Customer Service Representative jobs at INTRUST Bank

Job Details Overland Park Headquarters - Overland Park, KS Full Time BankingDescription Mazuma is a local, award-winning Credit Union that has been in business since 1948. Our purpose is to make Kansas City a better place to live, work and bank! Our philosophy is to treat our Members and Team Members like family. We value diversity, positivity, creativity, and teamwork; and we believe our culture exhibits just that. It looks something like this: Our Team Members consistently show a Positive, Fun Attitude! You will always see us smiling, which is why we put it in our logo. We are always being respectful in interactions with our Members and other Team Members. Of course, our behavior and appearances are workplace appropriate, and this position should lead this value by example. We are proactive collaborators and big fans of Teamwork! We embrace the opportunity to work with others and are punctual and dependable. We have strong people skills, take initiative, and aren't afraid to make decisions-even some of the difficult ones. Did we say productive? We're super productive. Self-development and the development of others is part of our Learning & Growth! We take initiative in not only our own learning and growth but also the growth of the Team Members around us. We know our responsibilities and are not afraid to try new things. We appreciate Creativity & Progressive Mindsets! If you can think outside the norm, introduce new ideas, and proactively solve problems, you'll fit in just fine around here. We like to consider ourselves positive agents of change that embraces Team direction. Besides that, here's what else keeps Team Members here: Up to 27 days off a year, including: 10 paid Holidays Mental Health Day Anniversary Day PTO starting on the first day 40 hours of Paid Volunteer Time per year Traditional & Roth 401K with company match Medical, Dental, and Vision benefits effective 1st of the month following first day Wellness credit available for Medical premiums Company paid benefits including: Basic Life and AD&D Insurance Short-Term Disability Insurance Long-Term Disability Insurance Vision Insurance Maternity & Menopause Support Programs Employee Assistance Program On-Site Gym at our Headquarters location in Overland Park Discretionary Stakeholders bonus program Attractive interest rates on Team Member checking & Team Member money market accounts Consumer and mortgage loan discounts We love to smile, which is why it's in our logo About the role The Relationship Advisor - MRC receives incoming calls and determines the products, services, or resources that the Retail and Small Business Member requires, then assists the Member or connects them with the staff representatives in the appropriate department who can provide them the assistance they need. Outbound calling using dialer functionality or calling manually for specific education campaigns for targeted Member segments may be required. This individual is an ambassador for Mazuma and serves to make the Member feel welcome, comfortable, and educated on Mazuma's products and services in order to refer the best possible product to match the Member's needs. The goal is to deliver outstanding Member experiences and to create Member engagement through active listening, superior service, delivery and follow-through of a Member's identified and unidentified needs resulting in First Call Resolution The Relationship Advisor - MRC will be constantly developing product & job knowledge in order to perform all assigned duties with no assistance and minimal errors. Essential Functions & Responsibilities: Comply with all federal regulations pertaining to financial institutions, all established organizational policies and guidelines, and operational procedures. Follow all established procedures related to transactions. Remain alert to suspicious individuals or transactions and, when appropriate, notify the immediate supervisor of concerns. Display basic understanding of loans and ancillary products on a level related to the position and engage in all relevant sales and service activities. Meet or exceed the assigned expectations for sales and service and productivity metrics. Guide, inform, and educate our Members through each interaction by helping them select the right product to meet their needs. Guide, inform, and educate Members in establishing an account relationship and all other manner of basic account maintenance as it applies to the position. Answer questions and accurately assist with negotiable instruments such as transfers, balance inquiries, card functions, personal and third-party checks, bonds, cashier's checks, loan payments and payoff requests, and online banking navigation. Perform account maintenance including updates to Member's account information. Understand, complete, and explain all associated paperwork, fees, and other information to Members by phone or electronically. Obtain proper endorsements and process these items accurately with knowledge of appropriate holds when applicable. Acquire and apply basic knowledge of all job duties and expectations as identified for this role. Display an understanding of all auxiliary or required internal applications related to their role. Basic proficiency in completing Member requested transactions through applicable channels. Knowledge of internal processes related to member disputes, fraud claims, check orders, stop payments, and lien releases. Have a strong understanding of the ODP program in order to effectively explain and process refunds accurately. Assist Members with bookkeeping and any other account activities. Other duties as assigned. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: Job & Technical Expertise Results Orientation Member Service & Retention Personal Accountability Communication & Interpersonal Skills Teamwork & Collaboration Develops Self & Others Strategic Thinking & Vision Culture Expectations: Positive, Fun Attitude - Consistently demonstrates a positive attitude, always being respectful in interactions with Members and Team Members. Behavior and appearance should be appropriate and should lead by example. Teamwork - Proactive collaborator who embraces the opportunity to work with others. Punctual and dependable. Able to manage conflict well amongst Team Members and Members. Demonstrates strong people skills, initiative, and decision-making ability. Productivity meets or exceeds expectations for the position. Learning & Growth - Demonstrates initiative in not only self-development, but the development of others. Possess superior knowledge of the responsibilities and tasks in the department and can apply and share learning. Creativity & Progressive Mindset - Able to think outside the norm, introduce new ideas, and proactively solve problems. Positive change agent that embraces team direction. Knowledge and Skills: Required Experience: 1 year of customer service experience. Preferred Experience: 1 year of experience in a financial institution. 1 year of experience in a call center. 1 year of consumer lending preferred Education: Required Education: High school diploma or equivalent. Other Skills: Windows and Microsoft Office software (Outlook, Word, and Excel) as well as advanced keyboarding skills. Effective at problem-solving and making decisions. Well organized. Good mathematical ability, with strong problem-solving and negotiation skills. Must be able to take phone calls for up to 8 hours. Required to work a flexible schedule that may include extended hours, holidays, or Saturdays. Excellent communication skills. When working remote, understands how to resolve connectivity issues before engaging support. Ability to use technology efficiently without disruption to our Members. Effective at multi-tasking. Physical Requirements: Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing/descending stairs in emergency situations. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day. Must be able to work extended hours, including Saturdays, whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Work Environment: Must be able to routinely perform work indoors in a climate-controlled office environment with minimal noise. Mazuma Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM5 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

