Finance service representative jobs in Pocatello, ID - 69 jobs
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Sales Representative - First Aid and Safety
Cintas Corporation 4.4
Finance service representative job in Idaho Falls, ID
Cintas is seeking a Sales Representative to focus on new business-to-business account development in our First Aid and Safety Division. Responsibilities include prospecting, cold calling, setting appointments with prospects, presenting programs and m Sales Representative, Sales, First Aid, Representative, Safety, Business, Manufacturing
$44k-63k yearly est. 6d ago
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Customer Service Representative
Best Friends Pet Care 4.1
Finance service representative job in Pocatello, ID
Our Customer ServiceRepresentatives are passionate animal lovers who provide our human and pet guests with “wow” service. Our CSRs are our first points of contact with our guests and are focused on building great relationships.
We are an Employee-owned and operated company that is expanding, which provides many growth opportunities within the company. We currently have over 70 locations in more than twenty states coast-to-coast and have been in business for 30 years.
If you are looking for a company in which you can learn and grow, our countrywide, well-established pet care facility may be the perfect place for you!
We offer:
· Health, dental, vision, life insurance, STD/LTD, 401K with company matching
· ESOP - Employee Stock Ownership Plan (100% company paid)
· Paid vacation
· Pet supply and service discounts and more!
Responsibilities:
• Main lobby operations - check-ins, check-outs, guest visits and tours, answering general
questions
• Answering and handling calls in a professional manner
• Maintaining cleanliness
• Maintaining cleanliness
• Scheduling
• File maintenance
• Data entry
Qualifications
Skills Required
Possess a love of animals
Displays a professional manner at all times
Ability to work evenings, weekends & holidays
Lift/carry 40 pounds or more
Able to stand/walk for eight hours a day
Able to work in a fast-paced environment
Able to work on a computer system
Able to handle dogs on leashes and work in an environment with exposure to disinfectant/sanitation chemicals, animal dander and excretions.
Essential Job Functions
Welcomes both human and pet guests
Can correctly identify animal body language/behavior
Follows safe handling procedures
Checking in and out of pet guests while providing excellent customer service
Escorts pets to and from their rooms
Takes reservations over the phone
Can work both individually and as a team player while performing duties
Contributes in maintaining the cleanliness of the facility
Communication with management and other team members
Required Education
High School Graduate or Equivalent
At least 1 year of professional animal experience
$26k-32k yearly est. 15d ago
Customer Service Rep (7305)
Domino's Franchise
Finance service representative job in Idaho Falls, ID
Wow 1st (DBA) is a locally owned and operated franchise. We strive to bring a smile to everyone's face and what's not better than to serve our community with fresh, fast, and hot product?
Job Description
Ready to become a customer service superhero? Join our team of smile-spreading, problem-solving wizards at Dominos! As our new Customer Service Rep, you'll be the friendly face and voice of our company, turning frowns upside down and making our customers' days brighter. Get ready for an adventure where no two days are the same, and your quick wit and charm can save the day!
Be the ultimate customer whisperer, decoding inquiries and dishing out info faster than you can say "How may I help you?"
Transform grumpy grumblers into happy campers with your Jedi-like complaint-resolution skills
Master the art of order juggling - process, return, exchange, repeat!
Play matchmaker between departments, ensuring customer needs find their perfect problem-solving match
Become a walking, talking product encyclopedia - impress customers with your vast knowledge of our offerings
Channel your inner detective to document customer interactions in our top-secret (okay, not really) CRM system
Be the Sherlock Holmes of customer service, identifying tricky issues and knowing when to call in the big guns (aka management)
Join our customer service Avengers for team pow-wows and training sessions to level up your superpowers
Help craft the ultimate customer service playbook by contributing your genius ideas
Smash those performance goals like a boss and keep our quality standards flying high
Qualifications
Jedi-level communication skills, both in speaking and writing - you can explain things clearer than a crystal ball!
People skills that would make even Ryan Reynolds jealous - you can charm customers from all walks of life
Problem-solving abilities that would impress Einstein- you're always one step ahead of customer concerns
Tech-savvy enough to make Iron Man proud - you can navigate computer systems like a pro
CRM software experience that would make you the Yoda of customer data management
Multitasking skills that would put an octopus to shame - you thrive in our fast-paced, whirlwind environment
Math skills sharp enough to calculate the odds of successfully navigating an asteroid field (we promise, our transactions are easier!)
Zen master-level calm under pressure - you can turn conflicts into group hugs (metaphorically speaking, of course)
Eagle-eye attention to detail - you can spot a typo from a mile away
Team player vibes mixed with lone wolf independence - you're the Swiss Army knife of customer service
Flexibility that would make a yoga instructor envious - you bend and adapt to changing priorities like a champ
High school diploma or equivalent (bonus points if you graduated from Hogwarts or Xavier's School for Gifted Youngsters)
Previous customer service experience is great, but if you've got the potential of a superhero-in-training, we want to hear from you!
Additional Information
All your information will be kept confidential according to EEO guidelines.
