Client Service Associate - Wealth Advisory Firm
Member service representative job in Santa Ana, CA
A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized.
If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm.
Key Responsibilities:
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Respond promptly and accurately to all client inquiries.
Handle all client scheduling for meetings with investment advisors.
Maintain accurate records and documentation in accordance with regulatory requirements and firm policies.
Uphold compliance standards and contribute to operational best practices within the firm.
Required Qualifications:
4+ years of experience working in a wealth management firm in client relations.
Active Series 7 and Series 66 licenses.
Bachelor's degree in Business or Finance
Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts.
Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support.
Compensation & Benefits:
Salary range: $80k-$90k
Health coverage including medical, dental, and vision insurance.
Retirement Plan
Paid Time Off
Customer Service Representative
Member service representative job in Los Angeles, CA
LHH is currently seeking a Customer Service Representative with 2 or more years of experience for a full-time job at an exciting technology company in West Los Angeles, CA. This is a contract-to-hire role that offers the opportunity to work with a growing and dynamic organization within the technology sector.
This role entails providing complete customer service support to external clients and customers while adhering to company processes and policies. Our ideal candidate has the ability to stay organized in a fast-paced environment and communicate clearly as they will play a major part in the success of the office. If you are looking for a new and exciting place to work - apply online today!
Responsibilities:
· Receiving a high volume of incoming phone calls
· Assisting with processing orders, preparing correspondence, and fulfilling customer needs to ensure customer satisfaction.
· Interacting with customers to provide information in response to inquiries about accounts, products, and services.
· Making outbound phone calls
· Perform other tasks and functions as assigned to provide support to other team members and internal departments
Qualifications:
· Experience working within a customer service or call center environment preferred
· High school diploma
· Ability to work independently and as part of a team
· Personable, proactive, and able to work in a fast-paced environment
Skills:
· Strong attention to detail
· Ability to effectively multitask
· Proficient with Microsoft Office Suite - mainly Word, Excel and Outlook
Experience:
· 2 - 4 years of recent Customer Service experience
Work Hours:
8:00am - 5:00pm, 40 hours per week
To learn more about this administrative job opening, please apply and send a current resume. Not quite what you were looking for? Browse our other available jobs in your location on the LHH website.
Pursuant to the Los Angeles Fair Chance Initiative for Hiring, we will consider for employment qualified applicants with arrest and conviction records.
Pay Details: $20.00 to $23.00 per hour
Search managed by: Tyler Panos
Benefit offerings available for our associates include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits and a 401K plan. Our benefit offerings provide employees the flexibility to choose the type of coverage that meets their individual needs. In addition, our associates may be eligible for paid leave including Paid Sick Leave or any other paid leave required by Federal, State, or local law, as well as Holiday pay where applicable.
Equal Opportunity Employer/Veterans/Disabled
Military connected talent encouraged to apply
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Client Relationship Specialist- Newport Beach, CA
Member service representative job in Newport Beach, CA
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Customer Experience Lead
Member service representative job in Los Angeles, CA
Reports to: VP of Operations
Type: Full-Time
About Us
Olive Ateliers is a fast-growing, founder-led lifestyle brand entering a pivotal next chapter. What began as a business rooted in sourcing and retailing vintage objects from around the world is now evolving into a design-led home furnishings company, with rapidly expanding proprietary collections produced through a trusted network of global partners. As we grow from a cult-favorite retail concept into a nationally recognized luxury consumer brand, we're building the operational engine that will power this next exciting phase of growth.
The Opportunity
We're hiring a visionary Customer Experience Lead to shape the future of Olive Ateliers' end to end customer journey. This is a career defining role for someone who wants to build a CX function from the ground up, elevating and scaling the customer experience of a brand known for being far from average. You will work closely with our VP of Operations to define how exceptional care comes to life for our customers and set the standard for warmth, precision, and hospitality as we grow.
As Customer Experience Lead, you will champion the quality, humanity, and consistency of every interaction while building the systems and processes that make great work repeatable. Your focus will include elevated communication, deep product expertise, thoughtful post purchase support, and seamless delivery coordination, all designed to create moments that consistently feel above and beyond.
This role is deeply cross functional, connecting Sales and Operations to create clarity, eliminate friction, and deliver an experience as thoughtfully crafted as the pieces we offer. As Olive Ateliers scales, this role will expand in impact and responsibility, opening the door to meaningful leadership growth.
Responsibilities
Customer Care & Communication
Establish and uphold Olive Ateliers' CX standards, tone, and service expectations across all channels, ensuring brand voice is reflected in every touchpoint.
Create clear escalation routines and guide cross-functional teams through complex customer issues to ensure efficient, thoughtful resolution.
Manage all customer inquiries across all current and future customer channels, including email, text, chat, phone, social, and any potential marketplace platforms.
Track, prioritize, and resolve tickets and related inquiries within SLA standards.
Product Expertise & Sales Support
Serve as the primary resource for customer-facing product knowledge, ensuring accurate, elevated information is documented and shared to support the broader guest experience across Operations and Sales.
