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  • Customer Service Representative

    Firstsource 4.0company rating

    Finance service representative job in Louisville, KY

    Job Title: Customer Service Representative Job Type: Full Time FLSA Status: Non-Exempt/Hourly Grade: H Function/Department: Health Plan and Healthcare Services Reporting to: Team Lead/Supervisor -Operations Pay rate: $14/hr The responsibilities for this position include but are not limited to the following duties: * Handling a high volume of inbound calls for Healthcare Member and Provider inquiries * Be able to answer Healthcare Member and Provider inquiries and type information into the computer system simultaneously* Web camera visibility Roles & Responsibilities * Manages calls related to Healthcare Member and Provider inquiries. * Ensures a positive experience for members.* Utilizes web cameras for enhanced visibility during interactions.* Perform other duties as assigned. Expected/Key Results * Inquiry accuracy and completeness * Productivity* Call resolution* Overall customer satisfaction* Call handle time QualificationsThe qualifications listed below are representative of the background, knowledge, skill, and/or ability required to perform their duties and responsibilities satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.Must have Internet to include a router with Ethernet jack for connectivity to PC* Internet speed minimal; 50 download/20-25 upload Must have a private work station to perform your work Call center experience preferred. Health insurance experience preferred. High School diploma or equivalent is required. 2 years customer service experience preferred Minimum typing speed = 30-35 wpm preferred Substantial understanding of the job, apply knowledge and skills to complete a wide range of tasks. Excellent written and verbal skills. Problem-solving skills. Basic knowledge of personal computers required Strong reading comprehension and writing skills Follow established procedures to meet customer needs. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position may work onsite or remotely from home. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Must be able to regularly or frequently talk and hear, sit for prolonged periods, use hands and fingers to type, and use close vision to view and read from a computer screen and/or electronic device. Must be able to occasionally stand and walk, climb stairs, and lift equipment up to 25 pounds. About Firstsource Firstsource Solutions is a leading provider of customized Business Process Management (BPM) services. Firstsource specialises in helping customers stay ahead of the curve through transformational solutions to reimagine business processes and deliver increased efficiency, deeper insights, and superior outcomes. We are trusted brand custodians and long-term partners to 100+ leading brands with presence in the US, UK, Philippines, India and Mexico. Our 'rightshore' delivery model offers solutions covering complete customer lifecycle across Healthcare, Telecommunications & Media and Banking, Financial Services & Insurance verticals.Our clientele includes Fortune 500 and FTSE 100 companies. Firstsource is an Equal Employment Opportunity employer. All employment decisions are based on valid job requirements, without regard to race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other characteristic protected under federal, state or local law. Firstsource also takes Affirmative Action to ensure that minority group individuals, females, protected veterans, and qualified disabled persons are introduced into our workforce and considered for employment and advancement opportunities.
    $14 hourly 1d ago
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  • Customer Service Representative - John Rowan - Bardstown, KY

    Wesbanco Bank Inc. 4.3company rating

    Finance service representative job in Bardstown, KY

    Back Customer Service Representative - John Rowan #41-8673 Bardstown, Kentucky, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be John Rowan, Bardstown KY. Market Louisville Work Hours per Week 37.5 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues. Essential Functions: Excellent Customer Service Perform Customer Transactions Operational and Security Proficiency Identify referral opportunities Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Meets established individual referral goals as assigned. Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met. Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's products and services. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Bardstown, Kentucky, United States
    $29k-33k yearly est. 1d ago
  • Customer Service Representative (Full-Time)

    Dayton Freight 4.6company rating

    Finance service representative job in Louisville, KY

    Customer Service Representatives are responsible for assisting Dayton Freight customers with a variety of inquires including freight pickup requests, rate quotes or freight charges, hot shipments, shipment tracing and appointments or special requests. Responsibilities * Assist the Service Center Manager * Take and deliver messages for the Service Center Manager and Account Managers * Provide assistance to Drivers * Prepare bills of lading and delivery receipts * Maintain excellent communication with external and internal customers as well as interline companies May be asked to assist with: * Payroll * Data entry * Freight reports * Driver collect reports * Billing and filling Qualifications * Skillful in Microsoft Office Programs * Excellent keyboarding skills * Has worked in a fast paced environment and has excellent attention to detail * Experience with handling a high volume of phone calls * Exceptional communication and customer service skills Benefits * Stable and growing organization * Competitive weekly pay * Quick advancement * Customized training program * Professional, positive and people-centered work environment * Modern facilities * Comprehensive benefits package: Health, Dental, Vision, AD&D, 401(k), etc. * Paid holidays (8); paid vacation and personal days
    $32k-37k yearly est. Auto-Apply 60d+ ago
  • Trader- Baird Trust

