Escrow Specialist
Cincinnati, OH jobs
Guardian Savings Bank is a large lender in Cincinnati, Northern Kentucky, Lexington and Louisville that puts people first. Our customers are part of a close-knit community and their banking needs are both met and serviced locally. Everything from opening an account, securing a home loan or getting advice on the best banking options, we're here for you. In a fast-paced world, you can count on Guardian Savings Bank to slow down and give you the attention you deserve. Guardian Savings Bank is looking for an Escrow Specialist to assist our borrowers with everyday tax and insurance needs.
Purpose of the role
The Escrow Specialist is the first line contact with borrowers to resolve complex escrow needs. From taxes, insurance, flood, PMI and beyond, the Escrow Specialist ensures timely payment of all escrowed items and works with borrowers to help them understand escrow needs and concerns.
Essential Duties and Responsibilities
Handle complex calls with customers related to escrow analysis, tax, insurance, PMI and FHA
Assumes a high level of responsibility in resolving escalated research issues related to
customer accounts
Trains new employees and employees from other areas on various insurance, tax and analysis functions
Responds to assessments from QC & compliance departments
Works various monthly reports to ensure customers mortgage payments are adjusted in accordance with RESPA guidelines
Review and document any accounts with payment increases or decreases that fall outside of the Established escrow parameters
Complete monthly exception reports to clear any error that would prevent the annual analysis
Work exception reports from escrow vendors to ensure the timely completion of payment processing for monthly transactions, monitored by FDICIA & Sarbanes Oxley
Prepare wires to outsourced providers of tax and insurance
Review, approve or deny & pay claims for tax provider that result in Guardian charge offs
Work closely with vendors, customers, tax agencies, insurance companies & affiliates on customer services issues relating to escrow processing; make appropriate account adjustments to correct improper escrow line set-up issues
Track & recover advances utilized to clear incorrect escrow payments
Process daily correspondence & send to vendors in overnight transactions
Complete customer requests to add, delete & reanalyze escrow accounts
Clearly explain customer escrow analysis statements; involves detailed mathematical understanding and calculations
Research insurance & tax issues that create overages & shortages on customer accounts
Ensure monthly analysis checks & statements are mailed to customers in accordance with RESPA guidelines
Work w/ customer solutions to ensure accounts coming out of bankruptcy & loan modifications are analyzed correctly
Other duties as assigned
Education/Experience
Education and Experience
High School Diploma required. Additional college credits and/or degrees preferred
Job competencies
1-2 years of prior escrow experience desired
Organized and dependable
Basic mortgage documentation knowledge preferred
Working knowledge of Microsoft products, including Excel, Word, Outlook
Analytical and attention to detail
Ability to problem solve and multi-task
Verbal and Written Communication
Self-Motivated
Team Player
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice.
Guardian Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Senior Member Service Representative
East Liberty, OH jobs
What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and it's a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda is constantly innovating and developing solutions to drive our business with record success. We strive to be a company that serves as a source of “power” that supports people around the world who are trying to do things based on their own initiative and that helps people expand their own potential. To this end, Honda strives to realize “the joy and freedom of mobility” by developing new technologies and an innovative approach to achieve a “zero environmental footprint.”
We are looking for qualified individuals with diverse backgrounds, experiences, continuous improvement values, and a strong work ethic to join our team.
If your goals and values align with Honda's, we want you to join our team to Bring the Future!
Job Purpose
The Senior Member Service Representative is responsible for understanding/performing/troubleshooting a broad variety of Member services such as transactions, opening, and closing accounts, processing consumer and R/E loan applications, filing disputes, and assisting members with any questions/concerns in regards to their account. Have full knowledge of the Credit Union's products and services. Associate needs to have customer service and sales skills and personal finance knowledge, ability to multi-task, maintain confidentiality and communicate effectively.
Key Accountabilities
Operational/Technical Skills
Products/Services/Systems: Have a working knowledge of all HFCU deposit and consumer loan products, and services. Working knowledge of operational systems to effectively perform: Teller Transactions, New memberships/accounts; New services; Loan applications / processing; Basic IRA processing; Equity applications. Basic Mortgage Knowledge.
Policies/Procedures/Compliance: Effective and confident working knowledge of all HFCU policies and procedures based on industry regulations, and a basic understanding of how those apply to day-to-day operations.
Emerging areas: This also includes educating members on new technologies provided by HFCU
Sales and Service
Effectively and confidently interacts with members in a professional and courteous manner while evaluating their needs. This evaluation would lead to consistent opportunities to educate and/or cross sell products and services to meet those needs. Strong working knowledge of Service Plus and TMA training leading to effectively and confidently meeting customer service expectations and metrics. Effective and confident in moving beyond the member's initial request and offering additional education/opportunities to the member.
Member interaction may be inbound or outbound.
Team Oriented
Able to work within a team to accomplish the overall goals/products/services regardless of one's own area.
Qualifications, Experience, and Skills
High School Diploma or GED equivalent
Minimum 2 to 3 recent years customer service and sales skills in a financial service environment
Professionalism
Ability to multi-task
Decision making skills
Self-motivation
Working Conditions
This position is expected to provide a positive experience to all members. Must be able to work within a team to accomplish goals and hold self-accountable to own work. Travel and overtime is minimal.
What differentiates Honda and make us an employer of choice?
Total Rewards:
Competitive Base Salary (pay will be based on several variables that include, but not limited to geographic location, work experience, etc.)
