Finance service representative jobs in San Tan Valley, AZ - 1,022 jobs

Shift: Day Shift | Monday-Friday | 8:00 AM - 5:00 PM The Customer Service Representative 3 is a customer-facing, onsite role involves direct interaction with taxpayers, handling payments, and providing licensing-related assistance in accordance with state laws and procedures. Key Responsibilities Assist taxpayers in person with licensing inquiries and applications Receive, process, and apply payments (cash, checks, money orders) Perform daily reconciliation and end-of-day till balancing Update and maintain accurate taxpayer records Explain licensing laws, rules, and procedures clearly and professionally Ensure accuracy in data entry and financial transactions Required Skills & Experience Minimum 2+ years of experience in: Customer service Data entry At least a few months of cashiering experience Comfortable handling cash and financial transactions Strong communication and customer-handling skills Preferred Skills Bilingual (Spanish-speaking preferred) Additional Requirements Local candidates only (must already be in Phoenix, AZ at time of submission) Resume must clearly state current location Must be available for in-person interviews within 1 week of posting close 100% onsite role - no remote option Security clearance required Seasonal position

The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work

Customer Service Representative 2 12 months Phoenix locations (Onsite) 5 openings - 4635 S. Central Ave., Phoenix, AZ 85040 1 opening - 5324 E. Washington St., Phoenix, AZ 85034 2 openings - 4522 W. Indian School Rd., STE 4-9, Phoenix, AZ 85031 Pay Rate: $16/hr W2 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. Provide a service such as a license, registration, title, permit, or program eligibility information Check to ensure that appropriate changes were made to resolve customers' problems. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers. Refer unresolved customer grievances to designated departments for further investigation. Determine charges for services requested, collect deposits or payments, or arrange for billing. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments Performs journey level customer service activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customer service complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis

Join a growing environmental services firm with offices across the U.S., known for hands-on leadership and supportive teams. As a Customer Service Representative, you'll serve as the voice and face of our client-building trust, resolving complex issues, and ensuring every customer feels heard and valued. This role is ideal for someone who genuinely enjoys helping others, brings empathy and professionalism to every interaction, and values being part of a collaborative, service-driven team. The ideal candidate has a strong foundation in customer service, excels at problem-solving and conflict resolution, and is motivated to make a meaningful impact every day. What You'll Do: Deliver outstanding support through phone, email, and other channels-responding promptly, accurately, and with a positive attitude. Understand and anticipate customer needs, providing thoughtful, effective solutions that ensure satisfaction and loyalty. Handle escalated or complex issues with professionalism, empathy, and a focus on long-term resolution. Build genuine relationships by engaging customers in open, helpful, and solution-oriented communication. Process orders and maintain accurate records of customer interactions using CRM and ticketing systems. Think creatively to develop innovative solutions and process improvements that elevate the customer experience. Collaborate across departments to ensure smooth order fulfillment, issue resolution, and service consistency. Proactively identify trends and recommend strategies to enhance retention and overall customer satisfaction. Follow best practices and communication standards that reflect company values and service excellence. Qualifications: 3+ years of customer service experience, preferably in a senior or escalation-handling capacity. Expertise in CRM and support platforms (will work with Zendesk -ticketing system-Zendesk or other similar ticketing system preferred) A calm, empathetic demeanor with the ability to de-escalate and resolve challenging situations. Exceptional communication skills-clear, professional, and persuasive both verbally and in writing. Strong analytical and problem-solving skills, with attention to detail and sound judgment. Excellent organizational abilities, including multitasking and prioritizing under pressure. A collaborative spirit, eager to support both customers and teammates

