Member service representative jobs in Cupertino, CA

At Theory, we create clothes that matter, that empower and improve the way we live through exceptional fit, fabric, and style. In 1997, Theory was founded in New York on the simple idea that stretch fabrics in tailored clothing could change how we dress and live. Two decades later, we continue to perfect our offering of elevated wardrobe essentials for the ambitious, urban man and woman. From sourcing materials from the best mills in the world, to the innovation and craftsmanship at our atelier in New York's Meatpacking District, the integrity of our process is just as important as our final product. In 2004, Theory was acquired by Fast Retailing, spurring international expansion of the brand. Operating 440 stores worldwide, today Theory is a New York brand with a global mindset. Our customers dream big, achieve goals, and aim for perfection. So do we, and so do our clothes. The Client Specialist is responsible for partnering with the store leader to achieve store sales and maximize profitability through effective management of the store team and implementation of company policies. The Responsibilities: Demonstrate strong business acumen through KPI's; partnering with the store leader to develop and support business driving strategies inclusive of analyzing available sales reports and data. Partner with the store leader to propose events/incentives that will continue to grow the customer base, with particular emphasis on building the local market. Ambitious; proactively seek to exceed/achieve customer expectations to secure an annual $1 million book. Act as a Brand ambassador; an expert in product and craftsmanship. Partner with the SSC CRM team to curate and produce client lists to ensure Tulip Influenced Sales. Continuously seek to enhance customer journey, provide expert knowledge of brand history, product and Theory for Good commitments. Manage client databases; ensure the team maintains constant client communication through utilizing their clienteling tools. Resolve all client problems and complaints quickly and effectively. Partner with SSC to drive VOS initiatives i.e. GWP & retail event marketing. Demonstrate strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful. Actively participate in community/store activities. The Essentials: 5-7 years of proven experience of working in a similar position ideally for a premium or luxury brand. Mandarin Chinese language fluency strongly preferred KPI focused, experience of driving sales to meet or exceed commercial targets. Dynamic interpersonal and communications skills, both verbal and written. Highly- motivated by driving business in a fast-paced, innovative environment. Business owner mindset with an entrepreneurial spirit; able to confidently make and suggest solutions, driving change where appropriate. Independent work ethic, time management skills, and personal accountability. Computer skills to operate a point of sale system, experience with teamwork is a plus. Demonstrable experience of partnering with corporate stakeholders such as Buying and Merchandising, Communications, HR, and Finance. Demonstrable customer management experience, able to drive clienteling initiatives and customer experiences to meet commercial expectations. Working knowledge of (list computer programs we use and spreadsheets). Salary range: $21/hr - $23/hr* *The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. For information regarding how we handle your personal information and to exercise your rights under the California Consumer Privacy Act, please see our Privacy Policy at Theory.com and Helmutlang.com. Ensure your Theory job offer is legitimate and don't fall victim to fraud. Theory never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from a Theory or sister company email address. For added security, where possible, apply directly through our job posting.

Regular Your opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you. What you have Required Qualifications: 1+ years of Client/Customer Service experience Preferred Qualifications: Previous experience in Financial Services/Wealth Management and/or closely related industry. While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses Ability to handle client needs with tact and diplomacy Outstanding written and oral communication skills Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously Ability to build and maintain good cross-enterprise working relationships Basic understanding of brokerage regulations and rules that govern client accounts May be asked to become a Notary In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

A leading nonprofit organization is seeking a Membership Associate to enhance the member experience at their San Francisco branch. This role involves engaging with members, managing membership accounts, and ensuring a welcoming and inclusive environment. The ideal candidate will have a high school diploma, customer service experience, and availability during various shifts. The position offers a salary range of $18.67 - $22.00 per hour and the chance to impact the community positively. #J-18808-Ljbffr

