Customer Service Representative
Member service representative job in Kirkland, WA
Customer service
📍
Onsite | Full-Time | Permanent Role
💰 $45,0000-$54,000 + Commission (depending on experience)
✨ Great Benefits
FULLY ON-SITE
About the Role:
Join a dynamic, people-first team where every day brings new opportunities to connect, learn, and grow! An ideal candidate will be a friendly voice of our contact center.. This is a professional, customer-focused role (not your typical call center) where your goal is to turn incoming calls and chats into scheduled property tours or virtual appointments.
What You'll Do:
Handle 50-60 incoming prospect calls per day with warmth and enthusiasm
Schedule and host virtual tours or set up in-person appointments
Answer live chats, texts, and follow-ups to support the leasing process
Provide excellent customer service and build rapport with prospects
Keep accurate records and notes in our CRM
Stay up-to-date on property details, amenities, and specials
Collaborate closely with teammates and property managers
What We're Looking For:
Strong customer service experience (required)
Call center, customer service, or leasing experience a plus
Friendly, positive communicator with great multitasking skills
Organized, detail-oriented, and tech-savvy
Reliable, punctual, and team-oriented
Why You'll Love It Here:
Competitive pay + monthly commission
Supportive, inclusive team environment
Customer Experience Representative
Member service representative job in Tacoma, WA
Responsive recruiter Benefits:
Employee discounts
Flexible schedule
Free food & snacks
Summary:Promotes quality customer service and processes sales and registration transactions. Acts as the first point of contact for potential and current Goldfish Swim School members and as such is responsible for presenting a positive image for the company.
Make waves and pave the way for your career. At Goldfish Swim School we are not only passionate about building confident lifelong swimmers, we are also passionate about building the careers of our team members. We believe that the hard work and dedication of our team members help create skills that will last a lifetime. We take time to develop both personal and professional skills that prepare team members for their future careers.
Perks and Benefits:
Paid on-the-job training
Flexible scheduling
Culture driven company
Employee recognition programs
Primary Duties and Responsibilities:
Answers telephones, emails and texts and responds to inquiries in a professional manner.
Conducts sales calls for prospective members.
Processes student registrations using effective sales/customer service techniques.
Resolves customer concerns/complaints using a professional approach.
Assists customers with purchases of merchandise and memberships.
Greets parents and students as they report to the front desk.
Checks in students on the attendance tracking system.
Maintains cleanliness of the lobby, snack shack, changing areas, and restrooms.
Makes calls to resolve open account problems
Enforces safety rules and regulations to prevent accidents. Administers first aid when necessary.
Job Qualifications and Skills
Ability to work with children
Excellent communication and organizational skills
High energy
Strong work ethic
Must pass background examinations prior to training
About Goldfish Swim School:
Goldfish Swim School has been an industry leader in the swim lesson community since 2006. Our team is growing, and we are looking for team players who are enthusiastic, have a can-do perspective, and enjoy working with kids. We provide paid on-the-job training, flexible scheduling, a rewarding work environment, and a one-of-a-kind culture that will make you smile, too!
Safety Standards: The safety of our swimmers, parents and team members is of the utmost importance. Goldfish Swim School follows all CDC and WHO safety standards along with following any local guidelines. In addition here are some additional safety precautions and procedures we follow:
Every shift has an on-staff cleaner to sanitize high touch areas in our lobby and pool areas
Our pools are disinfected with chlorine to provide the safest swimming environment
Our state-of-the-art ventilation system allows fresh air to continuously circulate into our building, further minimizing the spread of any airborne virus
If you, or someone you know, desires to work for a place where you can make a difference, explore, apply and then join us. Goldfish Swim School Tacoma is a learn-to-swim facility for kids ages 4 months to 12 years. Our proven confidence-building curriculum promotes a love of swimming and teaches children to be safer in and around the water. For additional information see ********************************************** The information within this posting is not all-inclusive and may be subject to change. Employee to fulfill other duties and responsibilities as assigned by the Employer. Goldfish Swim School Tacoma is an Equal Opportunity Employer. Compensation: $17.50 - $20.00 per hour
Tropical Vibes & Impacting Lives!