Paid Overtime
Regional Bonus (when applicable)
Industry-leading Benefit Plans (Medical, Dental, Vision, Rx)
Paid time off, including vacation, holidays, shutdown
Company Paid Short-Term and Long-Term Disability
401K Plan with company match + additional contribution
Relocation assistance (if eligible)
Career Growth:
Advancement Opportunities
Career Mobility
Education Reimbursement for Continued Learning
Training and Development programs
Additional Offerings:
Tuition Assistance & Student Loan Repayment
Lifestyle Account
Childcare Reimbursement Account
Elder Care Support
Wellbeing Program
Community Service and Engagement Programs
Product Programs
Honda is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, veteran status, or any other protected factor.
Member Services Specialist
Rockville, MD jobs
IS HYBRID.
Please note that we are exclusively considering applicants residing in the District of Columbia, Maryland, or Virginia for all open positions.
The Member Services Specialist is a hybrid role, meaning it entails a combination of remote work and in-person attendance.
Join Lafayette Federal Credit Union, a proud recipient of USA Today's Top Workplaces of 2024 and 2025 award!
We are expanding and looking for exceptional talent to support our members and contribute to our reputation as an employer of choice. Be a key player in our mission to become the premier financial partner for our community. Your skills and dedication are essential to our success.
Do you have a passion for people and value friendly, welcoming interactions?
Do you value helping people find solutions to their needs?
Do you see every challenge as an opportunity and keep trying until you get it right?
Do you have experience in a financial call center environment?
If so, then Lafayette Federal may have the perfect opportunity for you! We are currently seeking a Member Services Specialist to join our dynamic team!
About us:
Our Difference:
What makes Lafayette Federal cutting-edge
? Lafayette Federal Credit Union is not only a great place to bank, but also a great place to work! In addition to our Top Workplaces recognition by USA Today, we have also been recognized nationally by (1) Newsweek's America's Best Bank's list, (2) we've received a 5-star rating from Bauer financial, and (3) we've also received national recognition by S&P Global' s Top Performing Credit Union's!
Our Culture: Lafayette Federal is about inclusion, diversity, high performance, and new opportunities. Teamwork and our sense of community also make Lafayette Federal a great place to work. Each person is valued for his or her unique set of skills. We share a common devotion to the people we serve, participating in charity events throughout each year and giving back to the community.
Our Opportunities: Professional development, training, and certification is a priority for our employees. We want you to reach your career goals and provide support that leads to opportunities of advancement within the industry.
Requirements
A day in the life of a Member Services Specialist will include:
Answering inbound member calls with kindness and professionalism. Processing transactions for members via telephone including deposits, withdrawals, loan payments, cash advances and transfers.
Conducting member outreach calls to identify product opportunities.
Proactively take ownership of member needs and resolve to the fullest extent possible
Cross-selling and promoting Credit Union products and services.
Our ideal candidate will have one to three years of banking and/or call center experience with cash handling, customer service experience, strong verbal communication, and understands the importance of maintaining confidentiality, privacy and professionalism as a front-line representative of our institution.
Top benefits or perks:
Joining Lafayette Federal comes with perks to support you in your personal and professional journey. We provide employees with a generous benefits package including:
Employer paid (99.9%) health insurance premium for single and family coverage (HMO Plan)
Fully funded deductible (HMO Plan)
401k employer matching contribution
Income protection with life insurance, short and long-term disability
Paid time off, holiday leave & birthday leave
Educational assistance
Commuter benefits program and more!
Pay: $42,612 - $49,500 annually depending on experience and qualifications.
Location:
This position will report to our headquarters. We are located in the heart of Rockville, MD where career growth meets urban vitality. Experience the perfect balance of professional opportunity and a lively community, creating a unique environment for success and fulfillment.
The job posting highlights the most critical responsibilities and requirements of the job. It is not all-inclusive. There may be additional duties, responsibilities, and qualifications for this job.
*Lafayette Federal Credit Union is an Equal Opportunity and E-Verify Employer
*EOE/AA/DISABILITY/VETERAN
Salary Description $42,612 - 49,500 Annually
Member Service Specialist I-Part Time
East Hartford, CT jobs
The Opportunity
Make an impact responding to customer inquiries in our Member Sales & Service Center, answering a wide variety of questions concerning credit union products and services. You would play a key role in solidifying our position of becoming our member's primary financial institution, providing outstanding customer service to build member satisfaction and loyalty. Our highly engaged environment places focus on taking care of our members as well as each other. This position allows for hybrid or full time working from home once fully trained and proficient.
Location - Member Contact Center-East Hartford, CT
Hours - Mon-Fri between the hours of 10:00am-4pm, Sat 8:30-12:30pm
You Are
Passionate About Helping Others
You are customer-centered and possess a positive, can-do attitude to help resolve issues. You take accountability to respond to customers' needs holistically. You enjoy people and care about helping others attain financial freedom and making educated decisions about their finances. Focused on creating the optimal conditions for your customers to be successful.
A Team Champion
Being part of an engaging culture based on our values of Trust, Care and Dependability, with the opportunity to grow your career is important to you. You are successful working independently and as part of a team, positively contributing towards organizational goals. You thrive in fast-paced environments with continuous opportunities to learn and grow. You are ready to belong to an enthusiastic team with passion for our mission and where your unique qualities are celebrated...
A Strong Communicator / Well Organized
You have exceptional interpersonal and listening skills. You are able to ask probing questions to fully understand our customers' needs and provide meaningful solutions for them. In addition, you possess strong organizational, technical and time management skills.
We Are
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities
Fully knowledgeable in Credit Union products and services, ensuring a timely and accurate response to telephone inquiries from members regarding, but not limited to:
Membership eligibility information
Share Information/Processing Transactions for Regular Share Accounts, Certificates of Deposit, Money Market Accounts and involving opening and closing of accounts, balances, transfers, rate information
Rate Information on all deposit products
Account Information on balances, transaction information, check clearing, deposit verifications, statement information, and Visa Debit
Checking: Check orders, checks cleared, stop payments, minimum balances, 3 types offered (and benefits of each), Debit Card and transaction information.
Automated Services: Telephone Banking System, bill payment, Online Banking Access, Mobile Banking Access, direct deposit and payroll deduction.
Direct Deposit/Payroll Deduction: Enrollment, changes, cancellation, error resolution.
Other: Address changes, transfer of funds between accounts, hours of operation, branch locations, internet access, fees, money order information, travelers' check information, savings bond information, investment service referral, club accounts, Revocable Living Trust account.
Responds to member's inquiries regarding access to services, account utilization and information.
Resolves member discrepancies with all products and services in a timeframe pre-determined by the standards established by the Manager, Member Contact Center.
Regularly interfaces with other departments to research and resolve member problems and disputes in a timely and effective manner, maintaining member satisfaction whenever possible.
Assists members with making the most effective use of services offered by the Credit Union by offering solutions to problems with utilization of services.
Actively cross-sells Credit Union products and services and acts as a resource of information to educate members on the features and benefits of our products and services, exceeding the member's expectations and building long-term member relationships.
Works independently, resolving member issues in a courteous and professional fashion, problem-solving quickly and accurately, using sound judgement in making exceptions for members within the guidelines established by the Manager, Member Contact Center.
Handles a high volume of phone calls daily, balancing the need for a quick telephone response time, quality member service, while dealing with member complaints.
Demonstrates excellent communication skills and listening skills, enabling timely response to member inquiries and complaints.
May be assigned other duties by the Manager, Member Contact Cent.
Education and/or Experience
High School Diploma or equivalent and minimum of one to three years of experience in a call center environment, or Member Services, Lending, or Member Accounts; or equivalent combination of education and experience.
Opportunities for Growth
At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together.
AEFCU is an Equal Opportunity Employer Veterans/Disabled.
Auto-ApplyMember Service Specialist I-Part Time
East Hartford, CT jobs
The Opportunity
Make an impact responding to customer inquiries in our Member Sales & Service Center, answering a wide variety of questions concerning credit union products and services. You would play a key role in solidifying our position of becoming our member's primary financial institution, providing outstanding customer service to build member satisfaction and loyalty. Our highly engaged environment places focus on taking care of our members as well as each other. This position allows for hybrid or full time working from home once fully trained and proficient.
Location -
Member Contact Center-East Hartford, CT
Hours -
Mon-Fri between the hours of 10:00am-4pm, Sat 8:30-12:30pm
You Are
Passionate About Helping Others
You are customer-centered and possess a positive, can-do attitude to help resolve issues. You take accountability to respond to customers' needs holistically. You enjoy people and care about helping others attain financial freedom and making educated decisions about their finances. Focused on creating the optimal conditions for your customers to be successful.
A Team Champion
Being part of an engaging culture based on our values of Trust, Care and Dependability, with the opportunity to grow your career is important to you. You are successful working independently and as part of a team, positively contributing towards organizational goals. You thrive in fast-paced environments with continuous opportunities to learn and grow. You are ready to belong to an enthusiastic team with passion for our mission and where your unique qualities are celebrated...
A Strong Communicator / Well Organized
You have exceptional interpersonal and listening skills. You are able to ask probing questions to fully understand our customers' needs and provide meaningful solutions for them. In addition, you possess strong organizational, technical and time management skills.
We Are
A purpose-driven organization with a proud legacy. Guided by our mission to enrich lives and create a world where financial freedom is a reality, we lead with heart, show up authentically, and seek to uplift our members, communities, and each other. Our culture is our power, it fuels innovation, amplifies impact, and sets us apart as we grow together and reach new heights.
Key Responsibilities
Fully knowledgeable in Credit Union products and services, ensuring a timely and accurate response to telephone inquiries from members regarding, but not limited to:
Membership eligibility information
Share Information/Processing Transactions for Regular Share Accounts, Certificates of Deposit, Money Market Accounts and involving opening and closing of accounts, balances, transfers, rate information
Rate Information on all deposit products
Account Information on balances, transaction information, check clearing, deposit verifications, statement information, and Visa Debit
Checking: Check orders, checks cleared, stop payments, minimum balances, 3 types offered (and benefits of each), Debit Card and transaction information.
Automated Services: Telephone Banking System, bill payment, Online Banking Access, Mobile Banking Access, direct deposit and payroll deduction.
Direct Deposit/Payroll Deduction: Enrollment, changes, cancellation, error resolution.
Other: Address changes, transfer of funds between accounts, hours of operation, branch locations, internet access, fees, money order information, travelers' check information, savings bond information, investment service referral, club accounts, Revocable Living Trust account.
Responds to member's inquiries regarding access to services, account utilization and information.
Resolves member discrepancies with all products and services in a timeframe pre-determined by the standards established by the Manager, Member Contact Center.
Regularly interfaces with other departments to research and resolve member problems and disputes in a timely and effective manner, maintaining member satisfaction whenever possible.
Assists members with making the most effective use of services offered by the Credit Union by offering solutions to problems with utilization of services.
Actively cross-sells Credit Union products and services and acts as a resource of information to educate members on the features and benefits of our products and services, exceeding the member's expectations and building long-term member relationships.
Works independently, resolving member issues in a courteous and professional fashion, problem-solving quickly and accurately, using sound judgement in making exceptions for members within the guidelines established by the Manager, Member Contact Center.
Handles a high volume of phone calls daily, balancing the need for a quick telephone response time, quality member service, while dealing with member complaints.
Demonstrates excellent communication skills and listening skills, enabling timely response to member inquiries and complaints.
May be assigned other duties by the Manager, Member Contact Cent.
Education and/or Experience
High School Diploma or equivalent and minimum of one to three years of experience in a call center environment, or Member Services, Lending, or Member Accounts; or equivalent combination of education and experience.
Opportunities for Growth
At AEFCU, your growth matters. We invest in your development with opportunities like individual development plans, educational reimbursement, job shadowing across departments, and hands-on leadership practice through specialized trainings. Whether you're building new skills or exploring new paths, you'll be supported every step of the way, because when you grow, we all rise together.
AEFCU is an Equal Opportunity Employer Veterans/Disabled.
Auto-ApplyCall Center Lending Specialist
Vancouver, WA jobs
Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:
Best of Clark County Award / The Columbian - 2008-2025
Best in Business Award / Vancouver Business Journal - 2013-2024
Corporate Philanthropy Award / Portland Business Journal - 2017-2024
Columbia CU Guiding Principles
Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.
Mission: Bringing people together to make life better for themselves and their communities.
Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.
Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.
Core Values
People - We have a passion for helping each other and our members.
Community - We have a passion for contributing to the success and growth of the communities we serve.
Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.
Benefits
Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
Tuition Assistance
And More!
About The Role
The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs.
RESPONSIBILITIES:
Initiate conversations with new and existing members to actively solicit new or additional lending products.
Experienced in and ability for meeting personal and team goals.
Initiate conversations with new and existing members to actively solicit new or additional lending products.
Initiate outbound calls or emails to current members.
Originate loan applications for consumer loan products and credit cards.
Maintain up-to-date knowledge on all credit union products and services.
Participate in cross-functional projects, promotions and training.
Respond to loan inquiries initiated through Columbia's remote channels.
Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members.
Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization.
REQUIREMENTS
Minimum three (3) years previous lending experience with a financial institution.
Current NMLS license or ability to obtain upon hire.
Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat.
Strong organizational, verbal and written communication skills.
Strong computer skills.
Ability to work effectively independently and within a team.
Ability to work from home.
Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed.
Occasional travel to Operations Center, with at least one week's notice when allowable.
COMPENSATION
$26.00- $30.00/ hour
+ Commission
Columbia Credit Union follows all required COVID 19 health protocols
Equal Opportunity Employer/AA
Must be 18 or older to apply
Transactions Specialist I - Plastics Warehouse
Westerville, OH jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I in the Plastics department you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorgan Chase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
Job responsibilities
Operate machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process retail and credit cards
Validate daily material quality and output quality
Reconcile Input vs. Output utilizing basic math
Create manifest and production turn over reports
Required qualifications, capabilities, and skills
Lift 40-70lbs and deliver 200 lbs. supplies utilizing industrial pull/push carts
Meet and maintain Quality and Productivity standards
Adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology
Maintain team-oriented attitude, with solid interpersonal skills for daily positive internal and external interactions
Prioritize assigned work daily based on client Service Level Agreements
Participate and maintain departmental work area maintenance
Basic computer skills and document preparation
Comfortable cross training and learning multiple department responsibilities
Work Schedule: 2nd Shift Monday - Friday 1:30pm - 10:00pm
Auto-ApplyTransaction Specialist I- Global Document Services
Westerville, OH jobs
Join the team that supports Global Document Services (GDS) to do the right thing for our customers. If you are detail-oriented, have great organizational skills and can work in a fast-paced environment, this transactions specialist role is for you.
As a Transactions Specialist in the Manual Statements area of GDS, you will coordinate the processing of high volumes of statements, notices, letters, and checks, as well as special handling jobs. JPMorgan Chase. Global Document Services (GDS) prints, inserts and mails over 650 million mail pieces annually. GDS supports internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services. GDS produces a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
Job Responsibilities:
Operating a manual folding machine
Boxing and preparing bulk statements (i.e. 500+ pages) for shipping
Transporting completed trays and/or pallets of work to mailroom
Filing checks and check images into check trays and transporting them as necessary
Lifting and transporting work supplies as necessary (trays, pallets, boxes of envelopes, carts of printed statements/letters, etc.)
Researching and correct errors
Applying Standard Operating Procedures (SOPs)
Meeting productivity and quality standards as defined by the department
Prioritizing work and managing time to meet SLA deadlines
Performing other related duties as assigned
Cross-training in other functional areas when needed
Required Qualifications, Capabilities, and Skills:
High school diploma or GED
Minimum 1 year of experience in mail or production environment
Attention to detail and accuracy as well as being adaptable to change
Strong analytical, communication, and problem solving skills
Critical thinking and ability to exercise independent judgment
Enthusiastic and positive approach to customer interactions
Work both independently and in a team environment
Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts
Ability to effectively multi-task and work under pressure
Excellent time management and organizational skills
Ability to act on own initiative, be accurate, reliable and demonstrate confidence in processes
Additional Information:
Mandatory overtime, including assigned weekends and holidays, as required by business needs
Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm - 9:00pm
Shift Differential: 10%
Must be willing to work onsite 5 days a week (no hybrid or remote)
Auto-ApplyTransaction Specialist II- Global Document Services
Westerville, OH jobs
Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients.
As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services.
Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients.
Job responsibilities:
Coordinate and process high volumes of statements, notices, letters, and checks
Perform general mailing, including stuffing envelopes for bulk and individual mailings
Create and validate labels for courier mailing (UPS, FedEx, USPS)
Operate folder machines and prepare jobs/mail for distribution
File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs)
Research and correct errors by applying Standard Operating Procedures (SOPs)
Meet productivity and quality standards as defined by the department
Work in a fast-paced, production-driven environment to meet deadlines and service level agreements
Provide training and guidance to other specialists, becoming a subject matter expert
Collaborate with team members and demonstrate strong interpersonal skills
Perform other related duties as assigned
Required qualifications, capabilities and skills:
High school diploma or GED
Minimum 1 year experience in mail or production facility operations
Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts
Proficiency in Microsoft Word, Excel, and Outlook
Willingness to cross-train in different areas within the organization
Strong communication and interpersonal skills for effective teamwork
Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment
Attention to detail and accuracy in processing and commitment to following standard operating procedures
Ability to prioritize workload and operate efficiently with minimal supervision
Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation
Experience as a subject matter expert demonstrating leadership capabilities
Preferred qualifications, capabilities and skills:
Strong problem-solving and troubleshooting skills
Additional Information:
Mandatory overtime, including assigned weekends and holidays, as required by business needs
Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm
Shift differential: 10%
Must be willing to work onsite 5 days a week (no hybrid or remote)
Auto-ApplyTransaction Specialist I- Global Document Services
Westerville, OH jobs
Join the team that supports Global Document Services (GDS) to do the right thing for our customers. If you are detail-oriented, have great organizational skills and can work in a fast-paced environment, this transactions specialist role is for you. As a Transactions Specialist in the Manual Statements area of GDS, you will coordinate the processing of high volumes of statements, notices, letters, and checks, as well as special handling jobs. JPMorgan Chase. Global Document Services (GDS) prints, inserts and mails over 650 million mail pieces annually. GDS supports internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services. GDS produces a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
**Job Responsibilities:**
+ Operating a manual folding machine
+ Boxing and preparing bulk statements (i.e. 500+ pages) for shipping
+ Transporting completed trays and/or pallets of work to mailroom
+ Filing checks and check images into check trays and transporting them as necessary
+ Lifting and transporting work supplies as necessary (trays, pallets, boxes of envelopes, carts of printed statements/letters, etc.)
+ Researching and correct errors
+ Applying Standard Operating Procedures (SOPs)
+ Meeting productivity and quality standards as defined by the department
+ Prioritizing work and managing time to meet SLA deadlines
+ Performing other related duties as assigned
+ Cross-training in other functional areas when needed
**Required Qualifications, Capabilities, and Skills:**
+ High school diploma or GED
+ Minimum 1 year of experience in mail or production environment
+ Attention to detail and accuracy as well as being adaptable to change
+ Strong analytical, communication, and problem solving skills
+ Critical thinking and ability to exercise independent judgment
+ Enthusiastic and positive approach to customer interactions
+ Work both independently and in a team environment
+ Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts
+ Ability to effectively multi-task and work under pressure
+ Excellent time management and organizational skills
+ Ability to act on own initiative, be accurate, reliable and demonstrate confidence in processes
**Additional Information:**
+ Mandatory overtime, including assigned weekends and holidays, as required by business needs
+ Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm - 9:00pm
+ Shift Differential: 10%
+ Must be willing to work onsite 5 days a week (no hybrid or remote)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Transactions Specialist I / 2nd Shift
Westerville, OH jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providinga wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
**Job responsibilities**
+ Operate required department machinery efficiently to process retail and credit card transactions.
+ Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math.
+ Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries.
+ Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures.
+ Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements.
**Required qualifications, capabilities, and skills**
+ Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts.
+ Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols.
+ Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology.
+ Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis.
+ Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery.
+ Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.
Schedule: Sunday-Thursday 1:00 pm to 9:30 pm
Shift Differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Transaction Specialist II- Global Document Services
Westerville, OH jobs
Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients.
As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services.
Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients.
**Job responsibilities:**
+ Coordinate and process high volumes of statements, notices, letters, and checks
+ Perform general mailing, including stuffing envelopes for bulk and individual mailings
+ Create and validate labels for courier mailing (UPS, FedEx, USPS)
+ Operate folder machines and prepare jobs/mail for distribution
+ File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs)
+ Research and correct errors by applying Standard Operating Procedures (SOPs)
+ Meet productivity and quality standards as defined by the department
+ Work in a fast-paced, production-driven environment to meet deadlines and service level agreements
+ Provide training and guidance to other specialists, becoming a subject matter expert
+ Collaborate with team members and demonstrate strong interpersonal skills
+ Perform other related duties as assigned
**Required qualifications, capabilities and skills:**
+ High school diploma or GED
+ Minimum 1 year experience in mail or production facility operations
+ Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts
+ Proficiency in Microsoft Word, Excel, and Outlook
+ Willingness to cross-train in different areas within the organization
+ Strong communication and interpersonal skills for effective teamwork
+ Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment
+ Attention to detail and accuracy in processing and commitment to following standard operating procedures
+ Ability to prioritize workload and operate efficiently with minimal supervision
+ Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation
+ Experience as a subject matter expert demonstrating leadership capabilities
**Preferred qualifications, capabilities and skills:**
+ Strong problem-solving and troubleshooting skills
**Additional Information:**
+ Mandatory overtime, including assigned weekends and holidays, as required by business needs
+ Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm
+ Shift differential: 10%
+ Must be willing to work onsite 5 days a week (no hybrid or remote)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Transactions Specialist I - Plastics Warehouse Team
Westerville, OH jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
Job responsibilities
* Operate required department machinery efficiently to process retail and credit card transactions.
* Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math.
* Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries.
* Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures.
* Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements.
Required qualifications, capabilities, and skills
* Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts.
* Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols.
* Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology.
* Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis.
* Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery.
* Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.
Auto-ApplyTransaction Specialist II- Global Document Services
Westerville, OH jobs
Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients.
As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services.
Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients.
Job responsibilities:
Coordinate and process high volumes of statements, notices, letters, and checks
Perform general mailing, including stuffing envelopes for bulk and individual mailings
Create and validate labels for courier mailing (UPS, FedEx, USPS)
Operate folder machines and prepare jobs/mail for distribution
File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs)
Research and correct errors by applying Standard Operating Procedures (SOPs)
Meet productivity and quality standards as defined by the department
Work in a fast-paced, production-driven environment to meet deadlines and service level agreements
Provide training and guidance to other specialists, becoming a subject matter expert
Collaborate with team members and demonstrate strong interpersonal skills
Perform other related duties as assigned
Required qualifications, capabilities and skills:
High school diploma or GED
Minimum 1 year experience in mail or production facility operations
Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts
Proficiency in Microsoft Word, Excel, and Outlook
Willingness to cross-train in different areas within the organization
Strong communication and interpersonal skills for effective teamwork
Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment
Attention to detail and accuracy in processing and commitment to following standard operating procedures
Ability to prioritize workload and operate efficiently with minimal supervision
Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation
Experience as a subject matter expert demonstrating leadership capabilities
Preferred qualifications, capabilities and skills:
Strong problem-solving and troubleshooting skills
Additional Information:
Mandatory overtime, including assigned weekends and holidays, as required by business needs
Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm
Shift differential: 10%
Must be willing to work onsite 5 days a week (no hybrid or remote)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Transactions Specialist I
Westerville, OH jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities.
As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces.
Job responsibilities
Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters
Validate material quality and output quality
Reconcile Input vs. Output utilizing basic math
Prepare batches of work by extracting checks and remittances from envelopes
Input data into the system while following standard operating procedures and customer specific instructions for processing
Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images
Verify negotiability of checks through customer specific instructions for processing
Lift and move mail trays weighing up to 50 pounds
Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager
Required qualifications, skills and capabilities
Detail-oriented
Good oral and written communication skills
Production environment, focus around meeting deadlines
You will need basic computer skills and knowledge of Microsoft applications
Alpha/Numeric data entry and typing skills - with excellent accuracy
Must be a team player and maintain a positive attitude
Overtime is required for Month End processing
Work Schedule(s):
2nd shift Monday - Friday 3:00pm - 11:30pm
Auto-ApplyTransactions Specialist I / 2nd Shift
Westerville, OH jobs
Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems.
Job responsibilities
Operate required department machinery efficiently to process retail and credit card transactions.
Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math.
Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries.
Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures.
Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements.
Required qualifications, capabilities, and skills
Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts.
Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols.
Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology.
Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis.
Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery.
Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.
Schedule: Sunday-Thursday 1:00 pm to 9:30 pm
Shift Differential: 10%
This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
Auto-ApplyMember Services Specialist I (Contact Center)
Chelmsford, MA jobs
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
The Member Services Specialist will provide exceptional member experience in all delivery channels. Implement the Credit Union's Sales and Service standards by offering products and services to improve members' financial position. Display a great, positive attitude and the drive to succeed.
Schedule:
This is a full-time position and will be working 40 hours per week, an employee could be scheduled between the following hours.
Monday - Friday, 8:00AM - 6:00PM
Saturday, 9:00AM - 3:00PM (Saturdays will be required, at least once a month)
Key Responsibilities:
Demonstrate a satisfactory knowledge of Credit Union products, services, policies and procedures, including promotions and special offers, during member and employee interactions.
Assist existing and potential members by providing quality service and information in a pleasant, professional, and efficient manner via telephone, electronic communication (email, fax, web chat, video banking), or in person.
Promptly and accurately perform member transactions and requests, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and advances, debiting and reimbursing fees, opening and closing accounts, placing card and check orders, submitting certificate account maturity instructions, setting up online and mobile banking, and submitting new membership and loan applications.
Responsible for researching member inquiries using all available resources to ensure proper follow-up and satisfaction.
Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
Maintain the privacy and confidentiality of Credit Union members and employee account and business information.
Identify and communicate areas for continual improvement of business processes to support efficiency.