/RESPONSIBILITIES Perform expert leadership skills in the management of staff and coordination of patient care activities. Work collaboratively with all healthcare providers and non-health care providers. Serves as a mentor and role model for all staff. Reports to a Nursing Director or Executive Director. EDUCATION/EXPERIENCE Graduation from an accredited school of nursing with current RN licensure in the State of Texas. BSN is required. National certification (e.g., CCRN, RNC, CEN, CNOR, OCN, ANCC, CAN, CPAN, CFRN, etc.) in related fields is required. Three (3) years of recent, full-time hospital or clinic experience are required. Verification of course completion in accordance with all American Heart Association Basic Cardiac Life Support and Health Care Provider guidelines is required. External applicants must have at least two (2) years in an equivalent management capacity. LICENSURE/CERTIFICATION A current license from the Board of Nurse Examiners of the State of Texas to practice as a registered nurse is required. Must have a current AHA BLS Healthcare Provider or AHA BLS Instructor Provider card.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Employee discounts Free food & snacks Free uniforms Health insurance Training & development Job Summary Santa Cruz Appliance Repair is looking for a Customer Service Representative to join our team! As a Customer Service Representative, you are a key member of the team and represent our members on client support calls. You are responsible for handling service requests and customer complaints. Exemplifying our code of values, you show respect and courtesy to all customers and employees. This position is right for you if you are self-motivated, energetic, and enjoy helping people. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis. Responsibilities: Help customers with appliance sales purchase Receive incoming calls in a professional and courteous manner Perform marketing and sales functions to sell additional work and earn business Complete work orders, return customer calls, and respond to customer complaints Perform other duties as needed which may include cross-training in related positions Qualifications: Strong written and verbal communication skills Detail-oriented with strong data entry skills Positive Attitude Team player who can work independently Able to lift 75 lbs. Benefits/Perks Full time position with benefits Growth and Career Advancement Opportunities Great Working Environment 401(k) matching Health and dental Aflac supplemental insurance Paid holidays and paid sick

Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Technical Services Representative for our San Leandro, CA office. This highly motivated individual will be responsible for delivering operational and administrative excellence to support our sales and technical services teams-ensuring that every customer interaction is efficient, accurate, and leaves a lasting impression. Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity. This position reports to the Technical Services Manager. This role is onsite and is based out of our (Insert Location) office. Essential responsibilities: Coordinate jobs with customers and prepare appropriate paperwork, including the paperwork associate with our trucking process and associated weights Create and distribute invoices with quotes for services, such as lab packs, lab moves, and others Field incoming calls from prospective and existing customers as needed. Satisfying customer needs may involve a direct response from information and knowledge already possessed, obtaining information for response, or directing customer to someone capable of responding Assist Sales and Technical Services staff with job scopes and the coordination of bids, proposals, and quotations Assist Sales team with administrative tasks related to maintaining and growing customer base, including customized waste profiling and shipment report generation Organize and control all job folders and customer master files. This includes ensuring all paperwork is filed properly, and retrieving files for job costing purposes Provide Quality Control by contacting customers, post-service, to conduct surveys Attend all sales meetings and other necessary meetings Provide technical support to Inside and Outside Sales representatives and customers Assist with the approval of OSS, lab pack, and other job folders Order and maintain inventory of office supplies Track some office budgetary items All other duties as assigned Basic qualifications: Bachelors degree in Environmental Science or industry related experience Ability to work as a team player Determination/eagerness to learn about the environmental health & safety field Creativity in solving unique problems Leadership experience/potential Strong communication, analytical, technical, and organizational skills Intermediate skills with Microsoft Office products (Word, Excel, Outlook, and PowerPoint) Must be eligible to work in the United States without future sponsorship Must have a reliable form of transportation #LI-Onsite #LI-NF1 Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more! To learn more about our business, culture, and the exciting work that we are doing in the industry, find us on LinkedIn, Instagram (@triumvirateenvironmental), or our website! Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply. If you have a disability and need accommodation during the application and hiring process, please contact us at *********************************** or call us at ************. The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here. Actual starting base pay may vary based on factors such as education, experience, skills, location and budget. Pay Range$32-$32 USD

