Service Specialist jobs at J.P. Morgan

Job DescriptionBenefits: Retirement Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual (NM) - Greensboro! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career with Northwestern Mutual - Greensboro! Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Meet some of our local team, many who are passionate about athletics: M. Scott Henegar, Managing Director: How long with NM? 27 years (13 as an Advisor, 14 as Managing Director) Previous experience? Resort consulting, snow ski instructor, river guide. Passionate about? Family, fly fishing, piloting single-engine airplanes, golf, and traveling with family to Europe and the islands. Jeff Jackman, Wealth Management Advisor/GDD: How long with NM? 10 years Previous experience? Formerly in the golf business, selling and fitting golf clubs since college. Passionate about? Enthusiastic about spending time with his 1-year-old daughter, grilling BBQ, avid golfer, snowboarding, Pittsburgh sports fan, and enjoys personal development and psychology. Kristin Kling, Financial Advisor/Field Director: How long with NM? 10+ years Previous experience? Worked at American Express, Wells Fargo, and Lincoln Financial in both call center and banking roles. Passionate about? Empowering women in business, exploring new cities and restaurants, baking, musical theater, and connecting people. Megan Parker, Director of Selection & Recruitment: How long with NM? 1 year Previous experience? Worked in conferencing, event planning, sales, talent acquisition, and career services in higher education for 9 years. Passionate about? Traveling, live music, college football (Go Deacs!), musical theater, working out, volunteering, and crafting. Earnings Potential with our District Office: Years 1-4 average earnings: $165,000 per year Years 5+ average earnings: $560,000 per year Key Responsibilities: Your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Scott Henegar is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries. Flexible work from home options available.

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-PWM2 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.

