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Customer Service Supervisor jobs at HomeStreet Bank

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  • Senior Sage Intacct Customer Success Consultant

    Clark Nuber 3.7company rating

    Bellevue, WA jobs

    No external recruiters please, as all candidates need to apply directly at ******************* Are you passionate about helping mission-driven organizations thrive through innovative software solutions? Join our dynamic and entrepreneurial team as a Senior Sage Intacct Customer Success Consultant, where your expertise in Sage Intacct will make a strategic impact on client satisfaction, retention, and growth. Be part of a supportive environment that values unity in diversity, lifelong learning, and legacy building. As a Senior Sage Intacct Customer Success Consultant, you will play a pivotal role in our Client Success and Care function, supporting the ongoing management and optimization of Sage Intacct and other software solutions for our diverse client base, including not-for-profits, healthcare organizations, and hospitality businesses. You'll collaborate closely with team members across implementation, sales, and support to ensure seamless client experiences from onboarding through renewal. This role offers flexibility in work setup-ideally in-office, but hybrid or fully remote arrangements are also welcome. Essentials functions of the job include but are not limited to: * Partner on client engagements to support selection, transformation, implementation, and optimization of software solutions. * Monitor and maintain the customer success and support ticket inbox, delivering advisory services and troubleshooting. * Proactively identify and execute in-life product and service add-ons, and support the customer renewal process. * Lead client onboarding sessions and contribute to training, webinars, and user groups. * Conduct advanced discovery sessions to translate client business processes into technical requirements. * Assist in software implementations, including configuration, data conversions, and integrations. * Collaborate with cross-functional teams to deliver compelling demonstrations and solution proposals. * Ensure Statements of Work align with client goals and maintain detailed CRM engagement records. * Respond to RFI/RFPs and contribute to pre-sales activities and integration planning. * Provide guidance on technical and client engagement best practices and support business development initiatives. Education: Bachelor's degree in business administration, accounting, finance, MIS, or related field or a combination of education and directly related work experience. CPA or Sage Intacct certifications preferred. Experience: 3+ years of experience in customer success in Sage Intacct software implementation, or consulting. You must be able to pass a credit check at any time to remain eligible for this position. Salary Range: $98,000 minimum to $130,710 maximum salary range Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect: * Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day. * Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employees-because we value work-life integration. We provide paid parental leave to support you and your family during important life moments. * Professional Growth: We're committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career. * Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards. * CPA Support: We offer robust CPA exam support, including financial assistance for study materials, completion bonuses, and additional time off to help you succeed. At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learning-because when you thrive, we all do. Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact *******************. This position is open until filled and you can apply by clicking the APPLY button and completing the online application.
    $98k-130.7k yearly Auto-Apply 11d ago
  • Director, Figure Markets Customer Service

    Figure 4.5company rating

    Remote

    Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We are looking for a driven, customer service oriented, roll up your sleeves type of leader who has a proven track record in building and delivering excellent service operations within financial services and is curious about innovative blockchain technology. As the Customer Service Operations Director, you will build out the initial customer service operations team for Figure Markets and learn all things about the business by sitting in the heart of the action. You will provide leadership to the Figure Markets Customer Service Operations team and oversee the day to day customer service. You will show your commitment and enthusiasm for the Customer Success function and the high level customer experience Figure Markets strives to achieve. Your effective communication, problem solving, and attention to detail will contribute to key outcomes that secure existing business initiatives, drive brand engagement, and ensure customer success. You will keep Figure Markets accountable to its customers by leading the team in troubleshooting problems and providing solutions with knowledge and empathy. What You'll Do Define and build out the customer support operations processes for Figure Markets Promote brand recognition and loyalty by ensuring unrivaled support to our customers via phone, chat interactions, and email Oversee the day to day workforce management of the customer operations team and focus on delivering industry leading service Manage the shift schedule for accurate planning and shift coverage Resolve escalated complaint issues from the team and provide oversight Provide insight into metrics to collect and report Manage and report on onboarding processes for Figure Markets and all customer service interactions Read, analyze reporting, and make data-driven recommendations to management Provide regular performance feedback to the team Ensure performance and disciplinary issues are dealt with and escalated appropriately Drive a culture of diversity and inclusion within the team Make process improvements for Figure Pay and Figure Marketplace Participate in new training and licensing programs to expand the team's capabilities What We Look For BA/BS from an accredited university preferred 8+ years of experience in customer service and operations 5+ years of experience leading or supervising a team providing customer service and operations Experience working in the crypto industry An experienced leader who fosters a value-based culture, with respectful interactions, behaviors, and attitudes. Flexibility and adaptability to ongoing refinements in process and structure Confident, friendly, and compassionate communication skills Ability to successfully complete the required compliance training A positive and problem solving approach to customer service Process driven organizational skills A quick and flexible learning style with the ability to navigate new technology platform Salary Compensation Range: $138,400 - $173,000/yr 25% annual bonus target, paid quarterly Company equity in the form of RSUs This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Remote
    $138.4k-173k yearly Auto-Apply 11d ago
  • Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas

    Capital One 4.7company rating

    Plano, TX jobs

    The **Business Cards & Payments (BC&P)** organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers. The Role: Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. As a **Customer Engagement Consultant** , you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs. The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication. General Responsibilities: + The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time. + Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs + Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed + Utilize various forms of communication including, but not limited to email, phone and direct mail + Develop, manage and maintain relationships with field teams across Business Cards & Payments + Work independently and seek out feedback and data to reflect on and improve your own performance + Be compliant with all Capital One protocols and client activities + Maintain and update the CRM system An Ideal Candidate Possesses: + A strong interest in sales and desire to continue learning and growing in a sales based environment + A proven track record of successful face-to-face or phone based sales and client management experience + Drive, focus, independent thinking, and the ability to work autonomously + Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach + A consultative mindset and the ability to adapt to an ever changing environment + Real-time effective utilization of judgment and problem solving skills Basic Qualifications: + Bachelor's degree or military experience Preferred Qualifications: + 1+ years of sales or client management experience **_At this time, Capital One will not sponsor a new applicant for employment authorization for this position._** The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $64,700 - $73,900 for Customer Development Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website (******************************************* . Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days. No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com . All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly 37d ago
  • Customer Engagement Consultant (Sales), Business Cards & Payments (Hybrid), Plano, Texas

    Capital One 4.7company rating

    Plano, TX jobs

    The Business Cards & Payments (BC&P) organization is committed to fueling the courageous entrepreneurial spirit that's at the heart of America's business owners and offer products and services to help them do more business. We've built an organization that is focused on listening to and learning from the millions of business customers we serve every day to make sure our products, services and experiences work as hard as they do. The name of our organization reflects our current leadership position in Business Cards and Payments - as well as our aspiration to serve a wide range of needs for our customers beyond the card. We are a culture that dreams big and embraces an entrepreneurial and ownership spirit - just like our business customers. The Role: Are you a self-starter, a go-getter, and a deal maker? Are you disciplined and autonomous? Within Capital One's Business Cards & Payments group, you will find a culture that expects and rewards excellence. We believe in unlocking the power of people and equipping them to do great things! We are looking for like-minded people who can share our passion for success and a high sense of urgency to deliver on customer needs. As a Customer Engagement Consultant, you will play a key role in identifying opportunities and providing direct support to our customers. The consultant will be responsible for executing outbound contact campaigns through a variety of channels and execute next steps to help meet the client's needs. The ideal candidate will be able to work in a fast-paced environment with changing priorities, have strong relationship building skills, and be able to meet our customers at moments that matter to grow and retain their business. This person must have strong influence and client management skills, a consultative sales skill set, and must be able to work autonomously. This individual must also have strong written and verbal communication skills for over-the-phone and email communication. General Responsibilities: The goal of this individual is to execute call campaigns, engage customers to speak further about complex opportunities and take action in real-time. Develop subject matter expertise on the Business Cards & Payments product suite in order to effectively problem solve, cross-sell or pitch a solution that meets the client's needs Use judgment to identify the appropriate path to embark on with the client and engage partners or leadership as needed Utilize various forms of communication including, but not limited to email, phone and direct mail Develop, manage and maintain relationships with field teams across Business Cards & Payments Work independently and seek out feedback and data to reflect on and improve your own performance Be compliant with all Capital One protocols and client activities Maintain and update the CRM system An Ideal Candidate Possesses: A strong interest in sales and desire to continue learning and growing in a sales based environment A proven track record of successful face-to-face or phone based sales and client management experience Drive, focus, independent thinking, and the ability to work autonomously Influential communication skills (both written and verbal), ability to quickly move key decision makers through a change curve via a proactive phone based approach A consultative mindset and the ability to adapt to an ever changing environment Real-time effective utilization of judgment and problem solving skills Basic Qualifications: Bachelor's degree or military experience Preferred Qualifications: 1+ years of sales or client management experience At this time, Capital One will not sponsor a new applicant for employment authorization for this position. The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked. Plano, TX: $64,700 - $73,900 for Customer Development Associate Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter. This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan. Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level. This role is expected to accept applications for a minimum of 5 business days.No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. For technical support or questions about Capital One's recruiting process, please send an email to ********************** Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site. Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
    $64.7k-73.9k yearly Auto-Apply 37d ago
  • Customer Service Supervisor, Retail