Architectural & Design Sales Representative - Phoenix, AZ (Remote) Job Type: Full-time Compensation: $70K-130K (Base + Commission + Performance Bonuses) Tile Club is one of the fastest-growing online tile companies in the U.S., and we're looking for an experienced, driven, well-connected, and design-savvy A&D Sales professional to join our expanding team in Arizona. Tile Club, headquartered in California, is a leading nationwide e-commerce supplier of premium tile, natural stone, and glass products. Our curated collection showcases unique, globally sourced materials known for their beauty, craftsmanship, and design versatility. We are celebrated for our unique designs, innovation, outstanding quality, and commitment to delivering an exceptional customer experience. As a fast-growing online retail brand, Tile Club combines cutting-edge web tools with personalized support tailored to the needs of the architecture and design community. We proudly serve clients in all 50 U.S. states and overseas, bringing world-class tile solutions to projects of every scale. This is your opportunity to join a high-energy, design-forward team with room to grow. What You'll Do As our Architectural & Design Sales Representative, you'll be responsible for building and nurturing relationships with key influencers in the A&D community-interior designers, architects, specifiers, builders, and developers-to drive project specifications and product adoption throughout the region. Key Responsibilities: Develop strong, trust-based relationships with architects, designers, builders, contractors, and developers. Generate sales growth through strategic outreach, in-person meetings, and virtual presentations. Influence early-stage project specifications with Tile Club's unique product offerings. Provide expert consultation on tile, stone, and surface products to meet project requirements. Maintain and grow relationships with an existing book of business while actively pursuing new accounts. Conduct in-office presentations and CEU events for A&D firms. Manage and maintain product sample libraries at design and architecture firms. Monitor competitive activity and market trends to support strategic selling. Provide daily reports, maintain project files, and participate in weekly team meetings. Travel locally to meet with clients 4-5 days/week; Fridays typically reserved for planning/admin. What We're Looking For Qualifications: 5+ years of sales experience in the A&D or Hospitality community, ideally within the tile, stone, or flooring industry. Established network of architects and designers within Arizona. Strong technical understanding of hard surface materials and their applications. Comfortable leading presentations, product knowledge sessions, and trade shows. Active industry memberships (IIDA, ASID, AIA, CSI) are a plus. Skills & Competencies: Energetic self-starter with a passion for design and architecture. Strong communication, presentation, and relationship-building skills. Ability to self-source leads through a combination of cold calling and networking Detail-oriented, organized, and able to manage multiple ongoing projects. Proficiency in Google Workspace (Gmail, Google Drive, Google Docs, etc.). Proficiency in and ability to learn new CRM systems. Strong work ethic with a drive to succeed Proven outside or field sales experience with a track record of hitting or exceeding sales goals. Ability to lift and transport tile samples (up to 40 lbs). Valid driver's license and ability to travel What We Offer Compensation & Benefits: Competitive base salary + uncapped commission + performance bonuses Health, dental, vision, and disability insurance Paid time off (vacation, sick leave) Expenses Reimbursement (gas, cell phone, travel, etc) Employee discounts on products Opportunities for professional development and industry networking Work Schedule: Full-time | Monday-Friday 8-hour shifts Primarily on the road with occasional remote/office work Apply If You Are: A proven sales professional in the A&D or building materials industry Passionate about design, detail, and relationship-based selling Ready to work with a fast-paced, innovative team and leave your mark on exciting projects Join Tile Club and become part of a brand that's not only changing the way tile is sold but also how it's imagined. To apply, please submit your resume and a brief cover letter highlighting your experience in architectural sales and your interest in Tile Club.

As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers. Key Responsibilities: Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing. Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need. Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper. Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws. Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract. Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles. Develops and grows through monthly individual meetings with leadership to set in place a career path strategy. Setting goals and expectations to achieve success in the role as well as future opportunities. May perform other duties as assigned. Education: High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred. License/Certification/Designation: ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system. Experience: One year of experience in customer service, sales related occupations. Knowledge, Skills and Ability: Knowledge of various insurance products and the sales process. Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states. Understands the consequences of not following the FINRA rules and regulations. Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software. Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers. Other criteria, including leadership skills, competencies and experiences may take precedence.

*Help homeowners breathe easier.* Bring your empathy, phonesavvy, and steady pace to a mortgage servicing team that values quality, firstcall resolution, and a standout customer experience. *Job Title:* Mortgage Customer Service Representative *Location:* Phoenix, AZ *85044* *Shift:* Training 3 weeks onsite, Mon-Fri *8:00 AM-5:00 PM*; then schedules of *7-4*, *9-6*, or *4O10s 7-6* within a *7:00 AM-6:00 PM* window. *Job Description:* * Support borrowers with payment, escrow, and servicing questions; aim for firstcall resolution. * Make friendly paymentreminder calls via autodialer (~20% of day during latter half of month); *not* collections. #prioritywest *Job Type & Location*This is a Contract to Hire position based out of Phoenix, AZ. *Pay and Benefits*The pay range for this position is $19.50 - $20.50/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Phoenix,AZ. *Application Deadline*This position is anticipated to close on Jan 20, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

This position is National Remote. You'll enjoy the flexibility to telecommute* from anywhere within the U.S. as you take on some tough challenges. Cuando se trata de salir adelante y tienes la voluntad de ganar, vamos a llamarlo gran potencial de carrera! Imagine being able to get answers to your health plan questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the answers. At UnitedHealth Group, we want our customers to get those answers by speaking to one of our Bilingual Representatives. If you're fluent in English and Spanish, we can show you how to put all of your skills, your passions and your energy to work in a fast - growing environment. Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data and resources they need to feel their best. Here, you will find a culture guided by inclusion, talented peers, comprehensive benefits and career development opportunities. Come make an impact on the communities we serve as you help us advance health optimization on a global scale. Join us to start Caring. Connecting. Growing together. This position is full time. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:00am - 7:00pm CST. It may be necessary, given the business need, to work occasional overtime. We offer 3 weeks of paid training. The hours during training will be 8:00am to 4:30pm CST, Monday - Friday. Training will be conducted virtually from your home. Primary Responsibilities: Answer incoming phone calls from health care providers (i.e. physician offices, clinics) and identify the type of assistance the provider needs (EG. benefit and eligibility, billing and payments, authorizations for treatment, explanation of benefits) Focus on resolving issues on the first call, navigating through complex computer systems to identify the status of the issue and provide appropriate response to caller Deliver information and answer questions in a positive manner to facilitate strong relationships with providers and their staff Complete the documentation necessary to track provider issues and facilitate the reporting of overall trends This role is equally challenging and rewarding. You'll interact with providers with the intent to develop a relationship with them. Within a high volume setting, you'll need to develop knowledge of our various products and multiple levels of benefits within each product in order to best assist our providers/customers. You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in. Required Qualifications: High School Diploma / GED OR equivalent work experience Must be 18 years of age OR older Experience with computer and Windows PC applications, which includes the ability to navigate and learn new and complex computer system applications Experience listening skillfully, collecting relevant information, building rapport and responding to customers in a compassionate manner Skilled in problem solving to quickly assess current state and formulate recommendations 1+ years of experience in a related environment (i.e. office, administrative, clerical, customer service, etc.) using phones and computers as the primary job tools Bilingual Fluency in English and Spanish Ability to work full time. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 7:00am - 7:00pm CST. It may be necessary, given the business need, to work occasional overtime Preferred Qualifications: Health care experience Telecommuting Requirements: Ability to keep all company sensitive documents secure (if applicable) Required to have a dedicated work area established that is separated from other living areas and provides information privacy Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service *All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy Pay is based on several factors including but not limited to local labor markets, education, work experience, certifications, etc. In addition to your salary, we offer benefits such as, a comprehensive benefits package, incentive and recognition programs, equity stock purchase and 401k contribution (all benefits are subject to eligibility requirements). No matter where or when you begin a career with us, you'll find a far-reaching choice of benefits and incentives. The hourly pay for this role will range from $16.00 - $27.69 per hour based on full-time employment. We comply with all minimum wage laws as applicable. Application Deadline: This will be posted for a minimum of 2 business days or until a sufficient candidate pool has been collected. Job posting may come down early due to volume of applicants. At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone-of every race, gender, sexuality, age, location, and income-deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes - an enterprise priority reflected in our mission. UnitedHealth Group is an Equal Employment Opportunity employer under applicable law and qualified applicants will receive consideration for employment without regard to race, national origin, religion, age, color, sex, sexual orientation, gender identity, disability, or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. UnitedHealth Group is a drug - free workplace. Candidates are required to pass a drug test before beginning employment. #RED

The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Business Development Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to: Call Planning and Follow-Up Client Retention Calls New Client Prospecting Outbound Telephone Calling Efforts Networking Events Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals. Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment. Source and build new business relationships. Credit Acumen Complete understanding of all business credit facilities including, but not limited to: Structuring proper terms and product based on business need, useful life and business growth. Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential. Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy. Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations. Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities. Able to balance business needs with customer requests while managing potential risk to the bank. Adheres to Seacoast Bank's Code of Conduct. Acts as a mentor to junior level SBA Lenders within Seacoast Bank. Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed. EDUCATION and/or EXPERIENCE: High School Diploma or equivalent required. College degree in a financial related discipline preferred. 5+ years of directly related SBA experience preferred. 10+ years in business development and/or financial services experience required. Demonstrate excellent communication (written and verbal) and interpersonal skills. PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities. #LI-PF1 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.

Responsible for providing accurate, professional and prompt Member service while performing a variety of financial transactions. The position requires great deal of flexibility in executing all branch functions and engaging in high levels of interaction with members. Maintains knowledge on all related products, services, and promotions to effectively create cross-sale opportunities based on member needs. This role is eligible for a language stipend of $200/monthly after 90 days of employment Salary range is $20.00 - $24.43/hr. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Three (3) years of customer service, sales, and/or retail banking experience Minimum Knowledge and Skill Requirements Excellent attention to detail and sound judgement Ability to work in a fast-paced, goal-oriented environment Must be an effective team player, cooperative, flexible and dependable Ability to communicate clearly and effectively Knowledge of credit union products and services Effective selling and referral skills; Must be customer service oriented with the ability to identify and meet member needs Strong mathematical, problem-solving, and negotiation skills COMPETENCIES: Customer Focus Approachability Drive for Results Decision Quality Perseverance Self-Development Composure WORKING CONDITIONS/ENVIRONMENT: This job requires the employee to sit or stand for extended periods of time. Infrequent lifting up to 25 lbs. OTHER REQUIREMENTS: Must comply with all aspects of the Bank Secrecy Act (BSA). Must be able to obtain license through the Nationwide Mortgage Licensing System & Registry (NMLS). Must be able to work a flexible schedule Monday through Saturday as needed. MAJOR ACCOUNTABILITIES AND TASKS: Acts as point of contact for Members and delivers personalized Member service with enthusiasm and positivity. Performs sales, service and operational functions in the branch. Processes a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Proactively builds, develops and maintains relationships with Members to ensure a positive Member experience. Determines Members' financial needs and recommends appropriate products and services. Educates member on the various products and services available including online and mobile banking. Creates cross-selling opportunities in order to meet branch and individual sales goals. Handles routine to complex Member inquires such as fiduciary accounts, power of attorneys, etc. Resolves Members' requests, problems, and complaints or directs them to the appropriate person or department for information and assistance. Keeps up-to-date and comprehensive knowledge on all credit union products including business, services, promotions, policies, procedures, rules and regulations. Open business accounts and refer to other lines of business. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer 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.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 15420 West McDowell, Goodyear, Arizona 85395 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

NOW HIRING Proprietary Equity Traders Wanted T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide: WE PROVIDE: Education in technical analysis, tape reading, money management, and market psychology Daily trading review with experienced traders Competitive payout structure Cutting edge technology Open and friendly team environment REQUIRED QUALIFICATIONS: College degree with a competitive GPA Basic familiarity with the equity markets Strong analytical skills Ability to work well in a team environment A focused, dedicated, and entrepreneurial personality Enthusiasm for the equity markets Prior trading experience is not required We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management. In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology. Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders. Series 57 & SIE license required. We will sponsor qualified candidates for this exam. If interested, please contact Paolo Fontana at ************ or ***************************

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Biltmore/Phoenix branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Essential Functions: Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues. Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource. Responsible for making appropriate referrals for other bank products and services, including commercial lending products. Follows up with clients as needed. May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans. Responsible for resolving customer service issues. Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer. May be responsible for processing cash transactions and other customer service duties within the branch. Other duties as assigned. Qualifications: High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications. Previous experience in a financial sales representative-oriented role preferred. Working knowledge of mathematical calculations and standard banking products, services and transactions. Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications. Proven customer service, interpersonal and communication skills, both verbal and written. Effective selling, cross-selling and referral skills. Solid mathematical, problem-solving and negotiation skills. Solid interpersonal & relationship building skills. Strong attention to detail and time management. Proficient in basic computer skills. Bilingual proficiency in English and Spanish languages, is preferred. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Schedule: Monday - Friday: 8:00 AM - 5:30 PM; 40 hours/week Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.

WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets. CORE VALUES: Passion for Excellence:: Success is Never Final :: Do the Right Thing :: One Alerus ABOUT THE ROLE: The Commercial Banking Associate - Deposit Support provides critical, comprehensive support to Bankers specializing in deposit clients, such as commercial businesses, government entities, and nonprofit organizations. The position involves managing specialized banking solutions tailored to each sector's unique needs, ensuring efficient account management, regulatory compliance, and exceptional customer service. With a strong focus on detail and organization, this position serves as the operational backbone of the team, helping to maintain smooth client relationships and internal coordination. WHAT YOU'LL BE DOING: Serve as a point of contact with deposit clients being a liaison between relationship managers and clients, ensuring timely responses and follow-ups. Coordinate scheduling of client meetings, events, and follow-up activities. Support relationship management efforts by preparing briefing materials and client insights. Assist in onboarding new deposit clients and maintenance efforts, including documentation and compliance coordination. Provide outstanding service to deposit clients, addressing inquiries, resolving issues, and assisting with various banking needs; includes understanding the specific regulatory and operational requirements of specialized entities. Perform accurate and timely account maintenance tasks, including opening of new accounts, updating client information, and processing transactions, oversee the request and fulfillment process for client checks and debit cards. Ensure adherence to KYC, CIP, CDD, BSA processes, policies and regulatory requirements. Perform Commercial Deposit Signature Card and Master Resolution maintenance. Track sales pipeline activity using CRM tools, support the preparation of credit packages, proposals, and term sheets. Collaborate closely with Bankers, providing comprehensive administrative and operational support to help them manage and grow their client portfolios; includes monitoring reports, gathering client documentation, and assisting with client follow-ups, often involving complex financial structures and Treasury Management structures, attending and preparing internal team meeting minutes, researching and compiling market and industry relevant data. Assist in the preparation of professional presentations that cater to specialized sectors for deposit clients. Help format and prepare professional proposals for clients, ensuring accuracy, clarity, and adherence to brand guidelines, as well as specific Request for Proposal (RFP) requirements. Monitor, coordinate, and (in many cases), act as the first point of contact to ensure clients requested commercial banking, investment, ARB and Treasury Management referrals are seamlessly transitioned. Coordinate and support general internal partner management efforts. Responsible for managing the accuracy of data within internal applications across internal partner departments. WHAT YOU SHOULD HAVE: Associate's degree or equivalent combination of education and/or related experience in the financial services industry 1+ year of commercial, government, or nonprofit administration and/or deposit/investment experience Understanding of commercial deposits, bank operations, products and services, business entity structure and documentation Capacity to manage and stay organized while working with high volume, time sensitive transactions with proven time management, problem-solving skills and resourcefulness. Ability to be flexible, implement continuous change and demonstrate a positive attitude High level of commitment to accuracy and detail Effective written and verbal communication skills High level of discretion, professionalism and collaboration skills Proactive, detail-oriented, resourceful and thrives in a fast-paced, client-focused environment WHAT WE BRING TO THE TABLE: Competitive compensation including base salary, bonus and/or incentive opportunities. Comprehensive benefits package provides a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings. Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave. Learning and development resources for personal and professional career development, and advancement opportunities. Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services. Support for the communities we live in through paid volunteer time and a company donation match opportunity. WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds. BASE PAY RANGE: $22.00 - $30.00 per hour The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job. Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Title : Customer Service Representative (CSR) Fully onsite for first week (training) Then 1-2 days/week onsite Job Type Staff Augmentation Hourly | 40 hours/week Day Shift: 8:00 AM - 5:00 PM Job Summary The Customer Service Representative will handle incoming calls. The role involves providing accurate information regarding licensing, payments, compliance questions, and general inquiries. This position requires strong communication skills, attention to detail, and the ability to work in a fast-paced call center environment. Key Responsibilities Answer high-volume inbound calls professionally and efficiently Provide information on licenses, payments, compliance, and general board inquiries De-escalate customer concerns and resolve issues effectively Accurately document calls and customer information in CRM systems Perform phone interviews while entering data simultaneously Maintain professionalism under pressure and time constraints Required Skills & Qualifications 1+ year of call center experience Typing speed: minimum 45 WPM (must be listed on resume) Experience using CRM software (specific CRM must be mentioned on resume) Strong verbal and written communication skills Proficiency with computers, phone systems, and software applications Ability to work in a high-volume, fast-paced call center Ability to sit for extended periods Preferred Skills De-escalation techniques Google Suite (Docs, Sheets, Gmail, etc.) Knowledge of customer service best practices Knowledge Areas Problem resolution Business English (grammar, sentence structure, punctuation) Customer service complaint handling