An exciting opportunity exists to join the ProAssurance family of companies! Our mission is powerful and simple: We protect others. Choosing a place to apply your talents is an important decision for anyone. You have plenty of options. Why choose ProAssurance?At ProAssurance, we sell a pledge, and that pledge is delivered by our team members. We are seeking individuals who value integrity, leadership, relationships, and enthusiasm-and want to build their career with a great company where they can be their authentic self and feel valued, recognized, and rewarded for their contributions. ProAssurance specializes in healthcare professional liability, products liability for medical technology and life sciences, legal professional liability, and workers' compensation insurance. We are an industry-leading specialty insurer, with job opportunities in much of the contiguous United States.This position supports our workers' compensation line of business, Eastern Alliance. While we prefer the position to be hybrid and based in our Carmel, IN office, we're also open to fully remote candidates located in Michigan, Kentucky, Tennessee, or elsewhere in Indiana. Our Client Outcomes team members travel periodically to support the needs of the business. The primary responsibility of the Client Outcomes Specialist is to serve as the internal champion of the Eastern Way, Client Services, and Return to Wellness (RTW), and to maximize the favorable outcomes and financial benefits of these philosophies and protocols for the Company, its team members, agents, policyholders, and injured workers. Working under minimal supervision, this position will be partnering with the regional service teams to ensure that the Eastern Way, Client Services, and RTW are effectively and consistently executed across the Company. What you'll do: 60% - Executes Client Services protocols. Provides Client Services oversight for the Company's Large Accounts and accounts over $100,000 in manual premium, for all product offerings (Guaranteed Cost, Retros, Large Deductibles, Specialty Risk and Inova) across all Regions. Supports the consistent execution of Eastern's Service Cycle, including: Independently coordinates, schedules and leads Client Services meetings, including: New business acquisition and set up - Point of Sale. Proper planning and execution of New Account Orientation and set up. Sends welcome email and follows up regarding initial needs. Serves as an active presenter by reviewing materials at the annual stewardship meeting to discuss and present solutions. Key contributor in Claim Review meetings. Fields the requests, coordinate with team members, prepares materials. Functions as subject matter expert in RTW, Client Services and Eastern Way strategies. Under minimal guidance and direction, develops service plans and follows through on, execution and measurement. Provides ideas and feedback regarding needs to develop and refresh materials, works with Marketing to execute. Functions as a point person for client specific needs and maintains consistent expectations regarding service across all teams. Analyze accounts where the company was not successful (new and renewal) by making recommendations for improved outcomes. Recommendations to be reviewed with assigned underwriter and review with appropriate team members as a learning opportunity. Assist teams in analyzing account trends throughout policy term and plan appropriate action steps to address/communicate. Acts as a point of contact for any special reports to assist with trending discussions. Facilitates claim system and/or website training for customers and agents. Establishes and maintains location codes for accounts. Works with the Claim Support team to update claims. Coordinate and lead the roll out of new client facing tools and materials. Educates internal team members, agency partners and clients. Works with the policy support team to create account specific panels and serves as the contact for requests from both internal and external customers. Serves as a key contributor to provide feedback and determine future service needs at large account meetings. Attend and/or participate in industry related events related to Client Services. Serve as a resource and active participant in projects related to improving customer engagement. Work with Supervisor of Client Outcomes to research and recommend Insurtech offerings. Continuously analyze current Client Services model for improvements in efficiency and effectiveness. Actively scan the insurance marketplace to identify current trends, competitive offerings and emerging ideas that specifically serve large customers. 25% - Executes RTW protocols. Serves as a subject matter expert on RTW. Supports the consistent execution of RTW in the following ways: Leads the RTW Committee. Attends Service Team and Department meetings to participate in account-specific RTW discussions and action plans. Works directly with Service Teams, agents, and insureds on an as-needed basis to facilitate resolution of RTW issues. Tracks and reports on RTW initiatives, results, and financial outcomes. Monitors RTW log; provides timely and immediate feedback to Supervisors and Managers to address RTW-related performance and training issues. 3% - Facilitates team collaboration and communication. Assist with problem/complaint resolution when necessary. Communicates successes and accomplishments internally and externally. Manages SharePoint utilization & maximization. 3% - Interacts with agency partners (e.g. attends agency visits and events, etc.) and collaborates regularly with Marketing team. 3% - Participate in the development and execution of annual strategic initiatives to support the Eastern Way/Client Services model. 3% - Offer mentoring and guidance for assigned Client Outcome team members and less experienced Client Outcome team members in the organization. 3% - Works with Supervisor of Client Outcomes to conduct RTW and Client Services trainings for new RM, Claims and UW team members. What we're looking for: Bachelor's degree is required. A minimum of seven years of experience in workers' compensation insurance in an underwriting, claims, marketing and/or risk management capacity. Advanced knowledge of workers' compensation claims preferred. A CPCU or other related industry designation is preferred. Demonstrates advanced technical proficiency in Client Outcomes skills through achieving targeted financial and operational results. Proven leadership skills with the ability to effectively coach, motivate and develop staff. Excellent written and verbal communication skills with proven ability to coach, lead, influence and motivate others is required. Excellent time management skills. Strong analytical ability, to gather data and summarize for reports; find solutions to problems and prioritize work. The ability to drive financial results on Client Services and Return to Wellness initiatives. Ability to lead and instill confidence in others through professional credibility with all levels of the organization as well as with outside customers and agents. Knowledgeable in various software packages, including Microsoft Office products, such as Word, Excel, PowerPoint, Outlook. #LI-Hybrid We are committed to providing a dynamic and inclusive environment where everyone can do their best work and grow personally and professionally. For that reason, we partner with The Predictive Index (PI) - an organization equally committed to improving the working lives of people, to help us hire the best talent by providing additional insight about one's work style. The position you applied to requires completion of two assessments prior to being scheduled to interview with a hiring manager. A Talent Acquisition team member may review your application and contact you before the assessment is complete. These assessments are Behavioral and Cognitive (internal candidates will only receive the Behavioral assessment), and each assessment takes less than 12 minutes to complete. After submitting your application, you will receive two emails from The Predictive Index inviting you to complete each of these assessments (please check your SPAM or Junk email folder if you do not see these emails in your inbox). Position Salary Range $64,930.00 - $107,146.00 The salary range displayed represents the entirety of the pay grade for this position. Most candidates will start in the bottom half of the range. Factors that may be used to determine your actual salary include your specific skills, how many years of experience you have, your location and comparison to other team members already in this role. Build your career with us and enjoy access to a best-in-class benefits program.

