Service Associate jobs at Independent Bank

Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: * Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. * Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. * Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. * Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. * Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. * Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. * Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. * Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: * High school diploma or equivalent. * Basic Microsoft Office Skills, including Word, Excel, and Outlook. * Minimum Typing speed of 30 wpm. * Experience in a call center environment preferred. * Some experience in insurance and/or sales is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Location: 7677 Henneman Way, McKinney, Texas

Pay Rate: $17.50/hr. based on experience, plus monthly bonus ($0- 300) after 90 days. Hours: Monday - Friday 9:30am-6:00pm Who is Hospital Referral Services? No one wakes up in the morning and says, "Today I want to go to the hospital". We are here to help when the unexpected happens. Hospital Referral Services on-sites screen and help patients bedside to see what assistance programs the uninsured or underinsured may be eligible to receive. HRS's team of experts helps guide patients through the Medicaid process so the patient can focus on recovery. Hospital Referral Services has an opening for an Onsite Medicaid Screening Representative. We are looking for a self-motivated professional to add to our growing team. If helping people is something you enjoy, this may be the right job for you. Our employees voted us Top Workplaces 4 years in a row! The Onsite Medicaid Eligibility Representative will be responsible for: Review the hospital work queue or census to identify uninsured patients that are admitted to the Emergency Room. Screen/Interview patients bedside in hospital setting to determine possible eligibility for any assistance programs available including Medicaid and charities. High volume of walking and standing. (70% - 80% of your shift) The Onsite Medicaid Screening Representative will complete applications for Medicaid benefits and charity programs as needed. Maintain a positive working relationship with co-workers, hospital staff, and patients. Abide by HIPAA rules and regulations to protect patients privacy. The Onsite Medicaid Screening Representative will meet production goals and objectives as assigned by hospital and management on a monthly basis. Maintain confidentiality of account information at all times. PM21 Requirements: Requirements for the Onsite Medicaid Screening Representative: Previous customer service experience preferred. Must have basic computer skills. Must be able to multitask and type minimum 40 WPM Must have reliable transportation. Good attendance and dependability are essential. Successful completion of drug and background test is required. Annual Flu shots and TB testing is required The Onsite Medicaid Screening Representative must have availability to work some holidays. Please apply at: revenuegroup.com/careers EEO Statement: We are an Equal Employment Employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state/province, or local laws. PM21 Compensation details: 17.5-17.5 Hourly Wage PI4f89d8df97db-31181-39155499

Job DescriptionDescription: Our Mission: To deliver great rates that save our members money, provide easy access that saves them time, and offer remarkable service that preserves their peace of mind. Our Vision: To be the lifelong trusted partner of more and more members as they pursue their dreams. Our Purpose in Deposit Servicing: To ensure accurate and timely processing of member transactions, maintain compliance, and deliver exceptional service that builds trust and supports financial well-being. Who We're Looking For We're seeking a Deposit Servicing Associate who is: Detail-oriented and organized - You thrive in a fast-paced environment and ensure accuracy in every task. A proactive problem solver - You take initiative to resolve issues and improve processes. A collaborative team member - You work well with others and contribute to team success. Customer-focused - You deliver exceptional service and build lasting relationships. What You'll Do Process and reconcile member transactions including ACH, wire transfers, and check items. Maintain and audit IRA and Term Share Account records, including distributions and death claims. Support Visa and debit card servicing including loan setups, fraud reporting, and inventory monitoring. Research and resolve transaction discrepancies and member inquiries. Participate in team huddles, training, and continuous improvement initiatives. What You Bring High school diploma required; college degree preferred. Minimum one year of experience in deposit servicing or a related financial services role. Strong attention to detail and organizational skills. Ability to work independently and manage multiple priorities. Proficiency in Microsoft Office Suite and internal systems. Demonstrated competencies in teamwork, member/customer focus, interpersonal skills, accountability, flexibility, self-starting, and appreciating others. What We Offer Competitive compensation with performance-based incentives. Virtual-first work environment. Comprehensive benefits package including: Medical, dental, and vision insurance Life and disability insurance 401(k) with match and a pension plan Paid vacation, sick, and personal time Student loan paydown program Ongoing training and a supportive, growth-focused culture. A collaborative team environment where your contributions are recognized and valued. Job Status: Non-Exempt Pay Range: $22.00 - $26.00 per hour, commensurate with experience. Direct Federal Credit Union is an Equal Opportunity Employer (M/F/D/V). Requirements:

JobID: 210688532 JobSchedule: Full time JobShift: Day : Short Description The Senior Associate for the Payment Experiences and Services (PxS) Product team plays a crucial role in supporting move money services by managing backlogs, writing epics and user stories, and collaborating with scrum teams. This position requires working closely with product leads and stakeholders across the Banking Payments organization to ensure the successful development and implementation of payment solutions. The role requires strong communication skills, a solid understanding of agile methodologies, and experience in product management to effectively prioritize tasks and drive the product vision forward. Description The Connected Commerce Banking Payments organization is a motivated, forward-thinking team comprised of highly talented product managers with a singular focus of delivering innovative payment services via the most important platforms of today and tomorrow. We seek to transform customer experiences, simplify the ways we do business, and tirelessly drive toward product excellence. The Senior Associate, Payment Experiences and Services (PxS) will help drive product strategy and delivery for Banking Payments Move Money Services, focused on rebuilding legacy monoliths into modularized highly available services. We are looking for a talented and impactful individual with both high IQ and EQ to drive strategic direction and integrate a business agenda that spans multiple teams, partners, and lines of business (LOBs). The ideal candidate should be highly organized, self-motivated, and possess strong strategic thinking and communication skills, with a keen focus on execution. This role demands someone who can effectively connect the dots across various stakeholders to ensure cohesive and successful outcomes. Job responsibilities * Collaborate with product, analytics, business, and engineering partners to lead and develop product and design strategies. * Define, prioritize, and clarify user stories in coordination with other Product Managers, engineering leads, and the leadership team. * Work with business stakeholders and the India engineering team to maintain a healthy backlog and provide visibility across the enterprise, including at the executive level. * Collaborate with Agility Leads to run successful Release Planning and Sprint Planning sessions, as well as Sprint Reviews and Retrospectives. * Conduct pre-release reviews, including regression testing and quality assurance, to certify releases as production-ready, along with production validation. * Work closely with Product leads, developers, operations, and production management teams to research and resolve issues or defects that impact the customer experience. Required Qualifications, Capabilities, and Skills: * 3+ years of experience in product, financial services, technology, project management, or other relevant fields. * Experience working on projects that involve interaction with various stakeholders and technology within a financial domain. * Understanding of development processes, database usage, and microservices (e.g., Kafka, APIs). * Demonstrable experience as an interface between business and technical teams. * Agile project management experience, including proficiency in agile project management tools (i.e., JIRA Align, JIRA, Confluence, Lucid etc.). * Self-starter with a mindset focused on problem management/resolution and continuous improvement. * Effective communication skills (both verbal and written) for engaging with business and technical stakeholders and management. Preferred Qualifications, Capabilities, and Skills: * Background in financial services, retail banking, or payments is a plus.

