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Member Service Representative jobs at Industrial Credit Union - 217 jobs

  • Court Services Representative

    Allen County-In 4.5company rating

    Fort Wayne, IN jobs

    Allen County Job Descriptions COURT SERVICES REPRESENTATIVE Department: Superior Court - Family Relations Division FLSA Status: Nonexempt Classification/Level: B4 Date Last Reviewed: 5/2023 Under the direction of the Administrator of CHINS, the Court Services Representative is responsible for facilitating, scheduling, and executing essential functions of the Family Relations Division, in particular the intake and resolution of domestic relations, adoption and Children in Need of Services (CHINS) abuse/neglect cases. This position is covered under the Superior Court Employee Handbook. This is an employee-at-will position. ESSENTIAL FUNCTIONS: Responsible for receiving pleadings and issuing court orders as authorized by the Judge on domestic relations and adoption cases. Reviews adoption cases for accuracy and completeness of paperwork to ensure that files are ready for final hearing. Enters orders related to cases filed in the Family Relations Division, including findings, notices, letters and related correspondence into statewide software applications. Responsible for conducting abuse and neglect case facilitations in compliance with local trial rules and in coordination with initial and dispositional hearing schedules. Coordinates Alternative Dispute Resolution services in Domestic Relations cases, including the development and maintenance of the court's civil arbitration program. Coordinates self-represented litigant services in Domestic Relations cases, including operational coordination of the court's self-represented litigant clinic. Assists in scheduling dependency/domestic relations and adoption cases for three judicial officers. Prepares memos, letters, statistical reports and other department correspondence. Responsible for assisting the public, answering telephones and returning calls, performing scheduling tasks, and accessing court case files. Coordinates the court's Mental Health Track, Family Court Project and other court improvement programs. Participates in special events that contribute toward public awareness of and utilization of Court services, including Adoption Day, pro se days, mediation days, CLE training and Conference on Youth. Performs all other duties as assigned, including overtime as required. REQUIREMENTS: High School Diploma or GED with specialized training beyond High School in Paralegal or Criminal Justice Fields and more than one year of court related experience Ability to pass applicable Indiana Supreme Court and case management certifications in order to use INCite, Odyssey, and Quest Case Management Systems Familiarity with intake of pleadings and issuance of notices, pleading and certain court orders in order to assist litigants and attorneys with the filing and processing of accurate pleadings Familiarity with Indiana Code Title 31/CHINS, adoption, paternity, dissolution and child support, as well as court policies and procedures governing domestic relations filings REQUIREMENTS: (continued) Understanding of federal, state, and local trial rules and statutes governing CHINS and domestic relations case processing and scheduling Strong computer skills with the ability to use Microsoft Office and other job related software Ability to use computer, court recording equipment, copier, scanner, fax and other job related equipment Familiarity with electronic document production and filing techniques Ability to type at least 40 WPM DIFFICULTY OF WORK: The Court Services Representative performs work that is moderately complex when receiving pleadings and issuing court orders as authorized by the judge. Understanding of court policies, procedures and federal and state statutes related to CHINS, domestic relations and adoption cases in order to review cases for accuracy and completeness of paperwork. RESPONSIBILITY: The Court Services Representative performs work that requires some analysis and judgment when conducting abuse and neglect case facilitations and reviewing domestic relations cases. Errors in work are not immediately apparent, but are revealed through adverse effects on subsequent operations. PERSONAL WORK RELATIONSHIPS: The Court Services Representative maintains frequent contact with other County employees, personnel from related government and social agencies, and members of the general public when facilitating, scheduling and executing essential functions of the Family Relations Division. WORKING CONDITIONS: The Court Services Representative works in and out of an office setting with frequent sitting and the ability to move about freely. Frequent lifting of up to forty pounds and some bending, pushing/pulling loads, reaching overhead and kneeling is required. Frequent mental/visual effort and detailed inspection exist and very frequent typing, attention to detail, monitoring of equipment and proofreading is to be expected. SUPERVISION: None LICENSING: None IMMEDIATE SUPERVISOR: Administrator of CHINS HOURS: 8:00 am - 4:30 pm; 37.5 hours/week; overtime as required EEO CATEGORY: 0106 WORKERS'S COMP CODE: 8820
    $25k-32k yearly est. 6d ago
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  • Financial Services Representative - Indianapolis, IN

    Fidelity Investments 4.6company rating

    Indianapolis, IN jobs

    Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. * Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. * Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. * Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… * You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. * You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. * You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. * You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… * High energy and enthusiasm with a natural passion for helping people * Flexibility and self-motivation * Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring * Eagerness to learn and build a career in financial services * Ability to deliver an outstanding customer experience * Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once * Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $32k-46k yearly est. 9d ago
  • Associate Director -CSR