Provide knowledgeable, consultative responses to product inquiries (dimensions, finishes, availability) and order inquiries, ensuring customers and sales teams feel guided and informed.
Leverage Warehouse inventory systems and physical point-of-access to provide real-time product availability updates, supporting seamless sales and customer experience.
Manage product holds with accuracy, maintaining confidence in our internal processes.
Process Development & Growth
Build and maintain a comprehensive knowledge base (FAQs, policies, product details).
Recommend and regularly roll out improvements to Gorgias macros and automations.
Collaborate with Sales, Marketing, and Operations teams to align service policies and processes.
Lead ongoing refinement of customer policies, support workflows, and service standards in partnership with Sales, Marketing, and Operations leadership.
Support the continuous improvement roadmap for the customer journey as we expand.
Leadership & Collaboration
Model Olive Ateliers' service standards and coach internal partners on customer-first practices.
Act as the voice of the customer in cross-functional meetings, ensuring clarity, consistency, and elevated experience across departments.
Collaborate with the VP of Operations on service strategy, customer policies, and continuous improvement initiatives.
Spearhead future CX team development by helping to define roles, onboarding, documentation, and training as CX headcount expands.
This is a hands on, player coach role: you will be in the work every day while building the standards, systems, and future team that will scale it.
Requirements
3+ years of experience in customer experience, client services, account management, or operations support, ideally within a fast growing or premium consumer brand.
Proven ability to deliver exceptional customer care with warmth, clarity, and hospitality; you know how to make people feel heard and supported.
Demonstrated ability to lead cross-functional initiatives and influence partners across Sales, Operations, Logistics, and Warehouse without formal authority.
Strong analytical skills with the ability to interpret customer trends, identify root causes, and translate insights into actionable process improvements.
Ability to create structure in ambiguity, build scalable processes, and bring consistency to a rapidly evolving environment.
Experience with Shopify required; familiarity with Gorgias strongly preferred.
Comfort working within a fast paced support or CRM platform environment.
Outstanding written and verbal communication skills with a customer-first mindset; you can adjust tone effortlessly while maintaining brand voice.
Genuine passion for helping people, solving problems thoughtfully, and elevating every touchpoint of the customer journey.
Must be based in Los Angeles and able to work onsite at Commerce.
Ability to lift up to 30 lbs manually (or with appropriate equipment).
This role is ideal for a hands-on, proactive, and insights-driven individual who thrives in a fast-paced environment and is excited to help define the future of customer experience at Olive Ateliers.
Compensation & Benefits
$70-80k salary, commensurate with experience and capabilities
Long-term incentive program aligned with company growth
401k: Generous employer match (eligibility requirements and vesting applies)
Subsidized company health benefits
$500 Olive Ateliers shopping credit per quarter
40% off retail merchandise
Accrued PTO Vacation & Sick Days
A dynamic work environment with long-term growth opportunities
Customer Service & Bike Tech
Member service representative job in Perris, CA
First 90 days: fully in office
After 90 days: 3 days in office, 2 days hybrid
Based throughout Southern California, Retrospec is committed to a no-barrier, inclusive entry to nature and honest conversation about the industry. Over the past 16 years, Retrospec has grown exponentially to serve consumers of all ages, ignite their passion for fresh air, and fuel their love of nature through all seasons. Everything we create is designed and tested in beautiful California to ensure it's ready for your next journey. Choosing the road less traveled is rarely easy, but always worth it.
About the Role
We're seeking an experienced, empathetic, and technically skilled Customer Service & Bike Tech to join our growing team. This hybrid role combines technical bike expertise with exceptional customer care, supporting both our direct-to-consumer (D2C) and dealer (B2B) channels.
You'll be the go-to expert for customer and dealer inquiries, troubleshooting bike and e-bike issues, managing warranty claims, and ensuring every interaction reflects the Retrospec brand's commitment to quality, integrity, and outdoor adventure. If you thrive in fast-paced environments, love helping people, and enjoy problem-solving with a hands-on approach, we'd love to hear from you.
Responsibilities
Receive, research, and respond to customer and dealer inquiries via phone, email, chat, and social media with empathy and professionalism.
Provide expert-level knowledge and troubleshooting support for bikes and e-bikes, including assembly, repair, maintenance, and general technical questions.
Manage consumer and dealer warranty claims, acting as a liaison between customers, sales, product, and warehouse teams.
Walk customers through assembly and troubleshooting steps clearly and confidently via phone or email.
Process returns, exchanges, and replacement parts with attention to accuracy and customer satisfaction.
Collaborate with the warranty, sales, and warehouse teams to ensure timely resolutions and a seamless experience for both consumers and dealers.
Build and inspect new and returned bikes for troubleshooting and quality control, as needed.
Respond to and monitor social media inquiries and reviews, escalating trends or product feedback to the appropriate teams.
Track and flag recurring issues, inefficiencies, or product concerns to improve customer experience and operational processes.
Maintain accurate communication records in Gorgias using automations and workflows to manage volume efficiently.