You feel it the moment you walk in. There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary. Something truly GOLDEN. It's passion. Not just a passion for kids or a passion for swimming…it's a special passion for changing - even saving - lives, by being a part of kids learning to swim.
When you work at Goldfish, you're not just an employee. You're a part of something bigger. You're making an impact; a splash in the lives of the children in your community. You're an integral part of a team, working together to move forward a mission. You're also making waves in your future, learning life lessons in and out of the pool through mentorship, leadership and passion. At Goldfish, it's more than a job - it's an endless pool of possibilities, opportunities and life-changing moments!
Making Waves with Passion, Purpose & Core Values!
At Goldfish, our core values are at the heart of everything we do, and behind every decision that we make. To us, these values are more than just words - they're embraced with purpose in our everyday lives, and what allows us to make a splash in our community, and in the lives of our members and our team!
We go above and beyond with every detail to create a GOLDEN Experience!
We believe in nurturing a culture that provides WOW! Customer Service
We do the right things, make the right decisions and treat people with Integrity • Compassion • Trust
We meet and exceed expectations so you see Extraordinary Results
We make a big deal about life's accomplishments by remembering to Celebrate!
Each Goldfish Swim School is an independently owned and operated franchise. The respective Franchisee is the employer at each Goldfish Swim School location. Each franchisee can set their own wages, benefit programs and terms and conditions of employment, which may vary at each Goldfish Swim School location.
Auto-ApplyCustomer Success Consultant
Member service representative job in Olympia, WA
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The **Customer Success Consultant** is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly.
**The Main Responsibilities**
+ Construct and implement **customer success plans,** driving customer value realization
+ **Manage customer metrics** , including usage data, health indicators, and renewal dates in alignment with objectives
+ Evaluate **product and portal** **adoption maturity level** and address roadblocks leveraging digital marketing slicks, adoption articles and other templates
+ Build **value-based relationships** with customers to optimize CS plays while leveraging self-service
+ Share **thought leadership** with customers based on needs resulting in strengthened customer trust
+ Identify and qualify **opportunities for expansion,** partnering closely with sales
+ Implement **revenue management practices** driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth
+ **Manage risks to customers' success** , identify root causes, define and activate solutions, and deploy cross-functional support to resolve
+ **Onboard new** **customers** and partner with sales, delivery & support to ensure **successful deployment of solutions and services** including bill reviews and audits
+ Define and execute **renewal** methodology aligned with customer priorities to positively impact profit margins
**What We Look For in a Candidate**
+ Experience: 5+ years customer success or account management experience
+ Education Level: Bachelor's Degree or equivalent work experience
+ Experience working with large and medium enterprise customers
+ Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts
+ Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf
+ Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies
+ Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery)
+ Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector
+ Effective and confident decision making based on business and financial principles
+ Working knowledge of MS Office suite
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$73,805 - $98,406 in these states: CO
$77,322 - $103,089 in these states: CA, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
**What to Expect Next**
Requisition #: 340973
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
New Accounts Representative
Member service representative job in Kent, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage 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, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:415 W James St##
##City:Kent##
##State:WA##
##ZipCode:98032##
##Internal:false##
*mon
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Auto-ApplyRepresentative, Customer Service (BFI)
Member service representative job in Seattle, WA
Modern Aviation is a Fixed Base Operator (FBO) that services private jets. As a Customer Service Representative, the candidate must represent the Modern Aviation brand by providing Seven Star Service to each person who enters the facility. This individual must take pride in offering the best in service, providing all services with the highest of standards, and always with a smile. The Customer Service Representative manages all customer requests without showing signs of stress or frustration, even under the most demanding of situations. Essential Functions
Deliver proactive, personalized service to Private and Corporate Aviation clientele.
Arrange services including hotel, catering, and ground transportation.
Coordinate aircraft services, such as fuel and hangar storage.
Input trip data into scheduling software as well as updating customer information in database, as necessary.
Effectively communicate via air-to-ground radio and ground-to-ground radio, in addition to other forms of communication.
Educate customers on available services, promotions, and programs.
Process customer invoices.
Answer customer questions and resolve issues, as necessary.
Assists passengers and flight crews with our professional Seven Star Service: always offering additional services and exceeding customer expectations.
