Member service representative jobs in Gilroy, CA - 976 jobs

Job Title: CRM Lead Required Skills 5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion). Solid understanding of customer service operations and CRM/contact center best practices. Strong communication, stakeholder management, and onsite leadership skills. Ability to create detailed functional and technical documentation. Experience managing projects in cross-functional enterprise environments Preferred Skills: Oracle certifications (e.g., Oracle B2C Service Certified). Familiarity with scripting (JavaScript, PHP) in Oracle Service Cloud. Experience with middleware/integration tools (e.g., MuleSoft, Oracle Integration Cloud). Understanding of customer experience analytics and reporting (e.g., Oracle BI, Genesys reporting).

Posted Friday 9 January 2026 at 11:00 Who We Are Magnit is the future of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our clients' success. It can adapt quickly to regional or industry economic shifts, and provides the speed, scale, flexibility, transparency, and expertise required to meet an organization's contingent workforce management, talent strategy and broader organization goals. At Magnit, you'll work with passionate colleagues who collaborate and deliver meaningful results that positively transform the largest companies around the globe. About the Role This is a hybrid role working onsite 3 days per week in San Jose, CA. The Sr. Client Services Consultant is an onsite leadership role and acts as the primary escalation point for the client and junior staff members in the absence of the Program Manager. Depending on the size of the onsite team, the Sr. CSC responsibility may be limited to one product (payroll, business validation, or staffing desk) or may span over multiple product lines and staff supervisory duties. What You Will Do Follow, maintain, and update the SOP “Standard Operating Procedures” for day-to-day procedures. Ensure the team is following operational procedures per the SOP. Handle first line escalations and problem resolution; identify and resolve employee relations issues ensuring timeliness and adherence to appropriate laws and regulations. Depending on the size of the team, the Sr CSC's scope of responsibilities may be limited to one product (payroll, compliance or staffing desk) or may span over multiple product lines. Engage in and lead Business Development activities. When appropriate introduce new Magnit service lines to client managers. Work with OM/PM to identify opportunities to grow Magnit's business. Ensure agreed screening and pre-employment checks take place in line with client requirements. Maintain accurate and complete records for all in-scope workers. Manage the end-to-end engagement of client-sourced talent with your client group including ensuring the worker is correctly processed through Magnit payroll. Efficiently manage the relationship and performance of the approved staffing desk suppliers; identify suitable new suppliers to ensure smooth service delivery. Assist OM/PM in staff development, new staff orientation, and training. Utilize Magnit's proprietary software, Magnit VMS, to facilitate all required processes. Work with Program Manager to carry out ad hoc and structured training on co-employment for client groups as required. Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews; generate all required weekly reports to both client and Magnit on a timely basis. Contribute to team effort by accomplishing related results as needed. What You Will Need Bachelor's degree in business, Human Resources, or a related field or equivalent work experience. 5+ years of experience supporting a Management Service Provider (MSP) program performing duties such as recruitment services, staff augmentation, payroll, SOW. Advanced proficiency in a VMS platforms (e.g., Magnit VMS, Fieldglass, Beeline) required. Proven track record managing complex client accounts or high-volume staffing/payroll programs. Experience working directly with senior client stakeholders and vendors to deliver strategic workforce solutions. Strong command of Microsoft Office, particularly Excel and PowerPoint for reporting and client presentations. Demonstrated ability to lead initiatives, mentor junior team members, and drive operational improvements. Detail-oriented, self-motivated, and proactive in identifying and solving problems. Compensation: Salary range is $70,000-$80,000 USD annually. Salary rates are based on experience, skills, and geographical location. What Magnit will Offer You At Magnit, you'll be joining an innovative, high-growth environment and can quickly make an impact to help transform the largest companies in the world. You will work with passionate colleagues who collaborate and deliver. Magnit offers all employees the opportunity for growth and development, and we want individuals to fulfill their potential and blaze their own trails! Magnit will offer you a competitive benefits package, including unlimited PTO, medical, dental, and vision coverage, retirement planning, as well as discounts and perks for tickets, travel, merchandise and more! Magnit encourages employees to participate in giving back, and we will match employee contributions to favorite charities and support corporate volunteering hours to make a difference in your community! If this role isn't for you Stay in touch, we will let you know when we have new positions on the team. To see a complete list of our open career opportunities please visit *************************************************** To do our best work we need different viewpoints. Therefore, we celebrate diversity and embrace inclusion. As an equal opportunity employer, we are dedicated to building a team that represents a variety of backgrounds, perspectives, and skills. We strive to ensure that we maintain a positive and enriching work environment for all. #J-18808-Ljbffr

US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.

Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision

The Customer Champion will serve as the primary contact for Taylor Farms California FSQA and QA/Customer relations. This entry-level role supports daily operations at our cut vegetable facility, including process improvements, employee training, quality monitoring and reporting, data analysis, new product and equipment launches, and other tasks essential for safe and consistent business operations. The position provides exposure to all areas of plant operations, from receiving to shipping. Candidates should be patient and motivated to develop leadership skills for future growth within the company. Seasonal travel between Salinas, CA and Yuma, AZ required. Responsibilities will include, but not limited to: Investigate complaints, prepare corrective action reports, and respond promptly to the customer. May involve direct contact with restaurant locations. Responsible for audit preparedness, audit execution and corrective action follow ups. Coordinate and calibrate facility personnel. Will be responsible for collecting and sending samples for cuttings. Provide timely communication regarding any supply or quality concerns and collaborate on strategies to ensure continuous plant operations. Multi-task between day-to-day responsibilities and longer-term projects. Do what needs to be done to get the job done safely and with quality top of mind. Qualifications: No prior work experience but must possess a strong interest in pursuing a career within the produce industry. Proficient in basic computer operations. English proficiency required; Spanish is beneficial but not mandatory. Bachelor's degree or equivalent qualification.

Job DescriptionWho are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008. Summary The Customer Success team is our customer's trusted partner and advocate, with the goal of driving our customer's success and establishing loyal relationships with Smarsh. Customer Success provides business-level relationship management to drive maximum lifetime value for Smarsh. We are looking for a motivated, entry-level Customer Success Representative who can be actively involved in building relationships, promoting product adoption, addressing issues, and identifying on-going promotion of the value of Smarsh solutions. This includes but is not limited to: renewal management, escalating client needs internally, tracking follow up for client inbound questions, resolving invoice questions or changes, and processing downgrades, cancellations, and export requests.How will you contribute? Respond to inbound customer calls in a prompt manner Resolve service problems by clarifying the customer's complaint, determining the cause of the problem, and explaining the best solution to solve the problem Analyze customer contract, invoices, or billing related issues to identify necessary action to address client need Track activity in Salesforce and accurately logs outcomes of customer discussions Process customer account or billing adjustments Consistently meet or exceed time to resolution targets Partner with other internal teams to ensure client's needs and resolution with escalated issues are being met. What will you bring? 1+ years' experience with customer service, customer success, or inside sales preferably for the financial industry or similar highly regulated industry Self-motivation with a proven ability to perform well under pressure to meet goals and deadlines Excellent communication, listening, influencing, and training skills High-reaching, tenacious and results driven Validated ability to work both independently and in a group environment Excellent organization, documentation, and time management skills Experience using Salesforce or equivalent CRM solution is a plus The above salary range represents Smarsh's good faith and reasonable estimate of the range of possible base compensation at the time of posting. Any applicable bonus programs will be discussed during the recruiting process. The salary for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, location, specialty and training. Local cost of living assessments are done for each new hire at the time of offer.About our culture Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.

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

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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 Menlo Park. You will work 5 days a week including two (2) SATURDAYs! 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 AND 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 & Certification 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. 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; 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. 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. Customer Service experience. 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 and able to travel between locations regularly, including Saturdays. Must be available to work in different branch locations, and work on Saturdays. This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). Approximately 98% of time is spent using a video display terminal. Works in a variety of office environments where standing, walking or sitting at a desk, table or computer workstation for extended periods of time may be required. Approximately 50-80 percent of time spent on the job involves a personal computer. Works in an office environment where standing and walking or sitting at a desk, table or computer workstation for extended periods of time. Must be available to work in different branch locations, and work on Saturday's. May travel by car, plane or other form of transportation to attend business meetings. - 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.

