Electronic Services Call Center Representative
Service center representative job at First Community Credit Union
There is an immediate opening in our Electronic Services Department for a Call Center Representative. The ideal candidate will enjoy helping people, have great communication skills with both members and co-workers, be proficient in technology across multiple platforms including but not limited to Microsoft Office and Excel, possess strong clerical, analytical, organizational, and multitasking skills and have the capability to learn quickly and work at a fast pace. Duties include answering inbound calls primarily pertaining to debit cards, basic financial transactions, responding to Chat and email, and other various tasks to support the department.
The hours for this position are Monday - Friday 10:30 a.m. to 7:00 p.m. and Saturdays 8:30 a.m. to 12:30 p.m., with a full day off during the week when a Saturday is worked. Must be flexible to work a rotating schedule.
Auto-ApplyStudent Customer Service Representative (Howards Grove)
Sheboygan, WI jobs
Why NEBAT? Apply below after reading through all the details and supporting information regarding this job opportunity. NEBAT is more than just a bank-we're a team that's trusted, genuine, and successful. We're a family-owned business serving Southeastern Wisconsin since 1933. We blend the resources of a big institution with the personality of a hometown team. At NEBAT, you'll be part of a friendly workplace where your talents matter, and you'll have real chances to grow and make a difference in your community. If you're looking for a place that values you and helps build your career, we've got you.
Position Summary
As a Student Customer Service Representative, you'll be the friendly face customers rely on every day. You'll help people with their money, make sure transactions are accurate, and recommend services that can help them meet their goals. It's a great way to learn about banking, customer service, and teamwork while building skills.
What You'll Do:
Help customers understand their financial options
Recommend bank products based on customer needs
Greet and assist customers with a positive, friendly attitude
Process everyday banking transactions-cashing checks, making deposits, and withdrawals
Work closely with your teammates to keep the branch running smoothly
Skills You'll Use and Grow:
Friendly attitude xevrcyc and strong people skills
Ability to work with computers and basic software like Word, Excel, Outlook, and Teams
Clear communication by phone, email, and in person
Ability to stay calm and helpful-even when things get busy
Dependability, attention to detail, and pride in your work
Willingness to learn new things and take on challenges
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Event Services Specialist
Green Bay, WI jobs
Discover Green Bay is looking for a warm, organized, energetic team member to help us welcome visitors and showcase everything Greater Green Bay has to offer. Our Event Services Specialist stays plugged in as the heartbeat of hospitality in our community. Build and maintain relationships with local business owners and decision makers. Help match event needs with the incredible restaurants, venues, attractions, and service providers that make Greater Green Bay a showcase destination. Coordinate details, prepare materials, create unique gift baskets, schedule logistics, and ensure every individual group feels genuinely welcomed. Your work will shape how visitors experience Greater Green Bay.
This flexible, part-time position (about 16 hours per week) is perfect for someone who loves details, communication, and creating memorable moments. You'll join a fun, supportive team and take pride in bringing events to life with professionalism, creativity, and heart.
If you're ready to help make unforgettable experiences happen, we'd love to meet you.
GENERAL SUMMARY:
The Event Services Specialist provides exceptional support to conventions, meetings, and sports events that bring visitors to the Greater Green Bay area. This part-time role focuses on delivering outstanding service to event planners and guests while showcasing everything Greater Green Bay has to offer as a premier meeting destination.
The Specialist coordinates event logistics, communicates with planners and local partners, and ensures that each group enjoys a seamless and welcoming experience. Through professionalism, attention to detail, and genuine enthusiasm for the region, this position helps reinforce Discover Green Bay's reputation for excellence.
RESPONSIBILITIES: ESSENTIAL JOB FUNCTIONS:
Serve as the primary point of contact for assigned conventions, meetings, and sports events after booking, providing responsive, professional, and proactive support to planners and attendees.
Serve as liaison between confirmed meeting, convention, and sports event planners and local hospitality partners to ensure service needs are met efficiently.
Promote Greater Green Bay's hospitality community by connecting event organizers with local venues, attractions, restaurants, and service providers that enhance their group's experience.
Collaborate with the Sales team to develop and implement service plans that align with each event's goals, including timelines, communications, and follow-up.
Prepare and coordinate event materials, such as name badges, welcome packets, delegate kits, signage, and destination information.
Assist event planners with program enhancements such as transportation, identifying local speakers, entertainment, spouse programs, tours, special activities, and signature experiences; coordinate welcome addresses and on-site registration logistics to ensure a smooth and engaging start to each event.
Work closely with the Director of Partnerships to assemble and deliver donation baskets or welcome gifts that highlight Greater Green Bay's local products, attractions, and hospitality partners.
Represent Discover Green Bay at events by providing on-site assistance-including registration or hospitality desk coverage-and ensuring guests receive a warm and knowledgeable welcome to the community.
