Customer Service Representative jobs at First International Bank & Trust

COMPANY INFORMATION Delta Dental of Minnesota is proud to be the largest regional provider of dental benefits, serving over 7,000 Minnesota and North Dakota- based purchasing groups and 4.5 million members nationwide. We aim to provide a work environment that engages each individual while encouraging growth and professional development. We are proud to be named a Top Workplace employer for several years and take pride in our team members for building a reputation. GENERAL SUMMARY This position is on-site (Bemidji, MN or Minneapolis, MN), remote (must reside in Minnesota), or hybrid (combination). A Customer Service Agent (CSA) is responsible for providing customer service while successfully managing a large volume of inbound telephone calls; including following communication scripts while navigating a computer, handling various topics, and serving as a liaison between our company and its customers. The CSA will combine excellent customer service and problem-solving skills, and work both independently and as part of a team. The best CSAs are genuinely excited to help customers. They are patient, empathetic, and passionately communicative. They are able to put themselves in our customers' shoes and advocate for them when necessary. They are also skilled at troubleshooting problems on behalf of our customers. This position will be with Stratacor, an affiliate of Delta Dental of Minnesota. We offer extended training. Training may be in-person or virtually from your home. All Telecommuters will be required to adhere to Stratacor's Remote Work Policy. ESSENTIAL FUNCTIONS Manage customer service inquiries by verbally answering incoming telephone calls Listen to, identify, and assess customers' needs to achieve customer satisfaction Build sustainable relationships and trust with customer accounts through open, interactive, and effective communication Provide accurate, valid, and complete information by using the right methods and tools Meet customer service performance metrics (e.g. call-handling) to ensure efficient and effective service delivery Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution Ensure thorough call documentation is completed Follow communication procedures, guidelines and policies Go the extra mile to engage customers Demonstrate exceptional verbal and written communication, interpersonal and active-listening skills, and the ability to prioritize issues and respond accordingly Other duties as assigned This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the team member. Duties, responsibilities and activities may change or be assigned at any time with or without notice. REQUIRED KNOWLEDGE, SKILLS AND ABILITIES Ability to adhere to structured call center policies and procedures (i.e. attendance, quality, Health Information Portability and Accountability (HIPAA) guidelines) Demonstrate a high level of dedication, enthusiasm, and motivation Ability to listen and address customer problems effectively Exceptional verbal and written communication skills Ability to clearly communicate and speak to customers effectively to ensure a positive experience Excellent problem-solving skills Strong understanding of company products and services Ability to address customer questions and issues accurately and thoroughly An understanding and working knowledge of technology (i.e. Microsoft Office suite of products), technology applications, and phone systems Ability to prioritize and understand customer needs and adapt/respond to different types of customers to build positive relationships Ability to multitask, prioritize, and manage time effectively Ability to maintain composure, remain calm and courteous under high-pressure situations, and navigate tense situations, especially during busy hours Ability to attend extended new hire training Monday through Friday, 8:00am to 4:30pm Upon completion of extended new hire training, must have the ability to work a regular schedule Monday through Friday, with a scheduled shift working eight (8) hours per day between the hours of 7:00am to 7:00pm dependent on business needs REQUIRED EDUCATION AND EXPERIENCE Required Qualifications: High School Diploma or equivalent Experience using Microsoft Office suite of products, technology applications, and phone systems Preferred Qualifications: Bachelor's degree; or equivalent combination of education and experience Call center and/or customer service experience WORK ENVIRONMENT/PHYSICAL DEMANDS Travel Requirements: N/A Weight Lifting Requirements: 10 lbs. Sedentary Work: Prolonged periods of time sitting at a workstation while answering telephone calls and navigating a computer Telecommuting Requirements: Required to have a dedicated work area established that provides information privacy Ability to keep all company sensitive information secure Must have reliable direct high-speed internet connection RELATIONSHIPS Reports To: CSA Supervisor Directly Manages: N/A Internal Relationships: Functional Areas External Relationships: Provider, Broker, Group Administrator and Members BENEFITS AND COMPENSATION Benefits for this position include medical, dental, vision, and life insurance; disability coverage; flexible spending plans; a 401(k) plan; Paid Time Off (PTO); and Holidays and days of remembrance. Visit ******************************************************* for more information. The starting hourly rate for this position is $20.00. The Company takes into consideration a candidate's education, training, and experience, as well as the position's work location, expected quality and quantity of work, external market and internal value, including merit process and internal pay alignment when determining the salary for potential new team members. In compliance with state and federal regulations, a potential new team member's salary history will not be used in compensation decisions. EQUAL EMPLOYMENT OPPORTUNITY (EEO) STATEMENT Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Ascensus is the largest independent retirement and Government Savings services provider in the US, helping millions of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! Video Interviewing: As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! This is a temporary position with the possibility of converting to full time based on company need and performance. The hourly rate is $19. Class start dates are: 10/15 10/29 11/12 ****These positions are 100% fully remote**** The first 2 weeks consist of training from 10:00 am to 6:30 pm EST. After training is complete, you will be offered one of the shifts below (times are in Eastern Standard Time): Late Shift 12:30 pm to 9:00 pm 1:30 pm to 10:00 pm 2:30 pm to 11:00 pm The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. Process financial and non-financial transactions timely and accurate. Demonstrate flexibility and team-orientation. Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Required Education and Experience High school diploma or GED, and further applicable education or equivalent experience. 1+ years of call center or customer service experience preferred Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smart phone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Computer proficiency is required Excellent listening, verbal and written skills Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. At Edward Jones, we believe that every person deserves the opportunity to thrive personally and professionally. Our culture of caring means that we seek to expand our impact by serving more people in more communities, and tailoring our products, services, and experiences to their unique needs. For over a century, our partnership and client-focused business model has set us apart in how we work across business areas and branch offices to deliver solutions for our clients, communities, and future generations. Edward Jones is a leading North American financial services firm in the U.S. and its affiliates in Canada. The firm's 20,000+ Financial Advisors throughout North America serve over 9 million clients with a total of $2.2 trillion in client assets under care*. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of the U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. Team Overview: The Rotational Development Program (RDP) provides a combination of rotational assignments, mentoring, and coaching to build a broad range of experience across business areas critical to Edward Jones. Rotation Programs are a springboard for early career talent to gain experiences, knowledge, and networks that will accelerate their contributions and impact to Edward Jones. What You'll Do: This is a fourteen-month program is designed to provide an opportunity for RDP associates to enhance their career and develop business competencies by working collaboratively with program peers and leaders while contributing to key assignments. They rotate through different roles within their assigned division as well as complete one rotation outside of their assigned division. Along with on-the-job experiences, every rotation has learning and development opportunities. The three main objectives are: * Deliver on outcomes identified within the assigned project. * Connect the work and share ideas across other areas. * Identify and focus on professional development. Program Inclusions: * Paid full-time study to obtain SIE, and Series 7 Top Off. * * Project and thought leadership through meaningful assignments. * Assigned mentors who provide advice and guidance throughout the program to support career growth and personal development. * Ongoing engagement and strong support from program leadership and cohort * RDP Associates are required to obtain their Securities Industry Essentials (SIE), Series 7 Top-Off within the first twelve weeks of their start date. What You'll Need: * Students who are working towards a bachelor's degree with a graduation date of May 2026 or December 2026 What Could Set You Apart: * Drive to succeed and have a strong interest in the financial services industry. * Have excellent leadership, communication, teamwork, and service skills. * Demonstrate leadership in the community and campus organizations. * Multitask and prioritize to ensure maximum productivity. * Utilize critical thinking to challenge current processes and seek opportunities to improve. At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.