About the Role Role: Full time | Remote - Ohio residents If you want to start a career where you can showcase your computer and problem-solving skills, this entry-level customer service position is an excellent opportunity! You don't need to know anything about cars or parts - we'll train you on everything you need to know to succeed! Pay Transparency This position starts at $13 per hour. What to Expect As a Remote Customer Service Agent (Auto Dealer Support) at Morley, you'll act as a resource for automotive dealerships needing help with orders they've placed. Why apply: * Work from home while having regular connection with your teammates * No weekends * Paid training * Equipment provided * Benefits available * Professional development opportunities You need: * Computer, typing and phone skills * Interpersonal skills * Detail oriented * High-speed, hardwired internet connection (e.g., cable or fiberoptic broadband) that you can connect to by ethernet or landline (Note: wireless, 5G and satellite internet unfortunately won't work for this role) * See Skills for Success below Tasks: * Provide fantastic service over the phone * Use your computer skills to: * Research requests related to profile assistance * Track vehicle shipments and vehicle orders * Assist with car warranties * Escalate critical orders * Offer timely and accurate solutions through inbound and outbound conversations (including phone calls, chats, emails and other communications as needed) while keeping a positive and upbeat attitude Questions Before You Apply? Live chat with a Morley Talent Acquisition (TA) Specialist (careers.morleycompanies.com | chat hours: M-F 8 a.m. - 5 p.m. Eastern time; closed on some holidays | TA will respond to after-hours questions the next business day). Skills for Success Required Skills * Computer, typing and phone skills * Can speak and type proficiently at the same time * Able to problem-solve, act as a consultant and resolve customer issues * Solid work ethic, able to meet deadlines * Excellent organizational and interpersonal skills, strong attention to detail Eligibility Requirements * High school diploma or equivalent * Two or more years of customer service experience (previous call center work, retail, restaurant, fast food, hotel or any role where you interacted with customers) * Available to work during the hours below (Note: Must be able to stick to the schedule reliably, as some queues are time sensitive) Schedule * Training (requires 100% attendance): * First five weeks - instructor-led: * 8 hours / day * Between 8 a.m. and 5:30 p.m. Eastern time * Monday - Friday * Next four weeks - hands-on calls: * Scheduled during hours of operation: * Between 8 a.m. and 6 p.m. Eastern time * Monday - Friday * Work schedule: * Able to work shifts between 8 a.m. and 6 p.m. Eastern time * Monday - Friday * No weekends! Nice to Have * Degree in a relevant or related field * Experience in the automotive industry Remote Work Requirements * Ohio resident * High-speed internet access at home that you are able to connect to via Ethernet or landline * Secluded and distraction-free work environment The Remote Experience Wondering what it's like to work for Morley from home? Check out this video to get a glimpse of a remote associate's typical day and how their home office setup helps them stay focused. (direct link to video: ********************** Why Join Our Morley Family The value of your employment is more than your paycheck. It's the combination of competitive pay, health benefits and other benefits Morley provides - your total compensation package. Health & Wellness Benefits * Medical and prescription coverage, including free annual physicals * Dental and vision insurance * Paid time off * Associate wellness program (earn a reward for getting your annual wellness checkup) * Programs to quit tobacco use and manage chronic conditions (e.g., diabetes, asthma) Financial Benefits * 401(k) with match * Flexible spending account * Life insurance * Short- and long-term disability insurance (company paid) Benefits to Make Your Life Easier * Teladoc: 24/7 online access to doctors * 24/7 nurse help desk * Patient advocacy: Free 24/7 help with benefit questions and claims issues * Family, financial and estate guidance (will) services About Morley Our mission is to deliver extraordinary experiences. We do this by leading with humility, embracing everyone, sweating the details and moving mountains (making the impossible possible) - for our Morley Family members and for the world-leading companies that partner with us. We are an Equal Opportunity Employer and promote an inclusive, caring and respectful work environment. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status or disability status. As part of this commitment, we provide reasonable accommodations for those with disabilities. If you need reasonable accommodation to participate in the application or interview process, please contact *******************************. Thank you for your interest in Morley. Notices * Morley utilizes E-Verify during onboarding for all hires. Click here to learn more about E-Verify: **************************** and your right to work: ******************************** * Click here to view Morley's CCPA Notice for applicants in California: ******************************* * Click here to view Morley's privacy policy: ************************************************