Recruits, engages, and schedules volunteers for conventions, meetings, and sports events, ensuring they represent the Discover Green Bay's values and deliver a welcoming, professional, well-prepared, exceptional experience for all guests.
Maintain a strong understanding of the destination's amenities, attractions, and hospitality offerings to confidently promote Greater Green Bay to visiting groups and partners.
Support repeat business and client satisfaction efforts by documenting post-event feedback, updating CRM records (Simpleview), and assisting with follow-up communications.
Collaborate with internal departments to ensure consistent messaging and quality across all visitor-facing materials and experiences.
Maintain all necessary records and reports including entertainment databases through the organization's chosen CRM system.
Demonstrates the DGB's mission, vision, and values by consistently providing warm, authentic, and service-oriented experiences that reflect the spirit of Greater Green Bay. Acts as an ambassador of the community, fostering collaboration, inclusion, and pride among visitors, partners, and colleagues.
Performs all other duties as assigned.
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
1. Demonstrated ability to provide professional, proactive support to clients and partners in the meetings and hospitality industries.
2. Strong written and verbal communication; able to represent the community positively with planners, vendors, and the public.
3. Ability to manage multiple servicing projects, track timelines, and meet deadlines in a part-time schedule.
4. Demonstrates empathy, active listening, and situational awareness when working with planners, partners, and teammates; effectively manages stress, maintains professionalism, and builds trust-based relationships that reflect the Discover Green Bay's culture of hospitality and respect.
5. Well-versed in Microsoft Office Suite and CRM software as well as demonstrated expertise in database management and CRM systems.
6. Flexible and collaborative; able to work independently, anticipate needs, and problem-solve in a fast-paced environment.
7. Enthusiasm for Greater Green Bay and its tourism assets; commitment to sharing destination knowledge with visitors and partners.
EQUIPMENT TO BE USED:
Hardware and software chosen by the organization including Microsoft Office, Simpleview, Google Docs, etc.
Audio/Visual equipment such as projectors and other presentation/speaker related equipment.
Trade show booths, displays and equipment associated with trade shows.
Must be able to operate a motor vehicle and have a valid driver's license.
TYPICAL PHYSICAL DEMANDS:
Frequent mobility and/or sitting required for extended periods of time. Requires eye-hand coordination and manual dexterity to operate keyboard and other standard office equipment. Eyesight correctable to 20/20 to read communications, reports and computer terminals. Requires hearing within normal range when communicating with company personnel or clients in person or via the telephone. Must have a valid driver's license in order to perform outside convention sales calls. Requires occasional lifting to 50 pounds. May require some irregular work hours.
WORK ENVIRONMENT:
1. Normal office environment with little exposure to excessive noise, dust, temperature, and the like.
2. Regular local travel to partner facilities and event venues.
3. Position is part-time (averaging approximately 16 hours per week) based upon the needs of the organization and the event calendar.
Care Center Representative (Call Center)
Roseville, CA jobs
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations.
Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.
What you will do:
* Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
* May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
* Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
* Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
* Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
* Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
* Forward more complex problems to management, as required.
Who you are:
* High School diploma or equivalent required.
* Bilingual (Spanish) candidates preferred but not required.
* Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution.
* Minimum typing speed of 50 wpm.
* Possess excellent human relations and communications skills.
* Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
* Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
* Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
* Professional in appearance and in verbal communication.
* Demonstrate teamwork in facilitating workflow.
#LI-DNI
Pay Range: $21-25 hourly
AIP/Bonus: up to 5%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
* Medical, prescription, dental, and vision coverage for employees and their eligible family members
* Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
* Health Savings Account with employer contribution
* Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
* 401(k) and Roth 401(k) with company contribution
* 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
* Supplemental Health plans, Voluntary Legal and Identity Theft Services
* 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
* Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
* Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
* Please view Equal Employment Opportunity Posters provided by OFCCP here.
* To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
Auto-ApplyCare Center Representative (Call Center)
Irvine, CA jobs
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Irvine, Roseville or Walnut Creek locations.
Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.
What you will do:
Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
Forward more complex problems to management, as required.
Who you are:
High School diploma or equivalent required.
Bilingual (Spanish) candidates preferred but not required.
Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution.
Minimum typing speed of 50 wpm.
Possess excellent human relations and communications skills.
Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
Professional in appearance and in verbal communication.
Demonstrate teamwork in facilitating workflow.
#LI-DNI
Pay Range: $21-25 hourly
AIP/Bonus: up to 5%
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
Auto-ApplyCare Center Representative
Walnut Creek, CA jobs
Mechanics Bank is currently searching for a Care Center Representative (Call Center Representative) to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Walnut Creek location.