***Please note this is a four-month contract*** 100% Onsite in Palo Alto, CA About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage. ✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture. About the role We are seeking a Post Closing Servicing Specialist on a 4-month contract basis (with the possibility of extension depending on business needs). You will be responsible and accountable for all aspects of review, preparation, recording, accuracy timely submission, and maintenance of all Closing Documentation. You will assist in all aspects of internal controls, status, and reporting of all physical and e-recording of all closing documents. In this role, you will work with banks and title companies to resolve issues in recording. You will assist in monitoring the vendors' document recording processes, as well as contribute to internal reporting on the status of the recorded documents. You will also assist in providing Servicing support as needed. This role will report to the Post-Closing Team Lead. Your responsibilities Receive and review physical closing documents. Prepare packets for shipment to custodians. Receive electronic and physical recorded documentation and final title policies. Report issues related to the recording of all closing documents. Regularly liaise with title companies and other vendors involved in the recording process. Work with custodians to resolve any exceptions. Be the first point of contact for document-related inquiries and questions as they arise. Perform other duties as assigned by manager. Cross-train in other functions and assist as needed. About you High School diploma or equivalent. 1-2 years of document handling or processing experience, preferably in real estate or banking. Notary Public certification is preferred. Basic skills in Google Docs and Google Sheets or Microsoft Office equivalent are required. Willing and able to work in the office 5 days a week. Knowledge of real estate documents, title insurance, or escrow functions is a plus. Experience communicating with and interacting with title companies, counties, and external counterparties in the real estate recording process. Willing to learn new systems and processes as the team grows and adapts to new tools and techniques Strong attention to detail, prioritization, and organization skills; able to work at a pace that ensures that established deadlines are met. Ability to handle multiple projects in a fast-paced, hyper-growth environment. Ability to work with cross-functional groups throughout all levels within the organization and participate in the problem-solving process. Desire to continuously improve and a positive, "can-do" approach. Solid verbal and written communication skills. Solid interpersonal and customer service skills. Our benefits NA for contract role Compensation at Point will be determined by skills and experience. Point has identified the expected annual hourly range for this role at this level to be: $21.63 - $28.84 At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

Job Responsibilities Are you dependable? Are you looking for more? If you answered yes then Pharmacyclics is looking for you! We are an industry-leading and continuously growing company, and the right individual can grow with us! We're looking to add enthusiastic Customer Service Reps / Associate / Specialist for full-time and part-time positions immediately! We're seeking empathetic individuals who can support management and also interact with our vendors & customers while providing and maintaining quality, “best-in-class” customer service. We offer a competitive compensation and benefits package including health, dental, vision, life insurance, paid time off and 401k. When you join Pharmacyclics as a Customer Service Rep, you will have the opportunity to make a difference in the life of customers. Essential Duties: Process orders, forms, applications, and requests. Keep records of customer interactions, transactions, comments and complaints. Communicate with customers and vendors through various channels. Respond promptly to customer inquiries and provide feedback on the efficiency of the customer service process. Acknowledge and resolve customer complaints. Ensure customer satisfaction and provide exceptional customer support. Salary: $18.50 to $22.00 /hour. Based on Performance and Experience. Apply today for an opportunity to be a part of a great team with an innovative company! ***NB: Candidates applying should send a resume to our HR desk ***[email protected]*** and we will get back in touch ASAP! Skills Required Requirements: High school diploma, general education degree or equivalent. Ability to stay calm when customers are stressed or upset. Ability to multi-task, prioritize, and manage time effectively. Customer orientation and ability to adapt/respond to different types of characters. Ability to meet required goals and quotas. Positive and service-oriented attitude.

Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period Benefits - Medical, Dental, Vision, wellness program and more! Paid Holidays Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. Collaborative Environment - AAA will value your contribution to providing exceptional service to our members Free AAA Classic Membership AAA Product Discounts Tuition Reimbursement Program Additional Details: Competitive hourly base + commissions . Summary The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, MEAs are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned. This is a full-time, onsite position @ AAA San Ramon. Saturday availability is a must. Team Members may be asked to support a neighboring Branch within a reasonable distance, whether or not their home Branch is open on Saturday Essential Functions Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to: Member Experience Member Services Concierge DMV/MVD Auto Travel Unlicensed Insurance Services Smart Home Security Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need. Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities. Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location. Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment. Knowledge & Skills Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction. Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations. Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business. Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require. Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. Education & Experience/Licenses & Certifications Minimum Qualifications High School Diploma/GED 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required; customer service experience is strongly preferred. Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers. Drive for Results: Focuses on desired end results, takes steps necessary to meet deliverables in on time, and continues to move forward toward goal achievement. Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Teamwork: Develop quality relationships with peers, leaders and internal partners; while supporting communal focus and collaboration of Members First. Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations. Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs. Preferred Qualifications Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets. Working Environment/ Minimum Physical Requirements Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required. Must be flexible with work shifts, including Saturdays. Approximately 50-80% of time is spent using a personal computer. Must be available to work in different branch locations. This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). #LI-ML1 - Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Duration 10 months with possibility of contract extension Pay Rate $20/hr The Condo/Co-op Work Flow Coordinator will work within the Project Review Office (PRO) within the client's site. The candidate will be responsible for completing detailed reviews of Condominium and Cooperative project documentation received from the Retail, and Private Banking channels which includes, but is not limited to - Appraisals, Budgets and Financial Statements/1120s, By-Laws, Covenants, Conditions & Restrictions (CC&Rs), Insurance Declarations, Leasehold Agreements, Offering Plans (& Amendments) and Project Questionnaires. Accurate analysis and data entry of key project information in the Condo/Co-op Project databases is required. The Condo/Co-op Work Flow Coordinator will consult with internal and external business partners to assist in determining if a project or individual loan requests meet eligible Condo/Co-op classifications and product specifications. In addition, you will communicate project status (approval, suspense, denial) to appropriate individuals and uphold fair lending practices of Bank of America, while meeting targets for productivity, quality and customer satisfaction. The Condo/co-op Specialist will contact Condo/Co-op Management companies, Developers, Sponsors, and Condo/Co-op Boards to obtain additional information, as required. Qualifications Minimum of 5+ years of mortgage project underwriting, condo/co-op project review or related experience Analytical skills and computer skills Excellent written and verbal communication/interpersonal skills Must have excellent teamwork orientation and the ability to work independently in a fast moving environment Strong analytical, decision making, and attention to detail skills Processing or underwriting Condo or Co-op transactions Analyzing Corporate tax returns and/or Financial Statements Analyzing appraisals Familiarity with Fannie Mae and Freddie Mac credit policy Ability to communicate well in difficult situations Additional Information To know more on this opportunity, please contact: Laidiza Gumera ************ *******************************