Communicate customer insights and product feedback constructively to product development, sales, and marketing teams.
Quickly become familiar with the Retrospec brand voice, customer service protocols, and software platforms to provide high-quality support.
Assist with additional customer service and clerical tasks as assigned.
Qualifications
2-3 years of ecommerce customer service experience; bike industry experience highly preferred.
Strong understanding of bike and e-bike mechanics, assembly, repair, and maintenance.
Exceptional written and verbal communication skills with a friendly, professional demeanor.
Experience with customer service tools such as Gorgias or Zendesk.
Proven ability to manage a high volume of tickets, calls, and multi-channel inquiries efficiently.
Highly organized, detail-oriented, and capable of multitasking in a fast-paced environment.
Proficient computer literacy and quick adaptability to new systems.
AA degree preferred; high school diploma or equivalent required.
Experience managing warranty processes and dealer accounts is a plus.
Familiarity with social media or online community communication is a bonus.
Passion for outdoor recreation, cycling, and the Retrospec mission.
Physical Requirements: Must be able to lift and move items weighing up to 75 lbs as needed.
Customer Service Representative
Member service representative job in Santa Fe Springs, CA
As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments.
Essential Job Functions:
Provide amazing (above and beyond) service across multiple channels
Provides exceptional customer service leveraging strong problem solving and professional communication skills
Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer
Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues
Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction
Adheres to Customer Service procedures to handle escalation process for tier 2/3
Works as a team member and reports issues to management that are important to area/process improvement.
Uses appropriate judgment in upward communication regarding department or employee concerns.
Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…)
Continuously adhering to our Quality Assurance standards
Contributes to team effort to help achieve department objectives
Provide knowledgeable answers to questions about products, pricing and availability.
Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service.
Job Qualifications/Requirements:
Knowledge of Zendesk is a plus
Available during business hours, including evenings and weekends.
Be a creative problem solver
Comfortable working in a high stress fast changing environment
Polite, friendly attitude to deal pleasantly with customers and agents
Cheerful, engaged, and uplifting tone during customer interactions
Reliable in Attendance & Punctuality
Ability to work under deadlines
Strong multi-tasking skills
Type 45 WPM
Clear and articulate speaking voice
Command of the English language
Bilingual in Spanish a plus
Computer/Internet skills/Word/Excel
Mathematical skills
Organizational Skills
HS Diploma
Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply.
WINDSOR EQUAL OPPORTUNITY EMPLOYER
Customer Service Insurance Sales
Member service representative job in Redlands, CA
Remote Licensed Agent Life Insurance, Mortgage, & Investments Imagine earning from home without cold calls, door knocking, or chasing friends & family clients come to you through referrals. What You Get: Paid training + State & Federal licenses (covered)
Flexible part-time or full-time schedule
No quotas or income caps
Residual income, bonuses, stock options, & tax advantages
Career paths: agent, trainer, recruiter, or brokerage builder
Who We're Looking For:
Motivated, trustworthy self-starters ready to learn sales, leadership, and client relationship skills no prior experience needed.
Requirements:
18+ & no felony record
Reliable Wi-Fi & Zoom access
Entrepreneurial mindset & self-discipline
Customer and Channel Partner Experience (CCPE) Consultant IV
Member service representative job in Pasadena, CA
Customer and Channel Partner Experience (CCPE) Consultant IV(Job Number: 1395209) Description Overview: This is a non-clinical position. Customer and Channel Partner Experience (CCPE) is a multimillion-dollar initiative led by the National Health Plan in partnership with KPIT to improve the experience and make it easy for our business employers, brokers, general agents and consultants to do business with KP. We do this by deploying next generation digital experiences, improving our service and support models to be simple, fast, and personalized, and developing capabilities to show up as a single national health plan. As a result, this work improves brokers' willingness to sell KP and drives growth and retention for KP.Job Summary:Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects. Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state. Contributes to business strategy and supports organizational alignment and prioritization of business initiatives. Manages complex projects or project components, participates in and may lead change management activities, and performs data analyses in support of business initiatives. Supports vendor management as required. Monitors compliance of work activities by ensuring business plans and team members adhere to relevant policies and procedures.Essential Responsibilities:Promotes learning in others by proactively providing and/or developing information, resources, advice, and expertise with coworkers and members; builds relationships with cross-functional/external stakeholders and customers. Listens to, seeks, and addresses performance feedback; proactively provides actionable feedback to others and to managers. Pursues self-development; creates and executes plans to capitalize on strengths and develop weaknesses; leads by influencing others through technical explanations and examples and provides options and recommendations. Adopts new responsibilities; adapts to and learns from change, challenges, and feedback; demonstrates flexibility in approaches to work; champions change and helps others adapt to new tasks and processes. Facilitates team collaboration to support a business outcome.Completes work assignments autonomously and supports business-specific projects by applying expertise in subject area and business knowledge to generate creative solutions; encourages team members to adapt to and follow all procedures and policies. Collaborates cross-functionally and/or externally to achieve effective business decisions; provides recommendations and solves complex problems; escalates high-priority issues or risks, as appropriate; monitors progress and results. Supports the development of work plans to meet business priorities and deadlines; identifies resources to accomplish priorities