**Want a meaningful career where you can make a difference? Edward Jones sounds perfect for you.** Collaboration. Autonomy. Opportunity. Words our headquarters associates use when talking about working at Edward Jones. Words that describe what it's like being part of a firm where everyone is aligned toward a singular focus: serving the client. And everyone is working to make the firm better together - as they grow as individuals. If these words resonate with you, we should talk. **Job Overview** **Position Schedule:** Full-Time This job posting is anticipated to remain open for 30 days, from 09-Dec-2025. The posting may close early due to the volume of applicants. At Edward Jones, we believe that every person deserves the opportunity to thrive personally and professionally. Our culture of caring means that we seek to expand our impact by serving more people in more communities, and tailoring our products, services, and experiences to their unique needs. For over a century, our partnership and client-focused business model has set us apart in how we work across business areas and branch offices to deliver solutions for our clients, communities, and future generations. Edward Jones is a leading North American financial services firm in the U.S. and its affiliates in Canada. The firm's 20,000+ Financial Advisors throughout North America serve over 9 million clients with a total of $2.2 trillion in client assets under care*. Through the dedication of the firm's approximately 55,000 associates and our branch presence in 68% of the U.S. counties and most Canadian provinces and territories, the firm is committed to helping more people achieve financially what is most important to them. **Team Overview:** The Rotational Development Program (RDP) provides a combination of rotational assignments, mentoring, and coaching to build a broad range of experience across business areas critical to Edward Jones. Rotation Programs are a springboard for early career talent to gain experiences, knowledge, and networks that will accelerate their contributions and impact to Edward Jones. **What You'll Do:** This is a fourteen-month program is designed to provide an opportunity for RDP associates to enhance their career and develop business competencies by working collaboratively with program peers and leaders while contributing to key assignments. They rotate through different roles within their assigned division as well as complete one rotation outside of their assigned division. Along with on-the-job experiences, every rotation has learning and development opportunities. **The three main objectives are:** + Deliver on outcomes identified within the assigned project. + Connect the work and share ideas across other areas. + Identify and focus on professional development. **Program Inclusions:** + Paid full-time study to obtain SIE, and Series 7 Top Off. * + Project and thought leadership through meaningful assignments. + Assigned mentors who provide advice and guidance throughout the program to support career growth and personal development. + Ongoing engagement and strong support from program leadership and cohort * RDP Associates are required to obtain their Securities Industry Essentials (SIE), Series 7 Top-Off within the first twelve weeks of their start date. Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page (*********************************************************************************************** . **Hiring Minimum:** $46600 **Hiring Maximum:** $76800 Read More About Job Overview **Skills/Requirements** **What You'll Need:** + Students who are working towards a bachelor's degree with a graduation date of May 2026 or December 2026 **What Could Set You Apart:** + Drive to succeed and have a strong interest in the financial services industry. + Have excellent leadership, communication, teamwork, and service skills. + Demonstrate leadership in the community and campus organizations. + Multitask and prioritize to ensure maximum productivity. + Utilize critical thinking to challenge current processes and seek opportunities to improve. Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