Appointment Type * Probationary 1 Bargaining Unit * Unit 7 - CSUEU - Clerical and Administrative Support Services 1 Job Search Category/Discipline * Safety 1 Time Basis * Full Time 1 Workplace Type (Exclude Inst Fac) * On-site (work in-person at business location) 1 PTOC Community Service Specialist - (Community Service Specialist) - University Police Apply now Job no: 552070 Work type: Staff Location: San Francisco Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Probationary, Full Time, Safety, On-site (work in-person at business location) Working Title Community Service Specialist SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling ************** or emailing ***************. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department University Police Appointment Type This is a one-year probationary position. Time Base Full-Time (1.0 FTE) Work Schedule Schedule to be arranged by supervisor. Anticipated Hiring Range $3,461.00.00 - $4,567.00 Per Month; ($41,532.00 - $54,804.00 Annually) Position Summary The Community Service Specialist serves as a visible security presence on the campus, and within its buildings as assigned, performs security services such as patrolling campus on foot, bike or vehicle to protect campus community and visitors, provides public safety support and assistance to campus police, enforces campus ordinances and parking regulations, and issues citations to violators. Incumbent also provides information to the University Police Department (UPD) regarding any unusual occurrences and/or activities on and around campus. Position Information Security Services: Patrol campus on foot, bike or vehicle to protect campus community and visitors from such hazards as fire, theft, vandalism, trespassing and other crimes. Assist in the enforcement of campus rules and regulations, report hazardous conditions, checking, opening and securing campus facilities, coordinating and testing campus alarm systems. Public Safety Support: Provide support and assistance to UPD by providing back-up dispatch support, managing property and evidence, maintaining records, providing training on crime prevention awareness, supporting drug identification programs, performing Live Scan and Ink Card fingerprinting, participating in emergency response teams and responding to emergency situations and taking incident/accident reports and responding to these situations, as needed. Parking Support: Enforce parking rules and regulations through issuing and selling parking permits, patrolling parking lots, and issuing citations for parking and other standing violations, as appropriate. Appear in court for parking related citations and directing vehicle and pedestrian traffic during peak hours, special events, and emergencies. Campus Community Support: Assist in the physical logistics for campus special events and emergencies. Provide general information and assistance to the public and provide escort and citizen assistance, as needed. Other duties as assigned. Minimum Qualifications Entry into this classification requires high school level reading and writing abilities, and possession of a California Driver's License. The nature of the duties may also require successful completion of a background check, physical and and/or the ability to attend Police Officers Standards & Training (POST) programs related to public safety support and dispatch activities. Knowledge of and the ability to learn how to use the applicable public safety related equipment and systems are essential. A high school diploma or equivalent and three to six months related experience would normally achieve these entry qualifications. * Working knowledge of applicable procedures and regulations related to campus security, public safety, and parking. * Working knowledge of alarm and radio systems. * Ability to detect and respond appropriately to potential hazardous or crime situations. * Ability to observe and recall details and incidents. * Ability to act and resolve parking and traffic problems. * Ability to write standard incident reports in a clear and concise manner. * Ability to interact effectively with a wide range of individuals including the campus community, general public and law enforcement personnel. * Ability to handle sensitive situations with tact and confidentiality. Preferred Qualifications * At least 1 year of experience as a security officer. * Must be dependable, trustworthy and willing to respond to work on call if needed. * Keep uniform inspection ready: polished, clean, and neat. * Knowledge of campus operating and emergency procedures. Required/License/Certification * Incumbent must pass a medical examination and background check, and possess a valid California Drivers' License. * The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment. Environmental/Physical/Special Must be able to work indoors and/or outdoors and feel comfortable working in a police environment. May be required to work evenings and/or weekends depending on department staffing needs. Must be able to stand for long periods of time, walk for long periods of time, climb stairs, lift, open doors, and assist police officers as requested. Must be able to react to emergencies and be able to communicate effectively. Act as a first level mediator of disputes and be the eyes and ears for the UPD. Must be able to competently interact with a culturally and ethnically diverse population of students, faculty and staff and visitors/guests. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19. The systemwide policy can be found at ******************************************************* The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at **************. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time. Advertised: Oct 13 2025 Pacific Daylight Time Applications close:

Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Commercial Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % No Work Shift Day Compensation Hourly base pay rate is $23.51 - $35.24/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program. Job Description * Primary point of contact for resolving client issues for accounts ranging from simple to highly complex, broad scope accounts, collaborating with the national sales team, physical site representatives, corporate Commercial Services post-sale team, Arbitrators and various stakeholders. * Assists with customer care issues and respond to dealer and commercial client inquiries, problems, or concerns in a professional manner, escalating as necessary. Develops a positive relationship with assigned clients, seeking to understand their vehicle requirements and helping them understand auction processes, vehicle availability and processes for sale, preparation, and delivery. * In coordination with national account representative, follows account specific procedures to prepare and audit sale vehicle run process including managing run order, scheduling, providing notice to customer account, vehicle repairs, accurate charge posting (pre-sale and limited post-sale), reporting, invoicing, etc. * Monitors vehicle sales processes and liaise with auctioneers in lane, department managers, national commercial sales teams, mechanic shops, and operations to ensure efficient vehicle preparation and auction block representation to include both initial runs and re-runs on sale day. * Examines vehicles within the sales lineup, utilizing Auto Check to verify that inventory meets necessary specifications, identifying any missing vehicles, and collaborating with account representatives to ensure that vehicles are prepared for sale, complete with suitable imaging and announcements. * Coordinates vehicle transportation, ensuring timely delivery and resolution of emerging issues. * Reviews Condition Reports to capture required announcements (Structural, Flood, True Miles Unknown, AS IS - NAAA guidelines for miles and age), Branded Title, Manufacturer's Buyback, etc. * Educates and upsells national clients on complementary company products and services to ensure client satisfaction. * Works with other Manheim departments regarding post-sale activities, AR, and on other matters. * Generates file jackets for client audits containing condition reports and all invoices for performed work and transportation. * Responsible for efficiently coordinating redemptions, involving scheduling with consumers for vehicle pickup, facilitating payments, and ensuring proper documentation, all while delivering exceptional customer service and resolving issues with professionalism. * Serves as a liaison between clients and the Title Shared Services Center (TSSC) to ensure timely receipt of negotiable titles. * Collaborates with Accounts Receivable department to post accurate charges; process and send invoices as needed; and actively pursue collections. * Demonstrates effective prioritization skills by understanding the role of assigned tasks within the comprehensive lifecycle of auctioned cars. * Demonstrates professionalism and sincere appreciation for the business relationships that have been established amongst the client and Manheim. Qualifications: Minimum: * High School Diploma/GED and 3 years' experience. * The right candidate could also have a different combination, such as any level degree/certification beyond a HS diploma/GED in a related discipline; * or 5 years' experience in a related field. * Strong verbal and written skills required. * Ability to build strong business relationships required. * Problem solving and de-escalation skills required. * Strong organizational skills required. Preferred: * Bachelor's degree in a related discipline preferred. * Strong knowledge of Salesforce, AS400, Workbench and Excel preferred. * Previous experience as a Commercial Services Specialist preferred. Drug Testing To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited. Benefits Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave. About Us Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship. Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.

**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Director, Services Specialist Sales, Test & Learn Mastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle, Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence. Summary: As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment. The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance. Job Responsibilities: - Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals - Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities - Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals - Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.) - Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals - Ability to seamlessly partner across our Services sales and consulting teams - Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking - Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite All About You - Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise - Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred - Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients - Ability to thrive and build robust pipeline with limited lead generation support - Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues - Revenue management experience - Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals \#AI3 Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** Purchase, New York: $141,000 - $197,000 USD