    Standard Chartered 4.8company rating

    Indiana jobs

    Apply now Work Type: Office Working Employment Type: Permanent Job Description: Programme Management & Delivery To support NGO partners, for 100% delivery against project deliverables and financial targets in annual work plan. Closely monitoring the work plan and recommending corrective actions as and when required. Summary of key functions: * Project Assurance and Oversight: * Communication & Documentation * Programme Development Services * Support in Portfolio Governance * Regulatory and business conduct Project Assurance and Oversight * Ensure 100% delivery against project deliverables and financial targets in annual work plan. Closely monitoring the work plan and recommending corrective actions as and when required. * Ensure organizational set-up and project management systems are fully functional and create an enabling environment for successful execution of the project by the implementation partners. * Support the implementing partners in preparation of the annual work plans and result framework as endorsed by the management. * Design, develop and implement a comprehensive M&E framework for SCBs CSR activities. * Ensure timely submission of monthly, quarterly and half yearly progress reports by the development partners. Conduct monthly, quarterly and half yearly progress evaluations and reviews for keeping the internal management abreast of the project/portfolio progress. * Conduct periodic monitoring, reviews, and evaluation to measure the impact of the projects. Continuous monitoring and analysis of the programme environment, timely readjustment of programme. * Ensure that lessons learnt feed into the analytical and project work (i.e. results used to make decisions). * Conduct accompanied visits with implementing partner to the project location to review the progress and to provide handholding support. * Monitor the quality and efficacy of the project interventions - to achieve the target indicators in a cost effective, timely and sustainable manner. * Manage the monitoring and evaluation of the Seeing is Believing (SIB), Futuremakers & WASHE portfolio with the external M&E partner. Key Responsibilities Documentation & Communication * Develop internal communications to promote the bank sustainability investment among employees in association with the implementing partners. * Manage the social media and external communications of the Sustainability portfolio with internal communication team & implementing partners. * Manage and enhance the Sustainability Bridge page & share case studies. * Prepare sustainability progress report, briefs, and supervision notes as and when required for the group's senior management and for the CSR committee. * Provide technical advice and direction in strengthening bank sustainability communication for internal and external stakeholders. * Develop a plan for the development and dissemination of lessons learnt. * Conduct regular supervisory/technical assistance visits to the field. * Coordinate with the M&E Coordinator of partner NGOs for portfolio specific reports, and data for documenting success stories. Governance and funding * Develop partner contracts and support in due diligence of the partners to ensure compliance with the Bank's Donation Policy. * To ensure necessary documentation for payments, utilisation and settlement of projects and regulatory reporting is done in a timely manner * Support in timely processing of payments to NGO partners and preparing portfolio payment packs as per disbursement timeline. * Identify and assess sources of regulatory risks related to 2% portfolio. * Be updated of the changes in the 2% guidelines and ensure that the portfolio remains in sync to the changes. * Support in reporting of the overall 2% portfolio for the CSR Committee. Programme Development Services * Onboard of new sustainability programme partners * Provide oversight to ensure that the activities being undertaken are in congruence with the project goal and the overall goal of the portfolio. * Provide feedback to the implementing partner on program activities such as adopt innovative & problem-solving ways of project management, enhancing project future sustainability and convergence with government schemes under the thematic areas. * Analyze impact assessment reports prepared by independent third-parties, and review the alignment of outcomes in line with those anticipated at the time of engaging in the projects. * Explore thought leadership around the future of SiB, Futuremakers & WASHE. Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct and compliance matters Regulatory & Business Conduct * Display exemplary conduct and live by the Group's Values and Code of Conduct. * Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders * CEO India * Global Head of Community Impact * Head CABM India & SA * Head of Sustainability India & GBS Skills and Experience * Knowledge of the development sector * Core themes - water sanitation, employability * Project Management skills Qualifications * Minimum 8- 10 years' experience in managing projects in CSR/ philanthropic & grant making organisations / international development agencies/ large-scale NGOs. * Relevant experience/knowledge in India in the areas of healthcare (blindness), livelihoods (employment/ self-employment), water and environment initiatives . * High degree of proficiency in data analytics, reporting, planning & presentation tools. * Highly proficient in Microsoft tools such as Outlook, Word, Excel, and PowerPoint. * Ability to conduct research and analysis and deploy monitoring & evaluation frameworks. * Excellent attention to detail and ability to prioritise efficiently. * Excellent writing, communication, and project management skills. * Collaborative, self- motivated and ability to work both in a team as well as independently. * Flexible to travel extensively to project sites to monitor progress of grant programs. * Capacity to manage multiple tasks, prioritise effectively, and coordinate activities with various stakeholders. * Knowledge of the rules and regulations governing CSR and industry best practices About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential. Apply now Information at a Glance * * * * *
    $28k-37k yearly est. 14d ago
  • Financial Services Representative - Carmel, IN