We're hiring a Customer Support Representative in Lakeville, MN-help clients with insurance benefits, provide top-tier support, and grow your career with a Fortune 500 company. Full-Time Entry-Level Position - Customer Service Experience Wanted! Are you a strong communicator with a passion for helping others? Do you thrive in fast-paced, team-driven environments? Due to an increased demand for our services, we are actively seeking full-time Customer Care Specialist with soft sales experience to join our growing team! Whether working from our local office or remotely, you'll play a key role in supporting clients and guiding them through the process of protecting what matters most - their families. Qualifications: You'll love this job if you're: 🗣️ An advocate - You care deeply about the customer experience and stop at nothing to deliver value. 🧠 A creative problem solver - You can think outside the box and find the best solution using available tools. ✍️ A wordsmith - You're clear, concise, and approachable in both written and verbal communication. 🤝 A helper - You're patient and understanding, committed to creating positive interactions. 📋 An organized multitasker - You juggle tasks with ease and maintain high productivity. 👥 A team player - You're collaborative, supportive, and enjoy helping your colleagues succeed. Responsibilities: Serve as the first point of contact for customer support (primarily via email, phone, and live chat). Respond to inquiries, assist with services, resolve issues, and ensure a seamless customer journey. Update and maintain accurate support documentation and FAQs. Collect and route customer feedback for internal improvement. Demonstrate perseverance and empathy in resolving client concerns. Learn continuously and share your knowledge with teammates. What We're Looking For: Excellent written and verbal communication skills. Commitment to working hard to grow. A customer-first mindset with a strong desire to assist others. Previous customer service or soft sales experience is a plus. Comfort with live chat, email communication, and CRM platforms. Ability to learn quickly, stay organized, and handle multiple priorities. A positive attitude and a growth mindset - we value coach ability over perfection! 🎯 Don't meet every qualification? Tell us in your application how your unique skills make you a great fit. What We Offer: 💵 Weekly pay plus performance-based bonuses 🩺 Health, life, and retirement benefits 🚀 Merit-based promotions and opportunities for advancement into leadership roles 🤝 A supportive, team-oriented culture that values your growth Ready to make a real impact while building a long-term career? Apply today to join a team that values passion, purpose, and people. Customer Support Representative jobs in Lakeville, MN - Apply today for remote-friendly insurance roles with career growth, training, and competitive pay.