Build and establish customer relationships with local service providers such as hotels, rental car companies, restaurants, etc.
Maintain lobby appearance and keep snack and beverages stocked.
Flight tracking via online databases to ensure timely services.
Perform other duties that may be assigned, as necessary
Qualifications
Minimum Qualifications
Must be 18 years of age.
Strong verbal and written communication skills.
Intermediate knowledge of all Microsoft Office products.
Ability to make fast decisions by using judgment consistent with company policies, standard operating procedures, and safety regulations.
Negotiation and sales skills.
Reliable multitasking skills.
Valid driver's license
Preferred Qualifications:
Previous customer service experience preferred.
Basic knowledge of various aircraft types and servicing a plus.
The Company
Modern Aviation (the "Company") is a private equity-backed platform company launched in 2018 that is focused on the fixed-based operator ("FBO") sector. The Company has been rapidly growing through bolt-on FBO acquisitions and has significant additional committed capital from Apollo Management and Tiger Infrastructure Partners (its sponsors) to continue to grow the business through future acquisitions, capacity expansion at its existing locations and development of selective greenfield FBOs in the United States and the Caribbean. Modern's goal is to build the third largest national FBO network in the United States.
Company Benefits
Employee Medical Insurance, Basic Life Insurance, Short-Term Disability, Long-Term Disability, Vacation and Sick Time, Paid Holidays, HSA Account Funding, 401k Match
Other Available Benefits
Buy-up Medical Insurance, Dental, Vision, Optional Life Insurance, Flexible Spending Accounts, Health Savings Account, 401k
Reports to: Customer Service Manager
Supervisory Responsibility: This job has no supervisory responsibilities.
FLSA Status: This position is nonexempt.
Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, printers. This position requires various tasks performed in all types of weather conditions.
Travel: This position requires no travel.
Physical Requirements: Physically able to perform frequent walking, sitting, stooping, stretching, bending, reaching, and grasping actions. While performing the duties of this job, the employee may be exposed to moving mechanical parts. The employee may be exposed to wet and/or humid conditions including extreme heat and cold. The noise level in the work environment is occasionally loud. May be required to work nights, weekends, and holidays.
EEO Statement: The Company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics or any other status protected under applicable federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Other Duties: Please note this job description is not designed to cover all activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Please click on the link below and complete the assessment. Completion is required before an interview can be scheduled.
*******************************************************************************************
RequiredPreferredJob Industries
Other
Specialist, Additional Services
Member service representative job in Seattle, WA
WHO WE ARELindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world's most remote and pristine locations on our fleet of 23 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”.
JOB SUMMARY Join us as our Specialist, Additional Services (SAS), where you'll be essential in crafting unforgettable guest experiences. In this dynamic role, you'll manage and confirm guest requests for additional cruise services, ensuring every detail is executed flawlessly. Collaborating closely with vendors and internal teams, the SAS will ensure timely communication, accurate reporting, and efficient inventory management.The ideal candidate is highly organized, detail-oriented, and passionate about providing exceptional support to guests and travel advisors. If you thrive in a fast-paced environment and are dedicated to creating extraordinary experiences, this is the perfect opportunity for you. ESSENTIAL DUTIES To perform this job successfully, the employee must be able to perform each essential duty satisfactorily on determined timelines. Additional duties may be added or assigned at any time. Duties listed below are in the context of the pre/post voyage portion of the expeditions.INVENTORY MANAGEMENT
Manage contract terms related to attrition, cancellations, and inventory release directly with vendors, and mitigating financial exposure to the organization.
Monitor and action guest waitlists for additional services in priority order, based on established guidelines.
Process and confirm guest requests for additional services (e.g., hotel stays, internal air arrangements, upgrades) in a timely manner.
VENDOR & INTERNAL COMMUNICATIONS
Serve as a primary liaison between Additional Services team and external vendors via a shared email inbox, managing requests for upgrades, service cancellations, and inventory modifications.
Coordinate with internal departments via shared and personal email to facilitate guest service requests in a timely manner.
Maintain and regularly update assigned Knowledgebase documentation related to hotel and air procedures, ensuring accuracy and usability across teams.
MANIFESTS & MISC.