The senior level client workflow specialist leads the design, training and implementation of data management workflows with client environments utilizing the TRIPS application. This role is highly client facing and requires a strong blend of technical acumen, business process understanding and interpersonal communication skills. This role will work closely with clients and internal teams to translate business requirements into scalable, efficient, and compliant data workflows. It will be responsible for new hire training and lead consultative initiatives with our clients. Job Functions Collaborate with clients and internal departments to gather and analyze business requirements related to data management and operational workflows. Design and document end-to-end data workflows tailored to client-specific environments, ensuring alignment with business goals and business standards. Lead the implementation of workflow solutions, including configuration, testing, and deployment within client systems. Deliver hands-on training and support to our client teams and internal resources to ensure successful adoption and long-term sustainability of implemented workflows as well as team expansion. Evaluate, optimize and advise on existing workflows for performance, scalability, and user experience. Serve as a liaison between client stakeholders, internal engineering teams, and product managers to ensure seamless delivery and feedback integration. Maintain detailed documentation of workflow designs, implementation plans, and training materials. Create training plans and lead training initiatives internal at Deluxe. Basic Qualifications: Education and Experience: Bachelor's Degree and 3 years, or HS/GED and 7 years Must be 18 years of age or older Preferred Qualifications: 5+ years of experience as Business Analyst, Process Engineer, Software Implementation, Project Management Knowledge of data lifecycle management, data governance, and workflow automation tools. Strong verbal and written communication skills and experience in client facing roles. Proficiency in tools such as SQL, Visio or other Workflow platforms Familiarity with cloud platforms and data integration tools Certification in Lean Six Sigma or a similar process improvement methodology is preferred. Compensation The compensation range for this position is $75,000.00 - $85,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into account internal equity. Benefits In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees' whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked: Healthcare (Medical, Dental, Vision) Paid Time Off, Volunteer Time Off, and Holidays Employer-Matched Retirement Plan Employee Stock Purchase Plan Short-Term and Long-Term Disability Infertility Treatment, Adoption and Surrogacy Assistance Tuition Reimbursement These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families. Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law. Please view the electronic EEO is the Law Poster which serves to inform you of your equal employment opportunity protections as part of the application process. Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to ************************.