and deadlines. Identifies, speaks up, and capitalizes on improvement opportunities across teams; uses influence to guide others and engages stakeholders to achieve appropriate solutions.Serves as a consultant to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and projects across one or more functional tracks or workstreams by identifying and ensuring representation and inclusion of appropriate stakeholders; building rapport and partnerships with stakeholder teams, third party vendors, and senior management; working with stakeholders to develop goals and set the prioritization of deliverables; discussing involvement of business processes (e.g. project change management, communication) and facilitating decisions necessary for the delivery of business initiatives; communicating tough issues to stakeholders while maintaining an independent perspective; and making formal presentations and providing reports to various senior level audiences.Develops requirements for complex business, process, or system solutions within assigned business domain(s) by interfacing stakeholders and cross-functional teams as appropriate; leveraging multiple business requirements gathering methodologies to identify business, functional, and non-functional requirements; developing and documenting comprehensive business cases to assess the costs, benefits, and ROI of proposed solutions; and leading team members in the development process as appropriate.Provides insight and supports the development and implementation of business initiatives, systems, and/or processes to a desired future state by maintaining a comprehensive understanding of how current processes impact business operations across multiple domains; mapping current state against future state processes; identifying the operational impact of requirements on upstream and downstream solution components; providing options and recommendations to management and business stakeholders on how to integrate solutions and deliverables with current systems and business processes across regions or domains; and identifying and validating value gaps and opportunities for process enhancements or efficiencies.Contributes to business strategy and supports organizational alignment and prioritization of business initiatives by defining, developing, and evaluating performance metrics, standards, and methods to establish business success; collaborating with multiple stakeholders, often with competing/conflicting objectives, to ensure cohesive and reachable metrics; refining strategic plans and performance metrics as appropriate; and managing assigned initiatives or portfolio to ensure delivery of measurable results and alignment with strategic objectives.Serves as a advocate of continuous learning and professional development by keeping abreast of industry practices, standards, and benchmarks; attending and participating in roadshows, conferences, and speaking events; contributing to the ongoing enhancement and innovation of consulting practices, standards, and methods across KP; serving as an advocate to ensure continuous learning and improvement is championed as a people strategy; providing training and guidance to stakeholders as appropriate; and providing ongoing coaching to build a continuous improvement mindset and build capabilities that drive results.Manages complex projects or project components by coordinating stakeholder contacts; recommending or assigning team resources based on project needs and team member strengths; consulting in the development, analysis, and management of project plans; coordinating project schedules and resource forecasts; proactively monitoring and identifying project or business initiative risks, issues, and trigger events; developing mitigation plans and strategies; and resolving or escalating risks or issues as appropriate.Participates in and may lead change management activities associated with business initiatives by engaging stakeholders to obtain support and buy in for changes; partnering with management, project champions, and business owners to communicate and align improvement initiatives with business objectives; identifying appropriate change management method and approach; and ensuring stakeholders embrace a change management mindset, understand intent and purpose, and foster a culture of change.Performs data analyses to support business initiatives by identifying appropriate data analysis tools and approach to assess business performance; determining suitable data gathering and analysis methods (e.g., process observation, hard data, etc.); defining data requirements and obtaining customer agreements, including customer requirements as appropriate; conducting analyses and performing experimental tests to evaluate the effectiveness of business solutions; and identifying and alleviating risks through data-driven analysis.Supports vendor management as required by assisting with reviews of vendor performance levels; ensuring service level agreements are met; managing vendor invoices; and partnering with Procurement and/or Legal to develop service level and/or scope of work agreements as appropriate.Monitors compliance of work activities by ensuring business plans and team members adhere to KP, departmental, and/or business line policies and procedures.Qualifications Minimum Qualifications:
Bachelors degree from an accredited college or university and Minimum five (5) years experience in consulting, project management, data analytics, operations or a directly related field OR Masters degree in Business, Public Health, or a directly related field and Minimum three (3) years experience in consulting, project management, data analytics, operations or a directly related field OR Minimum eight (8) years experience in consulting, project management, data analytics, operations or a directly related field.
Additional Requirements:
Knowledge, Skills, and Abilities (KSAs): Business Acumen; Change Management; Negotiation; Creativity; Applied Data Analysis; Financial Acumen; Conflict Resolution; Managing Diverse Relationships; Process Validation; Project Management; Risk Assessment; Service Focus; Requirements Elicitation & Analysis
Auto-ApplyMember Experience Associate (Temporary)
Member service representative job in Orange, CA
Member Experience Associate
External Description:
Alignment Healthcare was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.
By becoming a part of the Alignment Healthcare team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.
Alignment Healthcare is seeking a passionate, highly motivated, and detail-oriented member experience associate to join the member experience team in our Orange, CA office. The member experience associate will assist plan members with their concerns or complaints and provides the necessary information and education to resolve concerns.