Generate, review, and distribute detailed manifests, including arrival, departure, hotel rooming lists and air service manifests, to vendors and internal field partners in a timely and error-free manner.
Collaborate with Seaware Analysts, Pre/Post Product Managers and Voyage Project Managers to implement programming changes in Seaware, ensuring that guest records reflect accurate programing and any newly added services.
MINIMUM REQUIREMENTS
Experience in Inventory Management:
Proven ability to manage contract terms related to attrition, cancellations, and inventory release with vendors.
Experience in monitoring guest waitlists and processing service requests in a timely manner
Vendor & Internal Communications:
Ability to serve as a liaison between teams and external vendors, effectively managing requests for upgrades, service cancellations, and inventory modifications.
Proficient in coordinating with internal departments to facilitate guest service requests in a timely manner
Excellent written and verbal communication skills, with the ability to manage multiple stakeholders effectively.
Documentation Skills:
Experience in maintaining and updating Knowledgebase documentation related to hotel and air procedures for accuracy and usability.
Manifest Management:
Ability to generate, review, and distribute detailed manifests, including hotel rooming lists and air service manifests, accurately and in a timely manner.
Collaboration Skills:
Experience collaborating with analysts and project managers to implement programming changes, ensuring guest records are accurate.
Problem-Solving Abilities:
Ability to troubleshoot issues related to inventory and guest services, demonstrating proactive problem-solving skills.
Attention to Detail:
Strong attention to detail in managing manifests and documentation, ensuring error-free distribution and reporting.
PREFERRED QUALIFICATIONS
Industry Knowledge:
Familiarity with the travel or hospitality industry, particularly in relation to cruise or expedition services.
Technical Proficiency:
Experience with inventory management systems or software, particularly Seaware.
PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is frequently required to sit, talk, and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Ability to and willingness to travel. DISCLAIMER STATEMENT This job description is intended only to describe the general nature and level of work being performed by an incumbent in this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills or abilities required of persons so classified or assigned.
Auto-ApplyShared Services Specialist Candidate Bank
Member service representative job in Seattle, WA
**UW employees offer their boundless energy, creative problem-solving skills and dedication to build stronger minds and a healthier world.** Shared Services Specialists play an important role in UW's success as a global leader in education, research and health care. In this collaborative role, you would be part of a Shared Services Unit (SSU), using Workday Finance to provide a mix of financial budgetary and human capital management services to multiple units within a school, college or UW campus.
This candidate bank is recruiting for Shared Services Specialist (SEIU Local 925 Clerical Nonsupervisory) vacancies that are or may become available at UW Bothell, UW Seattle and UW Tacoma.
If you are interested in Shared Services Specialist positions in UW Medicine, please click here (******************************************************* LocationID=88&\_ga=2.7095026.1742**********************040833.1653320489) to search for current vacancies.
**JOB RESPONSIBILITIES**
Shared Services Specialists perform a variety of functions including:
+ Advise client units on fiscal, procurement, travel, accounts receivable, HR/payroll, grant pre-award, grant close, accounting, and other policies and procedures as determined by Shared Services leadership;
+ Complete transactions on behalf of client units in one or more of the following areas: accounting, procurement, travel, accounts receivable, HR/payroll, grant pre- and post-award, and other areas as determined by Shared Services leadership;
+ Analyze fiscal data and report on trends to client units and/or central offices;
+ Develop procedures for implementation, execution, control and review/audit of fiscal operations;
+ Analyze customer service data and other performance metrics to recommend improvement initiatives to shared services colleagues and leadership/governance; and
+ Independently and/or collaboratively research College, UW, State, and Federal processes and policies as appropriate to business needs;
+ Perform other related duties as required.
**MINIMUM QUALIFICATIONS**
Bachelor's Degree and two years of work experience in fiscal, accounting, or payroll experience.
**HOW THIS CANDIDATE BANK WORKS**
+ This candidate bank is used to prequalify candidates for current and future Shared Services Specialist job openings.
+ If you meet the minimum requirements, you will receive email notices when Shared Services Specialist positions become available that includes a link to apply. The email will include the name of the hiring department, a detailed job description, the work location, additional job requirements (if any) and other details about the position.
+ You can withdraw from the candidate bank at any time from your candidate record.