Beyond Acquisitions is a leading marketing and sales company within the Oklahoma City Metro Area! Each member of our company's ultimate goal is to manage the account that they are working alongside. Therefore, we provide our clientele with the very best personnel. Each of our team members are highly motivated to deliver a personal representation explicitly catered to meet the needs of that account. We aim to provide our prestigious clientele the very best in marketing, sales and promotions. At Beyond Acquisitions, we bridge the gap between traditional marketing and training methods for clients with a modern corporate landscape. Due to our success over the past few years with our Telecommunications clients, we have officially surpassed sales and expansion expectations. In addition, with our innovative strategies of bringing our client's brand stories to life, we have seen a significant increase in revenue and customer satisfaction. Job Description We are looking for driven, career-oriented individuals to fill the role of our Entry-Level Customer Relations Specialist. The Entry-Level Customer Relations Specialist is a critical component of our Sales Team here at Beyond and will receive individualized training from the ground up. This individual will report directly to the Sales Manager regarding new customer sales, lead generation, and sales goals. We are looking for someone who can step in at the initial Entry-Level position, master the basics, and then receive continued development to grow towards more leadership roles in the future with us. Entry-Level Customer Relations Specialist Responsibilities: Learn and master all client product knowledge and be able to answer consumer questions effectively. Present product and service packages to consumers representing our client's brand in a professional and curious manner Qualify consumers for sales promotions and close every sale with confidence Manage provided sales territory efficiently by maximizing each warm lead provided and following up with potential new clients regularly Work with experienced Sales Team leaders to pick up on best sales practices and implement them into daily operations. Work daily with other Sales Assistants to establish sales goals and identify areas to increase customer satisfaction. Qualifications Requirements of the Entry-Level Customer Relations Specialist: Impeccable communication and public speaking abilities Must possess a competitive nature and drive to excel Ability to work in a team-based environment and individually with little or no supervision Ability to overturn objections and utilize negotiation tactics Proven ability to persuade consumers and close sales 6 months-3 years of experience in a customer-facing, sales, or customer service environment Additional Information Growth Opportunity & Benefits We Offer Every Sales Assistant: Individualized training for those with little or no experience Competitive compensation, bonuses, and incentives Virtual networking events Yearly company-paid retreats We're not looking for someone to stay stagnant in the Entry-Level role. Instead, we are looking to provide that continuous training opportunity, so our Customer Relations Specialist can grow at their own pace, without any restrictions.

Beyond Acquisitions is a leading marketing and sales company within the Oklahoma City Metro Area! Each member of our company's ultimate goal is to manage the account that they are working alongside. Therefore, we provide our clientele with the very best personnel. Each of our team members are highly motivated to deliver a personal representation explicitly catered to meet the needs of that account. We aim to provide our prestigious clientele the very best in marketing, sales and promotions. At Beyond Acquisitions, we bridge the gap between traditional marketing and training methods for clients with a modern corporate landscape. Due to our success over the past few years with our Telecommunications clients, we have officially surpassed sales and expansion expectations. In addition, with our innovative strategies of bringing our client's brand stories to life, we have seen a significant increase in revenue and customer satisfaction. Job Description We are looking for driven, career-oriented individuals to fill the role of our Entry-Level Customer Relations Specialist. The Entry-Level Customer Relations Specialist is a critical component of our Sales Team here at Beyond and will receive individualized training from the ground up. This individual will report directly to the Sales Manager regarding new customer sales, lead generation, and sales goals. We are looking for someone who can step in at the initial Entry-Level position, master the basics, and then receive continued development to grow towards more leadership roles in the future with us. Entry-Level Customer Relations Specialist Responsibilities: Learn and master all client product knowledge and be able to answer consumer questions effectively. Present product and service packages to consumers representing our client's brand in a professional and curious manner Qualify consumers for sales promotions and close every sale with confidence Manage provided sales territory efficiently by maximizing each warm lead provided and following up with potential new clients regularly Work with experienced Sales Team leaders to pick up on best sales practices and implement them into daily operations. Work daily with other Sales Assistants to establish sales goals and identify areas to increase customer satisfaction. Qualifications Requirements of the Entry-Level Customer Relations Specialist: Impeccable communication and public speaking abilities Must possess a competitive nature and drive to excel Ability to work in a team-based environment and individually with little or no supervision Ability to overturn objections and utilize negotiation tactics Proven ability to persuade consumers and close sales 6 months-3 years of experience in a customer-facing, sales, or customer service environment Additional Information Growth Opportunity & Benefits We Offer Every Sales Assistant: Individualized training for those with little or no experience Competitive compensation, bonuses, and incentives Virtual networking events Yearly company-paid retreats We're not looking for someone to stay stagnant in the Entry-Level role. Instead, we are looking to provide that continuous training opportunity, so our Customer Relations Specialist can grow at their own pace, without any restrictions.