General Duties and Responsibilities:
(May include but are not limited to)
Explain plan's procedures, protocols, benefits, services, and any other necessary information to the members who call or visit the member experience department.
Facilitate member requests for changes with network provider changes, transportation requests, or any other member request for assistance as appropriate.
Answer all incoming member phone calls within the department's goal time frame.
Document every incoming call during the call with pertinent details (i.e., caller name, contact info, reason for call, action taken, resolution, etc.)
Respond to complaints against the health plan and its contracted facilities by utilizing the departments Complaint / Grievance Policy and Procedure.
Make all attempts to resolve all member dis-enrollment / cancellation requests, complaint / grievances, and assist the member with their questions or concerns and following up as appropriate.
Assist with member outreach programs and implementations as needed.
Foster good corporate relations by practicing good customer service principles (i.e., positive attitude, helpful, etc.)
Perform other duties as assigned by manager.
Minimum Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Experience:
1-3 months related experience and/or training; or equivalent combination of education and experience.
Two years' customer service/telemarketing experience.
Medical front office experience.
Direct sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry.
Education/Licensure:
High school diploma or general education degree (GED); one to three months related experience and/or training; or equivalent combination of education and experience.
Associate degree (AA) degree (preferred).
Other:
Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans.
Bilingual (English / Spanish) preferred.
Language skills: Able to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Able to write routine reports and correspondence. Able to speak effectively before groups of customers or employees of the organization.
Mathematical skills: Able to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Able to perform these operations using units of American money and weight measurement, volume, and distance.
Reasoning skills: Able to apply common sense understanding to carry out detailed but un-involved written or verbal instructions. Able to deal with problems involving a few concrete variables in standardized situations.
Computer skills: Strong computer skills.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Physical Functions:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear.
The employee is frequently required to walk; stand; reach with hands and arms.
The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 20 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.
If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact ******************.
City: Orange
State: California
Location City: Orange
Schedule: Full Time
Location State: California
Community / Marketing Title: Member Experience Associate (Temporary)
Company Profile:
Alignment Healthcare was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.
By becoming a part of the Alignment Healthcare team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.
EEO Employer Verbiage:
On August 17, 2021, Alignment implemented a policy requiring all new hires to receive the COVID-19 vaccine. Proof of vaccination will be required as a condition of employment subject to applicable laws concerning exemptions/accommodations. This policy is part of Alignment's ongoing efforts to ensure the safety and well-being of our staff and community, and to support public health efforts. Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran. If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact ******************.
Easy ApplyOpen Order Representative. Default Services -Loan Modification
Member service representative job in Irvine, CA
Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven
to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
This is an in-office position located in Irvine, CA.
A DAY IN THE LIFE
In this role, you will…
· Open incoming mail, sort and assign to our recording team members.
· Perform quality control checks of documents
· Perform data entry into our data bases and other documents as required.
· Utilize UPS for tracking of incoming and outgoing documents.
· Answer phone calls and emails from our clients.
· Close out orders and maintain manifests of documents being sent back to clients.
WHO YOU ARE
You possess …
· A penchant for excellence. You will use your strong attention to detail to maintain our quality standards.
· The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients.
· Excellent verbal and written communication skills.
· The ability to react to change.
Responsibilities
· Open incoming mail, sort and assign to our recording team members.
· Perform quality control checks of documents
· Perform data entry into our data bases and other documents as required.
· Utilize UPS for tracking of incoming and outgoing documents.
· Answer phone calls and emails from our clients.
· Close out orders and maintain manifests of documents being sent back to clients.
· All other duties as assigned
Qualifications
· High School diploma or equivalent required.
· 1 -2 years' experience working in an office environment.
· 1-2 years' recording experience is preferred.
· Familiarity with the Loan Modification Process is a plus.
· Proven customer service skills.
· Must be able to use and have basic computer skills and be proficient in the Microsoft software products.
· Must be able to multi-task.
· Must be capable of meeting daily production goals with a high level of accuracy.
· Critical reasoning and thinking skills required.
Auto-ApplyCorrectional Services Officer (Part-Time)
Member service representative job in Santa Ana, CA
The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community.
DEFINITION
Under general supervision of full-time staff, performs duties related to booking, monitoring and maintaining order among inmates in a direct supervision jail facility.
This part-time classification is distinguished by the need to exercise independent judgment and initiative in the performance of duties within specific areas of responsibility in a Type II jail facility that uses a "direct supervision" inmate management philosophy. Incumbents will work independently under the indirect supervision of designated full-time jail or police department personnel.
Note: CalPERS (CA PUBLIC EMPLOYEES' RETIREMENT SYSTEM) retired annuitants are not eligible for this position.
* Assists in monitoring the conduct of inmates in a variety of custodial situations within a jail facility.
* Performs inmate intake processes by searching, accepting property, checking criminal history records, booking, issuing clothing, fingerprinting and photographing inmates.
* Ensures that inmate property is recorded and safely secured.
* Escorts inmates to housing modules from attorney visits, medical visits, and inmates returning from court.