    Fidelity Investments 4.6company rating

    Carmel, IN jobs

    Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis. What to expect… In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center. * Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams. * Build and Solidify Skills: You'll continue to spend four days a week working from home and one day a week in an Investor Center, where you'll support customers with increasing complexity to develop and hone your skills. You'll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you'll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center. * Discover Success: You'll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning. Advantages of our career development experience… * You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. * You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. * You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path. * You get variety. You'll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you'll need as you prepare to be in the Investor Center each day. The expertise we're looking for… * High energy and enthusiasm with a natural passion for helping people * Flexibility and self-motivation * Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment The Skills You Bring * Eagerness to learn and build a career in financial services * Ability to deliver an outstanding customer experience * Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once * Coachability, collaboration and curiosity will fuel your success Our Investments in You Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement. Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 66 - FINRA Certifications: Category: Customer Service Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
    $32k-46k yearly est. 9d ago
  • FULL TIME CUSTOMER CERVICE REPRESENTATIVE

    Springs Valley Bank & Trust Company 3.4company rating

    Princeton, IN jobs

    Job Description DEPARTMENT: Deposit Operations CLASSIFICATION: Non - Exempt REPORTS TO: Banking Center Manager SUPERVISES: No supervisory responsibilities JOB SUMMARY: Provides exceptional customer service and maintains a customer focused culture. MAJOR DUTIES & RESPONSIBILITIES: Is responsible for comprehensive, prompt and efficient customer transactions. Receives & cashes checks and cash for accounts, verifies amounts and examines checks for proper completion, and enters transactions into computer records. Balances cash drawer and compares totals to computer-generated sheet. Reports any discrepancies to the supervisor immediately. Accepts a variety of customer requests, such as account holds, stop-payment orders, address changes and similar special services. Promotes and explains financial institution services and products based on customer's needs, within compliance of financial institutions standards. Identifies cross-sell opportunities and refers customer to appropriate sales member. Assists in the night depository function. Ensures deposit area is properly stocked with forms, supplies, etc. Performs Branch Capture of transactions. Continually increases product and service knowledge, to meet customer demands. Makes product and service recommendations to Banking Center Managers. Responsible for complying with all financial institutions policies and procedures. Actively achieves individual sales, referral, operational, and community involvement goals. Has the ability to perform new account activities, back-up head personal banker, ATM oversight, EFT, etc... Performs other duties as assigned. EDUCATION & EXPERIENCE: High school diploma or equivalent. Two or more years of personal banker experience (including completion of in-house training) Proven ability to cross-sell, perform new account activities, and/or other higher-level activities (ATM, EFT, etc...) Good interpersonal communication, organizational, mathematical and computer skills. EOE, including disability/vets
    $36k-43k yearly est. 6d ago
  • Meeks Justice Centre - Pretrial Services Officer

    Allen County Indiana 4.5company rating

    Fort Wayne, IN jobs

    Allen County Job Descriptions PRETRIAL SERVICES OFFICER Department: Superior Court - Criminal Division Services FLSA Status: Non-exempt This position is supported through ongoing grant funding and is classified as grant-funded, nonexempt, and unclassified. Continued employment is contingent upon the availability of annual grant funding. This position has been continuously funded through annual grants since 2016. ROLE OVERVIEW Under the direction of the Criminal Division Services Executive Director, the Pretrial Services Officer is responsible for screening, evaluating and/or supervising defendants/clients as needed and/or directed by the Court. This position is covered under the Superior Court Employee Handbook. This is an employee-at-will position. SCHEDULE This position is 40 hours per week, Monday through Friday, 6:00 a.m. - 2:30 p.m. with occasional evenings and weekends and some occasional out of town travel, including overnight, to attend various meetings, seminars and conferences. BENEFITS This position is eligible for health insurance and life insurance benefits. This position currently does not qualify for the full county benefits package. ESSENTIAL FUNCTIONS: Assists in the implementation of, and adheres to, elements of a high-functioning pretrial system. Conducts risk assessments as needed or directed, gathering criminal history and related information, evaluating information and assisting in the determination of release eligibility. Conducts family background and criminal history investigations as needed or directed in an attempt to facilitate the release of defendants at the earliest possible time and by the least restrictive procedure. Monitors CDS and pretrial release defendants as needed/directed; magnitude of monitoring pursuant to defendant's level of risk. Assists with general supervision of pretrial and CDS clientele. Prepares release documents, bail conditions, and noncompliance notices regarding release conditions; explains all documents and conditions of release to defendants and their families, attorneys, and other concerned individuals. Makes referrals to services in the community and in-house education as ordered by the court. Prepares bond reports as ordered by the Court. Investigates failures to appear and violations of release conditions, recommends action and/or produces Notices to the Court and/or Director of Criminal Division Services when violations of release conditions are discovered. Conducts chemical testing on a scheduled or random basis as ordered by the Court and maintains chemical test results records; performs alcohol-sensor tests as needed. Enters and maintains defendant/client/participant data in case management system, assuring accuracy and completeness of all information, records case activity, composes detailed notes in database, including all contact with defendants/clients/participants, their families and other concerned persons. Maintains and continually updates individual files for each defendant/client/participant. Compiles and reports statistics; researches pretrial services issues and incarceration data; assists in data-entry and data procurement from the pretrial case management system as instructed by the Director of Criminal Division Services. Assists in the development and implementation of evidence-based pretrial practices. Performs all other duties as assigned. REQUIREMENTS: Bachelor's Degree in Criminal Justice or a related field. Three years' experience in the Human Services field preferred Strong written and verbal communication skills. Knowledge of, or ability to learn, all local, state and federal laws applicable to program operation and the ability to apply and enforce the regulations Working knowledge of standard policies and practices of Allen County legal systems, Criminal Division Services and program operations with the ability to accurately complete required legal reports, make recommendations to the Court and apply and adapt procedures as cases demand Ability to become trained and maintain authorized user status in the Indiana Risk Assessment System (IRAS) Ability to obtain and maintain all required continuing education units (CEUs) in accordance with current Indiana Pretrial standards. Ability to effectively interview, evaluate, investigate, counsel, and work with defendants/clients/participants and their families to determine appropriate bond and release conditions, ensure proper compliance and/or enforcement of release requirements Ability to deal swiftly, rationally and decisively with potentially violent individuals in precarious situations and take authoritative action applying appropriate discretion and common sense Ability to maintain strict confidentiality of all department records and information Knowledge of and ability to apply evidence collection and preservation techniques PERSONAL WORK RELATIONSHIPS: The Pretrial Services Officer maintains frequent communication with co-workers, program personnel, law enforcement and social services agencies, defendants/clients/participants and their families, and other members of the public and court officials. This position involves investigating, evaluating, and supervising defendants/clients/participants; making referrals; explaining procedures; providing and requesting case-related information; monitoring and evaluating clients/participants; assuring compliance with applicable regulations and legal requirements; and resolving problems to improve the overall efficiency of the criminal justice system. WORKING CONDITIONS: The Pretrial Services Officer performs duties in a standard office environment, with the ability to stand, be seated or walk at will, and in the field. The Pretrial Services Officer maintains frequent contact with aggressive, hostile, intoxicated and potentially dangerous, violent and abusive program clients/participants and their families. SUPERVISION: None LICENSING: Valid Driver's License IMMEDIATE SUPERVISOR: Assistant Director and Executive Director of Criminal Division Services HOURS: Mon - Fri, 6:00 am - 2:30 pm with occasional evenings and weekends. Some occasional out of town travel, including overnight, to attend various meetings, seminars and conferences. Job Details Pay Type: Hourly Starting Rate: 25.00 US
    $69k-102k yearly est. 5d ago
  • Universal Member Service Representative - Float