Role: Centralize in-bound calls and provide professional, fast, accurate, and courteous phone service to CUA members and staff. Assist members and potential members with their CU needs; explain services, perform transaction requests, respond to problems, attempt to help members without transferring them, and when specialized help is requested, direct members to the appropriate department. Provide support activities for member service functions and departments. Support branch activity, Internet help desk, and provide effective and professional written responses to chat messaging. Essential Functions & Responsibilities: Handle account inquiries, account maintenance, individual and department phone transfers, IRA general inquiries, SWBC and MMS payments, check orders, ACH setups, check copies, statement copies, and general loan inquiries. Answer and troubleshoot online banking and mobile application issues. Debit card and credit card maintenance. Unlock and raise limits on debit cards, Research basic card issues. Process stop payments on check and ACH transactions. Process remote wires. Identify cross-sell opportunities and cross sell Credit Union of America services to members as a referral to the front line sales personnel. Perform other duties as assigned. Employees shall be trained annually, demonstrate an understanding of and follow the requirements of the BSA/AML Compliance Program as it specifically relates to their job functions. Knowledge and Skills: Experience: One year to three years of similar or related experience. Education: A high school education or GED. Interpersonal Skills: Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Skills: Have good phone communication skills including excellent projection and listening skills. Have exceptional organizational skills. Have good clerical skills including ability to operate a 10 key calculator and computer keyboard. Must have basic P.C. skills.

Title: Customer Representative Department: Retail Banking Reports to: Financial Center Manager Customer Representatives are expected to demonstrate an understanding of and a commitment to our core values, the attitude and aptitude to engage in continuous development, the discipline and work ethic to achieve consistent excellence, and the ability to provide exceptional customer experiences to our customers and the communities we serve. Primary Responsibilities and Duties: (The essential duties and responsibilities listed above are representative of the job requirements but, are not meant to be all-inclusive or prevent other duties from being assigned as necessary) Continually promote company products and services to customers and prospects for expanded business and referrals, to assist in the continuing growth of The First. Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction in the branch, on the phone, and attending various customer visits and community events. Actively participate in regular sales and office staff meetings, and other motivational activities. Actively participate in the proactive selling process within the bank, utilizing the marketing resources and other various tools and reports. Establish good relationships with other departments to ensure these goals are met. Consistently meet or exceed established referral goals as set by management. Meets customer service standards when working with customers on the phone or in person. Handles all deposit and loan transactions in accordance with bank policy. Follows security procedures according to bank guidelines. Balance cash drawer within the limits of the cash difference policy. Complies with all federal, state and bank regulations/laws as appropriate for the job function. May perform a variety of other branch and clerical duties such as balancing and servicing the Vault. Position Requirements: High School Diploma or GED Previous customer service experience preferred Cash handling experience preferred Ability to work well in a team environment

Job DescriptionSummary: Expectations of a Retail Banking Floater are to demonstrate an understanding of and a commitment to our mission, core values, and quality standards. To show a disciplined work ethic and the ability to provide exceptional customer experiences to our customers, co-workers and the communities we serve. They will exhibit the attitude and aptitude to engage in the continuous development of self and others. Primary Responsibilities and Duties: (The essential duties and responsibilities listed below represent the job requirements but are not meant to be all-inclusive or prevent other duties from being assigned as necessary). Continually meet customer and prospect needs by promoting bank products and services and making referrals. Actively participate in the consultative & assumptive selling process within the bank, utilizing provided resources and other various tools and reports. Build and maintain excellent customer relationships in various locations, on the phone, and by attending various events, as appropriate. Actively participate in training, staff meetings, and other motivational activities. Establish good relationships with other departments by ensuring efficient and effective referrals to the appropriate department. Takes initiative to learn all First National Bank products, services, and lines of business and demonstrates the ability to identify opportunities to cross-sell new and existing services. Consistently meet & exceed established career achievement & referral goals as set by you & your management team. Project a positive image of the bank and exhibit professionalism and confidentiality at all times. Follow banking regulations, guidelines & policies by protecting confidential information of our internal & external customers. Demonstrate exceptional judgment and ability to foresee problems and excellent performance in new and stressful situations. Maintain a strong understanding of duties, is highly motivated, completes established goals, takes responsibility for additional projects, produces more work than required, and does not require assistance prioritizing. Perform a variety of financial center duties including, but not limited to, front-line services, e-Banking services, open accounts and accept consumer loan applications. Perform responsibilities tasked by the Retail Administration Team. Position Requirements: High School Diploma or GED. Previous customer service experience required. Cash handling experience required. Ability to work well in a team environment. Strong oral and written communication skills. Travel as far as 45 miles in each direction.