    Mechanics Bank 4.2company rating

    Seattle, WA jobs

    Mechanics Bank is currently searching for a full time Customer Service Supervisor to join our team at our Wedgwood Branch. The Customer Service Supervisor serves in a leadership capacity to assist the Branch Manager in motivating and supporting Customer Service Representative (CSR) staff to participation in branch sales efforts, exemplary customer service, and sound branch operations. In conjunction with Branch Manager: Responsible for scheduling, supervising and coaching Customer Service Representative (CSR) staff, managing paying, receiving and new account operations, and ensuring branch regulatory compliance. Models exemplary sales and service skills and coaches team to explore customer needs and sell appropriate bank products and services, including referrals to other business units. May provide remote approvals for overrides to other branch locations. Resolves customer issues. Actively interacts with internal support areas. What you will do: Leadership Activities * Works with Branch Manager to coach CSR staff for improved job performance, assists manager with performance reviews and develops individual performance goals. Provides input on hiring and termination activities. * Positively recognizes staff for exceptional customer service, sales, and operations. * Actively engages staff to cultivate and encourage professional development. * Develops strong internal partnerships with support teams, marketing and other sales production areas. * Provides sales and service training targeted to branch needs and specific development goals of CSR staff. * Works with Branch Manager to set team goals and motivates staff to success. * Presents at staff meetings and may conduct offsite presentations such as Financial Literacy Training and Bank at Work presentations. Sales Activities * Actively profiles new and existing clients, ensuring appropriate sales of bank deposit and lending products. Actively initiates partner referrals when appropriate to client needs. * Works with branch manager to motivate and coach CSR staff to desired production levels. * Assists Branch Manager with sales programs to generate targeted branch deposit growth. * Works closely with Branch Manager on business customer prospecting / business development, including outside calling. Branch Operations Activities * Schedules CSR staff to ensure appropriate lobby coverage. * Works with CSR staff to ensure effective lobby management and a positive customer experience. * Keeps CSR staff current with operational standards and procedures, performs and reviews internal audits, ensuring adherence to policies and procedures. * Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits. * Determines rejects /returns in adherence with guidelines determined by Retail Leadership. * As needed, assists customers with paying and receiving activities and account servicing, always remaining vigilant to support of customer needs. * Ensures appropriate assignment of ATM servicing and cash vault duties, may assume these duties. * May provide remote approvals to CSR staff at other branch locations. Service Activities * Consistently models exemplary customer service. * Coaches CSR staff to enhanced customer service levels. * Actively listens to clients and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility. * Partners with Branch Manager to perform customer retention activities. * Participates in a minimum of 2 community involvement activities per year. * Works with Branch Manager and Marketing team to determine sponsorship opportunities each year. Who you are: * Minimum of 5 years job experience as a Senior CSR/New Accounts Representative or equivalent, plus demonstrated leadership ability in an operations area related to Bank or retail operations. * Professional staff development, performance management, training, and employee counseling skills are preferred. * Proven ability to lead and develop a team is preferred. * Proven history of negotiation and influencing skills. Proven sales techniques and sales management skills. * Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. * Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. * Must be a self-starter, dependable, able to work within deadlines under pressure. * Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. * Ability to work quickly and accurately, to analyze information and make decisions. * High school diploma or equivalent. * Requires ability to operate teller and office equipment including computers, adding machines, telephones, typewriters, copy machines, fax machines, electronic credit card authorization terminals, and security devices. * Requires physical exertion of up to 10 pounds of force occasionally (1/3 of the time) and a negligible amount of force frequently (up to 2/3 of the time) to lift, carry, push, pull or otherwise move self or objects. Frequent (up to 1/2 of the time) sitting. Walking, standing, bending and reaching occasionally and for brief periods of time. #LI-DNI Pay Range: $24.80 - $42.15 hourly Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: * Medical, prescription, dental, and vision coverage for employees and their eligible family members * Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits * Health Savings Account with employer contribution * Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit * 401(k) and Roth 401(k) with company contribution * 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program * Supplemental Health plans, Voluntary Legal and Identity Theft Services * 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year * Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
    $24.8-42.2 hourly Auto-Apply 58d ago
  • Customer Service Supervisor

    Mechanics Bank 4.2company rating

    Urban Honolulu, HI jobs

    Mechanics Bank is currently searching for a full time Customer Service Supervisor to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Kahala Branch, Hawaii. In this role, you will serve in a leadership capacity to assist the branch manager in motivating and supporting Customer Service Representative (CSR) staff to participation in branch sales efforts, exemplary customer service, and sound branch operations. In conjunction with Branch Manager: Responsible for scheduling, supervising and coaching Customer Service Representative (CSR) staff, managing paying, receiving and new account operations, and ensuring branch regulatory compliance. You will model exemplary sales and service skills and coach teams to explore customer needs and sell appropriate bank products and services, including referrals to other business units. You may provide remote approvals for overrides to other branch locations, resolve customer issues, and actively interact with internal support areas. What you will do: Leadership Activities: * Works with Branch Manager to coach CSR staff for improved job performance, assists manager with performance reviews and develops individual performance goals. Provides input on hiring and termination activities. * Positively recognizes staff for exceptional customer service, sales, and operations. * Actively engages staff to cultivate and encourage professional development. * Develops strong internal partnerships with support teams, marketing and other sales production areas. * Provides sales and service training targeted to branch needs and specific development goals of CSR staff. * Works with Branch Manager to set team goals and motivates staff to success. * Presents at staff meetings and may conduct offsite presentations such as Financial Literacy Training and Bank at Work presentations. Sales Activities: * Actively profiles new and existing clients, ensuring appropriate sales of bank deposit and lending products. Actively initiates partner referrals when appropriate to client needs. * Works with branch manager to motivate and coach CSR staff to desired production levels. * Assists Branch Manager with sales programs to generate targeted branch deposit growth. * Works closely with Branch Manager on business customer prospecting/business development, including outside calling. Branch Operations Activities: * Schedules CSR staff to ensure appropriate lobby coverage. * Works with CSR staff to ensure effective lobby management and a positive customer experience. * Keeps CSR staff current with operational standards and procedures, performs and reviews internal audits, ensuring adherence to policies and procedures. * Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits. * Determines rejects /returns in adherence with guidelines determined by Retail Leadership. * As needed, assists customers with paying and receiving activities and account servicing, always remaining vigilant to support of customer needs. * Ensures appropriate assignment of ATM servicing and cash vault duties, may assume these duties. * May provide remote approvals to CSR staff at other branch locations. Service Activities: * Consistently models exemplary customer service. * Coaches CSR staff to enhanced customer service levels. * Actively listens to clients and maintains a friendly, positive, professional attitude. Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility. * Partners with Branch Manager to perform customer retention activities. * Participates in a minimum of 2 community involvement activities per year. * Works with Branch Manager and Marketing team to determine sponsorship opportunities each year. Who you are: * High School diploma or GED required. * Minimum 5 years of job experience as a Senior CSR/New Accounts Representative or equivalent. * Ability to demonstrate leadership ability in an operations area related to Bank or retail operations. * Professional staff development, performance management, training, and employee counseling skills are preferred. * Proven ability to lead and develop a team is preferred. * Proven history of negotiation and influencing skills. Proven sales techniques and sales management skills. * Technical skills and experience to operate teller software, Word, Excel, and other bank-related computer programs. * Strong customer relations skills and the ability to communicate and work well with employees and customers in a cooperative, positive manner. * Must be a self-starter, dependable, able to work within deadlines under pressure. * Must possess excellent judgment, and the ability to accept responsibility and handle confidential information. * Ability to work quickly and accurately, to analyze information and make decisions. #LI-DNI Pay Range: $22.54 - $38.32 hourly Eligible for commission/incentive plans Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: * Medical, prescription, dental, and vision coverage for employees and their eligible family members * Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits * Health Savings Account with employer contribution * Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit * 401(k) and Roth 401(k) with company contribution * 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program * Supplemental Health plans, Voluntary Legal and Identity Theft Services * 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year * Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.
    $22.5-38.3 hourly Auto-Apply 10d ago
  • Workplace Solutions - Customer Service Analyst