Any other duties and/or responsibilities as assigned.
Who You Are:
Experience in Microsoft Word and Excel.
Strong analytical, organizational and communication skills.
Work independently and cooperatively with other credit union team members and departments.
Strong communication and active listening skills.
Must demonstrate teamwork by working flexible hours and providing staffing support to other USALLIANCE locations as requested.
High school diploma or equivalent.
Previous contact center experience preferred.
6 months sales experience in a retail or financial environment is preferred.
Minimum of 6 months of experience in a customer serivice or customer facing role.
Adequate secure workspace required for hybrid remote work eligibility.
What We Offer:
Competitive Salary and Benefits Package
Opportunities for Professional Development and Career Growth
Hybrid Schedule (min. 3 Days in Office to Maximize Collaboration)
A Collaborative and Inclusive Work Environment
Paid Time Off, Wellness Time & Paid Federal Holidays
401K with 6% Match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base hourly range for this position is $21.00 - $23.00 , exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
Auto-ApplyMember Services Specialist I
Rye, NY jobs
About Us:
At USALLIANCE, we pride ourselves on innovation, teamwork, training and development and career planning. As part of our team, you will have the opportunity to grow both personally and professionally in an inclusive and supportive environment. Represent USALLIANCE in the community and form lasting relationships with our members and partners.
About This Role:
The Member Services Specialist will provide exceptional member experience in all delivery channels. Implement the Credit Union's Sales and Service standards by offering products and services to improve members' financial position. Display a great, positive attitude and the drive to succeed.
Schedule:
This is a full-time position and will be working 40 hours per week, an employee could be scheduled between the following hours.
Monday - Friday, 8:00AM - 6:00PM
Saturday, 9:00AM - 3:00PM (Saturdays will be required, at least once a month)
Key Responsibilities:
Demonstrate a satisfactory knowledge of Credit Union products, services, policies and procedures, including promotions and special offers, during member and employee interactions.
Assist existing and potential members by providing quality service and information in a pleasant, professional, and efficient manner via telephone, electronic communication (email, fax, web chat, video banking), or in person.
Promptly and accurately perform member transactions and requests, including but not limited to balance inquiries, deposits, withdrawals, funds transfers, loan payments and advances, debiting and reimbursing fees, opening and closing accounts, placing card and check orders, submitting certificate account maturity instructions, setting up online and mobile banking, and submitting new membership and loan applications.
Responsible for researching member inquiries using all available resources to ensure proper follow-up and satisfaction.
Demonstrate working knowledge and understanding of the Credit Union's sales and service standards, and cross-sell Credit Union products and services during every eligible member interaction.
Maintain the privacy and confidentiality of Credit Union members and employee account and business information.
Identify and communicate areas for continual improvement of business processes to support efficiency.
Any other duties and/or responsibilities as assigned.
Who You Are:
Experience in Microsoft Word and Excel.
Strong analytical, organizational and communication skills.
Work independently and cooperatively with other credit union team members and departments.
Strong communication and active listening skills.
Must demonstrate teamwork by working flexible hours and providing staffing support to other USALLIANCE locations as requested.
High school diploma or equivalent.
Previous contact center experience preferred.
Previous banking experience preferred.
6 months sales experience in a retail or financial environment is preferred.
Minimum of 6 months of experience in a customer serivice or customer facing role.
Adequate secure workspace required for hybrid remote work eligibility.
What We Offer:
Competitive Salary and Benefits Package
Opportunities for Professional Development and Career Growth
Hybrid Schedule (min. 3 Days in Office to Maximize Collaboration)
A Collaborative and Inclusive Work Environment
Paid Time Off, Wellness Time & Paid Federal Holidays
401K with 6% Match
High Performance Culture
Become a part of a team where your ideas are valued, your growth is supported, and your work makes a difference. Apply today and take the next step in your career with USALLIANCE.
EQUAL OPPORTUNITY EMPLOYER
USALLIANCE Federal Credit Union, as an Equal Opportunity Employer, values and supports the diverse cultures, perspectives, skills, and experiences within our workforce.
This is for informational purposes only and should not be construed as a complete listing of the job responsibilities and requirements. This may be modified at any time, for any reason, at the sole discretion of management.
At this time, USAlliance Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support for this position (i.e., H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, or another type of work authorization).
If you need sponsorship now or in the future, look for this statement in the before you apply: “USAlliance Federal Credit Union will consider sponsoring a new, qualified applicant for employment authorization for this position”. If this is not listed in the job description, USAlliance Federal Credit Union will not provide sponsorship for the candidate to work in the United States.
It is unlawful for USAlliance to require or administer a lie detector test as a condition of employment or continued employment. In accordance with applicable state laws, an employer who violates this law shall be subject to criminal penalties and civil liability.
In the spirit of pay transparency, we are excited to share the base hourly range for this position is $21.00 - $23.00 , exclusive of fringe benefits or potential incentives. This position is also eligible for an annual corporate bonus. If you are hired at USALLIANCE Federal Credit Union, your final base salary compensation will be determined based on factors such as skills, education, and/or experience. In addition to those factors, we believe in the importance of pay equity and consider the internal equity of our current team members as a part is any final offer. Please keep in mind that the range mentioned above is the full base salary for the role. Hiring at the maximum of the range would not be typical to allow for future and continued salary growth. We also offer a generous compensation and benefits package.