**Compensation, Benefits and Position Details**
**Pay Range Minimum:**
$54,732.00 annual
**Pay Range Maximum:**
$73,608.00 annual
**Other Compensation:**
-
**Benefits:**
For information about benefits for this position, visit ******************************************************
**Shift:**
First Shift (United States of America)
**Temporary or Regular?**
This is a regular position
**FTE (Full-Time Equivalent):**
100.00%
**About the UW**
Working at the University of Washington provides a unique opportunity to change lives - on our campuses, in our state and around the world.
UW employees bring their boundless energy, creative problem-solving skills and dedication to building stronger minds and a healthier world. In return, they enjoy outstanding benefits, opportunities for professional growth and the chance to work in an environment known for its diversity, intellectual excitement, artistic pursuits and natural beauty.
**Our Commitment**
The University of Washington is proud to be an affirmative action and equal opportunity employer (************************ . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
To request disability accommodation in the application process, contact the Disability Services Office at ************ or ********** .
Applicants considered for this position will be required to disclose if they are the subject of any substantiated findings or current investigations related to sexual misconduct at their current employment and past employment. Disclosure is required under Washington state law (********************************************************* .
University of Washington is an affirmative action and equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sexual orientation, gender identity, sex, age, protected veteran or disabled status, or genetic information.
TAPCO Credit Union Member Service Representative
Member service representative job in Tacoma, WA
Salary: $20.00 - $23.19/hr
Do you value trust and understanding, respect, integrity, cooperation, and accountability? Do you want to be a part of something BIG? Would you thrive in a place where you are empowered to improve lives by partnering with individuals and families to reach their goals and realize their full potential? Then look no further!
As a TAPCO Member Service Representative (teller), you will be the face of our credit union. You will be charged with providing excellent member service by going the extra mile to greet members, make them feel welcome and engage members to learn about their financial needs. You will be joining a team who enjoy coming to work to make a positive impact in their community.
What you will do:
Accurately process financial transactions in a timely manner.
Identify opportunities and refer products and services to TAPCO members.
Contribute to branch goals and support current business priorities and initiatives.
Accountable for achieving sales and service related goals and objectives.
Resolve member related issues and recommend solutions to best fit their needs.
Adhere to all policies, procedures, rules and regulations required for position.
Performs drive-up functions and night drop duties
May be required to work at other branch locations as needed.
Depending on experience will perform additional duties.
Opens accounts
Receive and process applications for consumer and mortgage loans. Meets with applicants, explains credit policies, provides guidance and verifies application data credit criteria.
Understand and sell GAP, mechanical breakdown warranties, and payment protection plans.
Responsible for branch opening and closing.
Registered as Mortgage Loan Originator with the Nationwide Mortgage Licensing System (NMLS).
Let's talk if you:
Will proactively build, develop, and maintain relationships with our Members.
Can be counted on to push self and others to exceed sales expectations.
Pursue all tasks with energy, drive, urgency, and the need to successfully finish.
Enjoy taking on challenges that may seem difficult as well as seizing opportunities as they come.
Are a team player that consistently aspires to grow and improve?
Have a minimum of 6 months retail sales and customer service experience.
TAPCO offers a comprehensive benefit package:
100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time employees. 50% Employer-paid spouse coverage. 65% Employer-paid dependent children coverage
Flexible Spending Account (FSA)
Dependent Care FSA
Health Savings Account (HSA)
401(k) Plan with up to 7% match
100% Employer-Paid Life Insurance/AD&D package ($100,000)
Paid Vacation and Sick Time
11 Paid Holidays + 1 Floating Holiday
Optional Short and Long Term Disability
Employee Assistance Program
Auto-ApplyMember Service Representative (Full-Time) - Puyallup
Member service representative job in Puyallup, WA
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
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 15815 Meridian E, Puyallup, Washington 98375
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 ****************************.
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-ApplyProfessional Services Veterinarian Seattle WA
Member service representative job in Seattle, WA
Professional Services Veterinarian As a Professional Services Veterinarian you will consult with Practice Owner Veterinarians on medical protocols to promote growth and utilization of IDEXX products, services, and medical testing; and promote customer satisfaction and loyalty. Represent IDEXX to customers and academia. Partner with Sales Force and collaborate with internal teams, providing technical support to sales and marketing, technical training, market trials and other applicable technical activities.