Responsible for servicing the financial needs of clients through all Customer Care communications channels, web chat and phone, while actively contributing to the achievement of the department referral and service goals. Provide outstanding customer experiences by consistently providing premier customer service and professional resolution of problems/issues. Handle a variety of customer service and referral calls and chat interactions in a prompt and courteous manner to meet and exceed established goals.
What you will do:
Support the contact of bank customers and prospects through phone, electronic and chat channels to market an array of financial products and services.
May be required to support other sales channels with opening of new accounts or assist callers with obtaining services through the appropriate banking departments.
Utilize chat library and other tools to communicate with customers in accordance with the bank compliance and other processes.
Provide telephone support for customers requiring assistance with both traditional and electronic banking products. Use effective and professional telephone skills in receiving and responding to all types of customer telephone inquiries, providing information on bank products, policies, procedures and programs.
Maintain a solid understanding of the products and services being offered. Use judgment and reasoning skills to solve customer service problems within designated authority to handle chats or calls at point of contact.
Collect information about service problems or customer complaints and escalates customer disputes to the appropriate manager for resolution if necessary. Complete research and resolves documentation errors or discrepancies.
Forward more complex problems to management, as required.
Who you are:
High School diploma or equivalent required.
Bilingual (Spanish) candidates preferred but not required.
Minimum of 1 year experience as a call center representative with referral and service functions experience in a bank or financial institution.
Minimum typing speed of 50 wpm.
Possess excellent human relations and communications skills.
Possess friendly demeanor, can-do attitude, and willingness to help at all times. Use questioning and listening skills that support effective telephone communication. Identify and use voice skills to enhance telephone presentation.
Effectively cope with angry or upset customers and apply appropriate actions to effectively control a telephone call.
Able to cope with pressure resulting from meeting required productivity levels and deadlines. Able to protect and maintain confidential information.
Professional in appearance and in verbal communication.
Demonstrate teamwork in facilitating workflow.
#LI-DNI
Pay Range: $21-28 hourly
Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire.
Benefits package includes[1]:
Medical, prescription, dental, and vision coverage for employees and their eligible family members
Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits
Health Savings Account with employer contribution
Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit
401(k) and Roth 401(k) with company contribution
529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program
Supplemental Health plans, Voluntary Legal and Identity Theft Services
11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year
Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply)
Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data.
Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.
Please view Equal Employment Opportunity Posters provided by OFCCP here.
To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit
California Privacy Policy for Prospective Employees | Mechanics Bank
[1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
Auto-ApplyService Center Representative
Menomonie, WI jobs
Takes steps to enhance membership value by actively recommending appropriate products and services to members, based upon their financial needs and goals.
Serve credit union membership by providing service and information in a pleasant, professional, and efficient manner via phone in a fast-paced call center environment
Accurately complete account maintenance and process account transactions per member request. Research and resolve complex member questions, issues, and concerns with a focus on a one call resolution. Partner with Service Center Team Leads, Supervisors, and other departments as necessary.
Maintain knowledge including but not limited to loan servicing, wire transactions, debit/credit card maintenance, online banking, fraud, appointment scheduling, and transactions
Provide technical support to members, successfully navigating multiple computer programs when assisting the member on the phone
Accurately verify members and be on the front line of fraud prevention
Utilize written communication across a variety of channels such as email, chat, and member relationship management and sales system to assist the member in the moment
Inbound Call Center Representative
Chicago, IL jobs
Alliant Credit Union is looking for an outgoing individual to serve as the face of our institution to work in a hybrid capacity. The Member Service Representative will provide consultative service and support to credit union members via telephone. They will resolve member issues, evaluate and identify the member's financial needs with compassion and care. Additionally, they will build relationships with members in order to excellent service and member satisfaction, and targeted referrals to internal business partners that result in deeper relationships. The representative will educate members on credit union products, policies and regulatory compliance as well as provide members with assistance on account maintenance.
Responsibilities
Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions
Process financial transactions on member's accounts in an efficient and effective manner
Review, qualify, open and close deposit accounts and ATM/debit cards and submits disputes
Process credit card payments, transfers, fees, and all related tasks
Decision fee-refunds within defined relationship parameters
Act as a member advocate and handle difficult conversations with professionalism and courtesy
Resolve member's concerns while ensuring regulatory compliance
Training is in person for the first two months and will move to hybrid (1 day) in office at our headquarters (by OHare airport)
Education
Minimum: High School or Equivalent
Preferred: 4 year / Bachelors Degree in Business, Finance, or Related
Years of Experience
For Level 2:
Minimum: 2 Years of Experience in Banking, Retail, Customer Service or Related
Preferred: 3 Years of Experience in a Call Center within a Financial Services Environment
For Level 3:
Minimum: 4 Years of Experience in Banking, Retail, Customer Service or Related
Preferred: 5 Years of Experience in a Call Center within a Financial Services Environment
Compensation & Benefits:
Typical hiring range: $22.00 Hourly. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Monthly Incentive Plan
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyCall Center Representative
San Francisco, CA jobs
Job Brief:
We are searching for a polite, professional call center representative to work closely with other team members to provide outstanding service to our customers by answering questions, handling complaints, and troubleshooting problems with our products and services. The call center representative may handle a high volume of inbound or outbound calls or both and should seek to create a positive experience for each caller. They will listen to clients to understand the reason for their call, address all questions or complaints, and provide an accurate and efficient response.