* Escorts and directs inmates to recreational, operational and rehabilitative activities; observes interaction and verbally or physically intervenes if necessary.
* Assists in ensuring that the facility is clean, well-maintained and secure.
* Monitors condition of jail facility, identifies hazards or maintenance issues and refers matters requiring attention to appropriate personnel.
* Receives, resolves or attempts to resolve complaints or requests from inmates; refers matters to supervisors.
* Completes appropriate records such as assignment logs, transfer and release paperwork, etc.
* Responds appropriately to inquiries regarding inmates.
* Receives and checks incoming and outgoing mail and correspondence.
* Observes and directs activities during inmate visits.
* Enforces jail rules and prepares written documentation concerning incidents or violations.
* Controls or assists in monitoring access to attorney rooms and visiting areas within the facility.
* Assists in processing inmates for court appearances as necessary.
* Operates department vehicle to pick up medications from local pharmacies, as needed.
* Operates manual and electronic jail security systems.
* Provides escort services for maintenance staff and other service providers within the jail facilities.
* Performs administrative tasks updating classification or housing information, serving subpoenas, processing paperwork and preparing memos and reports.
* Assists in ensuring that operations comport to applicable state and federal laws concerning the confinement and security of inmates as well as other administrative regulations, judicial rulings, and Police Department manuals, policies and regulations.
* Performs other related functions as assigned.
Sufficient training, education, and/or experience to demonstrate the skills and abilities listed below; successful completion of pre-employment process including comprehensive background investigation with no felony convictions; 18 years of age at the time of application.
Skill in: Exercising safe and effective communication skills; basic typing and computer use.
Ability to: Maintain security, control and custody of inmates; provide clear and direct instructions on rules, regulations and procedures; interact with people of varied social, economic and cultural backgrounds; develop and maintain accurate records and prepare thorough but concise reports: utilize various management information systems and automation tools to maintain and access information and electronic communications via desktop computer systems and computer networks; make decisions on effective courses of action in emergency situations; establish and maintain effective working relationships with others; work effectively under minimal supervision.
NOTE: Must possess and maintain a valid California Class C driver's license as a condition of employment.
Tattoo Policy: Tattoos shall not be visible while employees are on-duty. If you have any visible tattoos on or behind the ear, on the hands or fingers, on the neck or head that cannot be covered by a standard collared uniform shirt, you do not meet our tattoo policy and you will not be able to continue in the selection process. If you have any questions regarding the tattoo policy, please contact Background Unit Supervisor, Sergeant Daniel Baek via e-mail *******************
Candidates will be required to attend and successfully complete an eight-week correctional officer training academy. Attendance dates are to be determined.All applicants are required to complete and submit a City application form and answer the supplemental questionnaire online. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide.
Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Resources Department and Police Department. A Personal History Statement and Background Investigative Questionnaire, completed by candidates prior to the end of the selection process, will also be reviewed by the Police Department. Applicants that possess the most recent and pertinent qualifications will be invited to continue in the selection process, which includes (may be administered/scored in a different order than what is listed below):
The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated in one full day of testing.
1. PHYSICAL AGILITY EXAMINATION: (Qualifying) will evaluate each applicant's physical strength, agility and endurance in the following timed components:
* 1.5 MILE RUN: The 1.5 mile run must be completed within 14 minutes to pass the City of Santa Ana physical agility test.
* 50 YARD SPRINT: Sprint on a straight track within 30 seconds.
* OBSTACLE COURSE: Complete the following: Start 15 yards back from the beginning of flight of stairs or bleacher steps, walk or jog the 15 yards, climb up 10 steps, return down the stairs and jog or run back to the original starting point within 30 seconds.
* BODY DRAG: Lift and drag 165-pound lifelike dummy 20 feet within 20 seconds.
Each of the above events are timed. Candidates must successfully complete all four events to pass the physical agility test.
Tentative 2025 CO PAT Dates: 02/20/25, 03/25/25, 04/24/25, 05/20/25, 06/26/25, 07/24/25, 08/21/25, 09/25/25, 10/23/25, 11/20/25, 12/18/25
2. ORAL INTERVIEW EXAMINATION: (Qualifying) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass the interview.
3. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator.
4. REACT Test: (Qualifying) includes multiple-choice video simulations and computer administered test in which candidates must complete the following four components: a video-based human relations test, a reading test, a math test and a report writing test. Testing takes approximately 2 hours. The examination is administered by the National Testing Network. PLEASE DO NOT TAKE THE REACT EXAM UNTIL YOU RECEIVE AN E-MAIL STATING THAT YOU MEET THE MINIMUM QUALIFICATIONS. Candidates need a score of 75% or higher on the Video Section, 70% or higher on the Count Section, and 80% or higher on the Reading Section to pass this examination.
5. COMMANDER/MANAGER ORAL INTERVIEW: (100%) will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass the interview.
BILINGUAL ORAL FLUENCY EXAM: (If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process.
Applicants must pass every component of the selection process in order to be further considered.
