Customer Care Associate jobs at Legal & General Investment Management America

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

Provide an optimal experience to existing and prospective Business customers, ensuring creation of a consultative relationship and the provision of seamless customer service. Act as a liaison between the customer and Business & Retail Banking representatives, loan administrators, and other relevant Bank departments to enhance communication and grow opportunities in business development activities. Primary Responsibilities: Maintain frequent contact with customers throughout the customer lifecycle, ensuring seamless onboarding, analysis of service needs and consultation on service enhancements. Work to assist customers with overcoming obstacles and help to identify potential solutions. Assist Alternative Relationship Managers on the Business Banking Team with managing the team's portfolio of customer relationships working to deepen connections using proactive touchpoints and referrals and providing a supportive environment for customers to explore bank provided products and other opportunities. Act as liaison with other areas to coordinate timely completion of applications and other documentation, processing and closing of loans, as well as other relevant transactions. Document and track relevant information to ensure customer needs are being met. Maintain up-to-date information/knowledge regarding current or potential customer accounts. Ensure all loan packages are uploaded in ERM/nCino. Collect and input KYC info for all new accounts and applications. Initiate and assist with KYC refresh targets by assigned due dates. Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area. Act as liaison with other internal areas to ensure timely workflow of document production for loans and proper management of loan portfolio. Coordinate processing of loan application and documentation and booking and processing loans. (nCino Approval Conditions, SBA Authorization/SBA concurrence, Flood certs, flood escalations and lien carveout language to ensure dates entered (Reg B) . Coordinate clearance of delinquent documents and other exceptions with appropriate areas. Coordinate the loan closing/settlement, ensuring all documentation is completed on a timely basis. Monitors Portfolio Loan activity and takes action to correct if deemed necessary. Assists with deposit servicing needs of business banking or commercial real estate customers (maintenance of accounts - change of business type or signer changes). Maintain credit files. Process requests for research, corrections, loan payments, loan advances, collateral releases, wire transfers and credit inquiries. Clearing any outstanding exceptions in STOC with escalation after 3rd attempt . Review and rectify loan booking errors and any loans on the 475 report with 24 hrs. As appropriate, analyze financial information under direction of Relationship Manager and assist in preparing cash flow and collateral schedules, covenant sensitivity calculations, financial models and guarantor statement analysis. Innovate ways to creatively connect the target communities and organizations with M&T Bank as well as with other available resources to generate growth and educational opportunities for all markets. As needed, attend client / prospect calls with RMs to gain a thorough understanding of the client / prospect and their business to effectively assist in annual reviews, renewals, and prospect conversions. Assist RMs in related portfolio management activities. Work with business partners to maximize sales efforts to business customers and cross sell other products and services that the bank offers. Independently calls on customers, in person and on the phone, to build strong customer relationship, analyze service enhancements and identify sales opportunities. Coordinate pre and post call planning sessions with parties involved. Adhere to applicable compliance/operational risk controls in accordance with Company or regulatory standards and policies. Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned . Scope of Responsibilities: The incumbent must possess the ability to initiate independent action, using skill and judgment in identifying and resolving problems and anticipating customer needs. Ability to take on any additional activities or projects. Ability to work with moderate job supervision with emergent demonstration of a leadership role within the relevant markets. This allows the business relationship managers to focus on generating sales and not the administrative responsibilities. Managerial/Supervisory Responsibilities: N/A Education and Experience Required: Bachelor's degree and a minimum of 2 years of customer service experience or in lieu of a degree a combined minimum of 6 years higher education and/or work experience, including a minimum of 4 years customer service experience Knowledge of the bank's core word processing and spreadsheet applications, and loan, deposit and customer contact systems. Knowledge of the bank's products, operations, policies, and procedures. Solid familiarity with banking regulations, financial statements and commercial loan documentation required. Solid verbal and written communication skills Strong customer service skills with the willingness to utilize those skills in participating in the department's sales and customer retention activities. Ability to work as a team member, and to work effectively under pressure with tact and diplomacy. Strong interpersonal and presentation skills required. Highly motivated, detail-oriented self-starter. Education and Experience Preferred: Bachelor's degree and a minimum of 4 years of customer service experience or in lieu of a degree a combined minimum of 8 years higher education and/or work experience, including a minimum of 4 years customer service experience Thorough knowledge of bank related systems and software used to open and service deposit and lending accounts (ie: PACE, APPRO, ACAPS, nCino, OTP, Hogan, ERM, AKM, OnDemand, CTA, etc.) Demonstrated Sales ability Ideal candidate would have previous Relationship Liaison and Branch Manager experience M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $28.72 - $47.87 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationRockville, Maryland, United States of America

Job Type: Hourly, Full Time - Hybrid Schedule: Monday, Tuesday, Thursday, and Friday - 10:15a - 7:00p (Wednesdays off) Saturdays from 8a-3p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team, but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, disability status, or veteran status.