$26k-34k yearly est. 7d ago
Customer Service Representative - Idaho Falls, ID
Kedia Corporation
Finance service representative job in Idaho Falls, ID
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools used in this occupation:
Autodialers - Autodialing systems; Predictive dialers Automated attendant systems - Voice broadcasting systems Automatic call distributor ACD - Automatic call distribution ACD system ScannersStandalone telephone caller identification - Calling line identification equipment; Dialed number identification systems DNIS
Technology used in this occupation:
Contact center software - Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani EmailCustomer relationship management CRM software - Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRMElectronic mail software - Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft OutlookNetwork conferencing software - Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani ChatSpreadsheet software - Microsoft ExcelKnowledgeCustomer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.Speaking - Talking to others to convey information effectively.Service Orientation - Actively looking for ways to help people.Persuasion - Persuading others to change their minds or behavior.Reading Comprehension - Understanding written sentences and paragraphs in work related documents.Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Writing - Communicating effectively in writing as appropriate for the needs of the audience.Coordination - Adjusting actions in relation to others' actions.Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.Negotiation - Bringing others together and trying to reconcile differences.
AbilitiesOral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.Oral Expression - The ability to communicate information and ideas in speaking so others will understand.Speech Clarity - The ability to speak clearly so others can understand you.Speech Recognition - The ability to identify and understand the speech of another person.Written Expression - The ability to communicate information and ideas in writing so others will understand.Near Vision - The ability to see details at close range (within a few feet of the observer).Problem Sensitivity - The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.Written Comprehension - The ability to read and understand information and ideas presented in writing.Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional InformationIf this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$26k-34k yearly est. 60d+ ago
Customer Service Representative (CSR)/Inside Sales
Advantaserv
Finance service representative job in Idaho Falls, ID
Job DescriptionSalary: DOE
AdvantaServ is a growing service company specializing in residential and commercial HVAC, plumbing, and electrical solutions. We are known for our professionalism, reliability, and customer-first approach. As we continue to scale, we are building strong systems, a high-performing team, and a positive, accountable culture.
We are seeking a versatile, proactive, and tech-savvy individual to join our team in a role that is central to daily operations and company growth. While some responsibilities may be delegated to other team members as we grow and expand our administrative staff, this individual will play a key role in shaping processes, workflows, and the future of the administrative team.
Position Overview
The Customer ServiceRepresentative / Inside Sales (CSR / Inside Sales) role is mission-critical to AdvantaServs growth. This position sits at the intersection of customer experience, operational coordination, and revenue generation.
You will serve as the front line of communication for customers and the backbone of support for field technicians, responsible for rapidly responding to inbound leads, proactively generating outbound activity (including cold calls and self-generated outreach), and converting interest into high-quality, confirmed appointments.
This role blendscustomer service excellence with inside sales performance, requiring urgency, organization, persuasive communication, and disciplined follow-through. The ideal candidate thrives in a fast-paced, metrics-driven environment, takes ownership of outcomes, and is motivated by turning conversations into booked work using ServiceTitan as the operational backbone.
This position supports a growing service organization and requiresprofessionalism, emotional maturity, and a solutions-focused mindset. We value positivity, accountability, and direct communicationthis is a low-drama, high-performance role.
Key Responsibilities and Duties
1. Speed-to-Lead Appointment Booking
Respond immediately to all inbound leads via phone, web inquiries, email, and chat, targeting engagement within 5 minutes of lead creation
Convert inbound inquiries into confirmed appointments using urgency, product knowledge, and active listening
Prioritize and follow up on leads that have not yet booked to ensure no opportunity is missed
Leverage scripts and objection-handling techniques to maximize appointment conversion rates
Maintain full calendar coverage by proactively filling open time slots and rescheduling cancellations
Perform outbound calls, including cold calls and self-generated outreach, to drive additional appointment volume
2. Customer Interaction & Relationship Building
Serve as the first point of contact for both potential and existing customers with warm, professional, and effective communication
Provide accurate information regarding services, pricing, and scheduling
Identify customer needs and pain points to clearly communicate the value of AdvantaServs services
Build trust and rapport with homeowners through active listening and clear, concise explanations
Ensure a positive customer experience by following up on completed services, customer concerns, and unresolved issues
Proactively re-engage past customers, incomplete jobs, no-shows, and inactive leads to rebook services
Track customer satisfaction and assist with resolving service-related concerns
3. ServiceTitan Platform Ownership
Use ServiceTitan daily to accurately enter and manage customer data, service notes, job details, scheduling, and dispatching in real time
Utilize the dispatch board to assign field technicians efficiently while optimizing routes and availability
Monitor technician statuses, job progress, updates, cancellations, and reschedules
Maintain a high degree of data accuracy and completeness to support seamless coordination between office and field teams
Identify and suggest workflow or process improvements using ServiceTitan capabilities
Collaborate with management to leverage ServiceTitan insights for operational and performance decision-making
Assist teammates with ServiceTitan training or troubleshooting when needed
4. Sales Collaboration & Revenue Growth
Work closely with outside sales representatives, technicians, and field managers to align appointment volume with revenue goals
Clearly relay qualified lead details, customer expectations, and job context to improve close rates
Participate in team huddles and planning meetings to share insights and opportunities gathered from customer interactions
Support rehash efforts by contacting previously quoted, deferred, or inactive leads to revive interest and secure new appointments