NOTE: Prior to appointment, candidates will undergo a thorough backgrounds process, polygraph assessment, psychological suitability evaluation, and medical examination to determine minimum acceptable physical qualifications. Once appointed, candidates will be required to attend and successfully complete an eight-week, full-time Correctional Officer training academy within the one-year probationary period.
The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
Easy ApplyPTA - Redlands Healthcare Center
Member service representative job in Redlands, CA
Redlands Healthcare Center is a 78-bed skilled nursing facility located in Redlands, near Redlands Community Hospital. "Serve more people, touch more lives" is our pledge and promise. At Redlands Healthcare we create a home-like atmosphere for our residents by providing recently renovated accommodations along with team members that feel like family.
Join our team today!
We are currently looking for an exceptional and experienced Physical Therapy Assistant (PTA) to join our work family. Our therapy team works toward specific goals of achieving the resident's highest functional level of independence. If you are a South Carolina licensed Physical Therapy Assistant (PTA) who genuinely wants to make a difference for others, then we would love to meet you!
We offer the following to our Physical Therapy Assistants:
* $33 + per hour/ DOE
* Flexible scheduling
* Professional Development Opportunities
Job Requirements:
* Current, unencumbered certification to practice in CA and/or national certification
* Physical Therapy Assistant Degree
* LTC/Rehab experience is preferred
Auto-ApplyMember Service Representative (Part-Time) - Mission Viejo
Member service representative job in Mission Viejo, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 28201 Marguerite Parkway Suite 14, MIssion Viejo, California 92692
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
****************************
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Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-ApplyPersonal Banker/Financial Services Representative (Santa Ana)
Member service representative job in Santa Ana, CA
The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members' needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals.
Principal Accountabilities (95%):
Member Experience:
Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services.
Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person.
Provides timely closing of loans through consistent follow-up of loan approvals.
Directly responds to member's inquiries timely and accurately via telephone, mail, email, or an internal referral.
Develop, expand and retain member relationship in order to increase member satisfaction.
Adhere to CCU's Member Experience Playbook, SLA's and Corporate initiatives.
Follow the retail branch's escalation process.
Opens new accounts:
Explains account type, product, or service to member.
Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc.
Interviews member to determine appropriate product/account/service to establish.
Complies with all positive identification regulations for establishing new account holders.
Analyzes existing account relationships in order to identify potential services and/or account sales opportunities.
Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships.
Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services.
Develops and maintains a follow-up program for expanding multiple account relationships.
Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts.
Originates and funds consumer loans:
Recommends appropriate products and services to members.
Conducts interview with members relating to loan request.
Cross-sells consumer loan protection products and services.
Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved.
Communicates the loan disposition to member (approved, counter-offer, denied).
Creates loan documents and obtains member signature(s).
Disburses new loan and completes follow-up tasks.
Discusses and refers Business Loans.
Completes tasks and responsibilities relating to enhancing member relationships to increase member service.
Business Development:
Develop existing and new member relationships - expanded client base thru business development, on-sites, and community and networking events.
Attends onsite events.
Other Accountabilities (5%):
Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices.
Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork.
Must consistently report to work on time, as scheduled.
Complete all BAI trainings and classroom courses.
Performs other duties as assigned.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
Position Requirement and Qualifications:
Abilities:
Must be skilled in the following areas:
Strong communication (written and verbal).
Provide excellent member service both internally and externally.
Proven sales and service results.
Strong time management and organizational skills.
Knowledge, Education, Certifications, Licenses:
High School education or equivalent.
Knowledgeable in new accounts and lending policies and procedures.
Solid knowledge of sales and referral technique a must.
Working knowledge of personal computers also required.
Experience:
Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent.
Working Conditions and Physical Demands:
Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide.
EOE
Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m.
40 hours/week
Service Center Representative
Member service representative job in Rancho Cucamonga, CA
Job Description
Cut N Dry Restoration is currently hiring for a full-time Service Center Representative to help our company grow by acting as the channel for conveying information to the property owner and other parties in the Rancho Cucamonga, CA area. This customer service position earns a competitive wage of up to $23 per hour, depending on skills and experience.
In addition to competitive pay and our team-oriented culture, we offer our Service Center Representatives the following benefits:
Medical, dental, vision, and life insurance
A 401(k) plan
Competitive bonus incentives
DAY-TO-DAY
This full-time position typically works at our office Monday through Friday with a rotating weekend and on-call schedule.
As a Service Center Representative, you are the first point of contact for our customers. You spend the majority of your time in the office on the phone or computer answering calls, confirming appointments, resolving issues, updating client information, and dispatching technicians. While dispatching technicians, you maximize their time and mileage. As needed, you update customers on any changes. You also ensure customer satisfaction by following up with clients after their services have been performed. With you on our team, our office runs efficiently, and the trusting relationships you create with clients keep them coming back for more!
ABOUT CUT N DRY RESTORATION
Cut N Dry Restoration started out as a small family-owned business with the goal of providing high-level service that sets us above the rest. Since our beginning, we have kept countless homes safe and free of harmful mold and bacteria commonly associated with water damage. Our team of dedicated and compassionate IICRC-certified technicians care deeply about ensuring clients can come home to a safe living space and will work day in and day out to make that happen.