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH jobs

    If you are seeking a client facing role that promotes exceptional customer service and innovation this may be the position for you. As a Customer Service Analyst in JP Morgan Workplace solutions you will be a prominent point of contact for our participants. This role demands good communication and a desire to deliver exceptional client service. Job Responsibilities Provide excellent customer service via email and phone at 1st and 2nd level response Escalate unresolved issues to 2nd and 3rd line support teams Interact with other areas of the company in resolving queries raised by clients and participants (Operations, Payments, Settlement, Trading, IT, Product Design, Sales, etc) Provide ad-hoc training and education to users as well as contribute to Knowledge base articles Maintaining contact with customers throughout the ticket life cycle Identify and recommend areas for improvement within the Service Desk function that support and add value to business activities. Required Qualifications, Capabilities and Skills: Excellent Customer Service skills in telephone and email etiquette. Strong problem solving skills Client focus, interpersonal skills and ability to network. Proactivity and Continuous Improvement mindset. Maintains highest level of technical skill in field of expertise. This position requires a high degree of discretion and judgement. Passion for learning new things every day and a continuous improvement mindset. Preferred Qualifications, Capabilities and Skills: University degree in Economics, Finance or equivalent work experience desired. Experience in Customer Service role, preferably in the Financial Services or Software industry. Experience with Contact Center solutions. J.P. Morgan Wealth Management Solutions comprises a workforce of more than 2500 professionals spanning across 50 cities globally. Within WM Solutions, diversity is not only a fundamental necessity, but a business imperative and we are committed to building an equitable workforce that represents the communities we serve. We understand the importance of inclusion, work-life balance, and our robust benefits (including comprehensive parental leave offerings, inclusive family building programs, and discounted childcare) reflect the wide-ranging needs of our increasingly diverse workforce. WM Solutions also fosters a culture of active engagement in our Business Resource Groups (BRGs), which serve as supportive networks for employees to share, develop and create community together.
    $54k-87k yearly est. Auto-Apply 60d+ ago
  • Bankruptcy Customer Service Supervisor

    Carrington 4.4company rating

    Columbus, OH jobs

    **Come join our amazing team and work in a hybrid role based out of our Westfield office!** **The Bankruptcy Customer Service Supervisor is responsible for supervising staff of Customer Service BK Specialists in the day-to-day operations of mortgage servicing call center. Responsible for the overall employee performance of assigned team as well as the quality and efficiency of the assigned processes. Conducts all activities in adherence to all applicable investor timelines and in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay for this position is $69,000/yr - $79,00.00/yr plus annual bonus.** **What you'll do:** + **Carries out supervisor responsibilities in accordance with the organization's policies, procedures, and applicable laws, including hiring and training employees; planning, assigning, and directing work; monitoring performance; rewarding and disciplining employees; addressing complaints; and resolving problems.** + **Ensure staff receive proper training to perform the job functions assigned to them.** + **Responsible for conducting interviews and providing recommendations to hire to Sr. department leaders.** + **Monitor and measure individual performance within the team(s) and provide feedback at minimum twice per month with the associate.** + **Handle escalated bankruptcy matters and work with attorney firms on litigated matters that require resolution.** + **Conduct regular monthly team meetings and weekly huddles to maintain communication across the department.** + **Identify process gaps within the bankruptcy processes and identify and implement solutions.** + **Manage any personal issues working with management and human resources.** + **Function as the subject matter expert on investor and regulatory requirement** + **Perform other duties and special projects assigned.** **What you'll need:** + **High school diploma or equivalent work experience.** + **Five (5+) plus years' experience in a bankruptcy role in the banking, finance or mortgage industry.** + **Three or more years in a lead or supervisory role in bankruptcy.** **Our Company:** Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ************************** . **What We Offer:** + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. + Customized training programs to help you advance your career. + Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. + Educational Reimbursement. + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. **Notice to all applicants: Carrington does not do interviews or make offers via text or chat.** \#LI-SY1 Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.
    $69k yearly 38d ago
  • Customer Service Project Manager - Data Centers