Job Type: Hourly, Full Time - Hybrid Schedule: Monday - Friday: 11:30a - 8:00p Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result of Ion's continued growth, the bank consistently provides robust and diverse development programs for its employees with a goal of personal expansion. Not only does Ion prioritize its internal team but additionally values the communities that the employees serve. The bank consistently encourages volunteerism from its employees to support customers and beyond. Apply now to join the Ion community! Who we are seeking for this role: The ideal candidate will demonstrate and encourage high standards of behavior that is consistent with Ion's service Philosophy of Safety & Security, Accuracy, Responsiveness, Friendly, Personalized Service. Consistently demonstrates a strong commitment to Ion, willing to go “above and beyond” whenever necessary. This individual thrives in an environment that encourage teamwork and promotes inclusion by working with a variety of people. As a Customer Consultant 1 you are responsible for: The delivery, via alternative delivery systems, the Bank's products, and services to potential and existing customers to maximize profitability, competitiveness, and growth of the company by effectively implementing the company service standards. Perform financial transactions accurately and effectively while adhering to set policies and procedures. Maintain and apply a working knowledge of all applicable banking regulations. Responsibilities: Employee is required to attend work. Ensure company service standards are continually achieved in area of responsibility. Project a positive and highly professional image of the Bank by providing high quality customer service. Recognize and assume responsibility for contributing to the Bank's strategic growth and service goals through excellent customer service, product knowledge and product referrals. Stays current on policies and procedures to limit the number of times customers are transferred to another department and to perform transactions accurately. Keeps current on changes in technology and alternative delivery methods. Achieve established goals for the department. Analyze the best product to meet the needs of the customer, explains, and offers the product to the customer. Respond to customer inquiries for information and help to resolve customer questions/issues in a courteous and timely manner. Conduct installment and secured loan interviews. Completes phone application with caller. Process application on computer. Assist customers in their financial planning by making referrals to our business partners, including but not limited to our Investment, Insurance and Lending teams. Maintain a daily record of all customer contact, sales and other necessary data for report generation and follow-up. Receive, verify, and process through the PC customer transactions. Recognize and properly report all fraudulent, counterfeit, or suspicious activity by customers or employees to the security department. Verify specific customer information to ensure accurate processing and to prevent misuse or intentional fraud. Balance daily work. Maintain 20 customers per hour average volume while adhering to industry standards as it relates to specific goals. Ensure activities within assigned functional area of responsibility follow Bank policy, and State and Federal Regulations Education and Qualifications: A High School diploma is required, along with additional college coursework or bank-related training. Candidates must have a minimum of 1 year of banking experience, plus at least 2 years of sales and customer service experience-or a comparable combination of education and experience. Familiarity with financial terminology, banking systems, and various payment delivery options is essential. Benefits: Health Insurance (Medical, Dental Vision) 401k and Employer Match Life Insurance Disability HSA FSA Educational Assistance Wellness Programs Employee Assistance Program 15 Paid Time Off Days (Will be tailored to level) 12 Paid Holidays Job Shadowing Volunteer Opportunities Ion Bank 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, disability status, or veteran status.

Are you passionate about making a positive impact in the community you live in? Do you want to be on the forefront of paving the way to financial freedom for the members we serve? At GECU, our Core Values drive our Culture: Advocate, Integrity, Accountable, Dedicated and Passionate. Come grow your career with an award- winning team! BASIC RESPONSIBILITIES Responsible for creating a positive experience and image of GECU through greeting members, evaluating and responding to members' requests, recommending products and services to create member loyalty, rendering friendly service, and performing member transactions in an efficient manner. TYPICAL DUTIES Completes all member service representative transactions utilizing GECU service standards consistently in a branch environment or through our interactive teller machines (ITMs); to include posting withdrawals, loan payments, deposits, line of credit advances, etc. Runs partial bank deposits, balance drawer and ITMs at the end of shift. Creates memorable member experience through exceptional member interactions which include enthusiastic greetings and closing phrases. Creates opportunities to cross sell all credit union products and services to assist members in determining their financial needs and to ensure individual and credit union goals are consistently met. Good understanding of check negotiation and placement of check holds in order to mitigate check fraud losses. Balance cash box assignment at the end of the day. Educates members in the use of our remote services to include and not limited to real time taking ATMs, ITMs, Mobile and the convenience our neighborhood branches bring to our community. Makes judgment decisions regarding tickler lockouts, warning information, altered items, and stale-dated checks, after sufficient experience is gained. Ensures that members' accounts are handled accurately. Acquires knowledge of audit items/questions to include security procedures in order to comply with Credit Union security and safety procedures. This includes participating in branch audit periodically. Exercises professionalism and good judgment with members and coworkers. Maintain and understand compliance to ensure that work complies with GECU's established policies, procedures and applicable regulations, to include Bank Secrecy Act (BSA), Anti-Money Laundering (AML), Member Identification Program (MIP), and Office of Foreign Asset Control (OFAC). Other duties as may be assigned or required in connection with general operation of the credit union.