To be a successful call center representative, you should be customer-focused, detail oriented, and efficient. You should be polite, reliable, knowledgeable, and adaptable.
Responsibilities:
Answering or making calls to clients to learn about and address their needs, complaints, or other issues with products or services.
Responding efficiently and accurately to callers, explaining possible solutions, and ensuring that clients feel supported and valued.
Engaging in active listening with callers, confirming or clarifying information and diffusing angry clients, as needed.
Building lasting relationships with clients and other call center team members based on trust and reliability.
Utilizing software, databases, scripts, and tools appropriately.
Understanding and striving to meet or exceed call center metrics while providing excellent consistent customer service.
Making sales or recommendations for products or services that may better suit client needs.
Taking part in training and other learning opportunities to expand knowledge of company and position.
Adhering to all company policies and procedures.
Skills Required:
High school diploma or equivalent.
More education or experience may be preferred.
Exceptional customer service, active listening, and verbal and written communication skills, professional phone voice.
Understanding of company products, services, and policies.
Proficiency with computers, especially with CRM software, and strong typing skills.
Ability to ask prying questions and diffuse tense situations.
Strong time management and decision making skills.
Adaptability and accountability.
Fluency in multiple languages may be desired.
Customer Support Representative
Mukwonago, WI jobs
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals.
Hours:
Business hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm
Typically 15-29 hours per week. This position will typically work every Saturday.
*Hours may vary based on business needs and may change at any time
Essential Duties and Responsibilities:
Listen effectively to customers' requests and promptly take the necessary action to assist them.
Effectively cross sell bank products and services
Educate customers on utilizing bank products and services
Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer
Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge
Any other duties as assigned
Requirements:
High School Diploma or GED
2+ years of Personal Banking experience required
Knowledge of banking products and services including loans
Call center experience preferred
Strong verbal communication skills
Ability to cross sell products and services
Ability to multitask
Critical Competencies:
Customer Service Excellence
Communication
Listening Skills
Confidentiality
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Auto-ApplyCustomer Support Representative
Mukwonago, WI jobs
Job Description
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals.
Hours:
Business hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm
Typically 15-29 hours per week. This position will typically work every Saturday.
*Hours may vary based on business needs and may change at any time
Essential Duties and Responsibilities:
Listen effectively to customers' requests and promptly take the necessary action to assist them.
Effectively cross sell bank products and services
Educate customers on utilizing bank products and services
Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer
Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge
Any other duties as assigned
Requirements:
High School Diploma or GED
2+ years of Personal Banking experience required
Knowledge of banking products and services including loans
Call center experience preferred
Strong verbal communication skills
Ability to cross sell products and services
Ability to multitask
Critical Competencies:
Customer Service Excellence
Communication
Listening Skills
Confidentiality
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****
Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
Call Center Representative I-IV
Yuba City, CA jobs
On-Site in Yuba City, CA. Remote work not available. Takes a team role in the department to maintain a positive working environment and provides exceptional member service experience while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures.
Essential Functions
1. Working time is spent as follows:
a. 90% of total working time is spent on the phone using the following equipment:
i. Headset
ii. Computer
iii. Printer
b. 10% of total working time is spent:
i. Researching member questions.
ii. Preparing and mailing member correspondence.
2. Maintains a high standard of member service in the department and takes ownership of work.
3. Maintains a high level of productivity in the department.
4. Practices proactive cross-selling.
5. Be knowledgeable in Sierra Central Product and Services.
6. Be knowledgeable and adheres to policies, procedures and security controls.
7. Processes member requests and makes adjustments to accounts when necessary.
8. Engage in ongoing training.
9. Contribute to regularly scheduled department meetings and team efficiency.
10. Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures.
11. Practice proper security and processing controls for negotiable items.
12. Responsible for timely processing of mail, email action requests and inter-office courier bags.
13. Ensure that all mailed information is complete and in accordance with established policies and procedures while proper records are accurately maintained.
14. Actively listen to member requests or concerns and provide solutions.
15. Must handle a minimum of 75 calls per day, with an average "wrap-up" time of 45 seconds or less.
16. Adhere to the Call Evaluation form at a 90% or better score.
17. Must be able to adhere to a flexible schedule, including nights and weekends.
18. Perform other duties as assigned by supervisor
Requirements
Starting pay is $19.56 - $26.50 an hour depending on experience.