In this role you will:
* Consult with Practice Owner Veterinarians on medical protocols to promote growth and utilization of IDEXX products, services, and medical testing.
* Represent IDEXX to customers and academia which may include hosting seminars and continuing education sessions on company products to key influencers at Veterinary Hospitals, University and Veterinary Schools, etc.
* Partner with the Sales organization and other IDEXX areas as needed to collaborate, providing medical support to sales and marketing, technical medical training, market trials, and other applicable activities.
* Proactively support the company's products through assisting with, creating and reviewing technical materials and presenting technical medical subjects to a variety of audiences. May assist and write technical medical documents and/or provide input and approval oversight on marketing and field selling materials.
* Provide support to IDEXX Training Department, creating written materials, presentations, and conducting training sessions as appropriate.
* Assure compliance with all lDEXX SOP's and procedures relative to product questions/concerns, client records and administrative responsibilities.
* Handle customer (veterinary and end-user) questions providing technical medical advice and following through on product complaints.
* Adhere to and model the IDEXX Purpose & Guiding Principles.
* Perform other duties as assigned.
What you will need to succeed:
* DVM degree or equivalent.
* Advanced degree or board certification preferred.
* Typically, 5-8 years of experience in the Veterinary Industry and/or in Veterinary Practice
* Licensed to practice in at least one state a plus.
* Solid knowledge of current topics and issues in clinical veterinary medicine.
* Strong business acumen, including specific knowledge of products and services sold.
* Seasoned business and medical professional.
* Excellent communication and interpersonal skills with the ability to influence others effectively and appropriately.
* Strong facilitator, able to resolve conflict through mutual understanding and respect.
* Excellent customer service and business relationship-building skills required.
* Professional maturity, adaptability and responsiveness to employee, customer and peer needs or concerns.
* Strong problem-solving and decision-making skills with the willingness and ability to work collaboratively with others in a matrix environment.
* High integrity and honesty to keep commitments to Employees, Customers, and the Company.
* Goal oriented, with drive, initiative and passion for business and team excellence.
* Ability to organize and prioritize.
* Have a service-oriented attitude.
* Computer proficiency in Microsoft PowerPoint, Excel, and Word
* Able to accommodate extensive travel up to 75% (four days in the field, one day work from home)
* Company vehicle provided
* Hold a valid driver's license
* Extended hours may be required.
What you can expect from us:
* Annual Salary $140,000-160,000 based on experience
* Opportunity for annual cash bonus
* Health / Dental / Vision Benefits Day-One
* 5% matching 401k
* Additional benefits including but not limited to financial support, pet insurance, mental health resources, volunteer paid days off, employee stock program, foundation donation matching, and much more!
Why IDEXX?
We're proud of the work we do, because our work matters. An innovation leader in every industry we serve, we follow our Purpose and Guiding Principles to help pet owners worldwide keep their companion animals healthy and happy, to ensure safe drinking water for billions, and to help farmers protect livestock and poultry from diseases. We have customers in over 175 countries and a global workforce of over 10,000 talented people.
So, what does that mean for you? We enrich the livelihoods of our employees with a positive and respectful work culture that embraces challenges and encourages learning and discovery. At IDEXX, you will be supported by competitive compensation, incentives, and benefits while enjoying purposeful work that drives improvement.
Let's pursue what matters together.
IDEXX values a diverse workforce and workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
IDEXX is an equal opportunity employer. Applicants will not be discriminated against because of race, color, creed, sex, sexual orientation, gender identity or expression, age, religion, national origin, citizenship status, disability, ancestry, marital status, veteran status, medical condition, or any protected category prohibited by local, state, or federal laws.
No unsolicited Employment Agency resumes are accepted.
#LI-CFO
#LI-REMOTE
Auto-ApplyCustomer Financial Services Representative
Member service representative job in Snohomish, WA
About the Role
Please be advised that any resumes submitted between December 22, 2025 and January 2, 2026 will not be actively reviewed until our regular operations resume on January 5, 2026. We sincerely appreciate your patience and understanding during this period. Rest assured that any resumes submitted during this time will be thoughtfully reviewed once our team is back in full operation.