Columbia CU is a full-service financial institution with $2.3 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions: Best of Clark County Award / The Columbian - 2008-2025 Best in Business Award / Vancouver Business Journal - 2013-2024 Corporate Philanthropy Award / Portland Business Journal - 2017-2024 Columbia CU Guiding Principles Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve. Mission: Bringing people together to make life better for themselves and their communities. Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want. Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams. Core Values People - We have a passion for helping each other and our members. Community - We have a passion for contributing to the success and growth of the communities we serve. Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve. Benefits Medical, Dental, Vision for employee - eligible the 1st of the month following hire date Accrued PTO, Accrued Extended Sick Time and 11 Paid Bank Holidays 401k Match- 100% match up to 6% employee contribution Tuition Assistance And More! About The Role The Call Center Lending Specialist (CCLS) seeks lending opportunities for new and existing Columbia Credit Union members through our remote channels and outbound call programs. CCLS's actively sell credit union products and are committed to providing the highest level of individualized service by always placing the member first. This position works independently with frequent collaboration with departments throughout the credit union to meet our member's needs. RESPONSIBILITIES: Initiate conversations with new and existing members to actively solicit new or additional lending products. Experienced in and ability for meeting personal and team goals. Initiate conversations with new and existing members to actively solicit new or additional lending products. Initiate outbound calls or emails to current members. Originate loan applications for consumer loan products and credit cards. Maintain up-to-date knowledge on all credit union products and services. Participate in cross-functional projects, promotions and training. Respond to loan inquiries initiated through Columbia's remote channels. Seek cross-sell opportunities to “Make Life Better” for Columbia Credit Union's members. Display consistent teamwork and collaboration with others within Call Center Lending and other departments throughout the organization. REQUIREMENTS Minimum three (3) years previous lending experience with a financial institution. Current NMLS license or ability to obtain upon hire. Experienced in and ability to build rapport and sell products and services through remote channels such as phone, email, and chat. Strong organizational, verbal and written communication skills. Strong computer skills. Ability to work effectively independently and within a team. Ability to work from home. Must be available to work hours ranging from 8am-8pm Monday through Saturday, as needed. Occasional travel to Operations Center, with at least one week's notice when allowable. COMPENSATION $26.00- $30.00/ hour + Commission Columbia Credit Union follows all required COVID 19 health protocols Equal Opportunity Employer/AA Must be 18 or older to apply

Come join our amazing team and work hybrid! The Special Servicing Specialist will be responsible for educating borrowers on alternatives to foreclosure, with the objective of retaining home ownership and preventing company losses. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The Target Pay range for this position is $20.00 to $22.00 plus a monthly incentive. What you'll do: Reviews borrowers' financial hardship documentation to determine the best work-out option, depending upon their current financial status and whether it is a short-term or long-term hardship. Sets up repayment plans; makes outbound calls on all delinquent loans in queue to obtain funds on repayment plans; sends letters on broken repayment plans; updates system notes as indicated. Receives inbound calls generated from automated dialer campaigns to determine borrowers' intent to retain property, establish repayment option or liquidation option as appropriate. Cancels or postpones foreclosure sale on non-performing repayment plans. Reviews active forbearance plans and forwards account for modification referral as determined by payment history and/or documented financial ability to maintain modified loan terms. Places a foreclosure sale postponement on newly established repayment plans. Perform other duties as assigned. What you'll need: High school diploma or equivalent work experience. One (1) to Three (3) years of combined experience from experience in loss mitigation, collections, or call center environment. Some college courses in business, accounting or finance preferred. Knowledge of mortgage industry terminology preferred. Knowledge of Microsoft Suite at an intermediate level required. Our Company: Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: *************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. ******************************* Notice to all applicants: Carrington does not do interviews or make offers via text or chat.

Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Plastics department you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorgan Chase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process retail and credit cards Validate daily material quality and output quality Reconcile Input vs. Output utilizing basic math Create manifest and production turn over reports Required qualifications, capabilities, and skills Lift 40-70lbs and deliver 200 lbs. supplies utilizing industrial pull/push carts Meet and maintain Quality and Productivity standards Adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology Maintain team-oriented attitude, with solid interpersonal skills for daily positive internal and external interactions Prioritize assigned work daily based on client Service Level Agreements Participate and maintain departmental work area maintenance Basic computer skills and document preparation Comfortable cross training and learning multiple department responsibilities Work Schedule: 2nd Shift Monday - Friday 1:30pm - 10:00pm

Description Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate required department machinery efficiently to process retail and credit card transactions. Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math. Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries. Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures. Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements. Required qualifications, capabilities, and skills Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols. Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology. Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis. Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery. Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.