    Indiana Members Credit Union 3.6company rating

    Indianapolis, IN jobs

    Summary/objective The Universal Member Service Representative - Float position acquires and maintains member relationships through exceptional member service by opening accounts and offering relevant products and services that meet the member's needs including consumer loans. This versatile role ensures smooth operations by stepping in to cover for other Universal Member Service Representatives during their absence, helping maintain exceptional member service and branch performance. Ensure members and potential members are serviced efficiently and accurately. Essential functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Greet and direct members Assist members with questions regarding account/products by phone or in person Responding to member and potential member inquiries Assist with balancing and detailing (cash drawer, recycler, coin machine and vault as scheduled - daily, weekly, etc.) Reconcile all ITM accepted negotiable items against reports for accuracy - weekly, if applicable Maintain and update members accounts Accurately open and close all types of accounts (IRA's, certificates, and business accounts), while ensuring required forms and records are completed in compliance with internal policies and statutory regulations. Order/count cash - if applicable Maintain Safe Deposit boxes - if applicable Ensure all audit and security policies and procedures are followed Scan negotiable items and other member documents Process night drop deposits and payments Distribute and process incoming mail Verify and balance Gift cards Process check orders Filing, shredding, etc. Assist Branch Manager and other team members Keep lobby stocked and straighten Assemble new membership account packets Competencies Fluent in the English language Attention to detail, maintaining adaptability, flexibility and organizational skills to effectively prioritize multiple tasks. Excellent interpersonal skills Strong communication skills, verbal and written Analytical and problem solving Work environment Retail Branch Physical demands Long periods of sitting Extended periods of time viewing computer monitor - vision Handling - ability to touch, feel, lift, operate and control equipment, materials, tolls and objects with hands Reaching Travel required Retail branch locations in the Indianapolis and surrounding areas Required education and experience High School diploma or equivalent 12-months financial institution or credit union experience Consumer lending product knowledge Expert in use of core system, CRM, imaging, and account opening Successfully complete internal training - Advanced Basics of Products and Services; Sales and Service Strategies training, Teller Supervisor Training, UMSR Training Additional eligibility requirements This position requires registration as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Lending System (NMLS) and registry on an annual basis in addition to maintaining updates as needed. Must be registered and approved by the NMLS registry within sixty days of hire date. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as a MLO may result in disciplinary action, up to and including termination of employment.
    $24k-29k yearly est. Auto-Apply 60d+ ago
  • Part-time Member Service Representative