In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: * Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. * Prior banking experience is preferred. * Prior CRM experience is preferred, but not required. * Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. * Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.

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

Ascensus is the largest independent retirement and Government Savings services provider in the US, helping millions of Americans save for the future. We are looking for client-focused talent who have service as part of their DNA, rather than just part of a job. We take serving our clients seriously and need individuals who want to learn our business, embrace our core values, and work within a team environment. If you can see every interaction as an opportunity to achieve client satisfaction, we want to talk with you! Video Interviewing: As part of our Call Center hiring efforts, we're using a video screening process. To learn more and to help prepare for this, click here! This is a temporary position with the possibility of converting to full time based on company need and performance. The hourly rate is $19. Class start dates are: 10/15 10/29 11/12 ****These positions are 100% fully remote**** The first 2 weeks consist of training from 10:00 am to 6:30 pm EST. After training is complete, you will be offered one of the shifts below (times are in Eastern Standard Time): Late Shift 12:30 pm to 9:00 pm 1:30 pm to 10:00 pm 2:30 pm to 11:00 pm The Call Center Representative position is responsible for customer service and processing for account-based employee benefit plans within our service center teams. Service center teams are accountable for servicing Flexible Spending Accounts (FSA), 529 Educational Savings accounts, Qualified Plan Retirement accounts and State Sponsored Retirement Program accounts. Associates will handle requests from participants, financial advisors, and plan administrators seeking information or executing requests on specific accounts, products or plans. They are responsible for providing high quality service to all callers using phone, email or chat. Call Center Representatives handle requests provide explanations regarding benefits and plan provisions, review claims information and update account owner contacts using provided processes. The associate provides excellent customer service through phone calls, emails and/or online chat and supports efficient administration of plans and department practices. Essential Functions Movement between service center roles, described above may take place to support business needs and seasonal volume, throughout the year. Training would be provided, prior to any movement to support a new product. The requirements listed are representative of the knowledge, skills, and/or ability required. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Below functions are across all roles. Examine, review, process, calculate and (a) pay claims based on information, plan design, insurance filings, documentation and reports; or (b) administer payments based on plan information and documentation, in a timely manner. Respond to all account owners and participant phone inquiries and requests in a timely and accurate manner. Meet department and individual service levels and quality goals and support department business objectives. Proactively engage participants, anticipate their needs, offer assistance and solutions. Process financial and non-financial transactions timely and accurate. Demonstrate flexibility and team-orientation. Comply with plan document provisions, regulations, guidelines and company procedures. Maintain confidentiality and keep department, client and participant HIPAA compliant. Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients. Required Education and Experience High school diploma or GED, and further applicable education or equivalent experience. 1+ years of call center or customer service experience preferred Ability and proficiency with Microsoft Office and Excel applications, and claims processing or benefit card systems. Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smart phone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast. Computer proficiency is required Excellent listening, verbal and written skills Detail oriented, flexible, and self-motivated Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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