SCS Financial is seeking a highly motivated Associate, Client Operations to join our growing team. Within the Operations & Analytics (“O&A”) department, the Client Operations team is responsible for operations related to supporting our clients and advisors. The Client Operations team is responsible for client portfolio recordkeeping, data management, performance, and reporting as well as oversight over related technologies and third-party service providers. Our clients' financial lives and investment portfolios are sophisticated, and this team is responsible for delivering solutions to meet their needs. An area of focus for this role will be on alternative investments, from direct investments in privates and hedge funds to LP investors in SCS' pooled multi-manager vehicles. The role will assist in a variety of functions necessary to support the business, including security and client setup and data intake, report creation and maintenance, as well as operational support related to advisor / client inquiries. As a meaningful part of our clients' portfolios, it is critical client alternative investment data is maintained at the highest quality as it integrates to multiple systems and is used by various internal stakeholders and clients. This role will work cross-functionally across O&A and our Advisor teams to enhance our current workflows and systems to support a constantly growing client-base and complexity. A successful candidate will demonstrate intellectual curiosity, an aptitude for leveraging technology-enabled business functions, effective collaboration, and communication, and has an enthusiastic spirit towards doing what is needed to help the business grow and evolve. This role is ideal for a candidate looking to utilize the skills they have learned in alternative fund operations or portfolio accounting and continue to grow in their career. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Exude SCS's core values and focus on healthy organization best practices • Be an advocate and subject matter expert for the team's primary technology and vendors; Salesforce, Addepar, Canoe, and Alter Domus • Work in collaboration with key stakeholders to help build and optimize cross functional workflows to support alternative investment data management, performance measurement, cash flows and reporting to clients • Collaborate with Advisors on day-to-day inquiries along with the evaluation / onboarding of new alternative investments • Support the maintenance of SCS' alternative data universe, ensuring the timely and efficient processing of LP level data through a variety of workflows • Assist with additional functions within team including but not limited to client onboarding, market reference data management, custom attribute support, cashflow review, valuation, performance, and reporting • Participate in strategic initiatives designed to improve the overall client experience • Complete additional ad hoc assignments in a timely, accurate and well-communicated manner • Adherent to compliance rules and standard operating procedures Qualifications • 1 - 3 years in performance, data, or fund operations, and/or fund accounting within the financial services industry. Prior experience with alternative investments is preferred. • Experience with financial technology and workflows; working knowledge of Addepar and Canoe is a plus • Analytically inclined, demonstrating intellectual curiosity, high integrity, and excellent problem-solving skills • Ability to multi-task in a fast-paced environment, work independently, build strong cross-functional relationships • Strong organization and communication skills, both written and oral • Pro-active and solution-oriented with an ability to thrive in an entrepreneurial environment • Bachelor's degree and a demonstrated track record of academic success The annualized base pay range for this role is expected to be between $60,000-$70,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

External Description: Provides high-quality support to clients with standard service requests on a daily basis. Responsibilities Serve as the first point of contact for inbound client service requests. Responding to requests for mutual fund transactions, providing account information, and influencing client adoption of digital capabilities Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients. Develop and maintain proficient knowledge of T. Rowe Price products and services Demonstrate a consultative approach to gain a thorough understanding of the client's needs and offer appropriate solutions. Reviews daily unresolved client inquiries to ensure proper follow-up and closure Retain and identify opportunities to assist with growing assets under management Qualifications Required: High school/secondary school or the equivalent combination of education and relevant experience AND 0+ years of total relevant work experience Preferred: Bachelor's degree or an equivalent combination of education and work experience Previous experience in a client serving role Prior experience in a fast-paced contact center environment Training Details In-office, 5 days Training schedule is Monday through Friday 8a-5p Local Time Eight-weeks of instructor led training FINRA Requirements FINRA licenses are not required for this role. Certain promotional opportunities may require FINRA licenses, which would be sponsored at the time of promotion. Work Flexibility This role is eligible for hybrid work, with up to one day per week from home, after the successful completion of a training program. WHAT TO EXPECT AFTER APPLYING 1. You will receive an email and text message to answer a few questions to verify your eligibility. If you apply for multiple jobs, you will receive separate invitations for each role and will need to respond to each. Estimated Time Commitment: 3-5 minutes 2. If you are eligible, you will be asked to complete an online assessment and record video responses to introductory questions with our vendor partner, HireVue. Take time to read all instructions carefully before responding. Some questions may require you to respond within a set time limit, or with limited retakes. You can use this opportunity to tell us more about your background and interest than we can learn from a resume alone. Estimated Time Commitment: 45 minutes 3. A member of our recruiting team will personally review your responses and follow up if you are selected for an interview. City: State: Community / Marketing Title: Retail Investment Services Associate Company Profile: Location_formattedLocationLong: Maryland, 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.