Full-time Description Under the direction of the Financial Center Team Leader and/or Assistant Financial Center Team Leader, the Financial Service Representative provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. Actively promotes and advises on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities. Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties. Actively supports the Purpose, Values and Strategic Plan of Excite Credit Union. Takes responsibility for individual career development and training and seeks opportunities to learn new skills to further enhance job knowledge. Completes assigned self-study courses in a timely manner. Actively participates in team meetings. Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions. Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures. Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift. Takes personal responsibility for every service outcome. Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements. Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner. Redeems US Savings Bonds. Performs financial center opening and closing duties as assigned. Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals. Makes effective referrals to other specialists when appropriate. Uses effective communication skills to learn about each member and builds relationships. Actively seeks to uncover “unexpressed” member needs during each interaction. Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union. Ensures follow-up commitments are met. Key Competencies: Member Focus: Makes our members (community, ECU and/or Team) and their needs a primary focus while developing and sustaining productive relationships. Demonstrates the ability and willingness to find out what the member wants and/or needs and acts accordingly while taking the cost, return on investment and core values into consideration when making decisions. Accountability: Demonstrated follow through and ownership for own and delegated projects, work and other duties. Building Trusting Partnerships: Support and build working and collaborative relationships between departments, team leaders and internal/external members to meet ECU goals. Recognizes the contributions from other department and invites representatives to discuss ideas and plans to achieve work goals. Able to receive and provide feedback to and from others while helping others feel valued, appreciated, and included in discussions. Communication: Strong verbal and written communication. Makes favorable impressions by interacting professional with staff, partners and internal/external members that build effective relationships. Compassionate: Allow people to learn from mistakes and show genuine interest in the success of others while promoting their abilities and encouraging new innovative ideas. Flexibility and Adaptability: Maintains effectiveness when experiencing change within work structure, processes, requirements and/or culture. Quickly modifies behavior to deal effectively with changes in the work environment and readily tries new approaches appropriate for the new situations. Is flexible and not persistent with ineffective past practices and behavior. Innovation/Entrepreneurship: Identifies implicit assumptions in the way problems or situation are defined and presented; sees alternative ways to view or define problems without being constrained by past practices. Passionate / Values Based: Keep the organization's vision and values at the forefront of decision-making and action. Communicates the importance of the vision and values while helping others understand their importance. Moves others into action by translating the vision and values into day to day activities and behaviors. Sales and Persuasiveness: Uses appropriate interpersonal styles and communication methods to gain acceptance of product, services and/or ideas from prospects and existing clients, partners and members. Demonstrates flexibility in dealing with the personal/stylistic differences of our existing and potential clients, partners and members. Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application. Targets leaning needs, seeks to learn and maximize knowledge; takes risks in learning and applies knowledge into practical use to improve and support Excite business objectives. Requirements Required Experience and Education High school diploma or equivalent Minimum 1 year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Previous financial industry experience Bi-lingual skills (English/Spanish) Physical Demands While performing the duties of this job the employee may be required to use hands to finger, handle, or feel; and talk and hear. The employee frequently is required to walk and reach with hands and arms and stand for long periods of time. The employee is required to occasionally sit, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. Work Environment Performs job duties inside the typical office setting with minimum time in an out of office environment. Team Member will be exposed to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. While every precaution is taken to avoid exposing employees to dangers in the workplace, working in a financial institution may expose employees to certain hazards in the event of criminal activity including robbery and/or attempted robbery. ***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Management retains the discretion to add to or change the duties of the position at any time.*** Salary Description $21-$24/hour DOE

About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required

Job DescriptionAbout the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required Powered by JazzHR uhnqb9pLTj