Job Description At Insure Forward, our greatest asset is our employees. The commitment to our employees is shown by investing in them through a competitive compensation package, professional development opportunities, and having an Employee Stock Ownership. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It's Simply the Forward Way! Compensation Range: $23.00-$33.00/hr, Depending on experience. Benefits: Health (Traditional and HD plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company-Paid Life and Long-Term Disability Insurance, Voluntary Paid Benefits, Paid Time Off, Holidays, Extended Medical Absence Leave. Work Hours: Full-time; Monday through Friday, 8-5pm. Skills / Requirements / Qualifications: Maintain new and renewal insurance business. Must be licensed in Life/Health insurance or be willing to obtain licensing within the first six months of employment. Field customer requests involving insurance policies. Retrieve scheduled renewal policy information from carrier websites. Update annual renewal comparison spreadsheets. Establish and maintain confidential files and records. Efficiently process renewals, enrollments, change requests, and claims. Quote and remarket customer accounts as needed. High school diploma or GED required. Equal Opportunity Employer #hc209932

At Insure Forward, our greatest asset is our employees. The commitment to our employees is shown by investing in them through a competitive compensation package, professional development opportunities, and having an Employee Stock Ownership. Working for a widely respected company with a rich tradition, in an atmosphere of enthusiasm, positivity, with a culture grounded in teamwork focused on the future is what can be expected at Bank Forward…It's Simply the Forward Way! Compensation Range: $23.00-$33.00/hr, Depending on experience. Benefits: Health (Traditional and HD plan options), Dental, Vision, Medial & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company-Paid Life and Long-Term Disability Insurance, Voluntary Paid Benefits, Paid Time Off, Holidays, Extended Medical Absence Leave. Work Hours: Full-time; Monday through Friday, 8-5pm. Skills / Requirements / Qualifications: Maintain new and renewal insurance business. Must be licensed in Life/Health insurance or be willing to obtain licensing within the first six months of employment. Field customer requests involving insurance policies. Retrieve scheduled renewal policy information from carrier websites. Update annual renewal comparison spreadsheets. Establish and maintain confidential files and records. Efficiently process renewals, enrollments, change requests, and claims. Quote and remarket customer accounts as needed. High school diploma or GED required. Equal Opportunity Employer

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training and Work Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 02/09 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, Open 24 Hours. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Compensation: Starting rate $20.00 per hour Posting Location: 2202 W Rose Garden Ln, Phoenix AZ 85027 @RWF22 Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Plumber Tucson TrustsYellowstone Local is proud to represent Al Coronado Plumbing, the trusted name in Tucson plumbing. Are you ready to be part of something bigger? Do you feel overlooked in your current role? At Al Coronado Plumbing, we're looking for a Customer Service Representative and Dispatcher to join our dedicated team and truly make an impact. If you're organized, thrive in fast-paced settings, and are ready to step into a role where your efforts are recognized, this could be the perfect opportunity for you. What's in it for You? Competitive Pay: $18 - $22 per hour starting, DOE Weekly Hours: 34 hours per week Opportunity to work with a high-performing and supportive team Set Schedule: Monday and Tuesday: 7 AM - 4 PM (in office) Monday and Tuesday: 4 PM - 8 PM (remote) Wednesday, Thursday, and Friday: 7 AM - 10 AM Why You'll Love It Here Over 40% of our team has been with us for five years or more Strong, values-driven culture built on honesty, respect, and teamwork 4.9-star rating on Google, a testament to both our customer service and employee satisfaction Open-door leadership and opportunities to grow your skills in the trades industry Your New Role As our Part-Time Customer Service Representative and Dispatcher based in Tucson, AZ, you'll be the vital link between our customers and our plumbing technicians. Your day-to-day responsibilities will include: Answering inbound customer calls and scheduling plumbing services efficiently Dispatching technicians to appropriate jobs based on skills and location Providing schedule confirmations, updates, and customer support Supporting management with administrative and clerical tasks Participating in an after-hours on-call rotation Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience. 1-3 years of experience in dispatching and customer service 2 years of experience in administration or the home service industry High school diploma or equivalent Typing speed of at least 45 WPM and proficiency in Microsoft Office Excellent communication, organizational, and multitasking skills Ability to work in a fast-paced office setting and remain seated for extended periods Familiarity with DESCO software (a plus, not required) Al Coronado Plumbing is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #red

