Member service representative jobs in Escondido, CA - 991 jobs

```html About the Company - Established State Farm Agent in Rancho Bernardo area looking for a licensed and experienced Part-Time Customer Service Representative to provide outstanding service to our customers. This is an in-office position. Preferred Skills: Property and Casualty Licensed Experienced in the insurance industry Strong communication skills Friendly, reliable and smart Detail oriented Ability to work well in an office environment Pay range and compensation package - Based on experience. Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices. ```

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Essential Duties and Responsibilities Be the first point of contact for customers wanting to cancel services. Engage with customers to identify cancellation reasons and offer tailored solutions. Communicate the value of services to reinforce customer commitment. Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn. Track retention metrics, including save rates and customer feedback. Keep detailed records of all interactions in CRM systems. Collaborate with internal departments to resolve customer issues efficiently. Follow up with customers to ensure satisfaction post-resolution. Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently. Handle all interactions with empathy and professionalism. Meet or exceed monthly retention KPIs, such as customer saves and call quality. Participate in ongoing training to stay updated on company services and policies. Utilize Microsoft Teams, Outlook, and other relevant tools. Perform additional duties as assigned. Customer Engagement Connect with customers proactively through phone and email. Build strong relationships by understanding their needs and preferences. Issue Resolution Address customer inquiries and concerns with professionalism and urgency. Work with internal teams to resolve issues efficiently. Upselling & Cross-Selling Identify opportunities to recommend additional services or products. Educate customers on the benefits of enhanced offerings. Customer Feedback Collect and share customer insights to support service improvements.

Under general supervision, the Brokerage Specialist provides marketing, research, transaction, and administrative support to across the organization. This role supports sales and leasing activities by preparing marketing materials, maintaining transaction data, coordinating client-related logistics, and assisting with internal processes in accordance with company Sales and Marketing operational policies and procedures. The Brokerage Specialist does not independently perform licensed real estate activities unless properly licensed. All activities requiring a California real estate license are performed only by licensed personnel and under appropriate broker supervision. The position requires a high level of professionalism, organization, and discretion in handling confidential sales, marketing, client, and proprietary information. Skills and Competencies Strong written, verbal, and interpersonal communication skills. Ability to organize, prioritize, and manage multiple assignments and deadlines simultaneously. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Adobe InDesign; familiarity with CRM, marketing, or project management software is a plus. Strong attention to detail and ability to follow established processes and compliance requirements. Professional demeanor with a customer service-oriented approach. Ability to work collaboratively in a team-oriented environment. Demonstrated ability to maintain confidentiality and handle sensitive information with discretion and integrity. Interest in commercial real estate, brokerage operations, and marketing strategy. Compliance Note This position includes both licensed and non-licensed duties. Employees may only perform activities requiring a California real estate license if properly licensed and acting under broker supervision, in accordance with California Department of Real Estate regulations. Salary Range Language The expected base salary for this position ranges from $75,000 to $85,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Essential Duties and Responsibilities Broker Support & Marketing Provide day-to-day marketing and administrative support to multiple brokers across the organization on sales and leasing assignments. Assist brokers with the preparation and execution of marketing strategies for property listings and business development initiatives. Create, format, and update marketing materials including flyers, brochures, proposals, offering memoranda, and presentations for broker review and approval. Support the preparation of comparable market analyses, market research summaries, and industry data for use by licensed brokers. Evaluate broker and client requests to determine appropriate content, format, and delivery of marketing and presentation materials. Data, Systems & Coordination Maintain and update marketing and sales infrastructure, including CRM systems, prospect databases, transaction records, and web-based platforms. Coordinate with internal departments such as Research, Financial Analysis, and Marketing to obtain requested data and materials. Audit, update, and maintain listings, sales records, and transaction documentation to ensure accuracy, completeness, and compliance. Analyze competitive and market information and prepare summaries for broker review. Client & Transaction Support Provide client service support that enhances broker-client relationships and supports business growth. Participate in client meetings and presentations in a support capacity as requested by brokers. Organize property tours, including scheduling, coordinating logistics, and preparing tour materials; licensed brokers conduct tours and discuss transaction-related matters. Respond to pricing inquiries and assist brokers in developing proposals and responses to non-routine client requests (California real estate license required). Perform additional duties and special projects as assigned.