Job Description The Financial Service Representative III is expected to support the overall sales, service and revenue goals of the Credit Union. They will assist in an effective transition of our lending program from the back office to front line staff. They are expected to learn our current end to end loan program and identify gaps in systems utilization, processes and training that will assist in a successful transition. The Financial Service Representative III is expected to work in branches to improve the member experience, support growth and retention efforts by developing new business and assisting the branch management teams in training employees. This primary focus of this role is to work within the branches and lending to identify process improvement in workflows that will simplify the current loan process for front line staff in tandem with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will display a high level of knowledge in our current product offerings and assist in implementations that support building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. The Financial Service Representative III will also perform as a role model by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks in net promoter scores while assisting members in the more consultative complexed transactions. They will work with the Branch Management Teams to develop training and coaching plans as new lending products and additional services are launched. They are expected to adheres to the service promise promotes advocacy and continually focuses on delivery of a personable member experience. They are expected to follow established compliance processes and promote simplicity by providing feedback and input on procedures or processes that appear cumbersome or difficult. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The Financial Service Representative III is expected to have a high level of professionalism and knowledge to assist members and branch staff in handling and resolution of complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also expected to refer and train branch staff in effective referrals to the Wealth Management and Commercial Banking divisions. The FSR III is expected to conduct on sites at Member Companies within specific branch regions. Responsibilities: • Take responsibility and accountability in following all service standards set forth by the credit union. • Act as a supervisor in the absence of branch management. • Achieves minimum sales goals as established by the management. • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans. • Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members' confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions as well as reconciliation. • Assist Branch Management to perform the accurate completion of required branch audit logs. • Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations. • Research and resolve member questions, problems and concerns by telephone, written correspondence or in person • Individual in this position may be pulled to work in other branch as business needs require. • Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 3 years' experience in related disciplines, including exposure members/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution • Previous background in a retail branch environment with effective client relationship building skills • Must be capable of working established hours required by the branch. • Strong organization, excellent written and verbal communications skills, quality service and team orientation required. • Proficient with Microsoft Windows PowerPoint and Excel • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification. • Must be a Notary or have ability to pass Notary test.

Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries. DUTIES AND RESPONSIBILITIES: ~ Provide quality service to members and other employees ~ Provide explanation for all types of new share and loan accounts. ~ Cross-sell all credit union products and services. ~ Establish or make changes for payroll deductions and/or direct deposits. ~ Provide account balance information. ~ Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners ~ Mail out loan applications, rate sheets and other pertinent information. ~ Open sub savings accounts and money market accounts. ~ Accept and review consumer and auto loan applications for completeness. ~ Process mail and answer phones. ~ Perform other duties as assigned. PREREQUISITES FOR POSITION EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred. SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime. Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.

Job Description The Financial Service Representative III is expected to support the overall sales, service and revenue goals of the Credit Union. They will assist in an effective transition of our lending program from the back office to front line staff. They are expected to learn our current end to end loan program and identify gaps in systems utilization, processes and training that will assist in a successful transition. The Financial Service Representative III is expected to work in branches to improve the member experience, support growth and retention efforts by developing new business and assisting the branch management teams in training employees. This primary focus of this role is to work within the branches and lending to identify process improvement in workflows that will simplify the current loan process for front line staff in tandem with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will display a high level of knowledge in our current product offerings and assist in implementations that support building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. The Financial Service Representative III will also perform as a role model by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks in net promoter scores while assisting members in the more consultative complexed transactions. They will work with the Branch Management Teams to develop training and coaching plans as new lending products and additional services are launched. They are expected to adheres to the service promise promotes advocacy and continually focuses on delivery of a personable member experience. They are expected to follow established compliance processes and promote simplicity by providing feedback and input on procedures or processes that appear cumbersome or difficult. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The Financial Service Representative III is expected to have a high level of professionalism and knowledge to assist members and branch staff in handling and resolution of complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also expected to refer and train branch staff in effective referrals to the Wealth Management and Commercial Banking divisions. The FSR III is expected to conduct on sites at Member Companies within specific branch regions. Responsibilities: • Take responsibility and accountability in following all service standards set forth by the credit union. • Act as a supervisor in the absence of branch management. • Achieves minimum sales goals as established by the management. • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans. • Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members' confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions as well as reconciliation. • Assist Branch Management to perform the accurate completion of required branch audit logs. • Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations. • Research and resolve member questions, problems and concerns by telephone, written correspondence or in person • Individual in this position may be pulled to work in other branch as business needs require. • Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 3 years' experience in related disciplines, including exposure members/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution • Previous background in a retail branch environment with effective client relationship building skills • Must be capable of working established hours required by the branch. • Strong organization, excellent written and verbal communications skills, quality service and team orientation required. • Proficient with Microsoft Windows PowerPoint and Excel • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification. • Must be a Notary or have ability to pass Notary test.