Required Skills and Abilities
1. Skilled at professional communication both verbal and written at all times.
2. Ability to work well under pressure with high call volumes
3. Must demonstrate proficiency in all current Call Center programs, such as but not limited to:
* DNA or current Core System
* Talk Desk or current Phone System
* Chat On-Line
* Visa On-Line
* Zelle
* Payment by phone portal
* Architect
* Card Valet
* Mobile Banking
* Client Central
* Experian
* Paylocity
4. Excellent telephone etiquette.
5. Professional communication skills both verbal and written.
6. Accuracy with numbers.
7. Detail-orientated.
8. Proven ability to work effectively and cooperatively with public and co-workers.
Education and Experience
1. High school diploma or equivalent.
2. Has successfully completed requirements of Call Center Representative I.
Physical Requirements and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Prolonged periods of sitting at a desk and working on a computer - 7 to 8 hours per day.
* Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
* Intermittent walking and bending.
* General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.
The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.
Salary Description
$19.56 - $26.50 an hour depending on experience
Call Center Representative I-IV
Yuba City, CA jobs
Job DescriptionDescription:
On-Site in Yuba City, CA. Remote work not available.
Takes a team role in the department to maintain a positive working environment and provides exceptional member service experience while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures.
Essential Functions
1. Working time is spent as follows:
a. 90% of total working time is spent on the phone using the following equipment:
i. Headset
ii. Computer
iii. Printer
b. 10% of total working time is spent:
i. Researching member questions.
ii. Preparing and mailing member correspondence.
2. Maintains a high standard of member service in the department and takes ownership of work.
3. Maintains a high level of productivity in the department.
4. Practices proactive cross-selling.
5. Be knowledgeable in Sierra Central Product and Services.
6. Be knowledgeable and adheres to policies, procedures and security controls.
7. Processes member requests and makes adjustments to accounts when necessary.
8. Engage in ongoing training.
9. Contribute to regularly scheduled department meetings and team efficiency.
10. Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures.
11. Practice proper security and processing controls for negotiable items.
12. Responsible for timely processing of mail, email action requests and inter-office courier bags.
13. Ensure that all mailed information is complete and in accordance with established policies and procedures while proper records are accurately maintained.
14. Actively listen to member requests or concerns and provide solutions.
15. Must handle a minimum of 75 calls per day, with an average “wrap-up” time of 45 seconds or less.
16. Adhere to the Call Evaluation form at a 90% or better score.
17. Must be able to adhere to a flexible schedule, including nights and weekends.
18. Perform other duties as assigned by supervisor
Requirements:
Starting pay is $19.56 - $26.50 an hour depending on experience.
Required Skills and Abilities
1. Skilled at professional communication both verbal and written at all times.
2. Ability to work well under pressure with high call volumes
3. Must demonstrate proficiency in all current Call Center programs, such as but not limited to:
DNA or current Core System
Talk Desk or current Phone System
Chat On-Line
Visa On-Line
Zelle
Payment by phone portal
Architect
Card Valet
Mobile Banking
Client Central
Experian
Paylocity
4. Excellent telephone etiquette.
5. Professional communication skills both verbal and written.
6. Accuracy with numbers.
7. Detail-orientated.
8. Proven ability to work effectively and cooperatively with public and co-workers.
Education and Experience
1. High school diploma or equivalent.
2. Has successfully completed requirements of Call Center Representative I.
Physical Requirements and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prolonged periods of sitting at a desk and working on a computer - 7 to 8 hours per day.
Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
Intermittent walking and bending.
General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.
The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.
Call Center Representative I-IV
Yuba City, CA jobs
On-Site in Yuba City, CA. Remote work not available.
Takes a team role in the department to maintain a positive working environment and provides exceptional member service experience while minimizing losses and errors. Use judgment and knowledge based on training to interpret policies and procedures.
Essential Functions
1. Working time is spent as follows:
a. 90% of total working time is spent on the phone using the following equipment:
i. Headset
ii. Computer
iii. Printer
b. 10% of total working time is spent:
i. Researching member questions.
ii. Preparing and mailing member correspondence.
2. Maintains a high standard of member service in the department and takes ownership of work.
3. Maintains a high level of productivity in the department.
4. Practices proactive cross-selling.
5. Be knowledgeable in Sierra Central Product and Services.
6. Be knowledgeable and adheres to policies, procedures and security controls.
7. Processes member requests and makes adjustments to accounts when necessary.
8. Engage in ongoing training.
9. Contribute to regularly scheduled department meetings and team efficiency.
10. Utilize tact and experience-based knowledge to resolve member complaints and explain specific policies and procedures.
11. Practice proper security and processing controls for negotiable items.
12. Responsible for timely processing of mail, email action requests and inter-office courier bags.
13. Ensure that all mailed information is complete and in accordance with established policies and procedures while proper records are accurately maintained.