To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision. Self-motivated, results driven, team player with strong ability to collaborate with others Experience in an administrative support capacity, preferably in customer service or financial services Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Familiarity with investment products, services, processes, requirements, and systems Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced customer service and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal and external members/customers Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact Ability to interpret and explain regulations, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective verbal and written communication skills Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Working knowledge of Navy Federal/NFIS products and services Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License Hours: Monday - Friday, 8:30AM - 5PM Hybrid Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist in training and onboarding n

Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales. Essential Duties: Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle. Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions. Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager. Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies. Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously. Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products. Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates. Attends sales meetings. Maintains professional appearance and workspace. Sells and delivers professional service when needed in the sales department Processes sales paperwork in accordance with dealership policies Keeps up-to-date on new Audi products and services within the industry. Will be responsible for clean and tidy showroom and vehicle display. Approaches and greets overflow sales prospects in a timely manner. Exhibits a high level of commitment to customer satisfaction. We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success! Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways. · Guaranteed hourly wage · Volume / Unit bonuses · Flex scheduling featuring 2 full days off every week plus an early and a late day · You will receive a wide range of benefits including FULL medical, dental, and vision insurance · Discounts and an associate pricing program on vehicles, parts and service · Support for continuing education and personnel development are included

The Member Services Representative is responsible for building positive relationships among members, participants, volunteers, and staff, with the intent to increase membership. The Representative creates a positive image of the YMCA by providing excellent customer service, actively responding to inquiries, questions and needs, efficiently handling calls, and providing accurate information. The Member Services Representative conducts member interviews with the intention of connecting members to membership and programs based on individual interests and goals. The individual will work in a team-oriented environment. For information on Y Employee Perks, click on this link: Employee Benefits | YMCA of San Diego County (ymcasd.org) Schedule Location: Border View Family YMCA Variable shifts: Monday - Thursday: 6:45 am - 12:15 pm; 3:15 pm - 8:45 pm Friday: 6:45 am - 12:15 pm Saturday: 7:45 am - 1:15 pm Must be bilingual in English and Spanish. Responsibilities Model the YMCA character values of caring, honesty, respect and responsibility in all aspects of position responsibilities, particularly through actions and conversation with members Educate members that the YMCA is a non-profit charitable organization Promote membership and programs and serve as an advocate for the YMCA Monitor access to facility by ensuring members and participants check-in upon arrival to the facility Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff Engage in active listening with members to build relationships, understand individual's goals and interests and take the initiative to assist in the achievement of those goals Maintain working knowledge of branch and association programs to communicate and share information to members and participants Greet, interview, and tour future members using cause-driven sales and engagement techniques Using cause-driven sales and engagement techniques and proper administration procedures, accurately process all membership sales, membership upgrades/downgrades, and membership renewals Conduct member engagement and conversion efforts for all membership inquiries and tours which did not result in a join Conduct member retention and communication efforts regarding debt collection and membership renewals Accurately process branch insufficient payment collection transactions Process membership cancellation requests with the intent to retain members Implement, distribute and communicate all membership marketing campaigns and any sales related promotions Connect members to specific programs and services; process program enrollments with the intent to increase member utilization of services Accurately process transactions and handle cash transactions in accordance with cash handling, association, and branch policies and procedures Process program enrollment transfers and age overrides Build positive member relationships and cultivate member Y stories with the intention of increasing participation in our Y's Support Campaign Maintain working knowledge of scholarship programs, while actively encouraging and assisting members in the successful completion of the application process Responsible for processing membership and program scholarship applications Enter data accurately and in accordance with association data entry procedures Responsible for completing end of shift procedures, balance and account for all transactions Process program enrollment transfers and overrides in TREC when necessary Follow YMCA policies and procedures. Inform appropriate staff of any policy or safety concerns Visual and auditory ability and willingness to respond to critical incidents and the physical ability to act swiftly in an emergency and follow the branch emergency plan Ability to work as part of a team. Develops harmonious relationships with staff, members, guests and volunteers Other duties as assigned Qualifications Must be bilingual in English and Spanish 6+ months of sales and relationship-building experience preferred Passion, enthusiasm, and commitment to the mission and cause of the YMCA An enthusiastic personality with the desire to serve members, volunteers, guests, participants and staff to create a culture of service within our centers Conflict resolution skills, and ability to demonstrate sound judgment and initiative Experience with basic Windows based applications Possess basic math, grammar, and spelling skills to complete transactions Ability to sit and stand for extended periods of time Licensing, state law and our government funders require that staff within YMCA of San Diego County be fingerprinted, prior to reporting to work, and include subsequent arrest notifications CPR/AED, and First Aid Certification, must include Adult and Child/Infant, obtained within 30 days of hire and must be from one of the following certifying organizations: American Red Cross American Heart Association American Safety & Health Institute YMCA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the YMCA is concerned about conviction that is directly related to the job, you will be given the opportunity to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement. Pay Range USD $17.75 - USD $20.41 /Hr.