    Siemens Corporation 4.7company rating

    Wendell, NC jobs

    Job ID 488396 Posted since 24-Dec-2025 Organization Smart Infrastructure Field of work Project Management Company Siemens Industry, Inc. Experience level Experienced Professional Job type Full-time Work mode Hybrid (Remote/Office) Employment type Permanent * Wendell - North Carolina - United States of America Customer Service Project Manager - Data Centers At Siemens, we live and foster an ownership culture, in which every employee takes personal responsibility for our company's success. We strive to transform the everyday for our customers, employees, and society by: * Trusting and empowering our leaders to act as owners, directing their teams, and innovating to succeed. * Communicating openly and honestly to learn from our failures and celebrate our successes. * Recognizing individual and team achievements frequently * Our focus on investment in our team members, offering a wide variety of internal and external development opportunities. * Our commitment to diversity, equity, and inclusion Transform the everyday with us! About Smart Infrastructure - Electrification and Automation: The Electrification and Automation (EA) Business Unit offers the full range of energy distribution systems and solutions for all markets and through all sales channels. We provide reliable power distribution grids of today while investing into our Future Grids portfolio and applications to create the power distribution grid of the future. Our comprehensive portfolio meets the growing technical requirements of todays and tomorrow's power grid! Siemens Project Management Office (PMO) is looking for a Customer Services (CS) Project Manager to join our Data Centers team. This position can be remote based out of Wendell, NC. Role Description: As a CS Project Manager, you will be responsible for the successful execution of projects, from project initiation through final closeout. You will work in a matrix style organization requiring excellent coordination skills and the ability to manage competing priorities. Headquartered in Wendell, NC, the EA PMO executes a diverse portfolio of projects, and this position will be focused on service solutions within our Customer Services business. This role comes with ample opportunities for growth, reflective of Siemens mission to empower people with a growth mindset. As a customer facing team, we keep customer satisfaction at the forefront as we manage large projects in a fast-paced environment. * Project Management: Manage projects from inception to completion, ensuring safety, budget, schedule, quality, and performance objectives are met. * Communication & Stakeholder Management: Communicate effectively with team members, stakeholders, and management, providing regular updates and managing customer expectations throughout the project lifecycle. * Resource Management: Identify, assign, and manage project resources, including engineering, field personnel, vendors, and 3rd-party services. * Risk Management: Proactively identify project risks, develop mitigation strategies, and monitor/control 3rd-party vendors to ensure contract adherence. * Financial Leadership: Track project budget, schedule completion, and perform monthly revenue forecasting. * Contract Management: Review and understand contractual obligations, manage change orders, and participate in vendor negotiations. * Quality & Process Improvement: Develop project execution plans like quality & testing plans, schedules, and risk registers. Implement recovery plans to address performance issues. * Collaboration & Relationship Building: Collaborate with internal/external teams and clients to develop site schedules, maintain client relationships, and provide "Lessons Learned" feedback to improve project offerings. You'll win us over by having the following qualifications: Basic Qualifications: * Bachelor's Degree or equivalent combination of education and experience. * 5+ years of direct service project management experience. * 5+ years of written and verbal communication skills, to present complex issues to multi-level audiences and effectively communicate progress, status and issues to internal and external Customers. * Applicants must be authorized for employment in the U.S. without the need for employer sponsored work authorization now or in the future. Preferred Skills and Experience: * PMP certification - while not required immediately for this role, for those who do not have it already, obtaining PMP certification is required within 1 year of employment * A degree in engineering or construction management * Experience in specific industry related to service project e.g., field service, EPC projects, construction, energy, manufacturing * An understanding of medium and/or high voltage electrical equipment * An understanding of datacenter construction projects * Experience with MS Project or other relevant scheduling software * Strong leadership skills with experience in leading cross-functional project teams * Excellent written and verbal communication skills, to present complex issues to multi-level audiences and effectively communicate progress, status, and issues to internal and external Customers. About Smart Infrastructure - Electrification and Automation: The Electrification and Automation (EA) Business Unit offers the full range of energy distribution systems and solutions for all markets and through all sales channels. We provide reliable power distribution grids of today while investing into our Future Grids portfolio and applications to create the power distribution grid of the future. Our comprehensive portfolio meets the growing technical requirements of today's and tomorrow's power grid! Our Commitment to Diversity, Equity, and Inclusion: We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us. Learn more about our commitment to DEI here. Protecting the environment, conserving our natural resources, fostering the health and performance of our people as well as safeguarding their working conditions are core to our social and business commitment at Siemens. They are an integral part of our Business Conduct Guidelines and our corporate strategy. You'll Benefit From Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: ***************************************************** The pay range for this position is $74,970 - $128,520 annually with a target incentive of 5% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Equal Employment Opportunity Statement Siemens is an Equal Opportunity Employer encouraging inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. EEO is the Law Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by Federal or other applicable law. Reasonable Accommodations If you require a reasonable accommodation in completing a job application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form by clicking on this link Accommodation for disability form. If you're unable to complete the form, you can reach out to our AskHR team for support at **************. Please note our AskHR representatives do not have visibility of application or interview status. Pay Transparency Siemens follows Pay Transparency laws. California Privacy Notice California residents have the right to receive additional notices about their personal information. To learn more, click here. Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.
    $75k-128.5k yearly 8d ago
  • Customer Service Supervisor

    Loancare 3.9company rating

    Remote

    We are seeking to fill the role of Customer Service Supervisor - Remote. The ideal candidate thrives in a fast-paced environment, excels in employee development, and enjoys collaborating with clients and internal business partners to achieve the best outcomes for homeowners. Responsibilities • Supervise the performance of Call Center Teams to ensure Customer Experience Specialists meet or exceed performance standards by reviewing all relevant daily, weekly, and monthly reports. • Manage daily operations of the customer service team and provide feedback by monitoring all correspondence, including chats and emails. • Oversee, mentor, advise, and develop Customer Experience Specialists while consistently upholding professional conduct and respect. • Analyze quality monitoring reports to identify and address employee development opportunities. • Manage administrative tasks related to Human Resources, including scheduling, processing time off reports, conducting performance reviews, ensuring timecard accuracy, and handling disciplinary actions. • Ensure thorough and precise documentation of all employee interactions / meetings and records. • Monitor and manage operational risks by ensuring key controls are effectively implemented. • Maintain expert knowledge in the Fair Credit Reporting Act guidelines. • Regularly review and comprehend departmental policies, procedures, training, communications, workflows, performance impacts, and implementation of new processes/strategies affecting the Call Center. • Handle escalated calls as needed and investigate / resolve customer complaints as applicable,while maintaining accurate reporting logs. • All other duties as assigned. Qualifications • High School Diploma or equivalent required. • Understanding of mortgage servicing: escrow, taxes, payment application. • Must be flexible, organized, and able to effectively manage time to prioritize daily assignments/priorities. • Proven leadership or managerial experience. • Expert and proven knowledge of customer service principles and practices. • Analytical ability to apply data and information to all processes and solutions. • Ability to provide consistent engagement in customer and brand experience. • Excellent verbal and written communication skills. • Excellent interpersonal communication skills. • Excellent attention to detail and accuracy. • Excellent analytical ability to detect problems in workflow. • Ability to work with determination while conducting research and awaiting results. • Ability to react effectively to change and manage other essential tasks as assigned. • Ability to multitask while meeting strict timelines and deadlines. • Ability to troubleshoot complex issues and deliver results quickly. • Highly advanced mortgage product knowledge required. Desired Skills and Qualifications • Bachelor's degree. • 5 years of supervisory experience, preferably in a call center. • Understanding of Home Equity Line of Credit (HELOC) servicing. Total Rewards LoanCare's Total Rewards Package offers a comprehensive blend of health and welfare, financial, lifestyle and learning benefits to support employee well-being and engagement. Highlights include: Health & Welfare Coverage: Optional medical, dental, vision, life, and disability insurance Time Off: Paid holidays, vacation, and sick leave Retirement & Investment: Matching 401(k) plan and employee stock purchase plan Wellness Programs: Access to mental health resources, including free Calm memberships, and initiatives that promote physical and emotional well-being Employee Recognition: Programs that celebrate achievements and milestones Lifestyle & Learning Perks: Enjoy discounts on gym memberships, pet insurance, and employee purchasing programs, plus access to a tuition reimbursement program that supports your continued education and professional growth. Compensation Range: $52,400 - $88,000 annually. Actual compensation may vary within the range provided, depending on a number of factors, including qualifications, skills and experience. Build Your Future with LoanCare At LoanCare, we don't just service mortgage loans-we serve people. As a leading full-service mortgage loan subservicer, we deliver excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by the strength and stability of Fidelity National Financial (NYSE: FNF), a Fortune 500 company, we offer a career foundation built on integrity, innovation, and collaboration. Here, you'll find: A culture that helps you thrive, with resources and support to fuel your growth Flexibility to work remotely, while staying connected through virtual engagement Opportunities to make a real impact in an industry that touches millions of lives If you're ready to grow your career in a place that values your contributions and empowers your success, we invite you to join our team. About Remote Employment We provide the necessary equipment; all you need is a quiet, private place in your home and a high-speed internet connection with a minimum network download speed of 25 megabits per second (MBPS) and a minimum network upload speed of 10 MBPS. Work Conditions Able to attend work and be productive during normal business hours and to work early, late or weekend hours as needed for successful job performance. Overtime required as necessary. Physical Demands Sitting up to 90% of the time Walking and standing up to 10% of the time Occasional lifting, stooping, kneeling, crouching, and reaching Equal Employment Opportunity LoanCare, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.
    $52.4k-88k yearly Auto-Apply 47d ago
  • Customer Service Project Manager - Data Centers