    Beacon Credit Union 3.9company rating

    Wabash, IN jobs

    Role To provide excellent member service while assisting members with their financial transactions, including cashing checks, accepting deposits, transferring funds, receiving loan payments, and providing member account information. Major Duties and Responsibilities Receives and processes deposits by cash or check via in person, night depository, or by mail. Disburses share withdrawals by cash or check. Processes coin. Receives and processes loan payments and IRA or HSA contributions. Processes Visa payments and cash advances. Sells money orders, gift cards, and cashier's checks to members. Balances cash drawer and daily transactions. Scans checks and teller work daily. May perform vault responsibilities and approve transactions for less experienced MSRs. May open, close and maintain consumer checking and savings accounts, CDs, IRA's and HSA's. Responds to members basic questions concerning their accounts. Refers issues that are beyond their knowledge or authority to the appropriate staff member. Welcomes members and provides routine information concerning products and services. Identifies cross-sell opportunities and cross-sells services to members. Directs members to appropriate department for specific information and service. Updates basic member account information on core system and performs file maintenance. Performs other duties as assigned. Position Qualifications One to twelve months prior cashing handling and customer service experience preferred High School Diploma or HSE Excellent cash handling and member service skills (outgoing!) Extremely detail oriented Basic knowledge of personal computer operations and related software programs Ability to work as a team member Ability to cross-sell Beacon products and services according to member needs Standard position hours are Monday, Wednesday and Friday 8-5, and Saturday 8:30-12 (1 Saturday off per month). Approximately 27-28 hours/week. Flexibility is requested as hours may vary based on member center coverage needs. Available Benefits Include: - Benefits adjustment ($200 per whole month worked) - Incentive/bonus program - 401(k) match - and more!
    $25k-29k yearly est. 3d ago
  • Part-Time Member Service Representative

    IU Credit Union 4.6company rating

    Bloomington, IN jobs

    Job Description At IU Credit Union, we find meaning in our work as we witness the positive impact our efforts have on our members' lives. Our caring culture transcends the organization and is an inherent aspect of how we operate. We have genuine concern for our members and for one another, fostering a sense of belonging and support. Through various community outreach programs, volunteering initiatives, and partnerships with local organizations, our Credit Union team participates in building a stronger community that extends our impact beyond financial transactions. We are honored to be named one of the Best Places to Work in Indiana. We hire individuals with a broad range of backgrounds and experiences and invest in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. A career at IU Credit Union can provide many different paths for you to learn, grow, and make a difference. Part-Time Member Service Representative Member Service Representatives (MSRs) play a key role in our company and are the face of IU Credit Union within the communities we serve. MSRs build relationships with members by delivering an outstanding member experience, discovering needs, and connecting them with team members who can help address their financial needs. Responsibilities Develop rapport and ensure a quality member experience: greet members by name, display a caring attitude, be responsive, timely and accurate with transactions and handle member issues with professionalism and patience. Process a variety of financial transactions including deposits, withdrawals, loan payments, and check cashing. Answer member questions, research and resolve problems, and provide information on account balances, services, and products. Handle cash and maintain an accurate cash drawer, following policies and procedures for balancing. Use active listening skills to promote and cross-sell credit union products and services that will benefit the member. Adhere to credit union policies, procedures, and security measures to comply with regulations, protect member and Credit Union assets, and to deter and detect fraudulent activity. Qualifications One or more years of customer service experience Member service focus with the ability to stay positive in interactions with members and team members Strong attention to detail with the ability to work accurately in a fast-paced environment. Ability to learn and adapt to new information and technology platforms Ability to adhere to understand and adhere to credit union policies and procedures High school diploma or equivalent Powered by ExactHire:177233
    $19k-26k yearly est. 22d ago
  • Member Experience Representative

    Inova Federal Credit Union 3.9company rating

    Elkhart, IN jobs

    INOVA Federal Credit Union is seeking a friendly and service-driven Member Experience Representative to join our branch team. This role is often the first point of contact for our members and plays a key part in delivering an exceptional member experience. Key Responsibilities: Greet and assist members in the branch with professionalism and care Answer questions and provide information on accounts, products, and services Respond to incoming phone calls and route or resolve inquiries as appropriate Ensure every interaction reflects our commitment to excellent service What We're Looking For: Strong communication and interpersonal skills A positive, member-focused attitude Ability to handle multiple tasks in a fast-paced environment At INOVA, our work is guided by our core values of Trust, Respect, and Integrity. We are committed to building strong relationships with our members and each other while providing reliable, honest, and respectful service every day.
    $23k-26k yearly est. 15d ago
  • Health Member Services Specialist