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service in a call center environment, with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. DIMENSIONS: Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.Sales Expectations: Meet/exceed established monthly/annual sales goalso Consumer/Real Estate loan referral annual goal: 700o Earned sales incentive monthly goal: $20 minimumo Checking accounts opened annual goal: 50o Additional referral requirements: auto buying service, investment products, and credit union promotional products and serviceso Additional sales requirements: e-statements, bill pay, and direct deposit Member Support: Approximately 140,000 credit union members SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE: Member Service Representative I • Processes member transactions. Performs account file maintenance, handles member issues and inquires. • Identifies cross-selling opportunities, referring members to Member Service Center Specialist I-II. • Meets/exceeds established monthly/annual sales and service goals. • Maintains knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Addresses difficult member situations and resolves in a positive manner. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Assists with end of day balancing, opening and closing procedures and other side jobs as assigned. • FSCC - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards, restrictions, etc. • Performs other relevant duties as required. Member Service Representative II (Must be competent at the level of a Member Service Representative I), in addition: o Thorough knowledge of all products and services, policies and procedures. o Quotes deposit rates and membership eligibility. o Knowledgeable in automated services. o Provides on-line banking and bill pay support. Member Service Representative III (Must be competent at the level of a Member Service Representative II), in addition: o Proven sales and service goals. o Back up for processing consumer loans and new accounts. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired. o Member Service Representative I: 1 year of previous customer service experience. o Member Service Representative II: 1 year experience in a financial institution to include sales and service. Call Center experience preferred. o Member Service Representative III: 2 years experience in a financial institution plus proven successful performance in sales and service. Call Center experience preferred• Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Process member transactions and requests accurately and timely. • Present a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities. • Adhere to key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS: • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS: • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. Salary Ranges (Hourly) : Member Service Representative I $19.0000 - $21.0516 Member Service Representative II $20.0000 - $23.1253 Member Service Representative III $21.0000-$25.9562

Requisition open for new hires in San Diego

About the Role 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. Follow Us on Social Media

Job Description The Role: Client Services Officer Reports To: Client Services Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Client Services Officer The Client Services Officer serves as a primary relationship and service liaison for clients, managing a diverse range of daily banking needs, account servicing requests, and complex problem resolution. This role partners closely with Relationship Managers and internal departments to ensure clients receive responsive, accurate, and highly personalized support. The CSO is responsible for understanding client profiles, anticipating service needs, and delivering proactive solutions that align with the Bank's service excellence standards. By consistently providing seamless and exceptional client support, the Client Services Officer materially enhances departmental capacity and service consistency. Their attention to detail, responsiveness, and commitment to client satisfaction play a crucial role in strengthening client relationships, improving retention, and supporting business development efforts. This role helps create a service environment that reflects the Bank's mission, strengthens internal collaboration, and reinforces the organization's reputation for providing distinctly different, high-touch financial services. What You'll Do Assist in directing all activities of the staff and branch operations area in compliance with bank and regulatory policies. Maintain a high level of service to Bank Customers. Ensure the Bank's safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets. Approve transactions within delegated approval authority. Proficient in all teller, new account, safe deposit, ATM balancing and all related systems platforms. Assist in opening new accounts in the absence of a Client Service Specialist. Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices. May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc. Assist in conducting performance appraisals for non-exempt operations staff in the banking office. Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention. Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts. Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors. Responsible for identifying cross-sell opportunities and acting on them as appropriate. Serves as backup in a variety of operations functions. Perform other duties as assigned or needed. AML/CFT/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Who You Are Experience & Expertise Minimum 3-5 years banking experience. Minimum 2 years lead or supervisory experience. Strong knowledge of Bank policies and procedures and regulatory compliance. Cash handling experience required. Experience in Commercial Banking preferred Mindset & Values You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate's culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do. If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service in a call center environment, with a focus on processing transactions, member requests and referring financial products and services. Adheres to the credit union's policies, procedures and quality service standards. DIMENSIONS: Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.Sales Expectations: Meet/exceed established monthly/annual sales goalso Consumer/Real Estate loan referral annual goal: 700o Earned sales incentive monthly goal: $20 minimumo Checking accounts opened annual goal: 50o Additional referral requirements: auto buying service, investment products, and credit union promotional products and serviceso Additional sales requirements: e-statements, bill pay, and direct deposit Member Support: Approximately 140,000 credit union members SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE: Member Service Representative I • Processes member transactions. Performs account file maintenance, handles member issues and inquires. • Identifies cross-selling opportunities, referring members to Member Service Center Specialist I-II. • Meets/exceeds established monthly/annual sales and service goals. • Maintains knowledge of all products and services, policies and procedures. • Follows quality service standards to ensure exceptional quality service is provided. • Addresses difficult member situations and resolves in a positive manner. • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union. • Assists with end of day balancing, opening and closing procedures and other side jobs as assigned. • FSCC - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards, restrictions, etc. • Performs other relevant duties as required. Member Service Representative II (Must be competent at the level of a Member Service Representative I), in addition: o Thorough knowledge of all products and services, policies and procedures. o Quotes deposit rates and membership eligibility. o Knowledgeable in automated services. o Provides on-line banking and bill pay support. Member Service Representative III (Must be competent at the level of a Member Service Representative II), in addition: o Proven sales and service goals. o Back up for processing consumer loans and new accounts. EDUCATION, SKILLS, & ABILITIES: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. 6. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A high school diploma or equivalent is desired. o Member Service Representative I: 1 year of previous customer service experience. o Member Service Representative II: 1 year experience in a financial institution to include sales and service. Call Center experience preferred. o Member Service Representative III: 2 years experience in a financial institution plus proven successful performance in sales and service. Call Center experience preferred• Excellent communication skills; sound judgment and attention to detail. • Previous experience with Microsoft Windows applications is preferred. • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Process member transactions and requests accurately and timely. • Present a friendly, outgoing and positive demeanor. • Ensure sales and service goals are met. • Refer members to appropriate staff for sales opportunities. • Adhere to key and dual control policies and procedures. • Adhere to security and robbery procedures. • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS: • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting. ENVIRONMENTAL CONDITIONS: • Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. Salary Ranges (Hourly) : Member Service Representative I $19.0000 - $21.0516 Member Service Representative II $20.0000 - $23.1253 Member Service Representative III $21.0000-$25.9562

"Make a difference in the lives of animals and your community-become a Reserve Animal Officer with CASA!" Apply Now! Join Our Team as a Reserve Animal Officer! Coastal Animal Services Authority (CASA) is hiring a part-time, hourly Reserve Animal Officer to serve our vibrant coastal community. We're looking for a compassionate individual who thrives in a community-focused environment and is passionate about animal care. What We're Looking For: * Strong customer service skills and experience working with the public * A genuine love for animals and commitment to their well-being * Team-oriented mindset and a proactive attitude Why CASA? You'll be part of a dedicated team making a real difference in the lives of animals and the people who care for them. Apply Today! Early applicants will be prioritized. THE POSITION This position receives direction from assigned higher level staff to enforce State and City laws, ordinances, and regulations pertaining to animals; to patrol an assigned geographical area and respond to public inquiries and complaints; and to provide information and assistance to the public. Essential and other important responsibilities and duties