    Robert W. Baird & Co.Orporated 4.7company rating

    Finance service representative job in Louisville, KY

    About the Role: Join our team at Baird Trust as a Trader, where you will play a vital role in managing and executing trade orders for our diverse clients. In this dynamic position, you'll oversee all aspects of trade order processing across every business area, including Full-Service Trust Clients and Advisory Strategies. We are seeking someone with strong expertise in investment management technologies and a solid understanding of complex trading systems and procedures supporting client accounts with various custodians. As a valued member of our team, you'll collaborate closely with our Fixed Income Advisor on acquiring fixed income securities from multiple dealers and partner with our Equity Team to execute trades using SMA models. This is an exciting opportunity to contribute meaningfully while advancing your career in a collaborative and growth-oriented environment. This position offers flexibility with 4 days/week in our downtown Louisville, KY office and 1 days remote. The Impact You'll Make: Executes trading activities for equity and fixed income securities. Prepares and produces trading reports for management and compliance purposes. Conducts research on investment opportunities and helps monitor the credit quality of bond issuers. Supports the development of fixed income investment strategies, including researching and implementing new ideas while ensuring compliance with client Investment Policy Statements. Carries out both individual and multi-security equity trades, such as block trades. Builds and maintains strong relationships with brokers and dealers to ensure best execution of portfolio trades. Collaborates with portfolio managers to design investment portfolios for both retail and institutional clients. Works closely with portfolio managers and compliance teams to oversee trading activity. Consistently implements internal controls and ensures adherence to company policies and procedures. Reviews upcoming reorganizations and informs portfolio managers accordingly. Handles proxy voting responsibilities, including evaluating upcoming meetings, providing research for proxy vendors, voting physical proxies, and coordinating information with the chief investment officer. Manages the trading error process, which involves preparing written summaries, making necessary adjustments to client and firm accounts, and reporting to the investment committee. Follows up on audit findings and tracks corrective actions taken. Acts as a backup for other Traders and performs additional tasks and projects as assigned. What You'll Bring to Baird: Undergraduate degree in related field. Experience may replace education requirement Three to five years of securities industry experience Previous trading experience required Proficient knowledge of portfolio investing principles. Familiarity with rating agency credit methodologies as well as industry investment concepts and products. Solid understanding of intermediate accounting, economics, and finance principles. Knowledge of effective communication concepts, methods, and techniques. Proficient with Microsoft Word and Excel at an intermediate level. Experience in security selection for both taxable and tax-exempt fixed income, common stocks, and mutual funds; working understanding of investment theory. Strong analytical and technical skills. Professional telephone etiquette and ability to interpret and apply organizational policies and procedures. Meticulous attention to detail, strong organizational abilities, accuracy, and advanced math skills. Excellent organizational and time management capabilities to prioritize tasks and ensure timely completion of projects. Highly self-motivated with a dedication to excellence. Effective communication skills and professional demeanor for interaction across all levels of management, colleagues, and external counterparts. Ability to organize, manage, prioritize, and track multiple detailed assignments in a dynamic environment while meeting strict deadlines. Proven capacity to establish and maintain productive working relationships throughout the organization. Demonstrated aptitude for working collaboratively in a team setting as well as independently, employing initiative to solve problems and contribute to team success. Licenses/Certifications: Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 6 months of hire. #LI-TA1 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
    $90k-144k yearly est. Auto-Apply 13d ago
  • Customer Service Representative