To ensure our services are top-notch, we implement continual training for our team and cultivate an open atmosphere where each person does their part for shared success. We understand we would be nowhere near as successful without our hardworking team which is why we reward them with exceptional benefits and the best pay in town. Come join our restoration team!
OUR IDEAL SERVICE CENTER REPRESENTATIVE
Passionate - about accuracy and office work
Detail-oriented - organized and precise for maintaining operations
Self-starter - to independently tackle tasks
Problem-solver - to quickly address and fix issues
Social - can effectively communicate, both verbally and written
Friendly - to provide exceptional customer service
If this sounds like you, keep reading!
REQUIREMENTS
High School Diploma or equivalent
2+ years of experience in customer service, collections, and account management
Willing to work weekends
So, now that you've learned the who, what, where, and why, you may be wondering HOW? It's easy! Just fill out our initial mobile-friendly online application. We hope to meet you soon!
Location: 91730
Must have the ability to pass a background check.
Job Posted by ApplicantPro
Financial Services Representative - State Farm Agent Team Member
Member service representative job in San Marino, CA
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Ability to relate to a customer.
Goal-oriented and motivated by achieving measurable results.
Financial Services Representative State Farm Agent Team Member
Member service representative job in Glendora, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Employee discounts
Flexible schedule
Paid time off
Training & development
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Simple IRA
Requirements
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Ability to assess customer needs and conduct effective interviews
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Bilingual - Mandarin preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Financial Service Representative I
Member service representative job in Palos Verdes Estates, CA
reports on-site. Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner.
Duties and Responsibilities:
* Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
* Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, ("BSA"), Anti-Money Laundering Act ("AML"), and Office of Foreign Assets Control Regulations ("OFAC"). This includes understanding any responsibilities outlined under the Bank's BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements
* Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
* Generate new business to assist in meeting established production and profitability goals of the branch
* Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients' financial needs
* Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
* Refer client opportunities to internal and external sales partners to meet client financial needs
* Provide ongoing relationship servicing with existing clients
* Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
* Respond to clients' inquiries and requests regarding accounts
* Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc.
* Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc.
* Notary Commission - serve as one of the branch team Notaries
* Regular and consistent attendance required
* Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
* Palos Verdes Estates, CA: $48,300 - $52,000 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
* High school diploma or equivalent required; Associate/Bachelor's Degree preferred
* A minimum of 1 to 2 years of financial service industry experience is required
Skills:
* Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
* Working knowledge and understanding of all bank products and services required
* General Mathematics and Accounting
* Must be able to assess any given situation, make decisions, and bring to a successful resolution
* Must be experienced in the effective use of one or more core banking deposit and new account software
* Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc.
Approximate Time Allocation:
25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
75% = Sales/Client Service, Lobby Management
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Traveling 37 Hour Retail Banking Representative - LA Area
Member service representative job in Beverly Hills, CA
Banking Specialist I
This position, Banking Specialist I, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a -specialist- because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs.
What You Will Be Doing
Supporting our Bank-s culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible.
Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible.
Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center.
Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management.
Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc.
Contributing to the Bank-s success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals.
Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients- needs. (In-Store) Should cultivate relationship with retail store associates.
Financial Service Representative III
Member service representative job in Lynwood, CA
Role
Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans.
Major Duties and Responsibilities
Identifies cross sell opportunities and cross-sells all C.U. products and services, including
account related products such as, but not limited to, credit life, credit disability, MBI,
GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.
10% Assists members with opening and closing savings, checking, certificates, IRAs and other
depository service accounts (limited cash handling). Perform necessary file maintenance to
set up accounts and services.
Assist members and potential members with loan requests, takes loan applications, process
loan documents for in-person closing or shipment via mail, including preparation of loan records
and data set up on computer system. Review any conditions required for loan approval with
member and obtain necessary documentation. Forward exceptions to a Loan
Officer if automatic system approval is not received. Follow up on unclosed member loans
that cannot be completed at initial meeting. Assures that appropriate records are maintained
and required reports are prepared. Collect and forward taxes on all vehicle loans.
Set up and input file maintenance for check orders, payroll deduction, automatic transfers
and ACH origination.
Monitors lobby activity to ensure prompt, professional service. Performs all duties within
procedures, policies, and SCU's Universal Performance Standards. Performs other related
duties as assigned.
Knowledge and Skills
Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required
Education: A high school diploma or GED.
Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant
level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an
important part of the job.
Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator.
Hours & Location:
St. Francis Express Office
3628 E. Imperial Hwy. STE 106
Lynwood, CA 90262
Hours:
Monday - Friday: 8:00 a.m. - 4:00 p.m.
Closed daily: 11:30 a.m. to 12:00 p.m.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Southland Credit Union is an Equal Opportunity Employer.
Salary Minimum USD $30.53/Hr. Salary Maximum USD $45.79/Hr.
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