5. Performance Monitoring & Continuous Improvement
Track and report on daily and weekly KPIs, including:
Lead response time
Appointments booked
Conversion percentage
No-show and cancellation rates
Consistently meet or exceed call handling, appointment-setting, and sales contribution goals
Participate in regular coaching and feedback sessions focused on improving call quality, confidence, and conversion
Record, review, and refine call scripts and pitch approaches based on real customer responses and performance data
6. Workflow Optimization & Team Development
Stay current on ServiceTitan updates and new features
Provide input on improving workflows, systems, and operational efficiency
Contribute ideas that enhance the customer experience and streamline lead-to-sale handoffs
Help maintain a culture of accountability, professionalism, positivity, and team success
Ideal Candidate Profile
The successful candidate will consistently demonstrate:
Results-Driven Urgency Acts quickly on leads and strives for maximum conversion
Inside Sales Mindset Comfortable influencing decisions, handling objections, and closing appointments
Empathetic Communication Balances strong customer care with business outcomes
Organized Multitasking Effectively manages multiple conversations, systems, schedules, and follow-ups
Team-First Attitude Supports teammates while holding themselves to high performance standards
Coachability Open to feedback, resilient under pressure, and motivated to improve daily
Professional Resilience Maintains composure, maturity, and focus in a fast-paced environment
Qualifications
Proven experience in customer service and/or dispatching (home services industry preferred)
Proficiency with ServiceTitan or similar CRM/dispatch software, or a strong willingness to master it quickly
Strong organizational skills and attention to detail
Excellent verbal and written communication skills
Ability to multitask and prioritize in a fast-paced environment
High level of accountability and independence
Tech-savvy and eager to learn new systems
Preferred Experience
Previous experience in HVAC, plumbing, or electrical service environments
Bilingual (English/Spanish) is a plus
What We Offer
Competitive hourly wage or salary based on experience
Paid time off and paid holidays
Opportunities for professional growth and cross-training
A positive, team-driven, high-accountability work culture
$26k-34k yearly est. 3d ago
Bilingual Russian Customer Service Representative (Remote - New York, NY)
Maximus 4.3
Finance service representative job in Idaho Falls, ID
Description & Requirements Maximus is currently hiring for Bilingual Russian Customer ServiceRepresentatives to join our New York State of Health (NYSOH) team. This is a remote opportunity requiring residency within 100 miles of New York, NY. Every day, Customer ServiceRepresentatives (CSRs) at Maximus are entrusted to serve some of the most vulnerable communities by providing customer care to millions of New Yorkers who need to maneuver through complex healthcare plans. During these uncertain times we ensure that we are delivering the best outcomes possible for our clients and customers - ensuring every action is thoughtful, open, transparent, and done with integrity. To prepare you for this role, Maximus provides paid, comprehensive training which ensures our customer servicerepresentatives care for each caller with the highest levels of knowledge and professionalism.
Why Maximus?
- • Competitive Compensation - Quarterly bonuses based on performance included!
- • Comprehensive Insurance Coverage - Choose from various plans, including Medical, Dental, Vision, Prescription, and partially funded HSA. Additionally, enjoy life insurance benefits and discounts on Auto, Home, Renter's, and Pet insurance.
- • Future Planning - Prepare for retirement with our 401K Retirement Savings plan and Company Matching.
- • Paid Time Off Package - Enjoy PTO, Holidays, and sick leave, along with Short and Long Term Disability coverage.
- • Holistic Wellness Support - Access resources for physical, emotional, and financial wellness through our Employee Assistance Program (EAP).
- • Recognition Platform - Acknowledge and appreciate outstanding employee contributions.
- • Tuition Reimbursement - Invest in your ongoing education and development.
- • Employee Perks and Discounts - Additional benefits and discounts exclusively for employees.
- • Maximus Wellness Program and Resources - Access a range of wellness programs and resources tailored to your needs.
- • Professional Development Opportunities- Participate in training programs, workshops, and conferences.
Essential Duties and Responsibilities:
- Answer incoming calls from consumers including the general public, prospective enrollees and people assisting enrollees or acting on their behalf in accordance with all performance standards, policy and procedures, and protocols including but not limited to the confidentiality and privacy policies.
- Respond effectively to all forms of inbound and outbound contacts.
- Track and document all inquiries using the applicable systems.
- Process new applications for health care coverage via the telephone including building tax household, household income, eligibility determinations, interpreting determinations made by the Marketplace, and enrollment into health plans. Transfer/refer consumers to appropriate entities according to the established guidelines.
- Process life event changes, demographic updates, disenrollment requests, and special enrollment periods as requested.
- Facilitate the fulfillment of caller requests for materials via mail, email, or download.
- Facilitate translation services for non-English speaking callers according to procedures.
- Escalate calls or issues to the appropriate designated staff for resolution as needed.
- Attend meetings and trainings as requested and maintain up-to-date knowledge of all programs and systems.
- Respond to all inquiries consistent with confidentiality and privacy policies and refer callers to alternate sources when appropriate.
- Meet Quality Assurance (QA) and other key performance metrics.
- Responsible for adhering to established safety standards.
- Must be able to remain in a stationary position for an extended period of time.
- Occasionally lift, carry, or otherwise move items weighing up to 25 pounds.
- Work is constantly performed in an office environment.
- Perform other duties as assigned by management.
Minimum Requirements
- High school diploma or GED required and 6+ months of relevant professional experience required, or equivalent combination of education and experience.
- This position requires proficiency in English and Mandarin, Cantonese or Russian language or proficiency in both Spanish and Haitian Creole languages.
- Must be able to speak, read and translate in Russian and English fluently.
- Residency within 100 miles of New York, NY is required.
- Strong data entry and telephone skills.
- Excellent organizational, interpersonal, written, and verbal communication skills.
- Ability to perform comfortably in a fast-paced work environment.
- Ability to successfully execute many complex tasks simultaneously.
- Ability to work as a team member, as well as independently.