    Everence 3.7company rating

    Goshen, IN jobs

    Answer inquiries, resolve issues, and handle customer (internal and external) concerns while maintaining a professional image through superb telephone etiquette and excellent customer service. Serve as a key member of a cross-functional team responsible for incoming and outgoing customer services for members, consultants, and others as related to Everence health products. RESPONSIBILITIES AND DUTIES Answer inquiries regarding eligibility and confirmation of benefits for coverage of proposed services. Answer inquiries regarding the status of claims payment for all Everence health products. Research and assist in resolving all issues coming into the call center. Work with the cancelation of a policy and strive to retain membership. Provide coverage options for Medicare Supplement products including pricing. Maintain an understanding of Everence third-party administration products and services; Medicare and Medicare Supplement plans; Medicaid; corporate policies, and product-specific policies; procedures and business rules for the above-named products. Provide appropriate written correspondence to members and providers. Document all customer service contacts. Perform other duties and assignments as requested by the Health Member Services Manager. QUALIFICATIONS Experience: High school graduate Skills and Abilities: Ability to obtain and maintain a license in Health insurance Excellent verbal and written interpersonal and communication skills including a high level of listening skills Customer-oriented with the ability to adapt and respond to different types of customers with sensitivity Demonstrates initiative Ability to make quick and appropriate decisions despite interruptions Flexibility with changing work patterns and/or varying workloads Excel at problem-solving Attention to detail with the ability to multi-task and prioritize while managing time effectively Proficient computer skills and solid knowledge of Microsoft Office programs Ability to develop and maintain a strong sense of teamwork Medical and insurance background desirable Fluency in Spanish preferred Must be able to maintain call center hours (currently weekly 8 am to 5 pm) SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time
    $30k-36k yearly est. Auto-Apply 7d ago
  • Health Member Services Specialist

    Everence Services 3.7company rating

    Goshen, IN jobs

    Answer inquiries, resolve issues, and handle customer (internal and external) concerns while maintaining a professional image through superb telephone etiquette and excellent customer service. Serve as a key member of a cross-functional team responsible for incoming and outgoing customer services for members, consultants, and others as related to Everence health products. RESPONSIBILITIES AND DUTIES Answer inquiries regarding eligibility and confirmation of benefits for coverage of proposed services. Answer inquiries regarding the status of claims payment for all Everence health products. Research and assist in resolving all issues coming into the call center. Work with the cancelation of a policy and strive to retain membership. Provide coverage options for Medicare Supplement products including pricing. Maintain an understanding of Everence third-party administration products and services; Medicare and Medicare Supplement plans; Medicaid; corporate policies, and product-specific policies; procedures and business rules for the above-named products. Provide appropriate written correspondence to members and providers. Document all customer service contacts. Perform other duties and assignments as requested by the Health Member Services Manager. QUALIFICATIONS Experience: High school graduate Skills and Abilities: Ability to obtain and maintain a license in Health insurance Excellent verbal and written interpersonal and communication skills including a high level of listening skills Customer-oriented with the ability to adapt and respond to different types of customers with sensitivity Demonstrates initiative Ability to make quick and appropriate decisions despite interruptions Flexibility with changing work patterns and/or varying workloads Excel at problem-solving Attention to detail with the ability to multi-task and prioritize while managing time effectively Proficient computer skills and solid knowledge of Microsoft Office programs Ability to develop and maintain a strong sense of teamwork Medical and insurance background desirable Fluency in Spanish preferred Must be able to maintain call center hours (currently weekly 8 am to 5 pm) SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time
    $30k-36k yearly est. Auto-Apply 60d+ ago
  • Health Member Services Specialist

    Everence 3.7company rating

    Goshen, IN jobs

    Answer inquiries, resolve issues, and handle customer (internal and external) concerns while maintaining a professional image through superb telephone etiquette and excellent customer service. Serve as a key member of a cross-functional team responsible for incoming and outgoing customer services for members, consultants, and others as related to Everence health products. RESPONSIBILITIES AND DUTIES Answer inquiries regarding eligibility and confirmation of benefits for coverage of proposed services. Answer inquiries regarding the status of claims payment for all Everence health products. Research and assist in resolving all issues coming into the call center. Work with the cancelation of a policy and strive to retain membership. Provide coverage options for Medicare Supplement products including pricing. Maintain an understanding of Everence third-party administration products and services; Medicare and Medicare Supplement plans; Medicaid; corporate policies, and product-specific policies; procedures and business rules for the above-named products. Provide appropriate written correspondence to members and providers. Document all customer service contacts. Perform other duties and assignments as requested by the Health Member Services Manager. QUALIFICATIONS Experience: High school graduate Skills and Abilities: Ability to obtain and maintain a license in Health insurance Excellent verbal and written interpersonal and communication skills including a high level of listening skills Customer-oriented with the ability to adapt and respond to different types of customers with sensitivity Demonstrates initiative Ability to make quick and appropriate decisions despite interruptions Flexibility with changing work patterns and/or varying workloads Excel at problem-solving Attention to detail with the ability to multi-task and prioritize while managing time effectively Proficient computer skills and solid knowledge of Microsoft Office programs Ability to develop and maintain a strong sense of teamwork Medical and insurance background desirable Fluency in Spanish preferred Must be able to maintain call center hours (currently weekly 8 am to 5 pm) SUPERVISORY RESPONSIBILITIES: None SCHEDULE: Full-time
    $30k-36k yearly est. 7d ago
  • Member Service Representative (Full-Time) - USN Recruit Command

    Navy Federal 4.7company rating

    Indiana jobs

    To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3301 Indiana St MCPON Hall, Building 1313, Great Lakes, Illinois 60088 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** .
    $25k-31k yearly est. Auto-Apply 60d+ ago
  • Inbound Customer Service Center Representative I, PART TIME, Customer Service Center, South Bend, IN