🌎 Change the world. Get paid for it. At Acumen, we're on a mission to help the disabled, military veterans, and the elderly live more independent, empowered lives. If you want your work to matter, this is your sign. 💡 About US Acumen Fiscal Agent began 30 years ago with a bold idea: There had to be a better, simpler, and more personal way to deliver self-directed services to individuals needing home care and their families. Today, Acumen is proud to be one of the nation's largest and most trusted providers of fiscal agent services. We're not just processing payroll or paperwork, we're helping people live fuller, more independent lives. Come be part of something meaningful! 💼What is the job? Acumen Fiscal Agent is looking for a Customer Relations Specialist to join our passionate team. In this critical role, you will serve as the face of Acumen, ensuring that clients and their families receive the highest level of support and assistance. As a Customer Relations Specialist, you will manage inquiries, provide information about our services, and resolve any issues that may arise. You will play a key role in enhancing client satisfaction and building positive relationships. The ideal candidate will have excellent communication skills, a strong customer service mindset, and the ability to handle challenging situations with empathy and professionalism. Join us in making a difference in the lives of those we serve! Responsibilities Act as the primary point of contact for clients, responding to inquiries and providing detailed information about services. Resolve client issues and concerns in a timely and effective manner. Document client interactions and maintain accurate records of communications. Gather feedback from clients to enhance service delivery and support continuous improvement. Coordinate with internal departments to ensure client needs are met and issues are addressed. Educate clients and their families on available resources and services. Promote a client-centered approach in all communications and interactions. Requirements High school diploma or equivalent is required; associate degree or higher in a related field is preferred. Experience in customer service or client relations, preferably in a social services or healthcare environment. Strong verbal and written communication skills. Demonstrated ability to handle difficult conversations and solve problems effectively. Excellent organizational skills and attention to detail. Proficiency in Microsoft Office Suite and familiarity with CRM software. Empathy and a strong commitment to client satisfaction. Ability to work collaboratively in a team environment and independently as required. Benefits ♥️What's in It for You? 16 paid holidays, including your birthday! We believe celebrating you is just as important as the work you do. Paid Time Off and Paid Sick Time Employee Recognition Program Employee Assistance Program Referral Program, get extra rewards for referring your friends to work with Acumen! Paid Parental Leave Be a part of a mission driven culture where you can make a real impact Medical, Dental & Vision coverage 401(k) with company match Voluntary benefits, including Pet Insurance 💭What Do You Think? Are You Ready to Make a Difference in Someone's Life Every Single Day? Apply today and be part of a team that values compassion, accountability, and purpose. Let's make self-direction more personal, together .

Job Description CORTRUST BANK The mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter. CorTrust Bank is seeking a Full Time Customer Service Representative in our Blaine community! It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes perks like a 401k with employer match, Employee Stock Ownership Plan, insurance coverage options, paid time off, service awards, community service opportunities, an Employee Assistance Program, and a stable work environment. Summary: The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties. Key areas of responsibility: Customer service: Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies. Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries. Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible. Teller transactions & cash handling: Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, savings bonds, domestic wire transfers, withdrawals, and more. Open new personal deposit accounts, using your knowledge of Bank products and services to help customers choose the best account to fit their needs. Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels. Administrative & compliance: Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality. Understand requirements for customer identification procedures to accurately process name changes, manage customer debit cards, add signers, and perform additional customer maintenance functions. Process reports, run proof work, and complete general ledger maintenance and reconciliation. Other duties as assigned. Key competencies: The ideal candidate for Customer Service Representative possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously. They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically. They must demonstrate a high level of integrity, personal diplomacy, and respect. Knowledge of Federal banking regulations and industry workflow is a plus but isn't required. Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations. CorTrust is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Job Description CORTRUST BANK The mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter. CorTrust Bank is seeking a Full Time Customer Service Representative in our Woodbury community! It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes perks like a 401k with employer match, Employee Stock Ownership Plan, insurance coverage options, paid time off, service awards, community service opportunities, an Employee Assistance Program, and a stable work environment. Summary: The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties. Key areas of responsibility: Customer service: Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies. Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries. Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible. Teller transactions & cash handling: Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, savings bonds, domestic wire transfers, withdrawals, and more. Open new personal deposit accounts, using your knowledge of Bank products and services to help customers choose the best account to fit their needs. Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels. Administrative & compliance: Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality. Understand requirements for customer identification procedures to accurately process name changes, manage customer debit cards, add signers, and perform additional customer maintenance functions. Process reports, run proof work, and complete general ledger maintenance and reconciliation. Other duties as assigned. Key competencies: The ideal candidate for Customer Service Representative possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously. They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically. They must demonstrate a high level of integrity, personal diplomacy, and respect. Knowledge of Federal banking regulations and industry workflow is a plus but isn't required. Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations. CorTrust is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our brand-new Lake Elmo location. This exciting new branch represents Bridgewater Bank's continued growth and commitment to serving our clients in the east metro area. As a Client Specialist, you will serve as the face of the bank, providing exceptional service and support while processing client requests in person, by phone, or by email in a professional and welcoming environment. RESPONSIBILITIES: Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience Ensure client identity verification procedure is followed with each client request Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures Ensure all required documentation is completed for all transactions Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department Sort, distribute, and process returned mail Assist with scanning of documentation into internal systems such as Accu Positively represent the bank in all interactions with clients, coworkers, and vendors Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations QUALIFICATIONS: Outstanding interpersonal and communication skills Prior retail or customer service experience Professional, friendly demeanor Proficient with Microsoft Word, Excel, Outlook, and PowerPoint Knowledge of ITI and Integrated Teller a plus College degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt

About this role: Wells Fargo is seeking a... In this role, you will: Participate in inbound/outbound calls and identify opportunities for selling merchant services products and services Provide telephone support for merchant sales, branch and bank partners in addition to handling customer inquiries and prospects Assess, profile and analyze merchant's needs, creating customized proposals and effectively managing relationships from origination through activation Review and analyze basic or tactical issues related to low-to medium risk deliverables Provide a suite of electronic payment processing solutions to business clients including Point of Sale (POS) systems for Terminals, Ecommerce and Mobile Solutions Educate business customers on processing compliance and security solutions to securely accept electronic payments Present recommendations for resolving more complex situations and exercise some independent judgment while developing understanding of Merchant Call Center Sales policies, procedures, and compliance requirements Address client needs by following established policies, procedures, and compliance requirements to resolve inquiries pertaining to interchange, funding, billing and the electronic payments industry Provide information to colleagues, internal partners, and stakeholders related to Merchant Call Center Sales function Focus on prospective customers using pre-established leads or leads generated through various channels May assist clients with account set-up on varied front-end and back-end technology combinations for multiple industries May partner with other areas of Wells Fargo Merchant Services and other Wells Fargo lines of business Required Qualifications: 2+ years of Merchant Services or Contact Center Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Required Qualifications for Europe, Middle East & Africa only: Experience in Merchant Services or Contact Center Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Job Expectations: Posting End Date: 21 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

This position will support the Private Banking group. Responsibilities will include opening deposit accounts, managing deposit activities, responding to customer inquiries and concerns, and providing high quality customer service and support. Responsibilities will include, but not be limited to, the following: - Reviewing and completing requests, responses in a timely manner, staying organized, being proactive, and meeting all client expectations. - Managing the account opening process, on-line banking setup, clearing deposit account exceptions, ordering all requested items, Client follow-up as needed, and ensure new account deposits are received. Pro-actively recommend additional products and services as needed. - Deposit account maintenance such as; adding/removing signers, address changes, phone number updates, officer change forms, on-line banking, etc. - Responding to inquiries, questions, and research related to deposit accounts. This includes but not limited to; debit cards, checks, disputes, fraud, copies of statements, stop payments, and deposit holds. - Processing all deposit wire and transfer requests. Position Requirements: - Minimum of one year of prior retail banking experience - General knowledge of bank services and products - Excellent client-service skills, including oral and written communication - Entrepreneurial, ownership-oriented mindset - Careful attention to detail and strong organizational skills - Ability to work effectively as a team member and with customers - Strong analytical and problem solving skills and the ability to derive innovative solutions - Ability to establish credibility quickly with customers; demonstrate confidence in dealing with his/her peers - Strong work ethic and high integrity - Strong computer skills - Friendly, outgoing, assertive, confident, and enthusiastic personality