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit ****************************** Job Summary Under limited supervision in a high-volume call center, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and Operations support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers. Available Shift: 11:30am-8pm EST Job Responsibilities * Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations. * Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type * Scrutinizes basic information contained in all types of plan agreements. * Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment. * Provide support and direction regarding required operational processes, polices and timeframes * Assists management in identifying procedures and policies that are outdated or ineffective. * Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development. * Maintains and files weekly statistical reports for the department. * Performs general clerical activities, including faxing, copying and filing. * Assists other areas of the department with various functions when volume is high and/or staffing levels are low. * Performs other duties and responsibilities as assigned Requirements * Bilingual in English and Spanish (written and verbal communication) * General understanding of all job functions within Operations. * General understanding of various industry rules and regulations that must be followed for all plan/product types. * Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines. * Reasoning and problem-solving skills to research and resolve general problems. * Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. * Communication skills and professional demeanor to interact with all levels of management, other employees and counterparts at other companies. * Work independently and in a team environment as well as cooperation with supervisor. * Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. * Learn and understand the various legal documents required by various companies in order to process client requests. * Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system. * Read and interpret financial statements. * Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities. * Perform accurate data entry, 10 key by touch, and type at least 30 words per minute. * Provide a high level of customer service. * Reliable internet connection, candidate must have in home Wifi to support the duties required to carry out the job. Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying. Compensation Information The average salary for this position is expected to be $20/hour, however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers Additional Information As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

Job DescriptionAmalgamated Bank is seeking a Retail Banking Representative to be responsible for providing a high quality of Customer Service in a broad variety of activities. This position will be called on to work in both the Teller and Customer Service areas, according to needs. This position is responsible for presenting full array of Amalgamated Bank's products to existing and potential customers at the Branch and at off-site events. The role will also support branch management in achievement of branch performance metrics and reports to our Co-Op City location. By joining our team, you'll be joining a Bank that believes that maintaining a diverse and inclusive workplace where everyone feels valued and respected is essential for us to grow as a company. We are dedicated to building a more equitable world in our everyday practices by embracing the values of our employees and customers. Essential Job Functions: Customer Service Duties: Perform all aspects of opening and maintaining a variety of accounts in accordance with Bank policy and procedure, including but not limited to the Bank's CIP and customer service policies Proactively present and cross sell Bank products, through probing questions and offer appropriate products and services based on customer responses Perform all functions to open and maintain new and existing accounts Actively promote the Bank and its products and services. This will include setting - up a table outside the branch and handing out information when necessary Participate in off-site sales calls, branch networking, community and CRA activities Resolve customer complaints regarding sales, services or account issues. Respond to customer inquiries or complaints in person or over the phone in a professional manner, which may include preparing and submitting written correspondence to respective departments Maintain correspondence with customers and back office by following-up to ensure resolution Greet customers in a professional manner that creates a welcoming environment; this includes proper acknowledgement and introduction in accordance with Bank policies Demonstrate a comprehensive understanding of specific Bank products and services while matching those products and services to individual customer needs Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file Perform various administrative duties as directed by Branch Manager Responsibilities behind Teller Line: Perform all RBR duties such as stop payment orders, accept payment for rental of safe deposit boxes, process deposits / withdrawals, cash checks etc Assist other RBR's in balancing daily transactions, verifying tickets and daily balancing of the teller area. Assist RBR's with complex work-related matters (i.e. check cashing). Research and investigate customer claims in archive area, in matters relating to missing deposits, missing checks, original ATM envelopes, etc., to help resolve issues for customers in a timely manner Perform RBR functions as assigned. Review and verify all previous days' work to ensure accuracy and resolve any discrepancy that may exist; including but not limited to general ledger accounts Approve checks (up to authorized limit) using knowledge of account history and account information on file General Responsibilities: Assist Officers in performing various Branch functions and Branch reports, as requested Render priority services to customers in need of special handling Perform various related clerical duties as directed Knowledge and use of the Bank's Redi system to keep current with updates to policy and procedures Knowledge, Skills, and Experience Requirements: High School Diploma or equivalent Minimum of two (2) years Teller experience required or successfully completing the teller training course in lieu of Teller experience Strong interpersonal and communication skills to build rapport with prospective and existing customers Must be flexible to work and/or transfer throughout the network, on an as needed basis Detailed knowledge of banking procedures, regulations and all Branch related functions and terminal systems Our job titles may span more than one career level. The starting base salary for this role is between $25 per hour - $27per hour. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