Job Reporting Relationships:Supervised by: Customer Service Team LeaderSupervises: NoneBasic QualificationsEducation/Training: A high school diploma or equivalent; college degree preferred; obtain and maintain appropriate Bank Product Knowledge Certification; obtain and maintain active Nationwide Mortgage Licensing Registry (NMLS) and complete appropriate SAFE Act training.Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations and communicative skills; outbound calling skills; technical knowledge and proficiency; thorough knowledge of the features and benefits of all bank consumer product and services, along with the operating policies and procedures that impact these products; visual and auditory skills.Experience: A minimum of one (1) year's related experience normally required.General ResponsibilitiesResponsible for performing a variety of duties to support the customer service function of the Call Center; coordinating work within the department, as well as with other departments; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.Essential Duties1. Performs a variety of duties to support the customer service function of the Customer Service Center of which the following are illustrative:a. Responds to inbound customer calls/inquiries.b. Performs outbound calling with the intent of prospecting and closing the sale; follows up as necessary.c. Delivers quality service to customers within designated authority levels.d. Identifies customer needs and sells/cross-sells appropriate deposit and credit products and trust/investment services.e. Provides customers with information relating to all bank products, including branch-specific promotions.f. Provides accurate records and information on sales and service activities.g. Communicates with supervisor with respect to sales objectives and sales performance.h. Communicates with branch network when necessary.i. Performs other related duties and special projects as assigned. 2. Coordinates specific work tasks with other personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information.3. Abides by the current laws and organizational policies and procedures designed andimplemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place.4. Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA); Equal Credit Opportunity Act, etc.5. Reports pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel.6. Responds to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy.Ancillary DutiesPerforms tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.Job LocationBranch: Oakland, MDEquipment/MachinesTelephoneCalculatorPC/Computer keyboard PrinterFax machine Copy machine Typewriter Full Time Employment Benefits: Fulltime hourly-paid employees will be provided 12-days of Paid Time Off (PTO), that is accrued 1-day for each month worked. After the completion of 90-days of employment accrued PTO can be used for any purpose including being paid for absences or vacation time. At the end of the first year of employment, any unused PTO will be converted to the employee's sick time accrual. Sick time will begin accruing effective on the employees first year anniversary up to 120 days. At that point, PTO is no longer available; and any paid absence will be eligible under the sick, vacation, personal and family sick pay policy. After one year of service the employee is eligible for their annual vacation benefit. Salaried-paid employees are not eligible for PTO and accrue paid sick days at 1-day per month; and any vacation time that has been approved for the 1st year of employment. 12 paid holidays, 2 Personal days, 2 Family Sick days, 2 Volunteer Days after completion of 90 days of employment. Eligible for Health Care, Dental and Vision (single and family) the first of the month following 30 days of full-time employment. 401(k) eligible on the first day of the month following 30 days of employment with employer match available. Company Wellness Program. Company Stock program available after 1 year of employment. Annual Performance Reviews completed, and salary increase amount given based on individual performance. This position is an hourly position eligible for overtime. Hourly Range Minimum: $15.00 Maximum: $28.87

O'Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. O'Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS . CANVAS is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients. For more firm information, please visit ************ Relationship Management Specialist Vice President The Relationship Management Specialist will support OSAM's business development and client service efforts throughout each stage of the client journey. The successful candidate will be considered a key problem-solving resource for our clients and will primarily collaborate with the East Region Relationship Director (Eastern seaboard) on prospecting, onboarding, and maintaining RIA relationships. The need for this hire is driven by the growth of CANVAS , OSAM's revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. Key Responsibilities Include: Work closely with Relationship Director in the East Region to build a pipeline of advisor prospects and help to qualify new business development leads Develop an in-depth understanding of CANVAS workflows and OSAM's investment/portfolio management process Educate clients and prospects on technology enabled investment platform including capital markets and asset allocation theory Develop new advisor relationships and retain and deepen existing relationships Demonstrate the ability to be a utility player able to flex between operations, analysis, and client facing activities Independently analyze, process, and interpret data to create custom analysis, narratives, charts, graphs and other diagrams and make recommendations to the investment functions Take ownership of follow-up communication Prepare allocator and advisor-specific marketing and education collateral based on internal and external requests Grow into being responsible for full scope business development responsibilities by increasing advisor use of CANVAS Manage ongoing account service requests in a timely manner Support growth efforts by coordinating across sales, operations, and Portfolio Management teams Highly Desirable: 5+ years of experience in asset management or investment management Strong experience with tax loss harvesting platforms and separate account operations Strong knowledge of equity investment landscape, portfolio management, financial planning Experience working with financial advisors High degree of comfort with technology Ability to effectively problem solve in a timely manner Must maintain strong working relationships both internally and with external clients Superior work ethic Comfortable working in a fast-paced environment Ability to manage multiple tasks effectively Self‐starter, able to proactively identify opportunities for process improvement Strong time management and organizational skills Team player Intellectual curiosity Location: Stamford, CT (HQ) or New York City. This is hybrid role working 3 days a week in office. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $155,000 - $192,000. For more information on our firm, please visit our website at ************. To apply, please visit here. #MID_SENIOR_LEVEL #LI-Hybrid Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Learn more about the wide range of benefits we offer at Franklin Templeton *Most benefits vary by location. Ask your recruiter about benefits in your country. Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