Customer Service Representative 2 12 months Glendale Locations 5 Openings 6010 N. 57th Dr., Glendale, AZ 85301 3 Openings 4324 W. Olive Ave., Glendale, AZ 85302 Pay Rate: $16/hr W2 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. Provide a service such as a license, registration, title, permit, or program eligibility information Check to ensure that appropriate changes were made to resolve customers' problems. Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken. Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills. Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers. Refer unresolved customer grievances to designated departments for further investigation. Determine charges for services requested, collect deposits or payments, or arrange for billing. Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments Performs journey level customer service activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customer service complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis Required Skills Follows established guidelines Solving difficult customer service complaints/problems Customer Service Experience Preferred Skills Bilingual

Contact Center Representative - Mortgage Services *Location:* Phoenix, AZ *Schedule:* Full-time, On-site (Mon-Fri, 9AM-6PM; shifts adjust to 8AM-5PM after daylight savings) *Pay:* $19.50/hr ($20.50/hr for bilingual candidates) *Bonus:* Monthly incentive program up to $500 About the Role We are seeking *experienced Contact Center Representatives* to join our growing team. This position involves a mix of inbound and outbound calls, supporting homeowners with mortgage servicing questions and payment reminders. This is *not a collections role*-our focus is on providing courteous, helpful, and professional service. Responsibilities * Handle inbound calls regarding mortgage payments, escrow, and general servicing inquiries. * Conduct outbound reminder calls using an auto dialer (approx. 20% of daily activity). * Assist customers with website navigation, documentation, and payoff processing. * Refer eligible homeowners to refinancing opportunities. * Follow escalation procedures and route calls appropriately. * Meet performance metrics including QA, first-call resolution, adherence, customer satisfaction (goal 90%+), and wrap time (1-3 minutes). Qualifications * 2-3 years of recent contact center experience (high-volume inbound/outbound calls). * Mortgage servicing experience preferred. * High school diploma or equivalent required. * Strong customer focus, adaptability, and professionalism. * Reliable work history (no significant gaps or frequent job changes). * Bilingual (English/Spanish) candidates strongly encouraged. Training * Mandatory 3-week onsite training (cannot miss a day). * Training schedule: Mon-Fri, 9AM-6PM. Career Growth This role serves as a *feeder team* for career progression. Representatives have opportunities to move into leadership roles and other mortgage departments. The company emphasizes internal promotion and leadership development. Work Environment * Modern contact center with individual workstations. * Supportive team culture with opportunities to contribute feedback to improve systems and processes. *Job Type & Location* This is a Contract to Hire position based out of Phoenix, AZ. *Pay and Benefits*The pay range for this position is $19.50 - $20.50/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Phoenix,AZ. *Application Deadline*This position is anticipated to close on Jan 19, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