    Fastsigns 4.1company rating

    Finance service representative job in Louisville, KY

    Benefits: Bonus based on performance Paid time off Profit sharing Training & development FASTSIGNS #330701 is hiring for a Customer Service Representative to join our team! Benefits/Perks: Competitive Pay Paid Vacation and Holidays Performance Bonus Ongoing Training Opportunities A Successful FASTSIGNS Customer Service Representative Will: Be the initial contact with current as well as prospective customers in our FASTSIGNS Center Learn to prepare estimates, implement work orders and ensure timely delivery of finished orders Enjoy being involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center Work with customers in numerous ways such as email, telephone, in-person and at their place of business Build long-lasting relationships by turning prospects into long term clients. Ideal Qualifications for FASTSIGNS Customer Service Representative: 2-3 years of retail or counter sales experience preferred High school diploma or equivalent Outgoing, responsive, eager to learn and has the ability to build relationships Great listening and organization skills Ability to sit for long periods (4 hours or more) Ability to view a computer screen for long periods (4 hours or more) Ability to work under pressure to output high volume, high-quality work Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so, we are looking for employees just like you in the ever-changing Sign Industry. Apply today! Compensation: $17.00 per hour At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities. Are you ready to plan for your future? Discover your next career. Make your statement. Learn more by exploring the positions offered by FASTSIGNS centers. This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
    $17 hourly Auto-Apply 60d+ ago
  • Customer Service Rep

    Dana Corporation 4.8company rating

    Finance service representative job in Louisville, KY

    Dana is a global leader in the supply of highly engineered driveline, sealing, and thermal-management technologies that improve the efficiency and performance of vehicles with both conventional and alternative-energy powertrains. Serving three primary markets - passenger vehicle, commercial truck, and off-highway equipment - Dana provides the world's original-equipment manufacturers and the aftermarket with local product and service support through a network of nearly 100 engineering, manufacturing, and distribution facilities. Job Purpose Job Description Content for Job Profiles is a work in progress. If you need content to finalize this requisition for posting, please send a message to *************************. Job Duties and Responsibilities * Receives processes and verifies the accuracy of orders from customers and customer purchase orders. * Initiates required action for response to customer service requests for order changes including the maintenance of order information files, and communicate changes to the appropriate personnel. * Receives inquiries from and/or contact the company's customers to resolve a variety of order related issues. * Loads and maintains bills of material (BOM's) for the plant. * Maintains and updates routing instructions per customer. * Operates a computer workstation to obtain and extract order information, and provides Customer Service management with the data for inclusion in reports. * Performs assigned system maintenance to various electronic order files. * Makes required changes/updates in SAP system per production requirements, BOM's, relief files, etc. * Develops and recommends changes to existing methods and systems to increase the accuracy, efficiency and responsiveness of the Customer Service Department. * Prepares, generates and distributes daily reports and order acknowledgments to appropriate personnel. * Prepares invoices and tests certificates for shipments of finished goods and customer samples. * Assists in APQP process with Quality Department. * Provides back-up support to other group members (i.e. Supervisor, Inventory Specialist) in the performance of job duties as necessary. * Performs other duties as required. Qualifications & Skills: * High school diploma or GED. * 2+ years of previous customer service experience in an automotive manufacturing environment preferred. * Must demonstrate good oral and written communication skills. * Detail oriented and ability to work in a team environment. * Must be able to communicate with Production to meet customer demands * Strong communication skills * Excellent computer skills (MS Office products). * Must have the ability to work overtime and weekends as required. * Ability to work with little or no supervision and to plan, organize and set priorities. * Ability to organize and prioritize own work to ensure daily workload is completed; to react and perform under stress and to exercise independent judgment in work environment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class. Unsolicited Resumes from Third-Party Recruiters Please note that as per Dana policy, we do not accept unsolicited resumes from third-party recruiters unless such recruiters were engaged to provide candidates for a specified opening. Any employment agency, person or entity that submits an unsolicited resume does so with the understanding that Dana will have the right to hire that applicant at its discretion without any fee owed to the submitting employment agency, person or entity. Join our team of 40,000 problem solvers who are fostering a culture of innovation by leveraging the diverse perspectives of our global team. We believe in facing challenges head-on by finding opportunity and uncovering possibility, where roadblocks and barriers become targets instead of obstacles. We are One Dana with limitless opportunity. Our Values * Value Others * Inspire Innovation * Grow Responsibly * Win Together
    $30k-37k yearly est. Easy Apply 60d+ ago
  • Customer Service Representative Fueler/Washer

    Dev 4.2company rating

    Finance service representative job in Louisville, KY

    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 Work Location: 4300 Petersburg Rd. Louisville, KY 40218 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. 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: 4300 Petersburg Rd Primary Location: US-KY-Louisville Employer: Penske Truck Leasing Co., L.P. Req ID: 2330084
    $25k-32k yearly est. 60d+ ago
  • Customer Service Representative

    OTC Industrial Technologies 4.5company rating

    Finance service representative job in Louisville, KY

    Competitive Pay: This position offers an hourly wage ranging $25.00/hr. depending on experience and qualifications. Customer Service Representative The primary objective is to provide unmatched customer experiences that influence a positive culture, safety first attitude, relationship building, and impacts revenue growth and profitability. The Customer Service Representative (CSR) provides support to the branch office, outside sales and service teams in office administration, inside sales and customer service. The CSR works with the service team to develop work scopes, obtain parts pricing and lead times and develop customer quotations. Essential Duties and Responsibilities: * Serves as primary contact for customers, assuring superior customer service levels are met and exceeded. * Timely processing and communication of all inquiries, quotes, and orders. * Calling customers to follow up on quotes and orders, review sales history, and provide product information and suggestions. * Knowledge of account requirements and special situations; the ability to get results for customers. * Gain specialized technical knowledge about our products and applications. * Maintain knowledge of and utilize vendor portals * Maintain appropriate record keeping in ERP and CRM * Gather and provide information to sales and management team * Work cooperatively with other associates and departments; be a Team player. * Provide trouble-shooting assistance; assist with shipment issues; resolve product related problems * Follow up with customers to ensure that issues are resolved to their satisfaction * Be familiar with approved list of suppliers for goods and services * Internal and external collaboration on quotes for products/services with customers/outside sellers * Any other tasks assigned by lead/manager. Qualifications * Associate degree or equivalent from two-year College or technical school; or High School Diploma with two (2) years related experience. * Preferred experience and knowledge of industrial distribution. * Excellent customer relations and problem-solving skills * Strong verbal, written, and interpersonal communication skills * Detail oriented, including accurate data entry skills * Capable of working independently, as well as a team member * Interact with co-workers with a positive attitude to maintain a friendly and productive work environment * Must be proficient in Microsoft Office Suite (Excel, Word, Outlook, Teams) * Ability to understand written and oral English and be proficient with computer, email, spreadsheets and look up documents online * Ability to meet the physical requirements of the job * Ability to work in environments that may include: * Moving mechanical parts * Fumes or airborne particles * Painting chemicals and solvents * Electrical equipment Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Sitting: Prolonged periods of sitting at a desk * Standing: Mobility within an office environment for extended periods * Walking: Moving around the office * Lifting: Occasionally lifting and carrying up to 20 pounds Competencies To perform the job successfully, an individual should demonstrate the following competencies: * Adaptability - Ability to be flexible and adjust to changes in your work environment. You can respond quickly to changing ideas, responsibilities, expectations, trends, strategies and other processes. Being adaptable also means possessing soft skills like interpersonal, communication, creative thinking and problem-solving skills. * Accuracy - Ability to detect errors in normal course of work by standard check or routine crosscheck. Errors resulting from inaccuracy would create minor confusion, delay or expense to correct the situation. * Dependability - Follows instructions, responds to management direction; Keeps commitments. * Initiative - Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed. * Customer Service - Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance. * Problem Solving - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. * Planning/Organization - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Develops realistic action plans. * Communication and Interpersonal Skills - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Demonstrates group presentation skills. * Collaboration - Ability to work with others to achieve a common goal; Building and maintaining relationships through shared responsibility, respect, and empathy.
    $25 hourly 47d ago
  • Customer Service Representative - State Farm Agent Team Member

    State Farm Agent 4.4company rating

    Finance service representative job in Hodgenville, KY

    State Farm Insurance Agent located in Hodgenville, Kentucky is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Travis Easterling - State Farm Agent, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Salary plus commission/bonus Paid time off (vacation and personal/sick days) Growth potential/Opportunity for advancement within my agency Requirements Excellent communication skills - written, verbal and listening Self-motivated Detail oriented Proactive in problem solving Dedicated to customer service Ability to work in a team environment Ability to effectively relate to a customer Bachelor's degree preferred If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. We're Hiring! We are a growing agency with big dreams and lots of potential. About Our Agency Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. If you want a career, not a job, then we encourage you to apply. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $28k-34k yearly est. Auto-Apply 13d ago
  • Customer Service Representative

    Commonwealth Insurance Services 4.7company rating

    Finance service representative job in Louisville, KY

    Benefits: 401(k) matching Competitive salary Training & development The Customer Service Representative at Commonwealth Insurance Services Inc is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Benefits/Perks Competitive Pay Professional Development Job Stability in a growing industry Responsibilities Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary. Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution. Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. Compensation: $40,000.00 - $50,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability and strong compensation you've come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals! Trusted Choice Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price. This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
    $40k-50k yearly Auto-Apply 60d+ ago
  • Part Time Associate Banker Louisville (30 Hours)

    JPMC

    Finance service representative job in Louisville, KY

    We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want Assists clients and the branch team by helping with new account openings when needed Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures Required qualifications, capabilities, and skills 6+ months of customer service experience High school diploma or GED equivalent Preferred qualifications, capabilities, and skills Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills Strong desire and ability to influence, educate, and connect customers to technology Cash handling experience
    $35k-74k yearly est. Auto-Apply 60d+ ago
  • Client Service Representative

    ISCO Industries 4.1company rating

    Finance service representative job in Louisville, KY

    Looking for stability? An innovative company? Fun atmosphere? Come work for a family owned business focused on growth and people, NOT stock price! In addition to a standard benefits package of medical/dental/vision, ISCO offers a 3% MATCH ON RETIREMENT. Come feel part of ONE TEAM all while working with leading edge technology for a market leader! ISCO Industries is an end-to-end piping solutions provider that specializes in HDPE. Client Service Representatives act as support resources for ISCO projects and our customers by expertly facilitating the business cycle from opportunity through fulfillment while maintaining mutually beneficial relationships in accordance with ISCO's core values so that high levels of Customer Service, Sales, and Gross Profit are achieved. * Prepare and submit quotations based on inquiry, design specifications, and/or technical recommendations outlining price, availability, terms and conditions, etc. * Determine Pricing strategy either alone or in conjunction with Team Leader, Outside Sales partner, and/or Management * Determine sourcing strategies which align customer needs with internal objectives * Determine logistical requirements and alternatives and assist as needed with execution * Prepare and/or provide technical documents in relation to customer application * Follow up with customers to ensure quote has been received and ask for feedback. * Negotiate price and availability with customers and vendors as needed * Process transactions within an assigned customer group or geography with the objective of increasing customer service, sales, and gross profit and within quality standards. * Utilize ISCO business systems to process transactions to company standard * Utilize approved Customer Resource Management (CRM) tool in daily activities * Manage Projects * Act as primary liaison between Customers, Outside Sales, various support departments at ISCO, and vendors * Ensure appropriate actions are taken to ensure excellent customer experience * Manage timely communication by monitoring and utilizing phone, e-mail, text, or other company approved tools * Provide customer requested information including but not limited to, tracking information, invoice copies, proof of delivery, etc. * Monitor commitments to customers to ensure changes and or problems are handled proactively * Participate in Sales Meetings and continuous learning programs as required * Assist with general phone coverage as needed * Ensure compliance with ISCO's Quality objectives and standards * Perform other related duties as assigned Minimum Qualifications for Consideration * Education: Associate (Two year) college/technical school degree in sales, marketing, business or closely related field * Experience: A minimum of 2 years' experience in the direct customer selling process and techniques including closing sales is preferred, but not required * Skills: Position requires knowledge of features, benefits and use/application of broad range of company products Find out more about our Client Service Representative position and ISCO on our YouTube page.
    $26k-43k yearly est. 13d ago
  • Registered Representative - State Farm Agent Team Member

    Mike Kenney-State Farm Agent

    Finance service representative job in Louisville, KY

    Job DescriptionBenefits: Competitive salary Paid time off Profit sharing ROLE DESCRIPTION: As a Registered Representative - State Farm Agent Team Member with Mike Kenney - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide investment options and consult securities to customers. Conduct financial needs analysis and recommend investment products. Manage customers portfolios and provide ongoing support. Stay updated on market trends and regulatory changes. Conduct presentations and seminars on investment topics. Maintain accurate records of transactions and customers interactions. Ensure compliance with industry regulations and standards. QUALIFICATIONS: Series 6 or 7 license and other relevant certifications. Strong knowledge of investment products and financial markets. Communication and customer service skills. Ability to build and maintain customers relationships. Detail-oriented with strong analytical skills. Proficiency with financial software and tools. High ethical standards and professionalism.
    $40k-77k yearly est. 29d ago
  • Customer Service Representative

    The Rogers Company 4.8company rating

    Finance service representative job in Louisville, KY

    Rogers Group, Inc., headquartered in Nashville, is a privately held aggregates and asphalt highway construction company operating in 12 states with over 3,500 employees. RGI, established in 1908, has the distinction of being recognized as the largest privately held aggregate producer in the United States. We have 86 quarries and 56 asphalt plants across Tennessee, Mississippi, Georgia, Alabama, South Carolina, North Carolina, Kentucky, Arkansas, Texas, Indiana, Illinois, and Ohio. Job Details: Jefferson County Stone - Rogers Group Inc. - Louisville, KY Pay: Wages starting at $23/hour Typical weekly hours range from 40 to 45 hours per week; overtime is not guaranteed. Employees must be flexible and able to adjust their schedule to meet seasonal demands and operational needs. Rogers Group is currently seeking candidates for our Customer Service Representative position in Louisville, KY. The successful candidate will be a motivated, safety conscious individual with good multi-tasking skills to operate our Truck Scale system, take customer orders, and dispatch trucks. They will perform general clerical duties in accordance with established procedures, requiring some judgement in the selection and interpretation of data. Job Requirements: Provide friendly, professional, and thorough customer service Answer customer calls Take and input customer orders Dispatch products and material for delivery Assist in processing paperwork for corporate accounting systems such as payable, payroll, etc. Assist sales staff with customer service responsibilities May be called upon at the discretion of Managers to perform other duties Qualifications: High school diploma required Proficiency with Microsoft Office applications Excellent customer service skills Detail oriented with a high degree of accuracy with the ability to multi-task Ability to work with minimal supervision Excellent communication skills both oral and written Must pass pre-employment drug screen As a Rogers Group employee, you will have access to our competitive company perks, including: Medical, Dental, Vision Insurance plus Health Savings Account with annual company contribution. Company provided Group Life and Accidental Death & Dismemberment insurance. Retirement 401(k) with company contribution and match at one year of service. Company provided Short- and Long-Term Disability. Paid Holiday's including Christmas shutdown between Christmas and New Years Day. Paid vacation available after 180-day probationary period and accrued based on years of service. Annual performance-based merit increases. Career growth/advancement opportunities. RGI EEO Statement It is the policy of Rogers Group, Inc. to recruit, hire, and promote individuals based on demonstrated merit and qualifications. We are committed to providing a work environment that is free from discrimination, harassment, and retaliation as protected by applicable federal, state, or local laws. All applications are accepted online at ***********************
    $23 hourly Auto-Apply 2d ago
  • Parts & Service Associate

    Interstate Group LLC 3.8company rating

    Finance service representative job in Louisville, KY

    Job Title: Parts and Service Assistant Department: TrailersPlus Lot Operations Reports To: Assistant Store Manager Status: Hourly plus bonus The Parts and Service Assistant (PSA) assists in the duties and responsibilities of the Parts and Service Department. The position assists in all aspects of the inbound and outbound inventory, installing parts, servicing trailers of all makes and models, and preparing products for presentation and demonstration. PSA's assist in maintaining a clean and safe facility. ESSENTIAL DUTIES AND RESPONSIBILITIES The essential duties and responsibilities include, but are not limited to the following: ● Daily inspection of trailers on the lot for safety and quality control. ● Perform daily processes that include parts, service work, inventory control as directed by store management. ● Service, parts/accessories installations, and warranty work. ● Assist will all deliveries of trailers, parts, and supplies and submit paperwork to management for review. ● Maintain the store facility and grounds by cleaning and organizing the building, shop, and trailers, in order to promote safety, security, and a professional appearance as directed by store management. ● Work strategically and collaboratively with store management. ● Attend and participate in all required team and company meetings. ● Assist with warranty, repair, facility, and equipment problems. ● Assist Store Management team in trailer sales, as needed (sale license required in some states). ● Performs other duties as assigned. ● Ability to operate forklift and tractor. (Company certification required) ● Ability to operate power tools and welding equipment. (Company certification required) SKILLS ● Time management ● Ability to solve basic problems, communicate properly, handle and diffuse difficult situations ● Troubleshooting ● Attention to detail ● Strong mechanical ability ● Quality customer service SUPERVISORY RESPONSIBILITIES This job has no supervisory responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed in the essential duties and responsibilities section are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE Requires a high school diploma or equivalent. LANGUAGE SKILLS Must be able to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Also important is the ability to write occasional reports and correspondence and to speak effectively with customers or employees. Spoken fluency in Spanish is a plus. MATHEMATICAL SKILLS Requires the ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. The PSA must also be able to apply concepts of basic algebra and geometry as needed. COMPUTER SKILLS Knowledge of on-line computer systems is helpful but not required for successful completion of the PSA job responsibilities and assignments. Basic keyboarding skills are also beneficial for efficiency. REASONING ABILITY Must be able to communicate and assist in the resolution of practical problems dealing with a variety of concrete variables in situations where only limited standardization exists. The position also requires the ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to talk or hear. The employee is frequently required to stand, walk, sit, use their hands to handle or feel, reach with their hands and arms while balancing, routinely lift 50-75 lbs, and climb ladders. WORK ENVIRONMENT The characteristics of the work environment described here are representative of those an employee would encounter while performing the essential functions of this job. The employee may be exposed to wet and/or humid conditions, as well as outside weather conditions during the performance of the job responsibilities. The employee may also be required to move mechanical parts and may be exposed to materials as described in MSDS documents. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions upon request. Print Name Date Signature
    $23k-33k yearly est. Auto-Apply 33d ago
  • KY-Financial Services Sales Representative (1099)

    Tomorrow's Recruiting

    Finance service representative job in Louisville, KY

    Financial Services Sales Representative (1099) Louisville, KY Part-Time or Full-Time | Flexible Schedule | Unlimited Earning Potential!!! Take control of your career and income while helping families achieve financial freedom. Cameron Howell & Associates-Primerica Financial Services is seeking motivated individuals ready for a career change or supplemental income. This role is perfect for teachers, nurses, retail professionals, or anyone looking to start fresh with a flexible, entrepreneurial opportunity. What You'll Do Connect with individuals and families to provide financial solutions Provide education on life insurance, investments, and retirement planning Grow your business through referrals, networking, and community engagement Participate in training and mentorship programs to earn professional licenses What We Offer Flexible schedule with part-time or full-time options Unlimited income potential based on performance Comprehensive training and licensing support Career advancement opportunities within a nationwide organization Supportive team environment focused on growth and impact Who You Are Self-motivated and entrepreneurial Passionate about helping others and building relationships No prior financial experience required Start building your business, impacting lives, and achieving financial freedom with Cameron Howell & Associates-Primerica Financial Services.
    $27k-42k yearly est. 60d+ ago
  • Customer Service Representative

    Local Choice Insurance 4.1company rating

    Finance service representative job in Louisville, KY

    The Customer Service Representative at Local Choice Insurance is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities. Responsibilities Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, providing documentation. Answer customer calls and correspondence regarding new or existing insurance policies and service all claims which include regular and after-hour claims. Work with new clients or support a producer in an effort to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary. Set appointments and/or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals. Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation. Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution. Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier. Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system. Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed. Qualifications Hold the insurance license required by your state and have a minimum of two years commercial lines insurance account management experience as well as a Bachelor's Degree or comparable work experience. Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects. Demonstrate strong customer focus and an excellent phone manner; display strong written and verbal communication skills as well as excellent math and reading skills to perform calculations. Possess a sense of urgency, attention to detail, organization, multi- tasking, and follow up skills and the ability to handle difficult situations with customers and solve complex problems without direct supervision. Have excellent time management skills with a personal accountability mindset as well as technology and computer proficiency, including agency management systems, rating tools, and carrier website navigation. Benefits/Perks Competitive Pay Professional Development Job Stability in a growing industry Compensation: $24,000.00 - $42,000.00 per year YOUR FUTURE as an Independent Insurance Agent Starts Here If you're looking for a career that offers flexibility, job stability and strong compensation you've come to the right place! Working with an independent agency is a great career choice. Baby Boomers in insurance are retiring at rapid speeds and leaving a high demand for insurance professionals! Trusted Choice Independent Insurance Agents protect customers by providing home, auto, business, life and health insurance policies to fit their individual needs. Independent agencies are not bound to offering products from only one insurance company. Instead, we can offer customers a choice of policies from a variety of insurance companies to provide the best protection at a competitive price. This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
    $24k-42k yearly Auto-Apply 60d+ ago
  • Financial Services Representative - State Farm Agent Team Member

