to Management.
Assist with the development and annual testing of Home Bank's Business Continuity and Disaster Recovery Plan.
Perform additional tasks as needed within the department including bank integration projects
WHAT WILL YOU NEED TO SUCCEED
Bachelor's degree in related business field preferred.
A minimum of 1 year of banking experience or applicable experience in digital banking products
Exceptional customer service, organizational, interpersonal and communication skills.
Excellent analytical and problem-solving skills including ability to diagnose, resolve or escalate a critical situation.
Excellent computer skills; Microsoft Office Suite including Outlook, Teams, Word, and Excel.
Ability to work independently with little or no supervision; self-directed and motivated.
Ability to use good judgment and be discrete with confidential information.
HOME BANK IS AN EQUAL OPPORTUNITY EMPLOYER
GOOD CREDIT IS A MUST
CREDIT REPORT IS REQUIRED FOR EMPLOYMENT