14. Actively listen to member requests or concerns and provide solutions.
15. Must handle a minimum of 75 calls per day, with an average “wrap-up” time of 45 seconds or less.
16. Adhere to the Call Evaluation form at a 90% or better score.
17. Must be able to adhere to a flexible schedule, including nights and weekends.
18. Perform other duties as assigned by supervisor
Requirements
Starting pay is $19.56 - $26.50 an hour depending on experience.
Required Skills and Abilities
1. Skilled at professional communication both verbal and written at all times.
2. Ability to work well under pressure with high call volumes
3. Must demonstrate proficiency in all current Call Center programs, such as but not limited to:
DNA or current Core System
Talk Desk or current Phone System
Chat On-Line
Visa On-Line
Zelle
Payment by phone portal
Architect
Card Valet
Mobile Banking
Client Central
Experian
Paylocity
4. Excellent telephone etiquette.
5. Professional communication skills both verbal and written.
6. Accuracy with numbers.
7. Detail-orientated.
8. Proven ability to work effectively and cooperatively with public and co-workers.
Education and Experience
1. High school diploma or equivalent.
2. Has successfully completed requirements of Call Center Representative I.
Physical Requirements and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential function of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prolonged periods of sitting at a desk and working on a computer - 7 to 8 hours per day.
Light lifting, carrying, pushing and/or pulling objects up to 25 lbs.
Intermittent walking and bending.
General office environment: works generally at a desk in a well-lighted, air-conditioned cubicle/office, with moderate noise levels.
The preceding list of duties does not include all tasks and responsibilities that may be required with this position. Additional tasks may be assigned, as departmental and operational needs require.
Salary Description $19.56 - $26.50 an hour depending on experience
Virtual Banking Call Center Representative
Mandan, ND jobs
Are you customer focused, disciplined, ethical, and action oriented? Do you encourage and inspire others to do their best? Do you enjoy working in a fast-pace, tech driven environment? If so, you would be an excellent fit at Starion!
Starion is seeking a Virtual Banking Representative in Mandan.
Must be available to work in our Mandan location. Hours for this position could vary daily between 7 AM and 6 PM Monday - Friday and will be included in a Saturday rotation.
Title and salary dependent on experience.
At Starion Bank, we're looking for talented people who will put our customers at the center of everything we do. Join our diverse team where you'll feel valued and inspired to contribute your unique skills and experience.
The Virtual Banking Representative will
Process and manage online accounts and consumer loans
Deliver advanced digital and online offerings (online, mobile, social, phone, email chat at more)
Enhance the customer experience while providing solutions to customers
Provide customers with convenient ways to manage their accounts and provide solutions that meet their financial needs
Serve all Starion Bank locations throughout North Dakota and Wisconsin
Virtual Banking Representatives are responsible for responding to routine and complex customer inquiries regarding consumer products and services as well as
Quickly answer customer inquiries in a friendly and courteous manner
Deliver exceptional service
Provide first call resolution while following procedures that meet compliance guidelines
Identify and offer customers the products and services they need and want to succeed financially
Complete weekly tasks as assigned
Assist customers with navigating and troubleshooting various online products
Preferred Qualifications:
One or more years of customer service experience
Experience in a call center or customer service setting
General understanding of standard bank transactions as well as common products and services
Bilingual in English and Spanish desired but not required
Starion Bank offers a competitive salary and a full comprehensive benefit package including health, life, dental, vision, health savings account, 401K, profit sharing, paid vacation and holidays.
Join our team and work at a bank recognized as “Best of the Best” by Independent Business magazine, “50 Best Places to Work” by Prairie Business magazine and “Top 10 Workplaces” by Bismarck-Mandan Young Professionals Network! Apply online at ****************************
Starion Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.
Auto-ApplyFulfillment (1st Shift)
Sterling, IL jobs
Job DescriptionDescription:
At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry.
Join a team dedicated to getting customer orders ready for shipment to our clients all over the world. We offer a different kind of distribution center experience! This is an on-site Fulfillment position in our Sterling, IL fulfillment center, specifically focus on receiving and inventory management of HALO's products.
This opening is for 1st shift, working Monday through Friday from 8:00am - 4:30pm.
Responsibilities
Prepare packages and process shipments using UPS, FedEx, third party shipping system
Compare packing list to company purchase orders and ensure that the products in each delivery match the packing list
Count inventory, track packages, post freight to purchase orders and process returns
Load and unload trucks as well as put away stock
Answer questions regarding inventory, shipping, freight and supplies
Check and respond to company emails
Work on fulfillment and kitting projects
Make bins and labels for new program merchandise
Maintain neat and orderly appearance of entire warehouse
Operate forklifts, stand-up electric pallet jacks and manual pallet jacks
Requirements:
Must be at least 18 years of age or older with the ability to read and speak English for safety purposes
High School diploma or GED required
1+ years of receiving experience, previous warehouse experience and forklift license preferred
Basic skills in Microsoft Word and Outlook preferred
Motivated by deadline-oriented work environment
Able to work overtime when required
Ability to lift up to 50 pounds unassisted
Pushing and pulling up to 200 pounds with assistance of rolling carts
Compensation: The pay rate for this role is $15.00 per hour. Please note that this pay serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations.
Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that's right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).
More about HALO
At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry.
Career Advancement: At HALO, we love promoting from within. Internal promotions have been the key to our exponential growth in the last few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills and gain access to HALO's influential global network, leadership experiences, and diverse thinking.
Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination. We push the limits of possibilities and imagination by staying curious, humble, and provocative in order to break through yesterday's limit. Diversity is the source of our creativity and we thrive when each of us contributes to an inclusive culture of respect, dignity, and equity mindset in everything we do. We keep our promise for excellence with an unrelenting commitment to achieving results and supporting one another to stay accountable, transparent, and dependable.
Recognition: You're going to succeed here, and you can count on us to celebrate your wins. Colleagues across the company will join in recognizing your big milestones and nominate you for awards. Over time, you'll earn so much recognition that you can convert into gift cards, trips, concerts, and merchandise at your favorite brands.
Stay well at HALO: At HALO, we have benefits that support all parts of your life and to find a work-life balance custom to you. We offer nationwide coverage for Medical, Dental, Vision, Life and Disability insurance, and additional Voluntary Benefits. Prepare your financial future with our 401K Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA).
HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people.
HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work.
HALO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ***********. Please do not use this as an alternative method for general inquiries or status on applications as you will not receive a response. Reasonable requests will be reviewed and responded to on a case-by-case basis.
Easy ApplyMember Care Representative - Inbound Call Center
Chicago, IL jobs
Job Description
Provide consultative service and support to credit union members via telephone. Process financial transactions of simple to moderate complexity on member's accounts, resolve member issues, evaluate and identify the member's financial needs with compassion and care. Build relationships with members in order to provide assigned levels of member service and satisfaction, and targeted referrals to internal business partners that result in deeper relationships. Use de-escalation skills and reliance on technical knowledge of credit union products, policies and regulatory compliance to handle call types that include but not limited to account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers.
Essential Responsibilities
Handle routine to moderately complex member inquiries with a goal of first call resolution and limited escalation by leveraging departmental tools by handling call types such as account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers
Process financial transactions on member's accounts in an efficient and effective manner
Review, qualify, open and close deposit accounts and ATM/debit cards
Complete money transfers and assist with check withdrawals
Decision fee-refunds within defined relationship parameters
Act as a member advocate and handle difficult conversations with professionalism and courtesy
Resolve member's concerns while ensuring regulatory compliance
Build partnerships with management and peers in contributing to a productive team environment
Education & Years of Experience
Minimum - High School or Equivalent
Minimum - 1 Year Banking, Retail, Customer Service or Related
Preferred - 1 Year Call Center within a Financial Services Environment
Compensation & Benefits:
Salary range: $22.00 per hour. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Additional Benefits:
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Social Services Agency Seeks Court/Judicial Liaison
Los Angeles, CA jobs
Job DescriptionBenefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Vision insurance
Hollywood Detox, operated by Recovery Dynamics LLC, is a state-licensed drug and alcohol treatment center in Los Angeles offering Detox, PHP, and IOP levels of care. Our mission is to bridge clinical excellence with compassion helping clients rebuild their lives with dignity and purpose.
Position Overview: We are seeking a Court Liaison to represent our organization within the Los Angeles County court system and build strong relationships with attorneys, public defenders, judges, and probation officers. This role will play a key part in connecting individuals in the court system with appropriate treatment options at Hollywood Detox and Recovery Dynamics.
Key Responsibilities
Build and maintain referral relationships with criminal defense attorneys, public defenders, and court staff handling drug- and alcohol-related cases.
Present Recovery Dynamics treatment programs to courts, legal teams, and community organizations.
Assist in identifying eligible defendants for treatment alternatives (e.g., Prop 36, AB 109, or diversion programs).
Coordinate intake and documentation for court-ordered clients.
Attend court hearings as a treatment representative when needed.
Track and report on referral activity, outcomes, and partnership development.
Work closely with our admissions and case management teams to ensure smooth transitions from court to care.
Qualifications
Prior experience in legal, criminal justice, or behavioral health settings preferred.
Strong interpersonal and communication skills; able to present professionally in court and legal offices.
Knowledge of Prop 36 and related diversion/treatment programs a plus.
Self-motivated, organized, and goal-oriented.
Valid drivers license and reliable transportation.
Compensation
Competitive hourly rate or salary based on experience.