    1St. Source 4.3company rating

    South Bend, IN jobs

    To provide quality service to clients via telephone, responding to both internal and external customers, and assist in customer needs and problem resolution. Center hours are Monday through Friday 8 a.m. to 8 p.m. and on Saturdays 9 a.m. to 1 p.m. Must be available to work a flexible schedule. ESSENTIAL REQUIREMENTS Accurately responds to both external and internal customer inquiries ensuring that all needs are met and handled appropriately during their initial contact. Assist Customer Service Center Management team to evaluate the current approach to resolving client online banking, text banking, and VRU accessibility issues. Make recommendations, based on IT training and experience, on improving current solutions and/or developing a program that will provide a consistent application of troubleshooting of technology issues. Responsible for servicing existing and potential customers via telephone inquiries. Ability to listen carefully, probe for additional details, and ask targeted questions to gather information. Exceeds customer expectations through the superior, consistent delivery of products and services with the objective of enhancing customer loyalty and expanding customer relationships. Learns and maintains a vast amount of knowledge pertaining to products, procedures, and policies. Uses knowledge to make effective recommendations to customers to resolve initial and additional needs. Provides efficient and responsive customer service to customers by maintaining an acceptable level of productivity as measured through established metrics, which includes (but are not limited to) schedule adherence, availability, and attendance. Effectively works individually and in a team environment. Develops customer rapport and discovers customer needs. Regular and predictable attendance is an essential requirement of the position. Completes compliance training as required. Understands all laws and regulations that apply to the position and complies with the requirements. Uses various computer systems for information gathering and/or troubleshooting as needed. Performs all other duties as assigned. EXPERIENCE/SKILLS One (1) or more years of previous banking experience preferred. Ability to work in a team atmosphere. Excellent communication skills, within an environment of heavy phone-based interaction. Strong problem-solving skills. Strong organizational and time management skills to perform multiple tasks within a limited time frame. Ability to treat people with respect under all circumstances, instills trust in others, and upholds the values of the organization. Bilingual speaking (English/Spanish) preferred. Computer skills (Word and Excel); ability to navigate through various software and systems. EDUCATION High School Diploma/GED required. TRAVEL REQUIREMENTS Minimal or occasional travel for meetings, projects or training as needed. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions. While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds. EQUIPMENT MS Office PC, fax, phone and standard office equipment.
    $30k-32k yearly est. 60d+ ago
  • Financial Services Representative

    World Finance 4.2company rating

    Muncie, IN jobs

    World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers. The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture. Hourly Pay: $15 - $18 What you'll do: * Guide customers toward upward credit mobility through good financial choices. * Provide top-tier customer service, assisting customers with questions, concerns, and products. * Process and prepare loan applications. * Take and process payments. * Prepare loan documents and execute loan closing on current renewal loans. * Balance assigned cash drawer daily. * Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank. * Maintain strong customer relationships and build community within your branch. * Other duties include but are not limited to: * Call approved and unmade applications to close loans daily. * Help build tax clientele and provide tax services. * Send complete and accurate credit denial letters within 30 days from the date of application. * Pay branch expenses as instructed by Branch Manager. Experience (and Requirements) that will WOW us! * Must be able to demonstrate self-confidence and organizational skills. * A history of choosing kindness, showing compassion, and helping others. * The willingness to seek quality-driven solutions and embrace new ideas. * Absolute team player - pitching in when needed and accepting help, too. * To perform this job successfully, an employee must have basic computer skills. * A valid driver's license & access to a dependable vehicle. * Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities. Why World? * We hire from within: we want to see you grow and climb in this company. * Each year, we promote 80% of Financial Services Reps to management. * 75% of World's Operations Executives moved up from a similar role. * We pay you to give back: employees get paid volunteer hours each year. * Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days. * Paid holidays, vacation time, and a 401(k) plan (including company match). * Be part of a team with clear values, strong community, and a sense of belonging. * We'll get you home for dinner: your life outside of work is priority #1 * You'll make a positive impact on the lives of the customers you serve. Who is World? Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care. Physical Demands and Working Conditions: * Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching. * Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers). * Requires regular use of vision, hearing, fine motor skills, and verbal/written communication. * Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration. * Occasional local travel; may include extended hours, evenings, or weekends. * Standard indoor office setting with shared workspace, typical noise, lighting, and temperature. * Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. * Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship. Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs. It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
    $15-18 hourly Auto-Apply 13d ago
  • Financial Services Representative

    Charles Schwab 4.8company rating

    Indianapolis, IN jobs

    **Your opportunity** At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you. _We offer a competitive pay and bonus package. Starting compensation for this location begins at $51,400.00 during training (increases depending on related experience), plus an_ annual bonus opportunity of 10% of your base pay and other eligible earnings. _Employees have the potential to increase their total compensation to $58,740.00 ($53,400.00 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases. _ **What you have** If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. **Required qualifications** + Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. + Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability. **Preferred qualifications ** + Previous customer service experience + Previous client relationship experience + Bachelor's degree or higher in Finance, Economics, or related field from accredited university + Ability to adapt to changes in the market and business + Eagerness to learn about finance + Passion for service to clients + Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions + Robust communication, influencing and client engagement skills + Desire to be part of a supportive and collaborative team + Shown success navigating multiple computer applications \#Campus **What's in it for you** At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: + 401(k) with company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and family building benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call ************.
    $51.4k-58.7k yearly 60d+ ago
  • Financial Services Representative