All positions must adhere to standard BSA/AML policies, procedures, and processes. Employees must demonstrate awareness of business functions and how business decisions affect financial and/or non-financial work results.
Auto-ApplyDigital Member Services Representative
Titusville, FL jobs
Job Details Titusville, FL Full Time Admin - ClericalDescription
This position allows for an optional hybrid work arrangement which includes a combination of both in-office and remote work on a weekly basis. To be eligible for the program, employees must complete a minimum of 90 days of continuous employment, be in good standing, and agree to the terms of a Work from Home Agreement prior to being eligible for hybrid work. The employee's request is subject to supervisor approval. Working locations and hybrid schedules may be altered at management discretion.
Position Summary:
The Digital Member Services Representative is responsible for placing outbound calls to new members who have established an account online and current members assigned to the Digital Branch for campaign cross-sell calls. The incumbent is readily equipped to explain the features and benefits of all loan and deposit products and all digital services. Presents information and answer questions of employees, members, and potential members. The Digital Member Services Representative is always expected to achieve production expectations while acting in the best interest of members and the credit union.
Primary Responsibilities and Duties:
While using a friendly and professional tone, place outbound calls to onboard new digital members who established an account online. Welcoming them to Launch, ensuring all new account information is correct, all documentation is accounted for, digital services discussed, and additional deposit and loan products are offered.
While using a friendly and professional tone, place outbound calls to current members assigned to the Digital Branch who have either applied for a loan online, received a prequalified offer letter, are listed on outbound calling reports, or were referred a loan by a Digital Services team member.
Reviews online applications in pending review status to collect additional documentation when needed, consults with Digital Services Manager or BSA/Fraud department for fraud review applications and decisioning the application to be approved or denied.
Creates an open line of communication with members, and potential members promoting credit union products to deepen the membership. Understands and communicates the benefits and features of all credit union loan and deposit products and all digital services.
Determines referral opportunities using credit reports, member information and internal credit union reports and approved pending applications. Analyzes/research information to determine potential needs and prepares for member interactions.
Collaborates with the Digital Services Manager and the VP, Digital Services to uncover additional methods for generating new member growth or cross-selling opportunities to deepen new and current relationships.
Proposes enhancements to process and/or procedures to improve efficiency and/or the quality of results.
Demonstrates an ability to meet and exceed established department production, service, and quality goals.
Follows all credit union policies and procedures and provides cross-sell recommendations solely based on the best interest of the member.
Ensure loan applications are completed accurately prior to submitting them to Underwriting. Follows up accordingly with members on the status of their loan applications.
Other Responsibilities and Duties:
Develops, maintains, and demonstrates a working knowledge of credit union loan standards, policies procedures, and applicable state and federal government rules. Adheres to policies that govern the position.
Responds to both internal and external e-mails/phone calls/texts in a timely manner.
Follows all Launch Credit Union policies and procedures.
Completes assigned compliance training in a timely manner. Attend meeting and training sessions as required.
Performs other duties as assigned.
Qualifications
Education, Experience, and Skills Required:
Minimum of three years of similar or related experience.
A high school education or GED.
Ability to obtain an NMLS (Nationwide Mortgage Licensing System & Registry) license.
Displays courtesy, tact, and diplomacy are during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Strong written, verbal, and interpersonal skills.
Actively listens to and responds to members and coworkers while having a courteous and helpful attitude.
Astute at recognizing and clearly defining problems. Considers full range of options and promptly acts to implement the best possible solutions. Proactively foresees obstacles and works with management to ensure smooth operations. Takes initiative in offering suggestions.
Detail oriented, organized, accurate, able to work under pressure, ability to adapt to change, and problem-solving skills. Must be analytical, demonstrate good judgment, decision-making, and time management skills.
Must be knowledgeable of credit union products, services, policies, and procedures, including the various types of loan products and electronic services. Understands the documentation that is required for each loan and how to read a credit report. Ability and willingness to refer credit union products and services.
Excellent working knowledge of the credit union's policies and procedures.
Proficient with the use of computers. Ability to use a calculator and initiative to learn new technology and tasks.
Ability to learn and comply with Truth in Savings Act, Patriot Act, Reg. CC, BSA, OFAC, FACT Act, Reg. B and Reg. Z.
Launch Credit Union is an Equal Opportunity Employer, including protected veterans and individuals with disabilities.
Float Member Services Representative
Powell, OH jobs
Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, we would not be able to reach our goal of great service! If you are looking to expand your knowledge, develop in your career and grow within a rapidly growing company, this opportunity may be for you!
We offer: Affordable health and vision insurance
Free dental insurance
401K plan with up to a 5% match,
Accrued vacation and injury/illness leave
Short-term and Long-term Disability
Life insurance
And more!
Must be willing to travel.
Qualifications:
High school graduate or equivalent.
Required knowledge:
Cash handling and call center experience preferred.
Good communication skills. Professional appearance, dress, and attitude.
The ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone. Data entry skills.
Work Schedule
Full time position
Monday - Friday 9 a.m. - 5 p.m.
Saturday 9 a.m. - 1 p.m.
Job Description:
Responsible for providing a variety of paying and receiving functions for members in person, via phone, electronically, and through the mail, including but not limited to processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with account inquiries and problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned duties and assists other Member Services Representatives/Specialist with duties as required. Serves members promptly and professionally. Acts as a daily vault teller, when needed.