Performance-based incentives for successful referral partnerships.
Mileage reimbursement and flexible schedule options.
Why Join Us
Be part of a growing, mission-driven team dedicated to helping individuals recover and reintegrate successfully.
Collaborate with legal professionals and the local recovery community.
Opportunity to shape and expand a new outreach department focused on justice-involved individuals.
Bank Call Center Representative
Waukesha, WI jobs
Job Description
Join Waukesha State Bank as the friendly, knowledgeable voice our customers count on!
In this role, you'll assist with deposit and loan questions, debit card issues, online banking support, and fraud/dispute concerns-all while delivering exceptional customer service.
What You'll Bring:
1+ year of banking customer service experience
Strong phone and problem-solving skills
Attention to detail and a commitment to friendly, professional service
Comfort with Microsoft Word, Excel, and learning new systems
Preferred: Retail banking or call center experience
Be part of a community bank that values integrity, teamwork, and great service.
Apply today!
Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.
This is an onsite position in Waukesha County, WI
Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.
EOE Disability/Vet
Account Services Representative II
Westminster, CA jobs
Are you an enthusiastic team player with the knowledge and passion to meet our member's needs?
The designation of the title of Account Services Representative II has been established for a Team Member who is knowledgeable with more complex duties of an Account Services Representative I, and is developing skills to assume limited responsibility for other Representatives. This individual works independently and takes the initiative to identify, communicate and execute streamlining initiatives to enhance operational efficiencies. Demonstrates the ability to utilize internal/external resources to consistently research and analyze moderate to complex issues through to resolution.
This individual works with minimal direct supervision of the leadership team.
JOB REQUIREMENTS & RESPONSIBILITES:
Review and process ATM/Mobile deposits with further follow up on verification of checks with maker or payor bank; with a focus on balancing loyal Member relationships while protecting the Credit Union from potential fraud losses.
Ability to exercise independent judgment and approve large deposited checks within their approved limits and remove check holds.
Awareness of the appropriate level of internal controls related to fraud prevention and detection within the Credit Union.
Some Knowledge of IRA's
Knowledge of handling of Deceased Accounts
Ability to balance and release all files; Lockbox, IP Capture, ATM's and Mobile.
Ability to open New Membership Account, Trust Accounts and Certificates of Deposit.
Ability to answer Member questions with professionalism; investigates, and refers to others for resolution. Competently and timely respond to Member correspondence and telephone calls including assisting with stages 1&2.
Demonstrates teamwork and collaboration to ensure the success of fellow Team Members while contributing to the departments and organization's values, mission and goals.
Proficient knowledge of Credit Union policies, procedures, rates, accounts, and services offered by the Credit Union.
Provide technical and operational assistance to new and existing Members in regards to the various IRA types. Interact directly with Members and Credit Union staff, answering questions and offering guidance regarding IRA accounts and the regulations that surround them.
Please see full Job Description.
EDUCATION & EXPERIENCE PREREQUISITES:
Education/Experience Prerequisites:
High school diploma or general education degree (GED).
Some College preferred.
A minimum of two years related experience within a financial institution.
A minimum of two years of deposit item processing, account administration, and risk operations experience preferred.
Language Skills:
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedures manuals, complex disclosures and forms.
Ability to write routine correspondence.
Ability to speak effectively present information in one-on-one in small group situations and other employees of the organization.
Mathematical Skills:
Ability to add, subtract, multiply, and divide in all units of measure, using whole number, common fractions, and decimals.
Ability to compute rate, ratio, and percent, and to draw and/or interpret different types of graphs and charts.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, verbal, and diagram form (charts and graphs).
Ability to deal with more complex problem solving and provide solutions.
Computer Skills:
To perform this job successfully, an individual must have a good working knowledge of the features and functions of the USERS system or other financial institution data processing system.
Some working knowledge of Microsoft Office i.e. Word and Excel.
Interpersonal Skills:
Ability to work well with members, co-workers, and supervisors.
Acceptance and willingness to handle responsibility
BENEFITS & TOTAL REWARDS
Medical, Dental, and Vision
Paid Holidays, Sick Time, and PTO
Defined Benefit Pension Plan
Voluntary 401(k) and Roth(k)
Insurance: Life, AD&D, LTD
Travel Assist
Rewards and Recognition Program
Educational Reimbursement
Paid Volunteer hours
Loan discounts and free branch services
Discount entertainment: movie tickets, travel, car rentals, and much more
Plus, a variety of additional voluntary benefits
PAY RANGE
In accordance with California's Pay Transparency Act, the expected salary range for this position is between:
$20.00 - $22.99
Actual pay will be determined based on a candidate's specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
Employment Verifications - Employment Dates & Job Titles
Credit Report
Criminal Records Search
Social Security Search
Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at *********************** EOE
Auto-Apply