For over a century, LIMRA and LOMA have supported the insurance and financial services industry as its largest trade association. Today, we partner with 700+ member companies worldwide to deliver insights, guide strategy, develop talent, and drive innovation. Our deep industry expertise helps organizations better understand their customers, markets, distribution channels, and competitors-enabling confident, data-driven decisions. We believe greatness starts from within-built by individuals working toward shared goals and supporting one another. Our core values-Integrity, Customer Focus, Adaptability, Respect, and Excellence-shape how we work together and serve our members. We're committed to helping employees thrive both professionally and personally. Are you passionate about delivering exceptional client experiences and solving complex challenges? Do you thrive in a fast-paced, tech-enabled environment where your problem-solving and communication skills make a real impact? If so, we'd love to meet you! We're looking for a Client Success Specialist to support a suite of global talent development and compliance solutions. This role is ideal for someone who enjoys working directly with clients, supporting product rollouts, and collaborating across teams to improve processes and outcomes. What You'll Do: Onboard new clients and guide them through product setup and usage. Provide tier-2 and tier-3 customer service and technical support. Troubleshoot issues and escalate to technical teams when needed. Deliver training and product information to internal and external stakeholders. Maintain accurate records in CRM systems (e.g., Salesforce). Coordinate with technical partners and contribute to service contracts and vendor relationships. Support product rollouts and project initiatives. Identify and implement process improvements to enhance client experience. What You Bring: Associate degree or equivalent experience (2-4 years in client service or support). Strong customer service orientation and a natural inclination to help others. Experience working with vendors and reviewing contracts. Familiarity with CRM systems, Microsoft Office Suite, and virtual meeting platforms. Technical troubleshooting skills across PC, Mac, and mobile environments. Excellent communication, time management, and problem-solving abilities. Proven ability to deliver accurate, high-quality work Ability to work independently and collaboratively in a dynamic environment. Bonus Points: Experience in talent development, compliance, or education technology. Understanding of the insurance or financial services industries. ACS designation or similar certification. Why Join Us? Collaborative and mission-driven team Opportunities for growth and learning Flexible work environment Meaningful work that supports professional development across industries We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law. This Employer Participates in E-Verify. See the E-Verify notices. Este Empleador Participa en E-Verify. Ver el E-Verify avisos.

* THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME* MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services. MECUs success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live. WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition. Work Schedule: * Mon, Tues, Wed, & Fri: 8:30 am - 2:00pm * Thurs: 8:00am - 2:00pm * One day remote (weekly) Position Summary Under general supervision, projects a professional company image through mail correspondence and website email responses. Provides administrative support to Call Center staff. Manage data in spreadsheets and reports. Enter Centrix disputes and mail 30 day letters when appropriate. Assist with maintaining and updating the department procedure manual. Establish secondary account relationships and process CD maturity instructions. Works closely with Call Center staff to assist in enhancing the members experience and meeting service expectations. Must demonstrate excellent verbal and written communication skills. Work Location This position is located at Corporate Headquarters in Downtown Baltimore. Incumbent will be required to report in office for this role. Upon completion of 90 days incumbent may work hybrid schedule. Education * High School Diploma Required * General Education Degree (GED) in lieu of H.S. Diploma Experience * One (1) Year Administrative, Required * One (1) Year Financial Services, Preferred Qualifications / Essential Functions * Ability to multi-task and operate in a fast-paced environment * Demonstrated administrative skills and ability to work with details * Must display proven PC skills * Must demonstrate excellent verbal and written communication skills * Must be results oriented and well organized Compensation Salary Range per hour, depending on experience and qualifications * $15.00 - $19.62 Benefits at MECU Credit Union At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: * Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage. * 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement. * Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind. * Tuition Assistance: Continue your education and professional development with our tuition assistance program. * Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP. * Parking Discounts: Enjoy discounted parking to make commuting easier. * Long-Term Care Insurance: Prepare for the future with long-term care coverage options. * Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance. Join MECU and enjoy benefits that truly support you and your family. 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. While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MECU conducts credit, bond and background checks.

* THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME* IS NOT REMOTE* MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services. MECUs success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live. WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition. Schedule: Mon, Tues, Wed & Fri 8:30am-2:00pm Thurs 8pm-2pm Rotating: Sat 10am-1pm RESPONSIBILITIES: Under general supervision projecting a professional company image through telephone interactions with members. Performs outbound calling efforts and provides quality service to existing members by phone. The quality service provided will be accurate, efficient, and professional to consistently "delight" the member. Ability to survey and educate members. In addition to cross-selling available products based on the needs of the member, be able to investigate and resolve concerns pertaining to account status, products and services. Must demonstrate excellent phone and communication skills. QUALIFICATIONS: * Minimum H.S. diploma, 18 months call center experience strongly preferred and 1-yr customer service experience required * Exceptional customer service and interpersonal phone etiquette skills * Strong computer application skills * Strong oral/written communication skills * Must be results oriented * Quick learner and motivated to be a consistent performer * Attendance and punctuality are a must COMPENSATION Salary Range per hour, depending on experience and qualifications * Account Services Representative Outbound (Part-Time) - $16.00 - $19.61 BENEFITS AT MECU CREDIT UNION At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: * Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage. * 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement. * Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind. * Tuition Assistance: Continue your education and professional development with our tuition assistance program. * Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP. * Parking Discounts: Enjoy discounted parking to make commuting easier. * Long-Term Care Insurance: Prepare for the future with long-term care coverage options. * Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance. Join MECU and enjoy benefits that truly support you and your family. PHYSICAL DEMANDS While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MECU conducts credit, bond and background checks and is an Equal Opportunity Employer.

DEPARTMENT SHIFT Monday - Friday: 3rd shift 10:10am -7pm Rotating Saturdays (mandatory): 9:00 AM - 1:00 PM MECU CREDIT UNION MECU is a not-for-profit financial institution committed to helping its members and community by offering high quality financial products and services. With more than $1.2 billion in assets and located in historic downtown Baltimore, MD, this not-for-profit financial institution proudly serves more than 100,000 members. MECU is currently searching for our newest team member to join our Call Center as an Account Services Representative (ASR) I. This is a full-time position located in downtown Baltimore, MECU Credit Union subsidizes a portion of parking or MTA. Must successfully complete an electronic assessment. POSITION SUMMARY Account Services Representative I Under general supervision, projects a professional company image through telephone interactions with members. Answer incoming calls from members to provide information in response to inquiries about products and services and to handle and answer questions over the telephone. This individual must have excellent phone and communication skills. Account Services Representative II With moderate supervision projects a professional company image through telephone interactions with members. Answers incoming calls from members to provide information in response to inquiries about products and services. Investigates and resolves complaints and problems pertaining to account status and MECU products and services. Effectively cross sells MECU products and services. Must demonstrate excellent phone and communication skills. POSITION-SPECIFIC COMPETENCIES Member (Coworker) Service Develops positive relationships by listening carefully and respectfully. Makes and fulfills commitments to resolve member/coworkers issues. Demonstrates sensitivity to the member's/coworker's sense of urgency. Follows up to ensure that members/coworkers are satisfied with both the process and the outcome. Routine Account-Related Inquires Determines members specific account needs in the course of member contact. Works with branches and departments within the Credit Union to resolve member concerns. Answers member inquiries regarding various credit union services and products. Confers with management regarding account and service problems outside standard operating guidelines to obtain a decision on how best to handle specific situations. Member Issue Resolution Research and resolve member problems, acting as the member liaison between other departments when necessary. Products/Service Knowledge Possesses current knowledge of all key products and services. Understands the benefits and constraints associated with these products and services. Utilizes knowledge to meet member needs and gain a competitive advantage. Cross-Sell Products Cross-sell products and services based on member needs, in accordance with the Credit Union's program standards. Based on business needs and as determined appropriate by your supervisor or management, the duties described above may change from time to time. EDUCATION * High School Diploma (general studies) Required * General Education Degree (GED) In Lieu of H.S. Diploma EXPERIENCE * ASR I Twelve (12) months Call Center Required * ASR I One (1) year Member/Customer Service Required * ASR II Eighteen (18) months Call Center Required * ASR II One (1) year Member/Customer Service Required QUALIFICATIONS * Strong computer application skills. * Strong oral/written communication skills. * Must be results oriented. * Quick learner and motivated to be a consistent performer. * Attendance and punctuality are a must. COMPENSATION Salary Range per hour, depending on experience and qualifications * Account Services Representative I - $20.00- $21.59 * Account Services Representative II - $21.00- $24.13 BENEFITS at MECU CREDIT UNION At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to: * Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage. * 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement. * Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind. * Tuition Assistance: Continue your education and professional development with our tuition assistance program. * Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP. * Parking Discounts: Enjoy discounted parking to make commuting easier. * Long-Term Care Insurance: Prepare for the future with long-term care coverage options. * Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance. Join MECU and enjoy benefits that truly support you and your family. PHYSICAL DEMANDS While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. MECU conducts credit, bond and background checks and is an Equal Opportunity Employer.