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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Auto-ApplyFinancial Services Representative I, II, Senior
Member service representative job in Renton, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member's needs. Assist with staff development and oversee the branch as assigned. Contribute to the growth of the credit union by meeting individual, branch and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Build meaningful relationships by participating in branch promotions and community events.
Support the Member Service Center with incoming calls as scheduled, monitor call activities and appropriately allocate assistance as branch and MSC needs arise.
Work in partnership with the branch management team to coach, train, develop and motivate branch staff and implement necessary changes to improve individual and branch performance.
Provide recommendations for branch and organizational enhancements with consideration for the member and employee experience.
Work effectively in a team environment across all organizational levels, where flexibility, collaboration, and adaptability are important.
Obtain state mandated insurance license to quote and bind Personal Lines insurance products, as assigned.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Two years of increasingly responsible experience in a related field preferred.
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds.
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Member service representative job in Bothell, WA
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
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
Self-motivated
Proactive in problem solving
Provide timely and thorough activity reports to agent
Bilingual - Korean preferred
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.
Compensation: $50,000.00 - $110,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent!
About Our Agency
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award
Additional languages spoken: Spanish and Mandarin
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
Auto-ApplySpecialist, Additional Services
Member service representative job in Seattle, WA
WHO WE ARELindblad Expeditions is a true pioneer in Expedition Travel. From taking the first citizen explorers to Antarctica in 1966, opening the Galapagos and Easter Island to tourism in 1967, leading the first tourist expedition through the Northwest Passage in 1984, and launching our innovative partnership with National Geographic in 2004, we're now taking almost 30,000 guests a year to some of the world's most remote and pristine locations on our fleet of 23 ships, and are committed to ensuring our guests experience the “Exhilaration of Discovery”.
JOB SUMMARY Join us as our Specialist, Additional Services (SAS), where you'll be essential in crafting unforgettable guest experiences. In this dynamic role, you'll manage and confirm guest requests for additional cruise services, ensuring every detail is executed flawlessly. Collaborating closely with vendors and internal teams, the SAS will ensure timely communication, accurate reporting, and efficient inventory management.The ideal candidate is highly organized, detail-oriented, and passionate about providing exceptional support to guests and travel advisors. If you thrive in a fast-paced environment and are dedicated to creating extraordinary experiences, this is the perfect opportunity for you. ESSENTIAL DUTIES To perform this job successfully, the employee must be able to perform each essential duty satisfactorily on determined timelines. Additional duties may be added or assigned at any time. Duties listed below are in the context of the pre/post voyage portion of the expeditions.INVENTORY MANAGEMENT
Manage contract terms related to attrition, cancellations, and inventory release directly with vendors, and mitigating financial exposure to the organization.
Monitor and action guest waitlists for additional services in priority order, based on established guidelines.
Process and confirm guest requests for additional services (e.g., hotel stays, internal air arrangements, upgrades) in a timely manner.
VENDOR & INTERNAL COMMUNICATIONS
Serve as a primary liaison between Additional Services team and external vendors via a shared email inbox, managing requests for upgrades, service cancellations, and inventory modifications.
Coordinate with internal departments via shared and personal email to facilitate guest service requests in a timely manner.
Maintain and regularly update assigned Knowledgebase documentation related to hotel and air procedures, ensuring accuracy and usability across teams.
MANIFESTS & MISC.
Generate, review, and distribute detailed manifests, including arrival, departure, hotel rooming lists and air service manifests, to vendors and internal field partners in a timely and error-free manner.
Collaborate with Seaware Analysts, Pre/Post Product Managers and Voyage Project Managers to implement programming changes in Seaware, ensuring that guest records reflect accurate programing and any newly added services.
MINIMUM REQUIREMENTS
Experience in Inventory Management:
Proven ability to manage contract terms related to attrition, cancellations, and inventory release with vendors.
Experience in monitoring guest waitlists and processing service requests in a timely manner
Vendor & Internal Communications:
Ability to serve as a liaison between teams and external vendors, effectively managing requests for upgrades, service cancellations, and inventory modifications.