    Charles Schwab Corporation 4.8company rating

    Indianapolis, IN jobs

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab's service team is at the heart of our firm's commitment to helping clients own their financial futures. In this role, you'll learn to educate clients about investment strategies, trading tools, market mechanics, and retirement choices. You'll engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. You'll also take charge of your own professional journey by attending the Schwab Service Academy (SSA), which provides you with the paid training, study time, and support you need to obtain your Securities Industry Essentials and FINRA Series 7 & 63 licenses. If you are eager to pursue a career in finance, enjoy working in a team setting, and share our passion for serving clients - this role is for you. We offer a competitive pay and bonus package. Starting compensation for this location begins at $51,400.00 during training (increases depending on related experience), plus an annual bonus opportunity of 10% of your base pay and other eligible earnings. Employees have the potential to increase their total compensation to $58,740.00 ($53,400.00 base, plus 10% bonus opportunity depending on individual/corporate performance) within their 1st year upon obtaining the required Licensing and achieving performance-based pay increases. What you have If you're not a finance expert, that's okay! People coming from many different experiences have found tremendous success here at Schwab. Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service. Required qualifications * Ability to work full time on-site during Schwab's training program (SSA), followed by a hybrid work schedule. * Ability to work various shifts to serve our clients 24/7, including overnight and weekend availability. Preferred qualifications * Previous customer service experience * Previous client relationship experience * Bachelor's degree or higher in Finance, Economics, or related field from accredited university * Ability to adapt to changes in the market and business * Eagerness to learn about finance * Passion for service to clients * Motivation to learn about the securities industry, including the basic principles of equity, option, and mutual fund transactions * Robust communication, influencing and client engagement skills * Desire to be part of a supportive and collaborative team * Shown success navigating multiple computer applications #Campus
    $51.4k-58.7k yearly Auto-Apply 10d ago
  • Member Experience Representative

    CFX 3.6company rating

    Mishawaka, IN jobs

    CFX Member Experience Representative CFX prides itself on being different from the typical expensive and intimidating gym center; we offer a comfortable workout environment, state-of-the-art equipment, and total convenience - for less! Build a rewarding career while helping others achieve their fitness goals! CFX exists to provide our communities the very best value in fitness, in the quickest and most convenient way possible. We our dedicated to providing our members a place to experience a healthy lifestyle through support of our dedicated, knowledgeable staff, quality equipment, and a clean, comfortable atmosphere. The Member Experience Representative is the first and last point of contact when members enter and leave the facility. They are responsible for greeting all members, checking-in members, answering questions, cleaning, and assisting managers with selling memberships. What we offer: Free gym membership and employee discounts Motivating team atmosphere and support system Significant company growth and advancement opportunities Responsibilities: Greet all members Assist with sale transactions Convey information to members and/or direct the situation to the appropriate person. Sign in members accurately Add and update information in specialized software programs Keep the front desk area organized and neat Assist with maintenance of facility Arrange equipment, weights or mats appropriately Maintenance and stock restrooms as necessary Maintain a high level of customer service when greeting members and answer questions knowledgeably Dress appropriately based on CFX standards Salary Description $8.25 to $14.00 per hour
    $8.3-14 hourly 60d+ ago
  • Member Experience Representative

    CFX 3.6company rating

    Mishawaka, IN jobs

    Job DescriptionDescription: CFX Member Experience Representative CFX prides itself on being different from the typical expensive and intimidating gym center; we offer a comfortable workout environment, state-of-the-art equipment, and total convenience - for less! Build a rewarding career while helping others achieve their fitness goals! CFX exists to provide our communities the very best value in fitness, in the quickest and most convenient way possible. We our dedicated to providing our members a place to experience a healthy lifestyle through support of our dedicated, knowledgeable staff, quality equipment, and a clean, comfortable atmosphere. The Member Experience Representative is the first and last point of contact when members enter and leave the facility. They are responsible for greeting all members, checking-in members, answering questions, cleaning, and assisting managers with selling memberships. What we offer: Free gym membership and employee discounts Motivating team atmosphere and support system Significant company growth and advancement opportunities Responsibilities: Greet all members Assist with sale transactions Convey information to members and/or direct the situation to the appropriate person. Sign in members accurately Add and update information in specialized software programs Keep the front desk area organized and neat Assist with maintenance of facility Arrange equipment, weights or mats appropriately Maintenance and stock restrooms as necessary Maintain a high level of customer service when greeting members and answer questions knowledgeably Dress appropriately based on CFX standards Requirements:
    $19k-26k yearly est. 16d ago

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