- Previous experience with computers, phone systems, and headsets preferred.
- Previous experience in customer service preferred.
Home Office Requirements:
- Internet speed of 20mbps or higher required (you can test this by going to *******************
- Connectivity to the internet via either Wi-Fi or Category 5 or 6 ethernet patch cable to the home router.
- Must currently and permanently reside in the Continental US.
#NYSOHPriority #NYSOHcsr #CSRLinkedInNYSOH #LI-Remote
EEO Statement
Maximus is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information and other legally protected characteristics.
Pay Transparency
Maximus compensation is based on various factors including but not limited to job location, a candidate's education, training, experience, expected quality and quantity of work, required travel (if any), external market and internal value analysis including seniority and merit systems, as well as internal pay alignment. Annual salary is just one component of Maximus's total compensation package. Other rewards may include short- and long-term incentives as well as program-specific awards. Additionally, Maximus provides a variety of benefits to employees, including health insurance coverage, life and disability insurance, a retirement savings plan, paid holidays and paid time off. Compensation ranges may differ based on contract value but will be commensurate with job duties and relevant work experience. An applicant's salary history will not be used in determining compensation. Maximus will comply with regulatory minimum wage rates and exempt salary thresholds in all instances.
Accommodations
Maximus provides reasonable accommodations to individuals requiring assistance during any phase of the employment process due to a disability, medical condition, or physical or mental impairment. If you require assistance at any stage of the employment process-including accessing job postings, completing assessments, or participating in interviews,-please contact People Operations at **************************.
Minimum Salary
$
21.50
Maximum Salary
$
21.50
$27k-33k yearly est. Easy Apply 6d ago
Relief CSR Driver
Vestis 4.0
Finance service representative job in Pocatello, ID
Watch this video! ************************************************************
The Route Sales Support Driver builds solid, positive working relationships with customers and is highly motivated to exceed their expectations and requirements. AUS operates in a very competitive environment and successful “RSSs” must be able to balance exceptional customer service with meeting and exceeding individual sales growth goals. As advocates for the organization, RSSs strive to generate goodwill and loyalty for the organization while performing their work in a professional manner at all times.
Responsibilities/Essential Functions:
Safely operate a company step van in designated area to provide products and service to a variety of clients. Verify daily preventative maintenance of vehicle and maintain proper operator documentation; Manage daily route independently to ensure accurate and timely delivery of product; Loads/unloads product per company policies, procedures, and guidelines; Review invoices daily for complete and accurate information and make corrections as needed; Meet sales goals and promotes overall route growth to enhance profitability; Develop leads/prospects, calls on prospective customers to solicit business, prepare service agreements, and install new accounts. Assists the sales organization with the procurement of additional new business; Possess a strong understanding of services, policies, and pricing methods and can clearly communicate these to customers; Monitor customer feedback and handle customer issues in a prompt and courteous manner; Take responsibility for your personal safety and watch out for the safety of others. Use safe precautions, proper tools, and equipment, and adhere to all safe work practices and policies; Perform other duties as required or assigned which are reasonably within the scope of the activities enumerated above.
• Knowledge/Skills/Abilities:
Must be a minimum of 21 years of age, have a valid driver's license, and excellent driving record; Customer service experience with a wide variety of consistent customer contact; Strong math and basic computer skills; Demonstrated experience selling services/products and generating new business preferred; Excellent customer service and verbal communication skills required; Ability to work independently, exercise sound judgment, and think quickly to identify/solve customer concerns.
• Working Environment/Safety Requirements:
Working Conditions Exposure to adverse and varying weather conditions which may include extreme hot/cold temperatures depending on geographical location. Fast-paced environment sometimes requiring irregular and long hours. Physical Requirements Must be able to routinely lift and maneuver a minimum of 25 lbs. and load/unload product from truck without assistance. Must be able to occasionally lift and maneuver 50+ lbs. This position requires bending, squatting, climbing, and reaching.
• Experience:
• Travel Requirements:
• Education:
High school degree or equivalent
• License Requirements/ Certifications:
$27k-34k yearly est. 54d ago
Relief CSR Driver
Vestis Services
Finance service representative job in Pocatello, ID
Watch this video! ************************************************************* The Route Sales Support Driver builds solid, positive working relationships with customers and is highly motivated to exceed their expectations and requirements. AUS operates in a very competitive environment and successful "RSSs" must be able to balance exceptional customer service with meeting and exceeding individual sales growth goals. As advocates for the organization, RSSs strive to generate goodwill and loyalty for the organization while performing their work in a professional manner at all times.
Responsibilities/Essential Functions:
Safely operate a company step van in designated area to provide products and service to a variety of clients. Verify daily preventative maintenance of vehicle and maintain proper operator documentation; Manage daily route independently to ensure accurate and timely delivery of product; Loads/unloads product per company policies, procedures, and guidelines; Review invoices daily for complete and accurate information and make corrections as needed; Meet sales goals and promotes overall route growth to enhance profitability; Develop leads/prospects, calls on prospective customers to solicit business, prepare service agreements, and install new accounts. Assists the sales organization with the procurement of additional new business; Possess a strong understanding of services, policies, and pricing methods and can clearly communicate these to customers; Monitor customer feedback and handle customer issues in a prompt and courteous manner; Take responsibility for your personal safety and watch out for the safety of others. Use safe precautions, proper tools, and equipment, and adhere to all safe work practices and policies; Perform other duties as required or assigned which are reasonably within the scope of the activities enumerated above.
- Knowledge/Skills/Abilities:
Must be a minimum of 21 years of age, have a valid driver's license, and excellent driving record; Customer service experience with a wide variety of consistent customer contact; Strong math and basic computer skills; Demonstrated experience selling services/products and generating new business preferred; Excellent customer service and verbal communication skills required; Ability to work independently, exercise sound judgment, and think quickly to identify/solve customer concerns.
- Working Environment/Safety Requirements:
Working Conditions Exposure to adverse and varying weather conditions which may include extreme hot/cold temperatures depending on geographical location. Fast-paced environment sometimes requiring irregular and long hours. Physical Requirements Must be able to routinely lift and maneuver a minimum of 25 lbs. and load/unload product from truck without assistance. Must be able to occasionally lift and maneuver 50+ lbs. This position requires bending, squatting, climbing, and reaching.
- Experience:
- Travel Requirements:
- Education:
High school degree or equivalent
- License Requirements/ Certifications:
**Qualifications**
**Education**
**Required**
+ High School or better
**Licenses & Certifications**
**Required**
+ Drivers License (Not CDL)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
$26k-34k yearly est. 55d ago
Customer Service Representative - State Farm Agent Team Member
Mark Hancock-State Farm Agent
Finance service representative job in Blackfoot, ID
Job DescriptionBenefits:
Hiring bonus
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 ServiceRepresentative - State Farm Agent Team Member with Mark Hancock - 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.
$26k-34k yearly est. 9d ago
Member Resolution Representative
Westmark Credit Union 3.5
Finance service representative job in Idaho Falls, ID
Discover the Westmark Difference!!
Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
· 60 % of our employees have been part of the Westmark family for 5+ years.
· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
· 85% of our managers were promoted from within the company.
· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members!
We also have some of the most impressive benefits in the industry:
· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
· Excellent health insurance options for employees and family with shared premiums
· 401k with 75% company match and 2% profit sharing contribution
· Tuition Reimbursement and Scholarships
· Employee Assistance Program (Free counseling and legal services)
Position Summary: Under general supervision collects past due loans by contacting members and documenting progress
Schedule: Approximately 40 hours within a Monday through Friday work week
Responsibilities:
Initiate collection efforts on delinquent accounts by telephone or letter.
Maintain an overall standard ratio of calls per day and a set standard of collectible percentages.
Thoroughly and accurately document all collection activity.
Effect repossession of collateral in accordance with policy.
Ensure documents are prepared in a timely manner.
Perform any and all duties as assigned by the AVP of Member Resolution and the Member Resolution Center Assistant Manager.
Requirements
Qualifications:
High School Diploma or equivalent.
Proficiency in using a PC, calculator, and typewriter.
Ability to perform basic mathematical calculations.
Understanding and adherence to the Fair Debt Collections Act, Bankruptcy, and Privacy Act.
Key Competencies:
Maintains a reliable attendance record and accountability for actions.
Demonstrates effective time management and organizational skills.
Strong teamwork skills with a willingness to support the department as needed.
Proficiency in using computers and relevant software tools.
Physical Requirements:
Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
Sitting for extended periods of time.
Visual and auditory abilities to understand and communicate with the public.
Repetitive motion using wrists, hands, and fingers.
Occasionally lift and carry up to 15 lbs., if required for departmental tasks.
Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary Description $17.00 - $20
$23k-27k yearly est. 9d ago
Member Service Specialist- Hitt (Spanish Required)
ICCU
Finance service representative job in Idaho Falls, ID
To provide service to members for financial transactions. Promotes and cross sells Credit Union services. Ensures member satisfaction through courteous, accurate, and efficient service.
Duties and Responsibilities:
Maintains a strong focus on helping each member achieve financial success.
Ensure member experiences are always at or above our Eagle Service Standards.
Behaves consistently with ICCU's Core Values of Honesty, Integrity, Respect, Dignity, Growth, Performance, Improvement and Accountability at all times.
Be a positive influence on creating an upbeat and energetic team Culture.
Performs a wide range of member generated transactions through a variety of channels and systems.
Provides general information to members about Credit Union Services.
Recognizes and develops opportunities to refer products and services to members and maintain acceptable levels of Game of Work Sales goals.
Utilize resources to resolve member concerns on the first contact.
Knowledge of and ability to balance vault, ATM, cash recycler, coin machine, Money Orders, Cashier's Checks, VISA cash advances, gift cards, debit and credit card stock, daily deposit, and teller cash drawer.
Process member wire transfers.
Business account and merchant transaction processing.
Branch cash and coin ordering and selling.
Process member check orders.
Create member and business member debit cards.
Branch office supply ordering.
Continuous focus on meeting all Net Promoter Score goals and Eagle Service Standards.
Keep your manager informed of member needs or desires regarding products, services, suggestions, and/or escalations.
Open and provide member access to safe deposit boxes according to procedure in applicable offices.
Miscellaneous other duties, as assigned.
Qualifications:
A High School diploma or GED is required. Knowledge of Financial Institution federal regulations. Ability in math, 10 key calculator, and accurate cash handling. Excellent communication and people skills. Ability to always maintain the confidentiality of Credit Union and member records. Good knowledge of all Credit Union services. Ability to stand while working.
Performance Standard:
Ability to accurately process transactions, balance cash daily with minimal over/short situations. Good interpersonal relations and a cooperative and positive attitude towards members and staff. Ability to determine member needs and cross sell Credit Union services. Professional in appearance, attendance, quality, and quantity of work performed. Ability to work under pressure and conflicting situations. Must be willing to comply with the Bank Secrecy Act and USA Patriot Act as implemented by Idaho Central Credit Union.
Physical Requirements:
Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).
Stand for extended periods of time.
Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.
Repetitive motion using wrists, hands, and fingers.
Reach keyboards.
Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).
This role offers benefits, including:
Competitive Pay
Medical, Dental, & Vision Insurance (ICCU covers over 85% of the premium)
Generous Paid Time Off
11 Paid Holidays
Matching 401K AND Pension
Tuition Reimbursement
Employee Assistance Program
Employee Wellness Program
Paid Group Life and Disability Insurance
Awesome Culture
Business Discounts (such as cell phone service and gym memberships)
And More
The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.
Must be eligible for membership at ICCU to obtain employment.
ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.
$27k-35k yearly est. 15d ago
Insurance Account Representative - State Farm Agent Team Member
Summer Jackman-State Farm Agent
Finance service representative job in Pocatello, ID
Job DescriptionBenefits:
Flexible schedule
ROLE DESCRIPTION: As a licensed team member for and independent contractor State Farm agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and providing excellent customer service. You improve the lives of our customers by proactively marketing relevant products and services based on customer needs.
RESPONSIBILITIES:
Provide information about insurance products and services.
Assist customers with policy applications and renewals.
Handle customer inquiries and provide timely responses.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Must be able to obtain Idaho property and casualty insurance licensing before hire.
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Experience in customer service or sales preferred.
$28k-35k yearly est. 29d ago
Member Services Representative
Planet Fitness 4.1
Finance service representative job in Idaho Falls, ID
The Member ServicesRepresentative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occassionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$16k-21k yearly est. Auto-Apply 60d+ ago
Relationship Banker 17th & Holmes
Wells Fargo 4.6
Finance service representative job in Idaho Falls, ID
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
About this role:
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
In this role you will:
* Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
* Participate in building relationships with customers and spend time understanding required needs
* Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
* Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
* Present recommendations for resolving inquiries and service requests regarding customers' accounts
* Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
* Provide information to internal partners and external sources to further enhance the customer experience
* Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
* Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
* Provide self-service digital banking options to customers
* This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
* 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
* 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
* 1+ year of building and maintaining effective relationships with customers and partners
Desired Qualifications:
* Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
* State Insurance license(s)
* Customer service focus with experience handling transactions across multiple systems
* Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
* Strong verbal, written, and interpersonal communication skills
* Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
* Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
* Ability to make client calls and actively participate in the sales development process
* Knowledge and understanding of retail compliance controls, risk management, and loss prevention
* Ability to follow policies, procedures, and regulations
* High motivation with ability to successfully meet team objectives while maintaining individual performance
* Experience mentoring and peer- coaching
* Experience assessing customer needs and recommending products/services to fulfill those needs
* Experience using business acumen to provide financialservices consultation to small business customers
* Knowledge and understanding of financialservices consumer lending products
* Ability to educate and connect customer to technology and share the value of mobile banking options
* Ability to interact with integrity and professionalism with customers and employees
Job Expectations:
* Ability to work a schedule that may include most Saturdays
* Adherence to Wells Fargo sales practices risk management culture
* Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
* For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
* State Insurance license(s) are required for this role and must be completed within a specified period
* Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
* Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
* This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position
* Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
* A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
* This position is not eligible for Visa sponsorship
Posting End Date:
19 Feb 2026
* Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$26k-30k yearly est. 14d ago
Sales Representative - First Aid and Safety
Cintas Corporation 4.4
Finance service representative job in Idaho Falls, ID
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$44k-63k yearly est. 6d ago
Customer Service Representative - Pocatello, ID
Kedia Corporation
Finance service representative job in Pocatello, ID
Kedia Corporation connects people with what they want on a global scale. We are committed through use of innovation to create exceptional user experiences. Kedia is engineering. Using cutting edge techniques, we have defined the way business will continue future operations. Our company provides a challenging, fast paced, and growth oriented foundation to develop and empower people to innovate in the business services field
Job Description
Tasks
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Check to ensure that appropriate changes were made to resolve customers' problems.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Review insurance policy terms to determine whether a particular loss is covered by insurance.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Compare disputed merchandise with original requisitions and information from invoices and prepare invoices for returned goods.
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes, such as extreme weather conditions that could increase utility bills.
Tools
used in this occupation:
Autodialers
- Autodialing systems; Predictive dialers
Automated attendant systems
- Voice broadcasting systems
Automatic call distributor ACD
- Automatic call distribution ACD system
Scanners
Standalone telephone caller identification
- Calling line identification equipment; Dialed number identification systems DNIS
Technology
used in this occupation:
Contact center software
- Avaya software; Multi-channel contact center software; Timpani Contact Center; Timpani Email
Customer relationship management CRM software
- Austin Logistics CallSelect; Avidian Technologies Prophet; SSA Global software; Telemation e-CRM
Electronic mail software
- Astute Solutions PowerCenter; IBM Lotus Notes; Microsoft Outlook
Network conferencing software
- Active Data Online WebChat; eStara Softphone; Parature eRealtime; Timpani Chat
Spreadsheet software
- Microsoft Excel
Knowledge
Customer and Personal Service
- Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
Clerical
- Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
English Language
- Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
Qualifications
Skills
Active Listening
- Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Speaking
- Talking to others to convey information effectively.
Service Orientation
- Actively looking for ways to help people.
Persuasion
- Persuading others to change their minds or behavior.
Reading Comprehension
- Understanding written sentences and paragraphs in work related documents.
Critical Thinking
- Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
Writing
- Communicating effectively in writing as appropriate for the needs of the audience.
Coordination
- Adjusting actions in relation to others' actions.
Social Perceptiveness
- Being aware of others' reactions and understanding why they react as they do.
Negotiation
- Bringing others together and trying to reconcile differences.
Abilities
Oral Comprehension
- The ability to listen to and understand information and ideas presented through spoken words and sentences.
Oral Expression
- The ability to communicate information and ideas in speaking so others will understand.
Speech Clarity
- The ability to speak clearly so others can understand you.
Speech Recognition
- The ability to identify and understand the speech of another person.
Written Expression
- The ability to communicate information and ideas in writing so others will understand.
Near Vision
- The ability to see details at close range (within a few feet of the observer).
Problem Sensitivity
- The ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
Written Comprehension
- The ability to read and understand information and ideas presented in writing.
Deductive Reasoning
- The ability to apply general rules to specific problems to produce answers that make sense.
Inductive Reasoning
- The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
Additional Information
If this sounds like the right job for you, then use the button below to submit your resume. We look forward to receiving your application.
$26k-34k yearly est. 3h ago
Customer Service Rep (07397)
Domino's Franchise
Finance service representative job in Blackfoot, ID
Wow 1st (DBA) is a locally owned and operated franchise. We strive to bring a smile to everyone's face and what's not better than to serve our community with fresh, fast, and hot product?
Job Description
Ready to become a customer service superhero? Join our team of smile-spreading, problem-solving wizards at Dominos! As our new Customer Service Rep, you'll be the friendly face and voice of our company, turning frowns upside down and making our customers' days brighter. Get ready for an adventure where no two days are the same, and your quick wit and charm can save the day!
Be the ultimate customer whisperer, decoding inquiries and dishing out info faster than you can say "How may I help you?"
Transform grumpy grumblers into happy campers with your Jedi-like complaint-resolution skills
Master the art of order juggling - process, return, exchange, repeat!
Play matchmaker between departments, ensuring customer needs find their perfect problem-solving match
Become a walking, talking product encyclopedia - impress customers with your vast knowledge of our offerings
Channel your inner detective to document customer interactions in our top-secret (okay, not really) CRM system
Be the Sherlock Holmes of customer service, identifying tricky issues and knowing when to call in the big guns (aka management)
Join our customer service Avengers for team pow-wows and training sessions to level up your superpowers
Help craft the ultimate customer service playbook by contributing your genius ideas
Smash those performance goals like a boss and keep our quality standards flying high
Qualifications
Jedi-level communication skills, both in speaking and writing - you can explain things clearer than a crystal ball!
People skills that would make even Ryan Reynolds jealous - you can charm customers from all walks of life
Problem-solving abilities that would impress Einstein- you're always one step ahead of customer concerns
Tech-savvy enough to make Iron Man proud - you can navigate computer systems like a pro
CRM software experience that would make you the Yoda of customer data management
Multitasking skills that would put an octopus to shame - you thrive in our fast-paced, whirlwind environment
Math skills sharp enough to calculate the odds of successfully navigating an asteroid field (we promise, our transactions are easier!)
Zen master-level calm under pressure - you can turn conflicts into group hugs (metaphorically speaking, of course)
Eagle-eye attention to detail - you can spot a typo from a mile away
Team player vibes mixed with lone wolf independence - you're the Swiss Army knife of customer service
Flexibility that would make a yoga instructor envious - you bend and adapt to changing priorities like a champ
High school diploma or equivalent (bonus points if you graduated from Hogwarts or Xavier's School for Gifted Youngsters)
Previous customer service experience is great, but if you've got the potential of a superhero-in-training, we want to hear from you!
Additional Information
All your information will be kept confidential according to EEO guidelines.
$26k-34k yearly est. 8d ago
Member Solutions Representative (Bilingual Preferred)
Westmark Credit Union 3.5
Finance service representative job in Idaho Falls, ID
Discover the Westmark Difference!!
Are you looking for a career? Do you want to be valued as an individual on a team? Do you want to learn, grow, and make a difference in your community? Westmark offers outstanding stability, a variety of career opportunities and exceptional work/life balance.
· 60 % of our employees have been part of the Westmark family for 5+ years.
· 71% of our employees who have been part of the Westmark family for one year or more have received at least one promotion.
· 85% of our managers were promoted from within the company.
· Westmark has been in business since 1954 and has recently grown to over $1.2 billion in assets, 15 branches, and over 70,000 members!
We also have some of the most impressive benefits in the industry:
· Paid Time Off (3 to 5 weeks per year, depending on tenure) PLUS 11 paid holidays.
· Excellent health insurance options for employees and family with shared premiums
· 401k with 75% company match and 2% profit sharing contribution
· Tuition Reimbursement and Scholarships
· Employee Assistance Program (Free counseling and legal services)
Position Summary: Under general supervision is responsible for representing Westmark in a positive, professional manner and providing assistance and guidance to our members related to their online banking needs and general account inquiries through various virtual channels.
Schedule: Monday - Friday / 8:30 - 5:30
(Approximately 40 hours within a Monday through Friday work week)
(Bilingual Preferred)
Responsibilities:
Deliver fast, efficient, and professional service via phone, chat, video chat, and other virtual channels.