    Siemens Corporation 4.7company rating

    Iselin, NJ jobs

    Job ID 488396 Posted since 24-Dec-2025 Organization Smart Infrastructure Field of work Project Management Company Siemens Industry, Inc. Experience level Experienced Professional Job type Full-time Work mode Hybrid (Remote/Office) Employment type Permanent * Wendell - North Carolina - United States of America Customer Service Project Manager - Data Centers At Siemens, we live and foster an ownership culture, in which every employee takes personal responsibility for our company's success. We strive to transform the everyday for our customers, employees, and society by: * Trusting and empowering our leaders to act as owners, directing their teams, and innovating to succeed. * Communicating openly and honestly to learn from our failures and celebrate our successes. * Recognizing individual and team achievements frequently * Our focus on investment in our team members, offering a wide variety of internal and external development opportunities. * Our commitment to diversity, equity, and inclusion Transform the everyday with us! About Smart Infrastructure - Electrification and Automation: The Electrification and Automation (EA) Business Unit offers the full range of energy distribution systems and solutions for all markets and through all sales channels. We provide reliable power distribution grids of today while investing into our Future Grids portfolio and applications to create the power distribution grid of the future. Our comprehensive portfolio meets the growing technical requirements of todays and tomorrow's power grid! Siemens Project Management Office (PMO) is looking for a Customer Services (CS) Project Manager to join our Data Centers team. This position can be remote based out of Wendell, NC. Role Description: As a CS Project Manager, you will be responsible for the successful execution of projects, from project initiation through final closeout. You will work in a matrix style organization requiring excellent coordination skills and the ability to manage competing priorities. Headquartered in Wendell, NC, the EA PMO executes a diverse portfolio of projects, and this position will be focused on service solutions within our Customer Services business. This role comes with ample opportunities for growth, reflective of Siemens mission to empower people with a growth mindset. As a customer facing team, we keep customer satisfaction at the forefront as we manage large projects in a fast-paced environment. * Project Management: Manage projects from inception to completion, ensuring safety, budget, schedule, quality, and performance objectives are met. * Communication & Stakeholder Management: Communicate effectively with team members, stakeholders, and management, providing regular updates and managing customer expectations throughout the project lifecycle. * Resource Management: Identify, assign, and manage project resources, including engineering, field personnel, vendors, and 3rd-party services. * Risk Management: Proactively identify project risks, develop mitigation strategies, and monitor/control 3rd-party vendors to ensure contract adherence. * Financial Leadership: Track project budget, schedule completion, and perform monthly revenue forecasting. * Contract Management: Review and understand contractual obligations, manage change orders, and participate in vendor negotiations. * Quality & Process Improvement: Develop project execution plans like quality & testing plans, schedules, and risk registers. Implement recovery plans to address performance issues. * Collaboration & Relationship Building: Collaborate with internal/external teams and clients to develop site schedules, maintain client relationships, and provide "Lessons Learned" feedback to improve project offerings. You'll win us over by having the following qualifications: Basic Qualifications: * Bachelor's Degree or equivalent combination of education and experience. * 5+ years of direct service project management experience. * 5+ years of written and verbal communication skills, to present complex issues to multi-level audiences and effectively communicate progress, status and issues to internal and external Customers. * Applicants must be authorized for employment in the U.S. without the need for employer sponsored work authorization now or in the future. Preferred Skills and Experience: * PMP certification - while not required immediately for this role, for those who do not have it already, obtaining PMP certification is required within 1 year of employment * A degree in engineering or construction management * Experience in specific industry related to service project e.g., field service, EPC projects, construction, energy, manufacturing * An understanding of medium and/or high voltage electrical equipment * An understanding of datacenter construction projects * Experience with MS Project or other relevant scheduling software * Strong leadership skills with experience in leading cross-functional project teams * Excellent written and verbal communication skills, to present complex issues to multi-level audiences and effectively communicate progress, status, and issues to internal and external Customers. About Smart Infrastructure - Electrification and Automation: The Electrification and Automation (EA) Business Unit offers the full range of energy distribution systems and solutions for all markets and through all sales channels. We provide reliable power distribution grids of today while investing into our Future Grids portfolio and applications to create the power distribution grid of the future. Our comprehensive portfolio meets the growing technical requirements of today's and tomorrow's power grid! Our Commitment to Diversity, Equity, and Inclusion: We value your unique identity and perspective. We are fully committed to providing equitable opportunities and building a workplace that reflects the diversity of society. Come bring your authentic self and create a better tomorrow with us. Learn more about our commitment to DEI here. Protecting the environment, conserving our natural resources, fostering the health and performance of our people as well as safeguarding their working conditions are core to our social and business commitment at Siemens. They are an integral part of our Business Conduct Guidelines and our corporate strategy. You'll Benefit From Siemens offers a variety of health and wellness benefits to our employees. Details regarding our benefits can be found here: ***************************************************** The pay range for this position is $74,970 - $128,520 annually with a target incentive of 5% of the base salary. The actual wage offered may be lower or higher depending on budget and candidate experience, knowledge, skills, qualifications, and premium geographic location. Equal Employment Opportunity Statement Siemens is an Equal Opportunity Employer encouraging inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to their race, color, creed, religion, national origin, citizenship status, ancestry, sex, age, physical or mental disability unrelated to ability, marital status, family responsibilities, pregnancy, genetic information, sexual orientation, gender expression, gender identity, transgender, sex stereotyping, order of protection status, protected veteran or military status, or an unfavorable discharge from military service, and other categories protected by federal, state or local law. EEO is the Law Applicants and employees are protected from discrimination on the basis of race, color, religion, sex, national origin, or any characteristic protected by Federal or other applicable law. Reasonable Accommodations If you require a reasonable accommodation in completing a job application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please fill out the accommodations form by clicking on this link Accommodation for disability form. If you're unable to complete the form, you can reach out to our AskHR team for support at **************. Please note our AskHR representatives do not have visibility of application or interview status. Pay Transparency Siemens follows Pay Transparency laws. California Privacy Notice California residents have the right to receive additional notices about their personal information. To learn more, click here. Criminal History Qualified applications with arrest or conviction records will be considered for employment in accordance with applicable local and state laws.
    $75k-128.5k yearly 8d ago
  • Deposit Services Supervisor

    Star Financial Bank 3.7company rating

    Fort Wayne, IN jobs

    STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent. STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities. The Deposit Services Supervisor position is included in a workplace model that allows for a combination of in-person and remote work. As a Deposit Services Supervisor, the essential responsibilities include: • Ensures a well cross-trained staff by providing oversight, training, and guidance to the processes. • Manages and coaches the staff in addition to other Human Resource responsibilities such as: hiring, and if necessary disciplinary action and dismissal, setting and monitoring annual and quarterly goals, training, completing timely performance appraisals, and approving merit increases. • Responsible for the oversight of Debit Cards including inventory, audits, reporting and reissuance. • Establishes policies and procedures to ensure adequate internal controls. • Establishes and monitors performance standards for the department and ensures SLA standards are met. • Supports the branch network and reduces reputational risk by monitoring and overseeing the operational process, making sure accounts are opened and maintained consistently with all federal and state regulations. • Mitigates risk and manages process and flow of disputes, overdraft processing, and legal documentation within the department adhering to regulated timelines. • Maintains data integrity of core and ancillary systems by supervising maintenance efforts and providing feedback with exception/management reporting of the same. • Continually monitors processes and procedures, making recommendations of ways to improve processes and efficiencies. • Establishes new vendor relationships to increase operational efficiency/bank profitability. • Implements changes to procedures and recommends changes to policy. • Maintains open communication with the Deposit Services Manager by providing requested documentation and addressing and implementing changes as needed to address identified deficiencies in processes or procedures. • Supports annual core system upgrade by coordinating testing efforts of the department. • Works with output from Reconciling Department by monitoring the daily outstanding items and resolving any out of balance issues. • Responsible to ensure all software products are up to date and within a single release of the most recently available release. • Implements and administers the Branch Review Process relating to adherence of policies, procedures, security and regulations. • Daily oversight of end of day processes within item capture. • Maintains working knowledge of Silverlake CIF, Deposit, Time, Bounce menus as well as, FIS Chargeback manager, and Centrix Dispute Tracking and all other dispute systems. • Attends conferences and seminars to maintain working knowledge of industry direction. • Maintains certifications relevant to the department. • Ensures all accounts are reconciled per the Reconcilement Policy. • Ownership of coordination and review of Reconcilements on a monthly basis. • Establishes policies and procedures to ensure adequate internal controls. In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays. ** Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
    $83k-118k yearly est. 31d ago
  • DEPOSIT SERVICES SUPERVISOR