***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.

Reporting to the Senior Director of Resources and Operations, the Administrative Services Specialist provides leadership and business solutions for the School's highly complex online and in-person programs. This position oversees the financial and day-to-day operations of the School providing direction to faculty, staff, and students. The position also provides direct support to the Director and Associate Director and serves as a key technical advisor, providing information, expertise, and recommendations to implement strategic objectives for the short-term and long-term goals of the department and programs. The incumbent initiates and distributes confidential and critical communications with University and external stakeholders, and identifies needs and creates solutions for the department related to staffing, finance, and programmatic needs. Key Responsibilities * Oversee complex department financial information for various funds including Operating Fund, PaCE Fund, Trust Fund, SSETF Fund, Research Foundation Funds, and University Advancement endowed and non-endowed funds. * Reconcile and maintain all funds based on university and state policies and procedures. * Analyze budget information, address issues, and initiate corrections via University software and tools * Develop and implement policies, procedures, and systems for efficient operations. * Prepare periodic, mid-year, and year-end budget projection reports * Audit travel reimbursements, monitor recruitment events budget * Serve as Property Manager and oversee scholarships, including tracking, establishing, and processing awards. * Resolve staffing issues, prepare evaluations, monitor work performance. * Track and approve payroll, time taken, and HR expense adjustments Knowledge, Skills & Abilities * Ability to communicate with constituents in a professional and respectful manner. * Knowledge of State, CSU, and University policies and procedures in order to provide expertise and leadership. * Knowledge and ability to analyze, interpret, compile, apply, integrate, and present complex data and information. * Knowledge and ability to advise management regarding policies, procedures, and the impact of data at hand. * Knowledge and ability to apply CSU and FIRMS-GAAP accounting principles. * Knowledge of organizational and operating structures and functional areas, and their impact on campus and off-campus structures. * Ability to use multiple application systems and databases for data analysis, research, report preparation, and execution of projects. * Excellent written and verbal communication skills across multiple formats. * Ability to inform, negotiate, persuade, and achieve goals. * Ability to work strategically under minimal supervision. * Knowledge and skill in project management. * Ability to provide work lead direction to administrative staff. * Ability to address issues using research and analysis to provide solutions Required Qualifications * A bachelor's degree and/or equivalent training * Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs Preferred Qualifications * Demonstrated success with financial and audit projects, from planning through reporting, with a strong background in data analysis within a higher education or complex organizational setting. * Experience with CSU systems, including CSU financial, travel, and procurement policies, or comparable higher education/state systems. * Experience developing and monitoring grant pre-award and post-award budgets, endowments, and scholarships, including financial tracking, reporting, and liaison responsibilities. * Proficiency in PeopleSoft/Oracle, OnBase, Adobe, Google Workspace, MS Office, DocuSign, and other database/administrative support tools. * Experience preparing and analyzing complex budget projections, including forecasting revenues, mandatory costs, and expenses Compensation Classification: Administrative Analyst/Specialist - Exempt II Anticipated Hiring Range: $7,059/month - $7,500/month CSU Salary Range: $5,314/month - $7,741/month San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary. Application Procedure Click Apply Now to complete the SJSU Online Employment Application and attach the following documents: * Resume * Letter of Interest Application screening has been extended to January 4, 2026. This position is open until filled. Contact Information University Personnel ************* ************ CSU Vaccination Policy The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at ****************************************************** and questions may be sent to *************. Additional Information Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis. The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire. SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS) All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity. Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at **************************************************************** The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at ************ or by email at ************************. Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at ******************************************************************* The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at ************ or by email at **********************. Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director. Equal Employment Statement San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Advertised: Dec 23 2025 Pacific Standard Time Applications close:

Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Health insurance Opportunity for advancement Paid time off Training & development 321 S Monroe St San Jose, CA 95128 Full-time | In-office About Me: Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. Position Overview: I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills. Key Responsibilities: Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities Prospect new business through financial conversations and relationship-building Manage and support new and existing clients financial portfolios Collaborate with the financial team to maintain a professional and enjoyable work environment Utilize financial discussions to prospect, retain, and grow the client base Stay current on financial products and industry regulations Ensure compliance with licensing requirements and company policies Required Qualifications: Securities Industry Essentials (SIE) license Series 6 and Series 63 licenses Experience in retail sales with clients placing IRAs, 529 plans, or similar products Strong interpersonal and communication skills Ability to work effectively in an in-office, client-facing setting Preferred Qualifications: Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required Licensing and training for P/C and L/H insurance will be provided Compensation & Benefits: Starting minimum base salary (dependent on experience): $52,000 Expected annual income (base + commission + bonus): $75,000$95,000* Additional income potential based on ability to increase sales across all product lines Medical, Dental, Vacation, Paid Time Off (PTO), Holidays 401(k) plan with company matching Our Core Values: Integrity Mutual Respect Transparency Compassion Accountability Exceptional Customer Interaction Commitment to Work Together

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 II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days. Responsibilities: 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. 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. Individual in this position may be pulled to work in other branch as business needs require. 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. 2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution. Must be capable of working established hours required by the branch. Strong organization, verbal communications skills, quality service and team orientation required. Basic PC skills are desired. Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.

Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple states, including California, Texas, Colorado, Idaho, and Oregon. Our resort-style clubs are more than just gyms; they are communities where fitness, family, and fun come together. We are on a mission to create energizing environments where you can thrive and grow with us. If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive wages, and a 401(k) plan with a company match of up to 4% of your compensation. Ready to join a team that's going places? Your journey starts here! POSITION SUMMARY: The purpose of this position is to provide consistent five-star service to members, guests and staff. The Member Services Associate will also provide accurate information regarding all areas of club operations and uphold all Member Services Desk policies and procedure. COMPENSATION AND BENEFITS INCLUDE: $16.90-$17.75 hourly based upon relevant experience to the role. 401K with dollar for dollar match up to 4%. Complimentary club membership. Discounts on club products and services. Flexible scheduling. QUALIFICATIONS: Member Services Staff consistently exhibit exceptional member service and ability to utilize current procedures. Excellent phone skills; ability to handle intermittent heavy phones. Efficient, well-organized, able to handle a variety of duties simultaneously. Strong background in customer service skills. Excellent written and verbal communication skills with the ability to communicate in a friendly, professional manner under pressure. Ability to work in a multi-faceted organization. Professional image through dress, posture and poise. Assertive with outgoing personality. High School Diploma or equivalent skills gained through experience. For more information about Villa Sport, please visit our website at ******************* EQUAL EMPLOYMENT OPPORTUNITY It is the Company's policy to employ, train, promote, transfer, discipline, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and abilities as they relate to the Company's needs. The Company does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital or domestic partnership status, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, age, sexual orientation, military and veteran status any other characteristic protected by federal, state or local law. PRIVACY NOTICE TO CALIFORNIA JOB APPLICANTS Villa Sport Fitness Pleasanton and/or any affiliated entities (collectively, the “Company” or “we”) provide this California Privacy Notice (“Notice”) to describe our privacy practices with respect to our collection of Personal Information as required under the California Consumer Privacy Act (“CCPA”) as amended by the California Privacy Rights Act (“CPRA”). This Notice applies only to job applicants and candidates for employment who are residents of the State of California (“Consumers”) and from whom we collect “Personal Information” as defined in the CCPA. We provide you this Notice because under the CCPA, California residents who are job applicants qualify as Consumers. For purposes of this Notice, when we refer to Consumers, we mean you only to the extent you are a job applicant who resides in California. 1. Information We Collect From or About Job Applicants We may directly or indirectly collect Personal Information from you in a variety of different situations and using a variety of different methods, including, but not limited to, on our website, your mobile device, through email, in physical locations, through written applications, through the mail, and/or over the telephone. Generally, we may collect, receive, maintain, and use the following categories of Personal Information, depending on the particular purpose and to the extent permitted under applicable law: Personal Identifiers & Contact Information: Name, alias, home, postal or mailing address, email address, telephone number. Pre-Hire, Employment, and Education History Information: Information provided in your job application or resume including prior job experience and/or positions held, your salary expectations, educational history or records of degrees and/or certifications, information gathered as part of reference checks, information recorded in job interview notes by persons conducting job interviews for the Company, information contained in candidate evaluation records and assessments, information in work product samples you provided, and voluntary disclosures by you. Inferences: Based on analysis of the personal information collected, we may develop inferences regarding job applicants' predispositions, behavior, attitudes, intelligence, abilities, and aptitudes for purposes of recruiting and hiring assessments and decisions. Of the above categories of Personal Information, the following are categories of Sensitive Personal Information the Company may collect: Personal Identifiers Personal Information does not include: Publicly available information from government records. Information that a business has a reasonable basis to believe is lawfully made available to the general public by the job applicant or from widely distributed media. Information made available by a person to whom the job applicant has disclosed the information if the job applicant has not restricted the information to a specific audience. De-identified or aggregated information. 2. How We Use Personal Information and Sensitive Personal Information The Personal Information and Sensitive Personal Information we collect, and our use of Personal Information and Sensitive Personal Information, may vary depending on the circumstances. This Notice is intended to provide an overall description of our collection and use of Personal Information and Sensitive Personal Information. Generally, we may use or disclose Personal Information and Sensitive Personal Information we collect from you or about you for one or more of the following purposes: To fulfill or meet the purpose for which you provided the information. For example, if you share your name and contact information to apply for a job with the Company, we will use that Personal Information in connection with your candidacy for employment. To comply with local, state, and federal law and regulations requiring employers to maintain certain records (such as immigration compliance records, travel records, personnel files, wage and hour records, payroll records, accident or safety records, and tax records), as well as local, state, and federal law, regulations, ordinances, guidelines, and orders relating to COVID-19. To evaluate, make, and communicate decisions regarding your job application and candidacy for employment. To communicate with you regarding your candidacy for employment. To evaluate and improve our recruiting methods and strategies. To evaluate job applicants and candidates for employment or promotions. To obtain and verify employment references. To engage in corporate transactions requiring review or disclosure of job applicant records subject to non-disclosure agreements, such as for evaluating potential mergers and acquisitions of the Company. COVID-19 RELATED PURPOSES a. To reduce the risk of spreading the disease in or through the workplace. b. To protect job applicants and everyone else at Company workplaces from exposure to COVID-19. c. To comply with local, state, and federal law, regulations, ordinances, guidelines, and orders relating to COVID-19, including applicable reporting requirements. d. To facilitate and coordinate pandemic-related initiatives and activities (whether Company-sponsored or through the U.S. Center for Disease Control and Prevention, other federal, state and local governmental authorities, and/or public and private entities or establishments, including vaccination initiatives). e. To permit contact tracing relating to any potential exposure. f. To communicate with job applicants and other consumers (including employees and visitors to our workplace) regarding potential exposure to COVID-19 and properly warn others who have had close contact with an infected or symptomatic individual so that they may take precautionary measures, help prevent further spread of the virus, and obtain treatment, if necessary. To evaluate, assess, and manage the Company's business relationship with vendors, service providers, and contractors that provide services to the Company related to recruiting or processing of data from or about job applicants. To improve job applicant experience on Company computers, networks, devices, software applications or systems, and to debug, identify, and repair errors that impair existing intended functionality of our systems. To protect against malicious or illegal activity and prosecute those responsible. To prevent identity theft. To verify and respond to consumer requests from job applicants under applicable consumer privacy laws. 3. Sale/Sharing of Information to Third Parties The Company does not sell your Personal Information or Sensitive Personal Information for any monetary or other valuable consideration. The Company does not share your Personal Information or Sensitive Personal Information for cross-context behavioral advertising. 4. Access to Privacy Policy For more information, please review the Company's Privacy Policy at ***************************************************** 5. Data Retention: Villa Sport retains information for as long as reasonably necessary for the purposes for which it was collected, or as otherwise permitted or required by law. In deciding how long to retain each category of Personal Information that we collect, we consider many criteria, including, but not limited to: the business purposes for which the Personal Information was collected; relevant federal, state and local recordkeeping laws; applicable statute of limitations for claims to which the information may be relevant; and legal preservation of evidence obligations. By submitting my resume and/or application, I acknowledge and confirm that I have received and read and understand this Notice and I hereby authorize and consent to the Company's use of the Personal Information and Sensitive Personal Information it collects, receives or maintains for the business purposes identified above.

US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.

Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision

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.