may include, but are not limited to, the following: * Patrol City streets, roads, beaches, and parks; search for stray dogs, domestic and wild animals; pickup and/or removal of deceased animals from public roads and highways. * Enforce State, City and local animal control laws and codes; explain ordinance relating to keeping and caring for animals to the public; issue citations for violations of the animal control ordinance. * Respond to calls of injured and stray animals, barking dogs, leash and sanitation violations; take appropriate action; investigate reports of animal abuse and cruelty. * Respond to animals locked in cars without proper ventilation, food, or water. * Provide information pertaining to animal control laws and ordinances to local groups and citizens; return wild animals to their natural habitat. * Capture and impound, sick, injured, trapped, or vicious domestic and wild animals; quarantine animals involved in biting incidents; euthanize sick and injured animals. * Transport animals to the animal shelter; assign kennels; return licensed animals to their owners. * Prepare formal complaints and charges for criminal court actions against violators of local ordinances and State laws pertaining to animal control. * Assist the public and respond to inquiries; perform dog licensing activities; collect fees. * Prepare and maintain a variety of records and reports. Knowledge of: Various breeds of dogs, cats and other domestic animals. Procedures and techniques for dealing with the public in a tactful but firm manner. Basic methods of animal collection and impoundment. Basic computer skills. Ability to: Enforce animal regulations. Learn, interpret and apply laws and regulations of the City related to animal control. Perform a variety of animal control activities. Maintain accurate records. Learn and utilize proper handling and muzzling techniques. Administer animal first aid. Communicate clearly and concisely, both orally and in writing. Establish and maintain effective working relationships with those contacted in the course of work. Maintain effective audio/visual discrimination and perception to the degree necessary for the successful performance of assigned duties. Maintain mental capacity which allows the capability of making sound decisions and demonstrating intellectual capabilities. Experience and Education/Training Guidelines Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be: Experience: Some experience in the handling of animals in a professional capacity. Education/Training: Equivalent to the completion of the twelfth grade. License or Certificate: Possession of, or ability to obtain, a valid appropriate California Driver's License by the time of appointment. Possession of a valid PC.832 certificate preferred. Special Requirements: Appear in court; provide testimony on citations and complaints. Maintain vehicle and equipment in proper working condition; clean and repair vehicle and equipment as necessary. Perform related duties and responsibilities as required. WORKING CONDITIONS Work Environment: Work is predominantly performed outdoors, driving, and in animal shelter environments in varying temperatures; exposure to excessive noise (such as barking dogs); aggressive and/or dangerous animals; animal waste and dead animals; dust, chemicals from cleaning agents/disinfectants; and sewage and zoonotic diseases. Physical Requirements: * Work is performed in an outdoor environment, requiring extensive walking, and standing. * Sufficient stamina to exert physical effort to restrain animals for a substantial period. * Moderate lifting, carrying, pushing, and/or pulling. * Stooping, kneeling, crouching, and/or crawling. * Hearing and speaking to exchange information and to identify unsafe conditions. * Visual acuity to scan environment and to identify unsafe conditions. APPLICATION AND SELECTION PROCEDURE All applicants must submit a completed Coastal Animal Services Authority application form and supplemental questionnaire in order to be considered. Applications will not be accepted by fax or email. Applications must be submitted via the City's web site at ***************************** All properly completed applications will be reviewed, and the most appropriately qualified individuals will be invited to continue in the selection process. Examinations for the position may consist of any combination of written, performance, or oral exams to evaluate the applicant's skill, training, and experience. Prior to employment, the prospective candidate must successfully complete a background review, medical examination, including drug screen, and be fingerprinted, all at City expense. If selected, written identification showing entitlement to legally work in the United States will be required. EQUAL OPPORTUNITY EMPLOYER Employment decisions are made without regard to race, color, religion, national origin, ancestry, physical or mental disability, medical condition, marital status, sex, sexual orientation, pregnancy, childbirth, or related medical conditions, gender, gender identity, gender expression, genetic information, or age. In accordance with the ADA, candidates that require accommodation to perform the tasks of this position should contact Human Resources to inform them of the accommodation requested. NOTE: The provisions of this bulletin do not constitute an express or implied contract and any provisions contained herein may be modified or revoked without notice.