Proficient in coordinating with internal departments to facilitate guest service requests in a timely manner
Excellent written and verbal communication skills, with the ability to manage multiple stakeholders effectively.
Documentation Skills:
Experience in maintaining and updating Knowledgebase documentation related to hotel and air procedures for accuracy and usability.
Manifest Management:
Ability to generate, review, and distribute detailed manifests, including hotel rooming lists and air service manifests, accurately and in a timely manner.
Collaboration Skills:
Experience collaborating with analysts and project managers to implement programming changes, ensuring guest records are accurate.
Problem-Solving Abilities:
Ability to troubleshoot issues related to inventory and guest services, demonstrating proactive problem-solving skills.
Attention to Detail:
Strong attention to detail in managing manifests and documentation, ensuring error-free distribution and reporting.
PREFERRED QUALIFICATIONS
Industry Knowledge:
Familiarity with the travel or hospitality industry, particularly in relation to cruise or expedition services.
Technical Proficiency:
Experience with inventory management systems or software, particularly Seaware.
PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is frequently required to sit, talk, and hear. The employee will also be required to write and type. The employee is occasionally required to stand, walk, and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Ability to and willingness to travel. DISCLAIMER STATEMENT This job description is intended only to describe the general nature and level of work being performed by an incumbent in this position. It is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills or abilities required of persons so classified or assigned.
New Accounts Representative
Member service representative job in Everett, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Everett Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Friday 8:30 a.m.- 5:15 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Everett, WA. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage 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, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:2831 Colby Ave##
##City:Everett##
##State:WA##
##ZipCode:98201##
##Internal:false##
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Auto-ApplyMember Service Representative (Full-Time) - Puyallup
Member service representative job in Puyallup, WA
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, certificate IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision. Provide assistance/training to lower level team members.
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.
Ability to work independently and in a team environment
Working knowledge of savings and checking products, accounts and services
May be required to participate and complete specialized training (in Business Services, IRA, MLO, notary, etc.), per business need
Effective active listening skills to accurately respond to inquiries and account requests
Effective organizational, planning and time management skills
Effective research, analytical, and problem solving skills
Effective skill building effective relationships through rapport, trust, diplomacy and tact
Effective skill exercising initiative and using good judgment to make sound decisions
Effective skill maintaining composure in a high production and changing environment
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective skill performing mathematical calculations and working accurately with numbers
Effective verbal and written communication skills
Desired Qualifications
Experience in member/customer service preferably in a call center, retail banking or financial institution
Experience in working in a credit union environment
Hours: Available Monday - Saturday, hours based on business needs.
Location: 15815 Meridian E, Puyallup, Washington 98375
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
****************************
.
Analyze, research and resolve problems and discrepancies related to member accounts/loans
Assist members with submitting consumer/mortgage/equity loan, overdraft protection and credit card applications
Counsel current and prospective members about Navy Federal's products and services
Ensure cash and other negotiable instruments are handled properly
Identify opportunities to cross service products and increase product penetration
Perform platform banking functions
Assist level I team members
Understand and comply with federal and other regulations relating to financial products and services
May assist with Branch Office vault opening, closing and balancing procedures
May serve as a Branch Office and/or ATM vault custodian
Perform other duties as assigned
Auto-ApplyFinancial Services Representative I, II, Senior
Member service representative job in Seattle, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
Auto-ApplyNew Accounts Representative
Member service representative job in Lacey, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lacey Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Valid driver's license, proof of insurance, and access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift.
Ability to occasionally kneel, reach, bend, push, pull and carry.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage 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, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:4400 Pacific Ave SE##
##City:Lacey##
##State:WA##
##ZipCode:98503##
##Internal:false##
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Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
Auto-ApplyMember Service Representative (Part-Time) - Lynnwood
Member service representative job in Lynnwood, WA
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.
* 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
* 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
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: 2701 184th Street SW Suite 100-A, Lynnwood, Washington 98037
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 ****************************.
Auto-ApplyFinancial Services Representative I, II, Senior
Member service representative job in Puyallup, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial Services Representative I (Category 15): $42,254 - $60,844 annually
Financial Services Representative II (Category 14): $45,633 - $66,624 annually
Senior Financial Services Representative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
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