State Bank, a growing, full-service community bank, has an immediate opening for a full time SBA Compliance/Servicing Officer in our Defiance, Ohio Corporate office. Our SBA Compliance/Servicing Officer will ensure SBA Eligibility and compliance oversight, assist with SBA servicing actions, submit SBA guaranty purchase packages and liquidations, perform SBA file audits, update SBA data analytics and reporting. If you're an outgoing self-starter who is committed to providing overall exceptional service to help achieve adherence to SBA compliance and regulations, you might be a great addition to our team. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and more! In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Apply today! Equal Opportunity Employer

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

PCS Retirement, LLC, a subsidiary of FSG Parent L.P., is one of the nation's largest independent and conflict-free retirement solution providers in the industry. PCS provides recordkeeping services to 19,000 plans and 850,000 eligible participants representing more than $26 billion in assets under administration. PCS' comprehensive retirement solutions platform includes business development tools for financial advisors, a data-driven recordkeeping technology that supports all types of retirement plans [401(k), 403(b), 457, Cash Balance, Defined Benefit, Non-Qualified], individual retirement accounts (including payroll deduction IRAs), and health savings accounts. At PCS Retirement, we cultivate an environment built on trust, where every team member is empowered to take ownership and contribute to our shared vision. Through collaborative teamwork we foster growth, both personally and professionally, ensuring that together we exceed expectations and achieve remarkable success. To learn more, visit ****************************** Job Summary Under limited supervision in a high-volume call center, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and Operations support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers. Available Shift: 11:30am-8pm EST Job Responsibilities * Review, update, maintain and service accounts by enforcing the documentation of client/plan accounts to meet industry policies and regulations. * Answers all incoming calls into the operational center regarding client account and compliance questions related to the account/plan type * Scrutinizes basic information contained in all types of plan agreements. * Maintains accurate records/notes to ensure all plan requests are completed within regulated time allotment. * Provide support and direction regarding required operational processes, polices and timeframes * Assists management in identifying procedures and policies that are outdated or ineffective. * Assists management to improve department productivity through participation in unit meetings, ongoing training and self-development. * Maintains and files weekly statistical reports for the department. * Performs general clerical activities, including faxing, copying and filing. * Assists other areas of the department with various functions when volume is high and/or staffing levels are low. * Performs other duties and responsibilities as assigned Requirements * Bilingual in English and Spanish (written and verbal communication) * General understanding of all job functions within Operations. * General understanding of various industry rules and regulations that must be followed for all plan/product types. * Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines. * Reasoning and problem-solving skills to research and resolve general problems. * Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence. * Communication skills and professional demeanor to interact with all levels of management, other employees and counterparts at other companies. * Work independently and in a team environment as well as cooperation with supervisor. * Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries. * Learn and understand the various legal documents required by various companies in order to process client requests. * Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system. * Read and interpret financial statements. * Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities. * Perform accurate data entry, 10 key by touch, and type at least 30 words per minute. * Provide a high level of customer service. * Reliable internet connection, candidate must have in home Wifi to support the duties required to carry out the job. Remote Work Information For all virtual remote positions, in order to ensure employees can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 50 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Please ensure that you are able to meet these expectations before applying. Compensation Information The average salary for this position is expected to be $20/hour however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. We do not anticipate candidates to be paid at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, medical, dental, vision, life insurance, short and long term disability, paid-time off, etc. For more information, please visit pcsretirement.com/careers Additional Information As an employer, PCS believes our success depends on diversity, inclusion, and mutual respect among our team members. We want to look like our customers, and we recruit, develop, and retain the most hardworking people from a diverse candidate pool. We are committed to making all employment decisions based on business need, merit, capability, and equality of opportunity. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state, or local protected class.

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

About Us We seek motivated, positive, and energetic individuals with a passion for teaching financial literacy basics, adding value, and inspiring families to dream again. We are the fastest-growing financial services brokerage in the world to meet a growing demand for financial literacy and support, not only in the United States but globally. Our World-Class Training and Development Program will prepare you to achieve independence and gain the skills necessary to succeed as an entrepreneur. If you're new to the industry, you'll find our part-time options ideal for transitioning at your own pace to a full-time role. Role Description Teach the basics of financial literacy i.e how money works, how it grows, and how taxes work Conduct Financial Needs Analysis to uncover financial goals of the client Formulate tailored financial plans for them Narrow down the best company that fits the clients needs out of the 25+ platinum providers we have on our shelf Conduct semi annual and annual reviews Experience All experience levels are welcome, you'll be partnered with an experienced and successful broker who will guide you through every step, ensuring you're fully equipped to succeed. Our team is composed of individuals from diverse backgrounds doctors, nurses, lawyers, realtors, construction workers, military personnel, and more. Helpful traits and skills include: Entrepreneurial Mindset Leadership Self-Motivation Organization & Initiative High Ambition & Positive Energy Work Schedule & Benefits Flexible Schedule & Remote: The pandemic reshaped this industry, allowing us to support families, individuals, and business owners across the U.S. via Zoom. You'll have the flexibility to design your workday around your life and/or current employment. Personal & Professional Growth: Benefit from our world-class training and mentorship programs designed to help each team member achieve their full potential with achievable advancement opportunities. Cutting-Edge Technology: Multiple partnerships with fintech companies that offer proprietary software to streamline the client experience. Rewarding Career: Make a lasting difference by teaching financial literacy and helping people achieve their financial dreams and goals, while also protecting their families. Supportive Team Environment: Our successful plug-and-play system, paired with friendly competition, motivates our team to reach outstanding achievement levels. Compensation Financial Services is the most lucrative industry in the world, 100% Uncapped Commission- varies by client can be a $2,000, while another client can be a $10,000 Multiple income streams: Personal Income, Agency Bonus, Agency Income, Yearly Renewals 1-2%, and Referrals Biweekly paydays every Tuesday and Friday (Paid 8 to 9 times a month) Non-Negotiable Qualifications Willingness to get licensed in 7-10 days via a state-approved course Ability to pass a background check Legally authorized to work in the United States No Felonies Find us on: Instagram | LinkedIn | TikTok | GFI Website

The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * To serve our customers in a professional and caring manner. * Adhere to CSB Customer Service & Retail Ready! Standards * Follow CSB professional standards of dress and conduct * Build rapport with customers by asking quality questions to help meet their needs. * Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. * Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. * Service customers in a professional, efficient and expedient manner. * Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. * Resolve difficult transactions and/or sensitive customer relations. * Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. * Must have excellent working relationship with all departments of the Bank. * Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. * Research issues which arise from customer questions when an immediate answer is unable to be given. * Must be able to follow-thru and get back to customer in a timely manner. * Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. * No customer shall go longer than 24 hours without at least an update to the situation. * Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. * Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. * Must be able to work independently and make the necessary decisions to take care of the customer. * Daily and backup responsibilities for Bank Operations * Will also assist the Bank Operations Manager with special projects. * Create reference material for CSC staff members. * Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: * Competitive base wage * Incentive compensation and profit sharing * Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) * Paid time off for vacation, illness, bereavement, and jury duty * 401(k) with an employer match and on-site advisers * Employee Assistant Program (EAP) with free access to mental health resources * Comprehensive wellness program with financial incentives to promote a healthy lifestyle * Training and professional development opportunities to help you reach your long-term goals * Paid holidays available immediately upon hire * Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.

The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To serve our customers in a professional and caring manner. Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. Service customers in a professional, efficient and expedient manner. Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. Resolve difficult transactions and/or sensitive customer relations. Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. Must have excellent working relationship with all departments of the Bank. Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. Research issues which arise from customer questions when an immediate answer is unable to be given. Must be able to follow-thru and get back to customer in a timely manner. Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. No customer shall go longer than 24 hours without at least an update to the situation. Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. Must be able to work independently and make the necessary decisions to take care of the customer. Daily and backup responsibilities for Bank Operations Will also assist the Bank Operations Manager with special projects. Create reference material for CSC staff members. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.