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. The Client Experience Specialist is responsible for directly supporting four advisory practices, in close collaboration with advisory team members to deliver a meaningfully differentiated client experience. You will act as a liaison between Empower and clients to deliver exceptional service and maintain strong client relationships while acting on clients' requests and operational needs. This role is ideal for candidates who are passionate about the client experience and interested in having direct exposure to our highest value advisory clients, working with the team that supports their experience, and is interested in gaining the expertise to pursue additional career development opportunities in wealth management. What You Will Do Provide a best-in-class client experience through proactive and reactive client engagements, campaign outreach, and streamlining client request processing. Collaborate with your experienced advisory team to grow and maintain strong long-term relationships with highly valued clients. Proactively identify financial planning opportunities, gather necessary documentation for analysis, and coordinate delivery calls with advisory team. Prepare key client and welcome call summary documentation for advisory team meetings and introductions. Partner with advisory and specialist teams to identify share of wallet increase opportunities and coordinate with the appropriate party. Provide quality assurance of service requests to ensure timely and accurate execution. Coordinate between client, advisory team, and trading to gather cost basis, submit for implementation analysis, and initiate portfolio implementation and custom requests. Facilitate client appreciation efforts. What You Will Bring Bachelor Degree in Business or related discipline or equivalent experience 2+ years related work experience in financial services and/or customer experience Series 65 FINRA registration required within corporate-established timeline FINRA Fingerprinting, required Experience working in client services roles Excellent verbal and written communication skills; detail oriented; able to manage many time-sensitive tasks simultaneously; pro-active self-starter, strong organizational skills and presentation skills. Always composed, professional, and skilled at establishing trust and building long-term client relationships. Proven ability to navigate multiple client needs and arrive quickly at best outcomes. Proficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systems What Will Set You Apart Experience in brokerage trading and trade approval, preferred Motivated self-starter with track record of service excellence, preferred Strong interpersonal skills, team-oriented, and collaborative, preferred Desire to attain, or have already attained preferred qualifications: CFP, CRPC, etc., preferred Salesforce nimbus (D2C) experience is highly preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $59,700.00 - $82,050.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-06-2026 Want the latest money news and views shaping how we live, work and play? 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Department: Call Center Reports to: Call Center Management Hours: Many shifts available FSNB is a full-service, family-owned bank that has been in operation for 75 years. Look no further! Begin building a successful career at FSNB! We are currently seeking friendly, outgoing, and adaptable individuals to join our team as entry-level Customer Service Reps in our Customer Service department, who view every contact as an opportunity to make it a positive customer experience. FSNB provides paid training and offers career growth opportunities such as team leaders and supervisors. All qualifications can be acquired through on the job training, with no prior finance or accounting experience necessary. What is in it for you: Opportunity for pay increases in as soon as 30 days Paid training Paid vacation and personal leave 401k Plan Flexible scheduling with two days off a week Growth/Career opportunities Equal Opportunity Employer Health and dental insurance available Employee Assistance Program available Discounts at the YMCA, AT&T, Verizon, Dell and more Free and discounted bank services, if you bank with us while employed Main requirements: Prior call center experience preferred Meet acceptable standards for attendance and punctuality Meet acceptable standards based on performance metrics Provide excellent customer service by answering and handling all calls in a courteous and professional manner Complete proper paperwork or data entries, accurately and efficiently Filing and other basic office duties Complete additional duties as assigned