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-focused and consultative professional to join our team as a Client Success Specialist (Vehicle Acquisition). In this role, you will serve as the primary client partner and process owner for the end-to-end acquisition of fleet vehicles, from model year setup through delivery. The position is accountable for guiding clients through specification, cost analysis, and manufacturer selection to ensure acquisition decisions align with their fleet performance and financial goals. Success in this role results in a seamless client acquisition experience, optimized total cost of ownership, and strengthened client relationships that support retention and Element's overall profitability. What You'll Do * Serve as the primary client contact and owner of the factory order acquisitions process (wing-to-wing). * Guide clients through evaluation of models and manufacturers that best align with overall fleet performance goals. * Assist clients with vehicle and specification decision-making. * Collaborate with Commercial teams including Vice President, Account Executive, Sales, and Consultants on account strategies. * Partner with Customer Service Associates (Customer Service Associate) to create and maintain Fleet specifications. * Develop lifecycle cost analysis, payment schedules, pricing, and specifications. * Prepare manufacturer comparisons and recommend best-value packages and equipment. * Research and resolve client inquiries on acquisitions tasks from order placement through delivery, engaging with acquisition team members. * Interact with clients' manufacturer representatives as needed and keep clients informed of manufacturer changes. * Serve as the client point of contact for Fleet Select and Driver Location Online (system) training and inquiries. * Create and maintain client-specific Fleet Specifications throughout the year and obtain approvals. * Internally, this role is referred to as a Consultant, New Vehicle Acquisition Basic Qualifications * Bachelor's degree in business, Supply Chain, or related field; or equivalent business experience. * Minimum of 3 years of professional experience with direct client contact. * Proficient in Microsoft Office Suite (Excel, PowerPoint, Word). * Strong negotiation and analytical skills. * Ability to influence client decisions with diplomacy and consultative skill Preferred Qualifications * Strong presentation and facilitation skills. * Effective decision-making and problem-solving ability. * Highly organized with strong time management skills; able to manage multiple priorities. * Detail-oriented with a focus on accuracy. * Ability to adapt to change with flexibility Location: Owings Mills, MD. The hiring base salary range for this position is $60,400- $83,100 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You * A culture of innovation, empowerment, decision-making, and accountability * Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness * Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

Get started on an exciting career at Element! Element employees make a difference in the lives of others every day. We are re-defining the fleet management industry to be people first, then business - delivering on our promise of a superior client experience. This takes hard work and innovation, and we need more like-minded people on our team. About the Role We're looking for a client-focused and consultative professional to join our team as a Client Success Specialist (Vehicle Acquisition). In this role, you will serve as the primary client partner and process owner for the end-to-end acquisition of fleet vehicles, from model year setup through delivery. The position is accountable for guiding clients through specification, cost analysis, and manufacturer selection to ensure acquisition decisions align with their fleet performance and financial goals. Success in this role results in a seamless client acquisition experience, optimized total cost of ownership, and strengthened client relationships that support retention and Element's overall profitability. What You'll Do Serve as the primary client contact and owner of the factory order acquisitions process (wing-to-wing). Guide clients through evaluation of models and manufacturers that best align with overall fleet performance goals. Assist clients with vehicle and specification decision-making. Collaborate with Commercial teams including Vice President, Account Executive, Sales, and Consultants on account strategies. Partner with Customer Service Associates (Customer Service Associate) to create and maintain Fleet specifications. Develop lifecycle cost analysis, payment schedules, pricing, and specifications. Prepare manufacturer comparisons and recommend best-value packages and equipment. Research and resolve client inquiries on acquisitions tasks from order placement through delivery, engaging with acquisition team members. Interact with clients' manufacturer representatives as needed and keep clients informed of manufacturer changes. Serve as the client point of contact for Fleet Select and Driver Location Online (system) training and inquiries. Create and maintain client-specific Fleet Specifications throughout the year and obtain approvals. Internally, this role is referred to as a Consultant, New Vehicle Acquisition Basic Qualifications Bachelor's degree in business, Supply Chain, or related field; or equivalent business experience. Minimum of 3 years of professional experience with direct client contact. Proficient in Microsoft Office Suite (Excel, PowerPoint, Word). Strong negotiation and analytical skills. Ability to influence client decisions with diplomacy and consultative skill Preferred Qualifications Strong presentation and facilitation skills. Effective decision-making and problem-solving ability. Highly organized with strong time management skills; able to manage multiple priorities. Detail-oriented with a focus on accuracy. Ability to adapt to change with flexibility Location: Owings Mills, MD. The hiring base salary range for this position is $60,400- $83,100 annually. Actual compensation within this range will be dependent upon the individual's knowledge, skills, experience, equity with other team members, and alignment with market data. Please note that the disclosed salary range is solely for candidates hired to perform work within this geographic location. Candidates hired to work in other locations will be subject to the pay range associated with that location. What's in it for You • A culture of innovation, empowerment, decision-making, and accountability • Comprehensive health and welfare benefits that serve the needs of you and your family and foster a culture of wellness • Additional benefits and amenities, including paid time-off programs (vacation, sick leave, and holidays) Applicants will be required to undergo a background check only if and after a conditional offer of employment has been extended. Element Fleet Management and its wholly owned subsidiaries are an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, genetic information, sex, gender identity, sexual orientation, age, marital status, family status, ancestry, national origin, citizenship, physical or mental disability, veteran status, military obligations or any other characteristic protected by federal, state and local laws. Disability-related accommodations during the application and interview process are available upon request. Should you require an accommodation with our hiring process please send an email to ********************************* or call **************. Know Your Rights: Workplace discrimination is illegal