    Bryan Jackson-State Farm Agent

    Finance service representative job in Jeffersonville, IN

    Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Bryan Jackson - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Strong analytical and communication skills. FINRA Series 7 and 63 licenses preferred.
    $30k-46k yearly est. 8d ago
  • Part Time Associate Banker Louisville (30 Hours)

    Jpmorgan Chase & Co 4.8company rating

    Finance service representative job in Louisville, KY

    JobID: 210628934 JobSchedule: Part time JobShift: Variable : At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals. Job Responsibilities * Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings. * Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements. * Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want. * Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals. * Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures. Required Qualifications, Capabilities, and Skills * Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment. * Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients. * Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs. * Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience. * Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity. * Ability to quickly and accurately learn products, services, and procedures. * Client service experience or comparable experience. * High school diploma or GED equivalent. Preferred Qualifications, Capabilities, and Skills * Strong desire and ability to influence, educate, and connect customers to technology solutions. * Cash handling experience.
    $19k-39k yearly est. Auto-Apply 35d ago
  • Telephone Banking Rep - Part time

    Park Community Credit Union 4.0company rating

    Finance service representative job in Louisville, KY

    Role: By emphasizing ONE Park, ONE Mission, One Team, the eTeam Service Representative is responsible for assisting members and potential members with their telephone and electronic correspondence requests. This role involves answering questions about products and services, resolving issues within their authority, processing transactions, and directing calls to the appropriate department when necessary. The eTeam Service Representative also identifies cross-sell opportunities, maintains accurate member account information, and supports remote service requests, ensuring efficient and professional service delivery. **THIS POSITION IS ON SITE AND LOCATED IN LOUISVILLE, KY. IT IS NOT REMOTE OR HYBRID. Essential Functions & Responsibilities: While meeting the service standards for the credit union, assist members and potential members with their telephone and electronic correspondence requests; answer questions about products and services and resolve problems that are within their authority to resolve; provide applications as requested; refer problems that are beyond their authority to their supervisor, along with their recommendations. Process Remote Contact requests in the same fashion as answering and handling telephone requests/issues. Identify crosssell opportunities and cross-sell services to members. Maintain action log as required for review. Perform transactions related to ATM/Debit Card programs including ordering cards and placing blocks per credit union guidelines. Provide information regarding these transactions and resolve issues that are within authority. Refer issues not withing authority to manager. Provide information on remote services. Maintain knowledge of all products and services offered. Follow all security policies and report suspicious activity to manager. Maintain member account information on computer system. Assure that appropriate records are maintained . Willingly assist other departments as needed. Performs other duties as assigned. Performance Measurements: 1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: • Vibrant Connections • Inclusive Excellence • Bold Compassion • Endless Empowerment 2. To provide friendly, professional and accurate service and support to all members and coworkers. 3. To accurately receive calls daily and effectively troubleshoot or direct the call. 4. To answer telephone within 3 rings, respond to written correspondence within 24 hours, respond to telephone messages within the same day received. 5. To process member transactions with zero errors. 6. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations. 7. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. 8. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately. Knowledge and Skills: Experience: Six months to two years of similar or related experience. Education: Equivalent to a high school education. Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Other Skills: Good listening and telephone skills. Physical Requirements: WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers. PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Company Description: Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all. Park Community Credit Union is an Equal Opportunity Employer/VETERANS/DISABLED
    $29k-35k yearly est. 13d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Louisville, KY?

The average finance service representative in Louisville, KY earns between $22,000 and $51,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.

Average finance service representative salary in Louisville, KY

$33,000

What are the biggest employers of Finance Service Representatives in Louisville, KY?

The biggest employers of Finance Service Representatives in Louisville, KY are:
  1. Tomorrow's Recruiting
  2. Fidelity Holding
  3. Fidelity Investments
  4. Bryan Jackson-State Farm Agent
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