Job Description The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. 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, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:00am-5:30pm Saturday/Sunday: OFF Full Time - 40 hours a week

To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision. Self-motivated, results driven, team player with strong ability to collaborate with others Experience in an administrative support capacity, preferably in customer service or financial services Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities Familiarity with investment products, services, processes, requirements, and systems Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Advanced customer service and relationship management skills Ability to remain calm and courteous under pressure while dealing with internal and external members/customers Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact Ability to interpret and explain regulations, instructions, and procedures Effective skill exercising initiative and using good judgment to make sound decisions Effective organizational, planning and time management skills Effective research, analytical, and problem-solving skills Effective skill performing mathematical calculations and working accurately with numbers Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents Effective skill maintaining accuracy with attention to detail and meeting deadlines Experience with managing multiple priorities independently and/or in a team environment to achieve goals Effective verbal and written communication skills Effective skill navigating multiple screens and PC applications and adapting to new technologies Effective word processing and spreadsheet software skills Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Working knowledge of Navy Federal/NFIS products and services Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License Hours: Monday - Friday, 8:30AM - 5PM Hybrid Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives Assist in training and onboarding n

The Member Services Representative is responsible for building positive relationships among members, participants, volunteers, and staff, with the intent to increase membership. The Representative creates a positive image of the YMCA by providing excellent customer service, actively responding to inquiries, questions and needs, efficiently handling calls, and providing accurate information. The Member Services Representative conducts member interviews with the intention of connecting members to membership and programs based on individual interests and goals. The individual will work in a team-oriented environment. For information on Y Employee Perks, click on this link: Employee Benefits | YMCA of San Diego County (ymcasd.org) Schedule Location: Cameron Family YMCA Must be available at least 3 days a week including weekends between 10:00 am - 8:45 pm Responsibilities Model the YMCA character values of caring, honesty, respect and responsibility in all aspects of position responsibilities, particularly through actions and conversation with members Educate members that the YMCA is a non-profit charitable organization Promote membership and programs and serve as an advocate for the YMCA Monitor access to facility by ensuring members and participants check-in upon arrival to the facility Answer all incoming phone calls in a courteous and timely manner; route incoming calls to appropriate departments and staff Engage in active listening with members to build relationships, understand individual's goals and interests and take the initiative to assist in the achievement of those goals Maintain working knowledge of branch and association programs to communicate and share information to members and participants Greet, interview, and tour future members using cause-driven sales and engagement techniques Using cause-driven sales and engagement techniques and proper administration procedures, accurately process all membership sales, membership upgrades/downgrades, and membership renewals Conduct member engagement and conversion efforts for all membership inquiries and tours which did not result in a join Conduct member retention and communication efforts regarding debt collection and membership renewals Accurately process branch insufficient payment collection transactions Process membership cancellation requests with the intent to retain members Implement, distribute and communicate all membership marketing campaigns and any sales related promotions Connect members to specific programs and services; process program enrollments with the intent to increase member utilization of services Accurately process transactions and handle cash transactions in accordance with cash handling, association, and branch policies and procedures Process program enrollment transfers and age overrides Build positive member relationships and cultivate member Y stories with the intention of increasing participation in our Y's Support Campaign Maintain working knowledge of scholarship programs, while actively encouraging and assisting members in the successful completion of the application process Responsible for processing membership and program scholarship applications Enter data accurately and in accordance with association data entry procedures Responsible for completing end of shift procedures, balance and account for all transactions Process program enrollment transfers and overrides in TREC when necessary Follow YMCA policies and procedures. Inform appropriate staff of any policy or safety concerns Visual and auditory ability and willingness to respond to critical incidents and the physical ability to act swiftly in an emergency and follow the branch emergency plan Ability to work as part of a team. Develops harmonious relationships with staff, members, guests and volunteers Other duties as assigned Qualifications 6+ months of sales and relationship-building experience preferred Passion, enthusiasm, and commitment to the mission and cause of the YMCA An enthusiastic personality with the desire to serve members, volunteers, guests, participants and staff to create a culture of service within our centers Conflict resolution skills, and ability to demonstrate sound judgment and initiative Experience with basic Windows based applications Possess basic math, grammar, and spelling skills to complete transactions Ability to sit and stand for extended periods of time Licensing, state law and our government funders require that staff within YMCA of San Diego County be fingerprinted, prior to reporting to work, and include subsequent arrest notifications CPR/AED, and First Aid Certification, must include Adult and Child/Infant, obtained within 30 days of hire and must be from one of the following certifying organizations: American Red Cross American Heart Association American Safety & Health Institute YMCA will consider qualified applicants with a criminal history pursuant to the San Diego County Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if the YMCA is concerned about conviction that is directly related to the job, you will be given the opportunity to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement. Pay Range USD $17.75 - USD $20.41 /Hr.