    Star Financial Bank 3.7company rating

    Fort Wayne, IN jobs

    STAR Financial Bank is an Indiana-based community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more than 80 years. We are proud to be a community bank in every aspect of the word. Beyond monetary giving and employee volunteerism, STAR is dedicated to partnering with the people and organizations that improve our communities. At every one of our locations, employees demonstrate their commitment to STAR and our customers by honoring our core values of Honesty & Integrity, Accountability, Respect for All, Do What's Right, Commitment to Lifelong Learning, Community Leadership, Being Progressive, Celebrating Success and Remaining Independent. STAR Financial Bank proudly celebrates diversity and remains conscious of the realization that diversity is not solely represented by physical characteristics. STAR is an equal opportunity employer (EEO) with a commitment to inclusivity for all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, pregnancy, age, disability, genetic information, marital status, or status as a covered veteran in accordance with applicable federal, state, and local laws. STAR complies with applicable STAR and local laws governing non-discrimination in employment in every location in which we have facilities. The Deposit Services Supervisor position is included in a workplace model that allows for a combination of in-person and remote work. As a Deposit Services Supervisor, the essential responsibilities include: * Ensures a well cross-trained staff by providing oversight, training, and guidance to the processes. * Manages and coaches the staff in addition to other Human Resource responsibilities such as: hiring, and if necessary disciplinary action and dismissal, setting and monitoring annual and quarterly goals, training, completing timely performance appraisals, and approving merit increases. * Responsible for the oversight of Debit Cards including inventory, audits, reporting and reissuance. * Establishes policies and procedures to ensure adequate internal controls. * Establishes and monitors performance standards for the department and ensures SLA standards are met. * Supports the branch network and reduces reputational risk by monitoring and overseeing the operational process, making sure accounts are opened and maintained consistently with all federal and state regulations. * Mitigates risk and manages process and flow of disputes, overdraft processing, and legal documentation within the department adhering to regulated timelines. * Maintains data integrity of core and ancillary systems by supervising maintenance efforts and providing feedback with exception/management reporting of the same. * Continually monitors processes and procedures, making recommendations of ways to improve processes and efficiencies. * Establishes new vendor relationships to increase operational efficiency/bank profitability. * Implements changes to procedures and recommends changes to policy. * Maintains open communication with the Deposit Services Manager by providing requested documentation and addressing and implementing changes as needed to address identified deficiencies in processes or procedures. * Supports annual core system upgrade by coordinating testing efforts of the department. * Works with output from Reconciling Department by monitoring the daily outstanding items and resolving any out of balance issues. * Responsible to ensure all software products are up to date and within a single release of the most recently available release. * Implements and administers the Branch Review Process relating to adherence of policies, procedures, security and regulations. * Daily oversight of end of day processes within item capture. * Maintains working knowledge of Silverlake CIF, Deposit, Time, Bounce menus as well as, FIS Chargeback manager, and Centrix Dispute Tracking and all other dispute systems. * Attends conferences and seminars to maintain working knowledge of industry direction. * Maintains certifications relevant to the department. * Ensures all accounts are reconciled per the Reconcilement Policy. * Ownership of coordination and review of Reconcilements on a monthly basis. * Establishes policies and procedures to ensure adequate internal controls. In addition to traditional compensation and benefits packages, our leaders continue to collaborate to launch innovative employee benefits and perks including, Affordable Medical/ Vision/ Dental Coverage • Flexible Dependent Care Account • Health Savings Account (with employer contributions) • Prescription Drug Plan • Employee Wellness Initiatives (physical/mental/financial) • Health Management Reimbursement Program • Short Term/Long Term Disability • Life Insurance • Tuition Reimbursement • Competitive Pay and Bonus Program • 401k (with employer match) • Generous Paid Time off including 10 1/2 holidays. Eligibility of benefits are determined by employment status classification and may be discussed during the interview process.
    $83k-118k yearly est. 32d ago
  • Supervisor, Retail Investment Services

    T. Rowe Price 4.5company rating

    Colorado Springs, CO jobs

    External Description: Supervises a contact service center support team responsible for providing quality support to clients with transactions and resolving operational issues on a daily basis. Responsible for the achievement of team goals and objectives, talent management, and supervision of team members. Responsibilities Coordinates and directs the daily operations of a contact service center team. Monitors work metrics and standards; resolves team issues as required. Resolves routine client issues or inquires as needed. Maintains relationships with other business departments to report client trends and needs; may use knowledge of client issues to contribute to business development efforts. Manages internal activities and initiatives designed to improve the client experience. Reviews trend analysis of problems reported, identifies the root cause of the problems, and recommends resulting improvements. Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth, and their ability to function effectively with their colleagues as a team. Has accountability for the human resources activities within the team (hiring, discipline, firing). May have financial/budgetary responsibility for the team. Qualifications Required: Bachelor's degree or the equivalent combination of education and relevant experience AND 3+ years of total relevant work experience Series 7 and 63 licenses are required to be obtained within designated window opened upon job entry date Preferred: Strong ability to coach associates and drive performance Ability to prioritize and have a strong time management process Ability to be a team player and work in a fast paced environment FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for hybrid work, with up to two days per week from home. City: State: Community / Marketing Title: Supervisor, Retail Investment Services Company Profile: Location_formattedLocationLong: Colorado, US CountryEEOText_Description: Commitment to Diversity, Equity, and Inclusion: We strive for equity, equality, and opportunity for all associates. When we embrace the power of diversity and create an environment where people can bring their authentic and best selves to work, our firm is stronger, and we create greater value for our clients. Our commitment and inclusive programming aim to lift the experience for each associate and builds allies for our global associate community. We know that a sense of belonging is key not only to your success at the firm, but also to your ability to bring your best each day. Benefits: We invest in our people through a wide range of programs and benefits, including: • Competitive pay and bonuses as well as a generous retirement plan and employee stock purchase plan with matching contributions • Flexible and remote work opportunities • Health care benefits (medical, dental, vision) • Tuition assistance • Wellness programs (fitness reimbursement, Employee Assistance Program) Our policies may change as our working lives evolve. Yet, our commitment to supporting our associates' well-being and addressing the needs of our clients, business, and communities is unwavering. T. Rowe Price is an equal opportunity employer and values diversity of thought, gender, and race. We believe our continued success depends upon the equal treatment of all associates and applicants for employment without discrimination on the basis of race, religion, creed, color, national origin, sex, gender, age, mental or physical disability, marital status, sexual orientation, gender identity or expression, citizenship status, military or veteran status, pregnancy, or any other classification protected by country, federal, state, or local law.
    $79k-104k yearly est. 60d+ ago
  • Manager, Call Center (Los Angeles, CA)