Hours: Monday - Friday, 8:30 AM to 5:00 PM Job responsibilities: Work all Online Account applications in Gro, Xperience, and Excel independently. Effectively communicate with customers as needed about online account applications. Work various reports and perform account/CIF maintenance as needed. Assist the Internet Banking department with customer calls and other daily duties as needed. Assist the Call Center with answering customer calls as needed. Other duties will be assigned on an as needed basis. Minimum Requirements: Working knowledge of Excel is critical. Confidentiality is essential. Must be able to multi-task and work independently. Must have excellent phone skills. Must be a self-starter.

Job DescriptionHours: Monday - Friday, 8:30 AM to 5:00 PM Job responsibilities: Work all Online Account applications in Gro, Xperience, and Excel independently. Effectively communicate with customers as needed about online account applications. Work various reports and perform account/CIF maintenance as needed. Assist the Internet Banking department with customer calls and other daily duties as needed. Assist the Call Center with answering customer calls as needed. Other duties will be assigned on an as needed basis. Minimum Requirements: Working knowledge of Excel is critical. Confidentiality is essential. Must be able to multi-task and work independently. Must have excellent phone skills. Must be a self-starter.

Job DescriptionDepartment: Call Center Reports to: Call Center Management Hours: Many shifts available FSNB is a full-service, family-owned bank that has been in operation for 75 years. Look no further! Begin building a successful career at FSNB! We are currently seeking friendly, outgoing, and adaptable individuals to join our team as entry-level Customer Service Reps in our Customer Service department, who view every contact as an opportunity to make it a positive customer experience. FSNB provides paid training and offers career growth opportunities such as team leaders and supervisors. All qualifications can be acquired through on the job training, with no prior finance or accounting experience necessary. What is in it for you: Opportunity for pay increases in as soon as 30 days Paid training Paid vacation and personal leave 401k Plan Flexible scheduling with two days off a week Growth/Career opportunities Equal Opportunity Employer Health and dental insurance available Employee Assistance Program available Discounts at the YMCA, AT&T, Verizon, Dell and more Free and discounted bank services, if you bank with us while employed Main requirements: Prior call center experience preferred Meet acceptable standards for attendance and punctuality Meet acceptable standards based on performance metrics Provide excellent customer service by answering and handling all calls in a courteous and professional manner Complete proper paperwork or data entries, accurately and efficiently Filing and other basic office duties Complete additional duties as assigned

ROLE The CSR/Teller works in direct contact with customers in a professional environment. This position is responsible for more advanced administrative, technical, and professional duties within the bank. These responsibilities include recommending products and services to customers and business entities in order to provide them with a better banking experience. This position reports to the Frontline Manager. ESSENTIAL FUNCTIONS This position is responsible for the following functions: CSR •Engage customers according to the bank's Benchmark Service Standards •Foster ongoing relationships that improve customer commitment •Recommend products to customers based on their needs •Respond to customer requests by providing simple and knowledgeable guidance to resolve issues •Project a favorable image of the bank to the community •Open and maintain personal, business, trust, and estate accounts •Demonstrate a commitment and participate in the bank's High Performance Growth Strategy Teller •Cash checks, handle deposits and miscellaneous transactions, including cash advances, gift cards, and BBOK credit card payments •Maintain a balanced cash drawer •Assist with mail and night drop transactions •Answer teller-related issues on incoming phone calls •Assist with balancing issues, vault balancing, ordering of money, and shadowing new tellers as needed Relationship Management •Initiate and maintain customer contact through a variety of methods, including but not limited to customer interaction, call activity, and community involvement •Build and maintain professional working relationships with other internal departments to drive products, services, and referrals to ensure that customer satisfaction is achieved Various other duties as assigned by supervisor QUALIFICATIONS EDUCATION/CERTIFICATION: High School Diploma or equivalent required REQUIRED KNOWLEDGE: Advanced knowledge and understanding of all products and services offered by Peoples Bank and Trust and understanding of policies and procedures of Peoples Bank and Trust as related to services provided EXPERIENCE REQUIRED: 2+ years banking or customer service experience preferred SKILLS/ABILITIES: Attention to detail, ability to assess businesses to determine customer need and make recommendations, strong written and verbal communication, self-motivation, self-management, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, strong ability to multi-task, applied leadership and mentoring/training PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION TALKING: Ability to speak effectively and communicate clearly AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel REPETITIVE MOTION: The employee is regularly required to type throughout the day FINGER DEXTERITY: The employee is regularly required to use hands to type and maneuver a mouse AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts) PHYSICAL STRENGTH: The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time WORKING CONDITIONS General professional office environment with climate control. Adequate lighting. Required regular work attendance on Saturdays. MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. MATHEMATICS ABILITY: Strong numeric capabilities; Ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions. LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly. INTENT AND FUNCTION OF S s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed s are an integral part of any effective compensation system. All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization. Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