The Role: Client Services Officer Reports To: Client Services Manager Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it's trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We're looking for leaders who want more than a title. We're looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Client Services Officer The Client Services Officer serves as a primary relationship and service liaison for clients, managing a diverse range of daily banking needs, account servicing requests, and complex problem resolution. This role partners closely with Relationship Managers and internal departments to ensure clients receive responsive, accurate, and highly personalized support. The CSO is responsible for understanding client profiles, anticipating service needs, and delivering proactive solutions that align with the Bank's service excellence standards. By consistently providing seamless and exceptional client support, the Client Services Officer materially enhances departmental capacity and service consistency. Their attention to detail, responsiveness, and commitment to client satisfaction play a crucial role in strengthening client relationships, improving retention, and supporting business development efforts. This role helps create a service environment that reflects the Bank's mission, strengthens internal collaboration, and reinforces the organization's reputation for providing distinctly different, high-touch financial services. What You'll Do Assist in directing all activities of the staff and branch operations area in compliance with bank and regulatory policies. Maintain a high level of service to Bank Customers. Ensure the Bank's safety and security policies and procedures are adhered to in assigned areas regarding branch cash, teller cash limits, cash drawers, keys and cabinets. Approve transactions within delegated approval authority. Proficient in all teller, new account, safe deposit, ATM balancing and all related systems platforms. Assist in opening new accounts in the absence of a Client Service Specialist. Assist in auditing accounts and the completion of certifications to ensure compliance by staff with all branch related procedures and practices. May conduct staff meetings for all operations staff to discuss policy and procedure updates, bank focus, training, etc. Assist in conducting performance appraisals for non-exempt operations staff in the banking office. Handle complex customer inquiries or unusual or difficult customer problems through direct personal attention. Strong interpersonal and communications skills with all levels of bank staff, customers and outside contacts. Interacts with all levels of management, staff, existing and potential customers, Board of Directors and vendors. Responsible for identifying cross-sell opportunities and acting on them as appropriate. Serves as backup in a variety of operations functions. Perform other duties as assigned or needed. AML/CFT/Compliance Responsibilities This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank's BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank's compliance program. Who You Are Experience & Expertise Minimum 3-5 years banking experience. Minimum 2 years lead or supervisory experience. Strong knowledge of Bank policies and procedures and regulatory compliance. Cash handling experience required. Experience in Commercial Banking preferred Mindset & Values You lead with accountability, integrity, and consistency. You thrive in a collaborative environment where transparency and follow-through matter. You model professionalism, calm under pressure, and a solutions-oriented mindset. You embrace data-driven decision-making while maintaining a client-first perspective. You embody CalPrivate's culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands Ability to sit or stand for extended periods of time. Ability to physically use a keyboard/mouse Ability to walk to and from workstations Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn't just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don't just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we're building a team of people who reflect those values in everything they do. If you're looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Job Description The position of Financial Service Representative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High school diploma or equivalent. One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered. Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services. General knowledge of Credit Union and/or financial institution loan policies and procedures preferred. Demonstrated professional human relations, communication and organizational skills. College level math and financial calculation skills. Basic level computer skills, including MS Office applications (Word, Excel, Outlook) Professional appearance and demeanor. Essential Duties and Responsibilities Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services. Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned. Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions. Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person. Responsible for keeping abreast of current policies, procedures and new products; follow new procedures. Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures. Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision. Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed. Provide timely closing of loans through consistent follow-up of loan approvals. Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions. Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions. Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions. Participate in business development activities including participating in orientations and offsites. Contribute to the overall branch performance by providing guidance to co-workers as directed by management. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities Act as an MSR or Receptionist as directed by management. Support management in community development activities. Maintain safe deposit boxes, as applicable. May be required to work weekends and/or extended hours, to include offsite events. Perform other duties as assigned. Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. 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, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday-Friday: 8:30am/5:30pm (Occasional early arrival 8-8:15) Saturday - 8:30am/2:30pm (Rotating) Sunday - OFF Full Time - 40 hours per week

To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision. * Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.) * Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction * Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors * Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area * Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments * Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications * Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration * Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach * Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures * Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations * Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts * Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives * Assist in training and onboarding n * Self-motivated, results driven, team player with strong ability to collaborate with others * Experience in an administrative support capacity, preferably in customer service or financial services * Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations * Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities * Familiarity with investment products, services, processes, requirements, and systems * Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes * Advanced customer service and relationship management skills * Ability to remain calm and courteous under pressure while dealing with internal and external members/customers * Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact * Ability to interpret and explain regulations, instructions, and procedures * Effective skill exercising initiative and using good judgment to make sound decisions * Effective organizational, planning and time management skills * Effective research, analytical, and problem-solving skills * Effective skill performing mathematical calculations and working accurately with numbers * Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents * Effective skill maintaining accuracy with attention to detail and meeting deadlines * Experience with managing multiple priorities independently and/or in a team environment to achieve goals * Effective verbal and written communication skills * Effective skill navigating multiple screens and PC applications and adapting to new technologies * Effective word processing and spreadsheet software skills Desired Qualifications * Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience * Working knowledge of Navy Federal/NFIS products and services * Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures * FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License Hours: Monday - Friday, 8:30AM - 5PM Hybrid Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734