    Firefighters First Credit Union 3.9company rating

    Remote

    Virtual branch managers at Firefighters First Credit Union (FFCU) are responsible for leading the call center to ensure members consistently receive a high level of service through a variety of channels. As a leader, the virtual branch manager sets the call center objectives, delivers services, and manages for results. Virtual branch managers are responsible for ensuring call center teams are staffed to provide members with adequate coverage, have the necessary training and resources to successfully perform their work, ensure member identification is correct to prevent fraud, and that they provide exceptional service to members. Further, managers utilize call center data to continually improve operations and the member experience, as well as forecast and plan. Finally, virtual branch managers regularly interact with members to build relationships and assist with resolving issues. Typical responsibilities: Manage call center operations. Train, coach, supervise, and performance manage call center employees. Build member relationships by assisting members with obtaining, interpreting, and utilizing financial information to plan for and achieve goals. Analyze call center data and make recommendations to improve operations, member experience, as well as forecast and plan. Work with leaders and team members in other departments to coordinate member services, responses, research, resolutions, or other carry out other efforts. Participate in special projects and perform other assignments as needed. Travel may be required up to 10% of the time or as needed to attend meetings, conferences, training, or other work-related events. As needed, work remotely, be on-call, and work weekends and evenings. Basic Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field or an equivalent combination of education and experience. Experience as a call center representative and/or a combination of experience working as a call center representative, and supervising call center representatives. Experience supervising employees. Preferred Qualifications: Bachelor's degree in Business, Finance, Accounting, Economics, or a related field. Experience supervising employees in a financial institution call center environment. Experience as an e-service representative or supervising e-service representatives, supporting customers through virtual technology such as videoconferencing, web-chat, or related capabilities. Demonstrates knowledge of and experience with software and hardware terminology and troubleshooting techniques. Demonstrates knowledge of and experience with the loan application process and standard or typical internal operating policies and procedures. Demonstrates the ability to lead and supervise team members to achieve results. Demonstrates knowledge of the application of federal and state consumer lending regulations (e.g., Regulation Z, The Fair Credit Reporting Act, Soldiers and Sailors Act, etc.) and compliance requirements such as Bank Secrecy Act, Office of Foreign Asset Control, and Customer ID Program policies and guidelines to appropriately document and track all transactions. Demonstrates knowledge of business, personal, and insurance products and services. Demonstrates knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures. Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.). Demonstrates the ability to consult, provide member services, and achieve relationship sales objectives by anticipating and understanding member's needs and recommending products that will benefit them. Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues. Demonstrates the ability to prioritize and organize work, handle multiple tasks, and meet deadlines in a fast paced, high-volume environment. Proficient in speaking and writing the English language using correct structure, vocabulary, and organization. Demonstrates ability to communicate effectively in person, by phone, or by using electronic and virtual forms of communication. Demonstrates experience performing basic office functions such as answering phones, copying papers, assembling reports, and sending and receiving correspondence. Demonstrates the ability to use office software to create written documents (e.g., MS Word and PowerPoint) and prepare spreadsheets (e.g., MS Excel), as well as database applications to enter, maintain, and report data. Demonstrates experience and behavior consistent with FFCU's core values of competence, integrity, excellence, curiosity, positivity, and humility.
    $32k-46k yearly est. 60d+ ago
  • Customer Experience Manager

    Unified Bank 4.1company rating

    Dover, OH jobs

    UNIFIED BANK, in Dover, OH , has an immediate opening for the full-time position of Customer Experience Manager . This position reports directly to UNIFIED BANK's Customer Experience & Sales Executive. Responsibilities include, but are not limited to: Leading the Dover Banking Center according to the Bank's culture, The UNIFIED Way. Supervises and develops Banking Center Team Members to provide warm, friendly and efficient customer service. Maintains compliance with Bank and Regulatory policies and procedures. Leads and develops Customer Service Representatives in operational job knowledge, products and services, selling techniques, security and compliance. Coaches, develops and reviews performance, regularly, with all branch Team Members. Generates, processes and closes non-complex consumer loans. Motivates Team Members to build relationships with customers and offer Bank products and services. Monitors progress and works with staff to attain Banking Center achievement objectives. Resolves customer concerns in a professional, tactful manner. Responsible for the Banking Center's vault cash, ordering of currency, balancing and adherence to internal security controls. Monitors all security and compliance issues, ensures accuracy and adheres to all Bank policies. Job Requirements: 2 years of retail banking experience in a Teller, Personal Banker or Customer Service role. Excellent business communication skills, both written and verbal. Ability to lead, develop and motivate branch team to achieve branch objectives. Position requires standing and walking for the majority of the day and the ability to lift approximately 40lbs. Associates Degree OR equivalent related work experience is required. UNIFIED BANK is an Equal Opportunity Employer.
    $34k-66k yearly est. Auto-Apply 18d ago
  • Supervisor, Deceased Account Servicing

    Boeing Employees' Credit Union 4.5company rating

    Washington jobs

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $84,300.00-$103,000.00 annually. The full Pay Range is $65,700.00 - $121,700.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS - because people helping people starts with supporting you 401(k) Company Match (up to 3%) 4% annual contribution to your 401(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange Program Tuition Reimbursement Program BECU Cares volunteer time off + donation match IMPACT YOU'LL MAKE: In this role, you'll lead a highly skilled and collaborative team responsible for managing the deceased accounts servicing channel-a critical function that ensures accuracy, compliance, and care during a sensitive time for our members' families. You'll guide the team through a major transformation as we roll out a new end-to-end service model in early 2026, improving efficiency, reducing delays, and enhancing the member experience. Your leadership will foster trust, drive performance, and empower the team to deliver exceptional service while maintaining compliance and quality standards. To join our dynamic team in this role, we require candidates to be residents of WA, OR, ID, CA, AZ, TX, NC, SC, GA or VA. If you're located in Washington state and within a reasonable driving distance to our Tukwila Headquarters (TFC), we encourage you come into the office on Tuesdays & Wednesdays each week. For those candidates that live outside the commutable distance to TFC and in any of our approved remote work locations, this role will be primarily remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment. WHAT YOU'LL DO: Lead Daily Operations: Supervise the day-to-day activities of the deceased account channel, ensuring accuracy and compliance in all servicing tasks. Be the Go-To Problem Solver: Provide support and resolution for escalated issues, acting as a resource for team members and stakeholders. Collaborate Across Teams: Attend meetings with business stakeholders, compliance, legal, retail, and contact center partners to align priorities and processes. Develop Expertise: Build SME-level knowledge in deceased account servicing and share insights to strengthen team capabilities. Monitor and Optimize Performance: Track SLA adherence, organize workflows and schedules for a remote team, and implement process improvements. Drive Strategic Initiatives: Lead the rollout of the new service model in Q1 2026, ensuring smooth implementation and adoption. Coach and Mentor: Build trust with a tenured team, provide ongoing feedback, and support professional growth. Champion Member Experience: Support outbound communication initiatives to representatives of deceased members, reducing stress and improving efficiency. Maintain Compliance: Ensure adherence to federal, state, and regulatory requirements while managing audit and reporting processes. This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered. WHAT YOU'LL GAIN: Leadership Impact: Guide a highly tenured team through a major service transformation. Meaningful Work: Make a difference for families during a sensitive time by ensuring accuracy and care. Professional Growth: Develop SME-level expertise in deceased account servicing and expand your leadership skills. Innovation Opportunity: Be at the forefront of implementing a new service model that improves efficiency and member experience. Collaborative Culture: Work with cross-functional teams in a supportive, member-focused environment. QUALIFICATIONS: Minimum Qualifications: Associate's degree in business or equivalent work/education experience. Typically requires a minimum of 3 years of experience in operational and/or processing functions with knowledge of banking rules and regulations. Typically requires at least 1 year of leadership experience. Desired Qualifications: Knowledge of RCW (Washington state laws) and beneficiary processes. Service-minded with a strong background in member servicing. Familiarity with systems like DNA and Gateway. Background in deceased account servicing. Leadership, project management, and organizational skills. Analytical and problem-solving abilities to resolve compliance issues effectively. Interpersonal, verbal, and written communication skills. JOIN THE JOURNEY: Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $30k-35k yearly est. Auto-Apply 9d ago
  • Supervisor, Deceased Account Servicing