Join the team that supports Global Document Services (GDS) to do the right thing for our customers. If you are detail-oriented, have great organizational skills and can work in a fast-paced environment, this transactions specialist role is for you. As a Transactions Specialist in the Manual Statements area of GDS, you will coordinate the processing of high volumes of statements, notices, letters, and checks, as well as special handling jobs. JPMorgan Chase. Global Document Services (GDS) prints, inserts and mails over 650 million mail pieces annually. GDS supports internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services. GDS produces a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job Responsibilities: Operating a manual folding machine Boxing and preparing bulk statements (i.e. 500+ pages) for shipping Transporting completed trays and/or pallets of work to mailroom Filing checks and check images into check trays and transporting them as necessary Lifting and transporting work supplies as necessary (trays, pallets, boxes of envelopes, carts of printed statements/letters, etc.) Researching and correct errors Applying Standard Operating Procedures (SOPs) Meeting productivity and quality standards as defined by the department Prioritizing work and managing time to meet SLA deadlines Performing other related duties as assigned Cross-training in other functional areas when needed Required Qualifications, Capabilities, and Skills: High school diploma or GED Minimum 1 year of experience in mail or production environment Attention to detail and accuracy as well as being adaptable to change Strong analytical, communication, and problem solving skills Critical thinking and ability to exercise independent judgment Enthusiastic and positive approach to customer interactions Work both independently and in a team environment Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts Ability to effectively multi-task and work under pressure Excellent time management and organizational skills Ability to act on own initiative, be accurate, reliable and demonstrate confidence in processes Additional Information: Mandatory overtime, including assigned weekends and holidays, as required by business needs Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm - 9:00pm Shift Differential: 10% Must be willing to work onsite 5 days a week (no hybrid or remote)

Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces. Job responsibilities Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters Validate material quality and output quality Reconcile Input vs. Output utilizing basic math Prepare batches of work by extracting checks and remittances from envelopes Input data into the system while following standard operating procedures and customer specific instructions for processing Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images Verify negotiability of checks through customer specific instructions for processing Lift and move mail trays weighing up to 50 pounds Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager Required qualifications, skills and capabilities Detail-oriented Good oral and written communication skills Production environment, focus around meeting deadlines You will need basic computer skills and knowledge of Microsoft applications Alpha/Numeric data entry and typing skills - with excellent accuracy Must be a team player and maintain a positive attitude Overtime is required for Month End processing Work Schedule(s): 2nd shift Monday - Friday 3:00pm - 11:30pm

Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients. As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services. Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients. Job responsibilities: Coordinate and process high volumes of statements, notices, letters, and checks Perform general mailing, including stuffing envelopes for bulk and individual mailings Create and validate labels for courier mailing (UPS, FedEx, USPS) Operate folder machines and prepare jobs/mail for distribution File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs) Research and correct errors by applying Standard Operating Procedures (SOPs) Meet productivity and quality standards as defined by the department Work in a fast-paced, production-driven environment to meet deadlines and service level agreements Provide training and guidance to other specialists, becoming a subject matter expert Collaborate with team members and demonstrate strong interpersonal skills Perform other related duties as assigned Required qualifications, capabilities and skills: High school diploma or GED Minimum 1 year experience in mail or production facility operations Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts Proficiency in Microsoft Word, Excel, and Outlook Willingness to cross-train in different areas within the organization Strong communication and interpersonal skills for effective teamwork Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment Attention to detail and accuracy in processing and commitment to following standard operating procedures Ability to prioritize workload and operate efficiently with minimal supervision Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation Experience as a subject matter expert demonstrating leadership capabilities Preferred qualifications, capabilities and skills: Strong problem-solving and troubleshooting skills Additional Information: Mandatory overtime, including assigned weekends and holidays, as required by business needs Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm Shift differential: 10% Must be willing to work onsite 5 days a week (no hybrid or remote)