LifeShield and its subsidiary, Individual Assurance Company (IAC), comprise one of the nation's most dynamic and rapidly growing carriers. LifeShield focuses on life and supplemental accident and health insurance products for individuals, families, businesses and associations, while IAC specializes in Medicare Supplement and group life policy administration. Individual Assurance Company is seeking exceptional individuals to join our team in the role of Life Operations Agent. The Life Operations Customer Service Representative primary function is to review, balance and post group premiums, as well as assist customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email. Responsibilities Include: • Assisting customers and agents in the handling of individual and Group Life Insurance inquiries via the phone or email. • Issuing and posting premium receipts and invoices and updating accounts with payment issues. • Processing changes to policies with accuracy. • Multi-tasking, including talking to customers while simultaneously navigating the computer system. • Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines. • Processing, maintaining, and following up on documents received through document management system. • Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed. • Maintaining performance standards. • Efficiently managing all other job duties as assigned. • Following established policies and procedures. • Demonstrate a sense of ownership for all work with the goal of positively driving business results. • Attend paid training and continue to build personal skill sets by participating in internal and external training. • Participates in cross-training to act as a backup for other Life Operations areas as necessary. Position Requirements: Minimum 1 year customer service experience required. • 1-3 years of office related experience, as well as previous customer service experience is preferred. Successful candidates will also: • Basic computer skills to include maneuvering within multiple software programs and screens at one time. • Basic computer knowledge (including MS Office) and data entry skills. • Strong problem solving and time management skills with the ability to make independent decisions. • Effectively prioritize and execute tasks to meet performance standards • Demonstrate a strong attention to detail. • Easily adapt to frequent change and process new information quickly.

LifeShield and its subsidiary, Individual Assurance Company (IAC), comprise one of the nation's most dynamic and rapidly growing carriers. LifeShield focuses on life and supplemental accident and health insurance products for individuals, families, businesses, and associations, while IAC specializes in Medicare Supplement and group life policy administration. We are seeking energetic and reliable professionals to join our team as Policy Owner Services Customer Service Representative The primary function of a Policy Owner Customer Service Representative includes answering incoming Policy owner calls as well as utilizing company policies and procedures to resolve customers' questions. Our Customer Service Representatives are often our first point of contact for our Policy holders, Agents, and Providers. We are interested in individuals with Insurance industry experience, a commitment to customer satisfaction and an ability to make quick and accurate decisions. Position Requirements: A minimum of 1 year's customer service experience required. 1-3 years of office-related experience, as well as previous Medicare Supplement, health insurance experience or and call center experience is preferred but is not required. Responsibilities Include: Assisting customers and agents in the handling of individual insurance inquiries via the phone or email Issuing and posting premium receipts and invoices and updating accounts with payment issues. Processing changes to policies with accuracy. • Multi-tasking, including talking to customers while simultaneously navigating the computer system. • Manage and identify inconsistencies in payment dates and ensure all clients remain informed on outstanding debts and deadlines. • Processing, maintaining, and following up on documents received through document management system. • Providing solutions to any relative problems of internal and external clients and escalating more complex or persistent issues to management as needed. • Maintaining performance standards. • Efficiently managing all other job duties as assigned. Successful candidates will also possess: Basic computer skills to include maneuvering within multiple software programs and screens at one time. Professional, articulate communication skills Strong problem solving and time management skills with the ability to make independent decisions. Ability to understand and follow established policies and procedures. Ability to meet quality service standards. Easily adapt to frequent changes and process added information quickly. Business Hours; Monday -Friday 8:00 am p 6:00 pm.