We are seeking an enthusiastic and customer-focused Client Specialist to join our Deposit Services team at our Bloomington location. This role is essential in supporting Bridgewater Bank's continued growth and commitment to delivering exceptional service to our clients. As a Client Specialist, you will serve as the face of the bank, providing professional and welcoming service while assisting clients in person, by phone, or by email. You will play a key role in ensuring smooth daily operations and a positive client experience through accurate processing, attentive support, and strong communication. RESPONSIBILITIES: Accurately process routine financial transactions including check cashing, deposits, withdrawals, transfers, and loan payments through Integrated Teller processing system Greet all clients, answer phone calls, monitor client services inbox promptly and access client information as requested to ensure a positive client experience Ensure client identity verification procedure is followed with each client request Balance assigned Integrated Teller role, cash recycler, and vault inventory in accordance with procedures Ensure all required documentation is completed for all transactions Complete suspicious activity incidents and process client fraud requests timely in conjunction with the Deposit Operations department Sort, distribute, and process returned mail Assist with scanning of documentation into internal systems such as Accu Positively represent the bank in all interactions with clients, coworkers, and vendors Maintain conference rooms, kitchen and front desk and ensure adequate supplies are available Adhere to the bank's policies, procedures, security requirements and government regulations including (but not limited to) BSA Participate in on-going training to enhance knowledge of banking and keep abreast of new and/or changes in regulations QUALIFICATIONS: Outstanding interpersonal and communication skills Prior retail or customer service experience Professional, friendly demeanor Proficient with Microsoft Word, Excel, Outlook, and PowerPoint Knowledge of ITI and Integrated Teller a plus College degree preferred ABOUT BRIDGEWATER BANK: Picture yourself at one of the Twin Cities' best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank. We're on a mission to be the finest entrepreneurial bank in the Twin Cities. Like true entrepreneurs, we run fast and lean. We are in constant evolution and the runway for personal and professional growth is long. People are our strength, and that's why we've created and sustained an award-winning culture that promotes growth and celebrates the big and little wins along the way. At the end of the day, we believe competitive salaries, top-tier benefits, a hybrid work model, and transparency into the business is a given. Working together toward something meaningful with people you enjoy, is just a bonus! Will you join us? COMPENSATION & BENEFITS: The typical hourly base pay for this role is $20/hr. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. Bridgewater Bank provides a broad offering of competitive benefits including (but not limited to): Healthcare (medical, dental, vision) Basic term and optional term life insurance Short-term and long-term disability Parental leave 401(k) with employer match Paid vacation & paid holidays PLEASE NOTE: The above is intended to describe the general content of and requirements for this position. It is not to be construed as an exhaustive list of duties, responsibilities, or requirements. It is Bridgewater Bank's policy to promote equal employment opportunities. All personnel decisions, including, but not limited to, recruiting, hiring, training, promotion, compensation, benefits and termination, are made without regard to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identity, citizenship status, veteran status, disability or any other characteristic protected by applicable federal, state or local law. STATUS: Non-Exempt

Join Our Team at United Valley Bank! Now Hiring: Full-Time Universal Banker Crookston, MN Are you passionate about people, problem-solving, and making a real difference in your community? At United Valley Bank, were more than just a bank were your partner in success. And right now, were looking for someone to join our team as a Full-Time Universal Banker in Crookston, MN. What Youll Be Doing: Be the first point of contact for customers delivering friendly, personalized service Handle deposits, withdrawals, and account transactions with accuracy and efficiency Promote banking products and services that benefit our customers financial well-being Maintain a secure, organized workspace and ensure compliance with banking regulations Balance your cash drawer and prepare end-of-day reports Act as a knowledgeable resource and go-to support for our valued customers What Were Looking For: A people-person with strong communication skills and a positive attitude Someone who thrives in a fast-paced environment and enjoys learning new things Trustworthy and detail-oriented with excellent math and problem-solving abilities Passion for delivering great service and building customer loyalty What Youll Need: High school diploma or equivalent (required) Prior customer service or cash-handling experience (preferred) What We Offer: A supportive, team-oriented workplace that values your contributions Competitive Pay Full benefits package, including: Medical, dental, and vision insurance 401(k) with employer match Paid time off and paid holidays Life and disability insurance Employee banking perks Supportive team environment with opportunities for growth Join a workplace where your efforts matter and your growth is supported. At United Valley Bank, were building something special and wed love for you to be part of it. Requirements: PI4bdf36129ee8-31181-39178311 RequiredPreferredJob Industries Other

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team.