Join the team that supports Global Document Services (GDS) to do the right thing for our customers. If you are detail-oriented, have great organizational skills and can work in a fast-paced environment, this transactions specialist role is for you. As a Transactions Specialist in the Manual Statements area of GDS, you will coordinate the processing of high volumes of statements, notices, letters, and checks, as well as special handling jobs. JPMorgan Chase. Global Document Services (GDS) prints, inserts and mails over 650 million mail pieces annually. GDS supports internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services. GDS produces a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. **Job Responsibilities:** + Operating a manual folding machine + Boxing and preparing bulk statements (i.e. 500+ pages) for shipping + Transporting completed trays and/or pallets of work to mailroom + Filing checks and check images into check trays and transporting them as necessary + Lifting and transporting work supplies as necessary (trays, pallets, boxes of envelopes, carts of printed statements/letters, etc.) + Researching and correct errors + Applying Standard Operating Procedures (SOPs) + Meeting productivity and quality standards as defined by the department + Prioritizing work and managing time to meet SLA deadlines + Performing other related duties as assigned + Cross-training in other functional areas when needed **Required Qualifications, Capabilities, and Skills:** + High school diploma or GED + Minimum 1 year of experience in mail or production environment + Attention to detail and accuracy as well as being adaptable to change + Strong analytical, communication, and problem solving skills + Critical thinking and ability to exercise independent judgment + Enthusiastic and positive approach to customer interactions + Work both independently and in a team environment + Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts + Ability to effectively multi-task and work under pressure + Excellent time management and organizational skills + Ability to act on own initiative, be accurate, reliable and demonstrate confidence in processes **Additional Information:** + Mandatory overtime, including assigned weekends and holidays, as required by business needs + Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm - 9:00pm + Shift Differential: 10% + Must be willing to work onsite 5 days a week (no hybrid or remote) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providinga wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. **Job responsibilities** + Operate required department machinery efficiently to process retail and credit card transactions. + Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math. + Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries. + Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures. + Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements. **Required qualifications, capabilities, and skills** + Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. + Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols. + Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology. + Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis. + Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery. + Actively participates in maintaining a clean and organized departmental work area to support operational efficiency. Schedule: Sunday-Thursday 1:00 pm to 9:30 pm Shift Differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients. As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services. Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients. **Job responsibilities:** + Coordinate and process high volumes of statements, notices, letters, and checks + Perform general mailing, including stuffing envelopes for bulk and individual mailings + Create and validate labels for courier mailing (UPS, FedEx, USPS) + Operate folder machines and prepare jobs/mail for distribution + File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs) + Research and correct errors by applying Standard Operating Procedures (SOPs) + Meet productivity and quality standards as defined by the department + Work in a fast-paced, production-driven environment to meet deadlines and service level agreements + Provide training and guidance to other specialists, becoming a subject matter expert + Collaborate with team members and demonstrate strong interpersonal skills + Perform other related duties as assigned **Required qualifications, capabilities and skills:** + High school diploma or GED + Minimum 1 year experience in mail or production facility operations + Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts + Proficiency in Microsoft Word, Excel, and Outlook + Willingness to cross-train in different areas within the organization + Strong communication and interpersonal skills for effective teamwork + Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment + Attention to detail and accuracy in processing and commitment to following standard operating procedures + Ability to prioritize workload and operate efficiently with minimal supervision + Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation + Experience as a subject matter expert demonstrating leadership capabilities **Preferred qualifications, capabilities and skills:** + Strong problem-solving and troubleshooting skills **Additional Information:** + Mandatory overtime, including assigned weekends and holidays, as required by business needs + Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm + Shift differential: 10% + Must be willing to work onsite 5 days a week (no hybrid or remote) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities * Operate required department machinery efficiently to process retail and credit card transactions. * Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math. * Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries. * Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures. * Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements. Required qualifications, capabilities, and skills * Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. * Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols. * Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology. * Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis. * Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery. * Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.

Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients. As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services. Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients. Job responsibilities: Coordinate and process high volumes of statements, notices, letters, and checks Perform general mailing, including stuffing envelopes for bulk and individual mailings Create and validate labels for courier mailing (UPS, FedEx, USPS) Operate folder machines and prepare jobs/mail for distribution File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs) Research and correct errors by applying Standard Operating Procedures (SOPs) Meet productivity and quality standards as defined by the department Work in a fast-paced, production-driven environment to meet deadlines and service level agreements Provide training and guidance to other specialists, becoming a subject matter expert Collaborate with team members and demonstrate strong interpersonal skills Perform other related duties as assigned Required qualifications, capabilities and skills: High school diploma or GED Minimum 1 year experience in mail or production facility operations Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts Proficiency in Microsoft Word, Excel, and Outlook Willingness to cross-train in different areas within the organization Strong communication and interpersonal skills for effective teamwork Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment Attention to detail and accuracy in processing and commitment to following standard operating procedures Ability to prioritize workload and operate efficiently with minimal supervision Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation Experience as a subject matter expert demonstrating leadership capabilities Preferred qualifications, capabilities and skills: Strong problem-solving and troubleshooting skills Additional Information: Mandatory overtime, including assigned weekends and holidays, as required by business needs Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm Shift differential: 10% Must be willing to work onsite 5 days a week (no hybrid or remote) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