The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio. This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below. Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank. Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. To serve our customers in a professional and caring manner. Adhere to CSB Customer Service & Retail Ready! Standards Follow CSB professional standards of dress and conduct Build rapport with customers by asking quality questions to help meet their needs. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans. Service customers in a professional, efficient and expedient manner. Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc. Resolve difficult transactions and/or sensitive customer relations. Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits. Must have excellent working relationship with all departments of the Bank. Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions. Research issues which arise from customer questions when an immediate answer is unable to be given. Must be able to follow-thru and get back to customer in a timely manner. Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department. No customer shall go longer than 24 hours without at least an update to the situation. Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others. Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information. Must be able to work independently and make the necessary decisions to take care of the customer. Daily and backup responsibilities for Bank Operations Will also assist the Bank Operations Manager with special projects. Create reference material for CSC staff members. Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality. Education: A high school diploma or general education degree (GED) is required. Summary of Employee Benefits: Competitive base wage Incentive compensation and profit sharing Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply) Paid time off for vacation, illness, bereavement, and jury duty 401(k) with an employer match and on-site advisers Employee Assistant Program (EAP) with free access to mental health resources Comprehensive wellness program with financial incentives to promote a healthy lifestyle Training and professional development opportunities to help you reach your long-term goals Paid holidays available immediately upon hire Volunteerism opportunities to give back to our local communities The Commercial & Savings Bank is an Equal Opportunity Employer.

The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within the Universal Banker job family with progressive responsibilities. All Universal Bankers provides exceptional front line customer service and sales within the branch. The Universal Banker 1 is the main customer facing role withing the branch. Emphasizes excellent customer service and sales, processes day-to-day teller transactions, takes direction and guidance from Universal Bankers 2 and 3. Strives to gain expertise in all assigned duties and supports training of new employees as needed. Duties and Responsibilities: Provides excellent customer service by processing customer transactions and handling account maintenance; answers customer inquiries both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. Operates Teller window; maintains acceptable outages based on the Branch Operation Guidelines; maintains appropriate cash limits; follows policies and procedures to ensure compliance for branch audits. Appropriately escalates complex customer issues to Universal Bankers 2 and 3. Opens and closes basic accounts and services with accuracy and in accordance to bank policies and applicable regulations. Cross-sells bank's products and services and makes referrals for investment, mortgage and business banking products. As needed, supports Universal Bankers 2 and 3 with advanced account openings, sales and service. Understands and strives to meet individual, team and branch performance metrics and sales goals. Participates in team meetings, completes all assigned training and learns/keeps up to date with all assigned systems, software and procedures including Digital Banking system and online service procedures. As needed, performs basic opening and closing duties independently (including arming and disarming the branch). Assists with back-office duties including completing basic reporting, balancing ATMs and processing night/mail deposits. Follows all safety and security protocols and escalates issues appropriately. May float to other bank branches as needed. Keeps up to date and complies with all bank policies/procedures as well as applicable banking laws and regulations, including, but not limited to the Bank Secrecy Act, USA Patriot Act, and related anti-money laundering statutes, and federal consumer protection legislation and regulations. Other Duties as assigned. The duties outlined above are a summary and may not be an exhaustive or comprehensive list of all possible responsibilities, tasks, and duties. All job descriptions may be amended at any time at the sole discretion of FMHC. We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Requirements: Qualifications and Skills: 0-2 Years of banking experience is required. Experience handling cash is required. High School Diploma or equivalent is required. Experience in customer service is preferred. Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Cleartouch, Nautilus, various government and investor software/web portals is preferred. CRM is preferred. Driver's license is required (for float positions) Necessary competencies: Accountability Coachability Change Champion Communication Detail Orientation Organizational Savvy Process Oriented Service Orientation Physical Environment: While performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak. The employee must occasionally lift and/or move up to 25 pounds. The noise level in the work environment is usually quiet to moderate. This position is performed in a retail bank setting. Employee must be able to work days and hours that branch is open including weekends and overtime as needed. PI572d3aaf72df-31181-39230096

Primerica is expanding! I am seeking an individual that is COACHABLE and simply MOTIVATED to succeed and to help others succeed! We educate the middle-income consumer proven concepts of HOW MONEY WORKS to obtain financial independence, as well as providing services to protect their income today and for the future. Work schedules are based upon personal availability with the convenience to work from home. Minimum Requirements: * $124 Background Check (Reimbursed) * Age 25+ preferred * Legal to work in the U.S. * NO felonies We offer: * Paid Training Programs * Paid State Licenses * Multiple sources of income * Bonus/Commission Pay (NO quotas) * Advancement as a Broker