Explain the features, benefits, and requirements of all Westmark products.
Provide basic information on Westmark loan products.
Support members with various online banking services.
Assist members with the Call24 Tellerfone system.
Follow correct procedures for opening new memberships and share products such as Term Certificates and IRAs.
Assist with transaction requests like transfers, loan payments, ACH and Draft Stop Payments, and address changes, adhering to Red Flag Rules.
Fulfill member research requests.
Assist with check orders.
Help members with problem resolution.
Educate members on using online banking, mobile apps, and other technology.
Explain and calculate interest and dividends for members.
Assist with Debit/Credit Card processing, activation, travel notes, disputes, and lost/stolen card issues.
Refer members to the appropriate branches or departments when necessary.
Ensure compliance with Westmark policies and procedures, seeking approval for exceptions when required.
Process and complete system-generated pre-approved loans.
Demonstrate professionalism and integrity when interacting with members and co-workers.
Exhibit a positive, enthusiastic attitude and maintain reliable attendance.
Participate in Westmark-sponsored community events.
Represent the Credit Union in a courteous and professional manner, both during and outside of work hours.
Requirements
Qualifications:
High School Diploma or equivalent.
Minimum of one year of customer service and sales experience; prior banking and technical support experience preferred.
Pleasant and easily understood phone voice.
Bilingual in Spanish preferred.
Key Competencies:
Goal-oriented and driven to achieve objectives assigned by management.
Self-starter who enjoys working with people and is confident in making sales recommendations.
Comprehensive knowledge of Westmark's products and services, and a general understanding of branch/department functions.
Strong oral and written communication skills.
Effective problem-solving and customer service skills.
Proficient in the use of computers, telecommunication equipment, smartphones, tablets, and internet-based services.
Ability to interact with members and co-workers with professionalism and integrity.
Positive and enthusiastic attitude.
Reliable attendance and personal accountability.
Physical Requirements:
Manual Dexterity and hand-eye coordination for tasks such as typing and operating office equipment.
Sitting for extended periods of time.
Visual and auditory abilities to understand and communicate with the public.
Repetitive motion using wrists, hands, and fingers.
Occasionally lift and carry up to 15 lbs., if required for departmental tasks.
Westmark Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Salary Description $18.00 - $20.87
$23k-27k yearly est. 16d ago
Member Services Representative
Planet Fitness Inc. 4.1
Finance service representative job in Idaho Falls, ID
The Member ServicesRepresentative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. Essential Duties and Responsibilities
* Greet members, prospective members and guests, providing exceptional customer service.
* Handle all front desk related activities including:
* Answer phones in a friendly manner and assist callers with a variety of questions.
* Check members into the system.
* New member sign-up.
* Take prospective members on tours.
* Facilitate needed updates to member's accounts.
* Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
* Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
* Customer service background preferred.
* Basic computer proficiency.
* A passion for fitness and health.
* Upbeat and positive attitude!
* Punctuality and reliability is a must.
* Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
* Strong listener with the ability to empathize and problem solve.
* Demonstrate diplomacy in all interactions while using appropriate behavior and language.
* High School diploma/GED equivalent required.
* Must be 18 years of age or older.
Physical Demands
* Continual standing and walking during shift.
* Continual talking in person or on the phone during shift.
* Must be able to occassionally lift up to 50 lbs.
* Will occasionally encounter toxic chemicals during shift.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$16k-21k yearly est. 20d ago
Relationship Banker 17th & Holmes
Wells Fargo 4.6
Finance service representative job in Idaho Falls, ID
**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financialservices leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financialservices employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!
**About this role:**
Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.
Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.
**In this role you will:**
+ Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
+ Participate in building relationships with customers and spend time understanding required needs
+ Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
+ Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
+ Present recommendations for resolving inquiries and service requests regarding customers' accounts
+ Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
+ Provide information to internal partners and external sources to further enhance the customer experience
+ Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
+ Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
+ Provide self-service digital banking options to customers
+ This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
**Required Qualifications:**
+ 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
+ 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
+ 1+ year of building and maintaining effective relationships with customers and partners
**Desired Qualifications:**
+ Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
+ State Insurance license(s)
+ Customer service focus with experience handling transactions across multiple systems
+ Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
+ Strong verbal, written, and interpersonal communication skills
+ Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
+ Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
+ Ability to make client calls and actively participate in the sales development process
+ Knowledge and understanding of retail compliance controls, risk management, and loss prevention
+ Ability to follow policies, procedures, and regulations
+ High motivation with ability to successfully meet team objectives while maintaining individual performance
+ Experience mentoring and peer- coaching
+ Experience assessing customer needs and recommending products/services to fulfill those needs
+ Experience using business acumen to provide financialservices consultation to small business customers
+ Knowledge and understanding of financialservices consumer lending products
+ Ability to educate and connect customer to technology and share the value of mobile banking options
+ Ability to interact with integrity and professionalism with customers and employees
**Job Expectations:**
+ Ability to work a schedule that may include most Saturdays
+ Adherence to Wells Fargo sales practices risk management culture
+ Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
+ For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
+ State Insurance license(s) are required for this role and must be completed within a specified period
+ Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
+ Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
+ This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site (************************************************* provides the MU4R questions and registration required for employment in this position
+ Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
+ A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
+ This position is not eligible for Visa sponsorship
**Posting End Date:**
19 Feb 2026
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-514667
$26k-30k yearly est. 14d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Pocatello, ID?
The average finance service representative in Pocatello, ID earns between $21,000 and $39,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Pocatello, ID