. Customer Service/Call Center Specialist that possesses basic accounting knowledge, be a self-starter that is willing to learn and grow, have strong analytical skills, committed to excellence and high standards, organized, detailed and customer service oriented. Must be able to learn quickly, work independently, multi-task, and produce accurate results. Job Responsibilities: - Answer calls and resolve customer issues - Log issues and problems - Must be dependable and have a history of strong work attendance - Work collaboratively with team members and call center management to contribute to department goals and maintain service level objectives - Promptly escalate urgent customer concerns or issues - Mortgage loan or banking experience is desirable Experience/Training: - Minimum one years' experience in a call center or financial services or similar specialist position - Familiarity with Fair Debt Collection Practices, Telephone Consumer Protection, Consumer Financial Protection Laws, and Consumer Privacy Laws is preferrable Skills and Abilities: - Must be passionate about providing the highest quality customer care - Must be computer literate and comfortable navigating MS Office Suite of Products (Word, Excel, etc.) - at least 2 years of experience - Able to work independently and as part of a team - Ability to assess issues and apply the appropriate sense of urgency - Ability to effectively communicate feedback and present observations, trends and recommendations to peers and management staff - Paid Time Off - Sick Leave - Vacation Time - 11 Paid Holidays - Hourly Health and Welfare Pay (to cover health benefit insurance) Compensation: - Hourly pay rate of $18.16 + $4.57 for you to get your own insurance - This position requires the successful completion of a federal background check to include criminal background check, drug test, credit check, and fingerprinting. GMG is an equal opportunity employer that takes affirmative action to employ, and advance in employment, individuals without regard to race, color, religion, sex, national origin, protected veteran status, disability, sexual orientation, or gender identity. Education: - High school or equivalent is required. - Expected hours: 40 per week Shift: - 8 hour shift Weekly day range: - Monday to Friday Citizenship Requirement: - Must be a US Citizen Work Location: - In-person at Tulsa Office

Do you enjoy helping customers achieve their financial goals? Capitol Federal is looking for a Customer Service Representative to join our team! As a Customer Service Representative, you'll be the friendly face that welcomes customers, helps them with their everyday banking needs, and guides them into exciting new financial adventures. What You'll Do: * Help customers open checking, savings, and other accounts that fit their goals. * Originate, process and close a variety of consumer loans. * Process deposits, withdrawals, and other transactions with accuracy and efficiency. * Answer questions, resolve issues, and make every interaction feel personal. * Collaborate with teammates to deliver world-class customer service. What You Bring: * 1-3 years of new accounts experience; consumer lending is preferred. * Strong attention to details and accuracy. * Exceptional customer service skills with the ability to build lasting relationships. * A team-oriented mindset and commitment to shared success. Join a team that values performance, customer relationships, and career growth. Let's grow together! To learn more or apply go to ******************************************* CapFed is an equal opportunity employer.

Job Details Oskaloosa, KS Full Time BankingDescription Summary/Objective This position is responsible for the processing of money transactions accurately and efficiently, assisting with customers with multiple needs, and maintaining camaraderie with co-workers in a fast paced professional environment. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Opens and closes accounts. 2. Processes deposits and issues receipts of deposits. 3. Identifies counterfeit currency, answers basic customer questions. 4. Cashes checks by verifying endorsement and checking proper identification, determining availability of funds based on regulation requirements 5. Answers basic customer questions regarding interest rates, services offered, service charges, and provide account histories while complying with disclosure requirements, regulations and consumer privacy policies. 6. Accept loan payments; verify payments; and issues receipts. 7. Issue personal money orders and cashier's checks 8. Follows all bank policies and procedures Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. 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. This position requires manual dexterity, the ability to lift files and open filing cabinets. This position requires bending, stooping or standing as necessary. Travel No travel is expected for this position. EEO Statement The Bank provides equal opportunity to employees and applicants for employment without regard to race, color, national origin, religion, sex, age, disability, Veteran Status, sexual orientation, and any other class provided by federal law or state statute. In order to provide equal employment and advancement opportunities to all individuals, employment decisions will be based on abilities, qualifications, and merit. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Qualifications Required Education and Experience 1. High School diploma or equivalent Preferred Education and Experience 1. Associate's Degree 2. One or more years of experience