Focus Partners Wealth is seeking a Service Specialist to join our team! The Service Specialist is part of a dynamic team, and the role involves close teamwork and daily collaboration with the Advisor Services team. We deliver exceptional, solutions-oriented service to independent financial advisors and oversee timely execution of operational and service requests. Duties may fluctuate with market volatility, seasonal volumes, and team coverage, so flexibility and the ability to work within tight deadlines will be critical. Strong communication, attention to detail, and willingness to learn are essential to be successful in this role. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities Work in a team-based environment with a diverse group of teammates focused on providing exceptional service to financial advisors. Collaborate closely with internal teams to research and respond to inquiries for a seamless advisor experience. Position Advisor Services and internal Operations teams as advisor advocates when resolving escalations. Serve as the primary liaison with our Custodians (Schwab, Fidelity, Pershing, etc.). Effectively prioritize work to meet deadlines and service level agreements. Take initiative to continuously develop skills and knowledge to enhance support to advisors and their firms. Assist with a variety of requests through email, inbound and outbound calls, and online portal. Support the Service Manager team by filling in for daily coverage, as needed. Support the Service Manager team by completing report-centric tasks from internal teams. Other duties and projects will be assigned as needed. Qualifications Bachelor's degree from and accredited college; or 2+ years of equivalent work experience 1+ years in the financial services industry preferred Preference for prior customer-service related experience The Service Specialist is a non-exempt role. The annualized base pay range for this role is expected to be between $55,000 - $60,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Job Description Our Opportunity: The Cards & Payment Services Specialist is responsible for day-to-day card service operational tasks including monitoring, analyzing, reporting and making recommendations on all card portfolios and inventories. This position will work with members and team members to understand and resolve all card- related issues. Additionally, this position will support other CCF payment service platforms including, but not limited to, Bill Pay, Zelle, Remote Deposit Capture, and Loan Payment Platform(s). What You'll Do in This Role: Research member situations and issues relating to cards and/or payment services, and collaborate with internal departments as necessary, to resolve concerns, while uncovering root causes and methods for mitigating future issues. Perform operational activities pertaining to the VISA credit and/or debit card programs, including the review, analysis and reporting of card inventory, production reports, and services hosted by the credit union's card processor. Provides regular status updates for projects and tasks assigned. Responsible for investigating, researching, and processing Debit/ATM disputes meeting required time frames. Partner with the Risk Management team to process cases pertaining to card services including Compromised Account Management System (CAMS) alerts, cardholder disputes, chargebacks, and arbitration processes. Additionally, partner to recommend and coordinate fraud and card service training for Team Members. Perform the daily processing of payment services, including Zelle, RDC, Bill Pay, and wallet tokenization. Provide outstanding service to all members by performing within CCF's vision, mission, goals, and living our service promises through inbound calls, outbound calls, and all digital platforms. Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. What You'll Bring To CCF: Six months to two years of similar or related experience, including time spent in preparatory positions. A high school degree or GED is required. A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with members, team members, and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Excellent organizational, prioritization, and attention to detail skills. Proficient in the Microsoft suite of products including Word, Excel, and Outlook. Working knowledge of credit policies. Strong communication skills must be demonstrated through oral and written means. Possesses basic mathematical skills and is proficient in the use of calculators. Must be able to multi-task effectively between multiple systems to assist members with their inquiries. Demonstrated strong customer service skills that include proven ability to handle difficult member interactions. The Perks of Being Part of CCF: When you join CCF you're not just taking a job-you're joining a community. From milestone anniversaries to our legendary chili cook-off, we believe in recognizing achievements and building connections through fun, shared experiences. We offer a comprehensive benefits package designed to support the well-being of our employees: Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives. Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year. Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement. Health Insurance Coverage: Multiple low or no deductible medical plan options, as well as dental and vision coverage. Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage. Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs. Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career. Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution. Employee Assistance Program (EAP): Confidential support services for personal and professional challenges Work Location: This position can be based in Troy, Michigan or Toledo, Ohio. Hybrid working arrangements are available following 4-6 months of successful employment. EOE: CCF is committed to equal opportunity and complies with EEOC rules and regulations.

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

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