The Business Banker is responsible for developing and managing existing business banking relationships. Business Bankers will actively prospect for new credit union small business members, working to fully understand their businesses, goals, strategies, and challenges while providing solutions to their needs. This role will spend majority of their time traveling to meet with potential members to initiate account enrollment. The Business Bankers will reach out into the community by visiting businesses, attending networking events, making outbound calls to members and may conduct educational seminars in the community. Salary range is $51,145.09 - $67,127.93/annually. Job Grade, PHX EX 11. Final salary is dependent on a candidate's experience and qualifications. QUALIFICATIONS: Minimum Education & Experience Requirements: High School diploma or equivalent Four (4) years sales and/or customer service experience To include 2 years financial institution experience Additional Preferred Education & Experience: Experience in outside sales generating new business Experience working in local community, such as working with small businesses One (1) year business banking experience Minimum Knowledge & Skill Requirements: Knowledge of credit union business products and services Strong sales and cross-selling skills; ability to identify additional opportunities to upsell products and services to meet member needs Excellent communication skills both verbal & written Ability and drive to solicit new business proactively Ability to build relationships with the community, our members, and colleagues Detail oriented with strong time management skills Ability to work independently without supervision Must be proficient in Microsoft, i.e. Word, Excel, Outlook, etc. COMPETENCIES: Interpersonal Savvy Business Acumen Customer Focus Action Oriented Priority Setting Perseverance WORKING CONDITIONS/ENVIRONMENT: This job requires they stand or sit for the majority of time and be able to lift up to 25 lbs. Must be able to travel independently to branch and office locations. OTHER REQUIREMENTS: Must comply with all policies and procedures, including the Bank Secrecy Act and SAFE Act. Must be able to obtain license through Nationwide Mortgage Licensing System & Registry (NMLS). MAJOR ACCOUNTABILITIES AND TASKS: Creates and expands new and existing business banking relationships. Analyzes business member's needs and maximizes relationships through business banking products and services. Majority of time spent will be in an outside sales environment. Actively seek additional resources (i.e. networking events, COI's) outside of the branch to help increase sales opportunities for the Business Banking team within their assigned region. Partners with Business Relationship Managers and Branch Management to build, develop and maintain relationships with business members and ensure a positive member experience. Opens new business accounts including checking, savings, etc. Processes small business loans such as credit cards, auto loans, etc. Takes advantage of opportunities to sell and cross-sell products and services. Successfully completes full sales cycle from generation of prospective member to the creation of business accounts, loans or other credit union products. Works to successfully achieve credit union business lending and deposit goals, through individual contribution and teamwork. Partners with branch network and acts a resource with regard to business banking solutions. Provides guidance on proper behaviors, sales techniques, and service level expectations. Works with Marketing department and Business Development Officer to represent Business Banking at community events and develop relationships with prospective members. Responds and resolves business member requests, problems and complaints. Maintains up-to-date and comprehensive knowledge on all credit union products, services, promotions, policies, procedures, rules and regulations. Performs other duties as assigned. About Us: At Vantage West, we pride ourselves on fostering a vibrant learning environment where curiosity and growth are at the heart of everything we do. Together, we are not just building a successful company; we are cultivating a community where everyone can thrive. Benefits And Perks: * Health Coverage - We offer medical, dental and vision coverage for you and your dependents. Other benefits include: life insurance, flexible spending accounts, pet insurance, Team Member Assistance Program (EAP), and Corporate Care Solutions (Backup Child and Adult Care Services). * Paid Time Off and Holidays - Work-life balance is a focus with generous paid time off, with additional time given for sick days, paid holidays, and 16 hours of paid time to participate in our community volunteer program. We also offer enhanced paid military leave and paid maternity/paternity leave. * Retirement Savings - Generous 401k Plan. * Development Activities - We focus on continuous growth by encouraging Job Shadowing and Personal Development Plans, which leads to a 40+% annual internal promotion rate. * Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition coverage towards an online Bachelor's or Master's Degree. Equal Opportunity Employer Veterans Disabled Equal Opportunity Employer 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.

At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career. NBAZ is looking for experienced Teller/Banker FLOAT candidates to join Arizona's #1 Community Bank for our Phoenix Metro market. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you! Currently seeking qualified candidates who will TRAVEL to all the branches (18 of them) within the Phoenix Metro area to cover shifts when branch employees call in sick, are on vacation, or just when the branches require additional staffing. Home base will be determined based on new hire's location. Essential Functions: Be proficient in Needs-Based Selling to prospective and established clients. Handle inbound and outbound sales calls to prospective and established customers. Assist managers in building and maintaining customer relationships. Provide quality customer service while opening accounts, processing loans, and providing information related to general inquiries and client needs. Support retail objectives and initiatives by capitalizing on business opportunities that influence the production of revenue and risk of loss. Conduct assessments with clients to determine financial needs and make appropriate recommendations. Ensure proper documentation is obtained and processing proper forms for transactions. May be required to cover Teller line during peak hours. Work independently and perform well under deadlines. Qualifications: High School Diploma or equivalent, along with 0-1 years' experience with sales (cross-sales and up-sales) and meeting sales goals. 0-1 years' experience in at least two of the following areas: new accounts, teller, bookkeeping, or loan processing (an equivalent combination of education and experience may meet this qualification). 0-1 years' experience using an on-line financial services system. Strong interpersonal, verbal, and written communications skills. Bilingual proficiency in English and Spanish languages, is preferred. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act. Hours: Monday - Friday: 8:00 AM - 5:30 PM; 40 hours/week Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts. Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays. 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience. Mileage Reimbursement. Mental health benefits include coaching and therapy sessions. Tuition Reimbursement for qualifying employees. Employee Ambassador preferred banking products.