    BECU 4.5company rating

    Remote

    Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we're proud of our history, we're even more excited about our future. With business and technology transformation on the horizon, there's never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $84,300.00-$103,000.00 annually. The full Pay Range is $65,700.00 - $121,700.00 annually. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS - because people helping people starts with supporting you 401(k) Company Match (up to 3%) 4% annual contribution to your 401(k) by BECU Medical, Dental and Vision (family contributions as well) PTO Program + Exchange Program Tuition Reimbursement Program BECU Cares volunteer time off + donation match IMPACT YOU'LL MAKE: In this role, you'll lead a highly skilled and collaborative team responsible for managing the deceased accounts servicing channel-a critical function that ensures accuracy, compliance, and care during a sensitive time for our members' families. You'll guide the team through a major transformation as we roll out a new end-to-end service model in early 2026, improving efficiency, reducing delays, and enhancing the member experience. Your leadership will foster trust, drive performance, and empower the team to deliver exceptional service while maintaining compliance and quality standards. To join our dynamic team in this role, we require candidates to be residents of WA, OR, ID, CA, AZ, TX, NC, SC, GA or VA. If you're located in Washington state and within a reasonable driving distance to our Tukwila Headquarters (TFC), we encourage you come into the office on Tuesdays & Wednesdays each week. For those candidates that live outside the commutable distance to TFC and in any of our approved remote work locations, this role will be primarily remote. Remote or onsite, we are committed to ensuring you are fully engaged and included in our collaborative environment. WHAT YOU'LL DO: Lead Daily Operations: Supervise the day-to-day activities of the deceased account channel, ensuring accuracy and compliance in all servicing tasks. Be the Go-To Problem Solver: Provide support and resolution for escalated issues, acting as a resource for team members and stakeholders. Collaborate Across Teams: Attend meetings with business stakeholders, compliance, legal, retail, and contact center partners to align priorities and processes. Develop Expertise: Build SME-level knowledge in deceased account servicing and share insights to strengthen team capabilities. Monitor and Optimize Performance: Track SLA adherence, organize workflows and schedules for a remote team, and implement process improvements. Drive Strategic Initiatives: Lead the rollout of the new service model in Q1 2026, ensuring smooth implementation and adoption. Coach and Mentor: Build trust with a tenured team, provide ongoing feedback, and support professional growth. Champion Member Experience: Support outbound communication initiatives to representatives of deceased members, reducing stress and improving efficiency. Maintain Compliance: Ensure adherence to federal, state, and regulatory requirements while managing audit and reporting processes. This isn't just about ticking off tasks on a list. It's about making a significant, positive change in BECU's journey, where your contributions are valued, and your growth is continually fostered. WHAT YOU'LL GAIN: Leadership Impact: Guide a highly tenured team through a major service transformation. Meaningful Work: Make a difference for families during a sensitive time by ensuring accuracy and care. Professional Growth: Develop SME-level expertise in deceased account servicing and expand your leadership skills. Innovation Opportunity: Be at the forefront of implementing a new service model that improves efficiency and member experience. Collaborative Culture: Work with cross-functional teams in a supportive, member-focused environment. QUALIFICATIONS: Minimum Qualifications: Associate's degree in business or equivalent work/education experience. Typically requires a minimum of 3 years of experience in operational and/or processing functions with knowledge of banking rules and regulations. Typically requires at least 1 year of leadership experience. Desired Qualifications: Knowledge of RCW (Washington state laws) and beneficiary processes. Service-minded with a strong background in member servicing. Familiarity with systems like DNA and Gateway. Background in deceased account servicing. Leadership, project management, and organizational skills. Analytical and problem-solving abilities to resolve compliance issues effectively. Interpersonal, verbal, and written communication skills. JOIN THE JOURNEY: Ready to make an indelible impact? Eager to be a part of a collaborative and innovative team where your ideas and contributions don't just fill a role, but fuel the growth and success of BECU? This is more than a job - it's a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let's achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.
    $27k-34k yearly est. Auto-Apply 6d ago
  • Digital Services Manager

    Honda Federal Credit Union 3.3company rating

    Marysville, OH jobs

    Legal Entity: Honda Federal Credit Union Business Unit: Honda Federal Credit Union Department: Digital Services Division: 1CU Shift: 1st Workstyle: Remote Eligible up to 20% Career Level: 5 Job Grade: Exempt-4 Job Purpose The Digital Services Manager (DSM) oversees the digital banking strategy for Honda Federal Credit Union (HFCU), which encompasses online and mobile offerings to the benefit of HFCU members. The DSM is directly responsible for the overall performance of digital banking initiatives ranging from new product development, establishing digital banking key performance indicators, improving the member's online banking experience, aligning the strategic direction of the Digital Services department with HFCU's strategic objectives, securing the digital banking environment as well as performing complex data structuring and analysis. As a department manager, the DSM establishes operational digital banking standards and determines the priorities of the digital banking project pipeline. This position sets the policies and procedures for digital banking activities, ensures adherence to state and federal regulations, and identifies best practices to identify and mitigate risk associated with HFCU's digital banking environment. Key Accountabilities Develops and meets Digital Service department goals, budget and objectives as outlined in HFCU's annual strategic plan. Budget development and achievement requires an understanding of financial trends which impact digital banking strategies, member experience, and production objectives. Regularly reports variances and explanations for the variances to HFCU's Senior Management Team Actively participates in project implementation, including attending project team meetings, managing assigned projects and completing project deliverables. Identifies and creates strategic project initiatives to meet the changing technological landscape related to digital banking, artificial intelligence, and portfolio analytics. Creates new member-facing products or modifies current products to enhance HFCU value-added offerings Ensures compliance with all applicable laws, regulations, and best practices related to digital banking by developing internal policies and procedures. Keeps informed of changes in economic or market conditions that might impact the regulatory environment. Reviews and interprets regulatory changes and administers solutions or strategies to address laws impacting the digital banking environment Build and leverage relationships with external Business Partners and cross-functional stakeholders to both gain understanding of business objectives/obstacles and to facilitate execution of strategic direction Manage related Digital Services Business Partner recommendations, selection & assist with controlling costs Provides coaching, leadership and guidance to direct reports to maximize efficiency and effectiveness Talks with and listens to Associates and members, answers questions, addresses complaints, and resolves situations while using good judgment and instilling good will. Identifies goals and evaluates progress of Digital Services staff Manage the members digital interactions through Digital Banking and related mobile app review/ratings along with applicable member surveys and adjust the roadmap based on related analysis and actionable data Qualifications, Experience, and Skills Bachelor's degree in business, finance, information technology or a related field required MBA or equivalent work experience is preferred 5 or more years of experience in a financial institution in a digital banking, information technology, information security, or an operations environment 3 or more years of leadership experience in a financial institution or a technological organization 2 years of experience in business partner & vendor management ensuring products/services align with performance service level agreements, business goals and contractual commitments 2 years of experience around fintech/SaaS/cloud services, it network architecture, credit union business operations & related integrated touch points Ability to organize and effectively direct subordinates Ability to read, analyze, and interpret common financial and technical journals, financial reports and legal documents. Ability to define problems, collect data, establish facts, and draw valid conclusions Ability to respond to common inquiries or complaints from credit union stakeholders Good oral and written communication skills, interpersonal skills, organizational skills required with a desire to maintain attention to detail and accuracy Ability to work with mathematical concepts such as probability and statistical inference. Ability to apply such concepts to practical retail situations Self-starter, able to work autonomously Strong research, project management, business analyst & journey mapping skills 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.
    $45k-55k yearly est. 7d ago
  • Credit Union Team Lead

    Honda Federal Credit Union 3.3company rating

    East Liberty, OH jobs

    Job Purpose This position, along with the Branch Manager, provides leadership for the branch in all areas of operations to ensure members receive a very high level of service while meeting all compliance and regulatory requirements. Key Accountabilities Assist branch staff with questions that arise from daily member interactions. Train and develop staff to support their success. Member Service: Assist members in a professional, courteous, and efficient manner while accurately executing transactions, account maintenance, opening and closing accounts, processing loan applications, and completing IRA documents. Support the Branch Manager in building and maintaining an environment where staff evaluate member needs and cross sell products and services to meet those needs. Support achievement of branch and individual sales goals. Work in and troubleshoot multiple systems, develop working knowledge of regulations and policies, reinforce staff knowledge, and multitask effectively. Support Branch Manager with strategy for meeting all goals and metrics. Support Branch Manager to ensure all policies and procedures are followed and maintained. Communicate effectively with the Branch Manager regarding all aspects of the branch including member issues and staff needs. Qualifications, Experience, and Skills Minimum Educational Qualifications High School Diploma or GED Equivalent Minimum Experience At least 2 years in a customer service related field Other Job Specific Skills Consumer lending experience Strong customer service and sales skills in a financial services environment Strong leadership skills High professional standards including ability to maintain confidentiality Working Conditions The Team Lead provides branch oversight, so hours depend on the branch schedule. Some travel may be required for training, meetings, or conferences. Physical requirements are consistent with a standard office environment. Overtime is minimal and only required to meet branch needs.
    $30k-37k yearly est. 7d ago

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