Hours: 40 Pay Details: $ 25.75 - $38.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: TD Wealth Job Description: The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support. Depth and Scope: * Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth * Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts) * Handles complex financial transactions where products and services are highly competitive * Is competent using financial planning software * May act as a subject matter expert to Sales Support team * Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents * Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience * Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients * May act as primary contact for client relationships with regards to portfolio information and basic financial planning * May resolve more difficult Client issues, problems, and requests * Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners * Executes in a manner that is compliant with regulations, policies, and procedures * Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained * Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures * Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures * Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors * Represents TD Wealth to the public in a professional manner * Is involved in your community and supports TDBG charity and community initiatives * Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles * Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients * Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting * Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area * Completes all applicable specialized training * Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization * Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required * Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas * Keeps others on the team informed about status of account administration, retention, and projects * Completes assigned administrative/Client service tasks within policy and operating procedures * Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction Education and Experience: * Bachelor degree preferred * Internal candidates: 3+ years of experience working with TD's client platforms required * Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire * Knowledge of investments, banking and credit products preferred * A self-starter, ability to work with minimal supervision * Ability to excel at administration and be exceptionally well organized * Demonstrates considerable initiative in providing a high level of organization * Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential * Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role * Demonstrates ability to manage multiple responsibilities and timelines * Proven track record of delivering results and executing with excellence * Excellent written and verbal communication skills * Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

The Mortgage Warehouse is a hybrid position which combines elements of both a traditional Commercial Lending Client Specialist and a Loan Operations Specialist. The Mortgage Warehouse Client Specialist provides customer service support and loan operations support to the high-value clients of the Mortgage Warehouse Lending Group. The Mortgage Warehouse Client Specialist works closely with the Warehouse Lending Relationship Managers (RM) and Portfolio Managers to service the client's daily transaction requirements and periodic needs for special services. The Mortgage Warehouse Client Specialist performs a variety of routine and non-routine functions in accordance with standard procedures including collateral onboarding and management, loan advance and repayment transactions, data integrity and quality control, and reporting, all of which is done in a direct client-contact environment. The Mortgage Warehouse Client Specialist partners with other departments and/or outside agencies to resolve problems. Essential Duties and Responsibilities: * Receive credit line advance requests from clients and verify accuracy and data integrity. * Set-up mortgage loan collateral description as specified by clients. * Perform loan advances in loan system and send out-bound wire transfer to recipients specified by clients. * Provide wire tracking information as needed by clients. * Receive in-bound wire transfers which represent repayment proceeds from secondary market loan purchasers. * Interact with clients to determine which mortgage loans are being purchased by secondary market. * Perform payment transactions in loan system as specified by clients. * Receive and review collateral (original mortgage notes) from clients. * Interact with clients to resolve collateral discrepancies/issues. * Image collateral and file electronically in loan system. * Perfect collateral by preparing and attaching bailee notices. * Send perfected collateral to destination specified by clients. * Receive and manage returned collateral. * Perform EOD balancing of both monetary and collateral activity. * Prepare and disseminate daily and monthly reports for internal and client use. Education and/or Work Experience Requirements: * 0-2 years of general banking, transaction and customer support experience * Accurate typing, spelling and grammar skills. * Proficient with applicable computer software. * Excellent written and oral communication skills. * Analytical and customer support skills. * Strong organizational skills. * Strong customer service skills. * Strong problem resolution skills. * Decision making skills. * Critical thinking skills * Leadership skills. Physical Requirements: * Precise hand/eye coordination * Basic keyboarding or other repetitive motions About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights * Medical with wellness incentives, dental, and vision * HSA with company match * Maternity and parental leave * Tuition reimbursement * Mentor program * 401(k) with 6% match * More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube