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Healthcare Bilingual Care Coordinator
Lutheran Social Services of Wi & Upper Mi 3.7
Member service representative job in Hartland, WI
💼 Now Hiring: Bilingual Care Coordinator - Children's Long-Term Support (CLTS) Program
📍
Waukesha County, WI
🕒
Full-Time | M-F, First Shift | Remote Flexibility
💰
$24.70/hour for Spanish Bilingual + 💵 $2,000 Sign-On Bonus!
Lutheran Social Services of Wisconsin & Upper Michigan is seeking a compassionate and organized Bilingual Care Coordinator (English/Spanish) to join our CLTS Waiver Program team in Waukesha County!
The Children's Long-Term Support (CLTS) Waiver Program is a federally funded Medicaid initiative that helps children with developmental, physical, or severe emotional disabilities receive services that allow them to thrive in home and community settings. As a Care Coordinator, you'll be the primary point of contact for families, helping them access and navigate essential services. 🌟
🧠 What You'll Do
🧒 Assess children's functional abilities using approved tools
📝 Develop and implement individualized service plans with families and providers
🤝 Facilitate team meetings and coordinate services based on family-centered goals
📋 Maintain accurate documentation and meet all regulatory timelines
🧭 Collaborate with internal teams and external agencies to support families
🧑 ⚖️ Testify in legal proceedings when required
💬 Communicate clearly with families, providers, and team members
🧑 🎓 Participate in staff development, training, and supervision
🎁 Perks & Benefits
🏥 Medical, Dental & Vision Insurance
💳 Flex Spending (Health & Dependent Care)
🚙 Mileage Reimbursement
🏖️ Paid Time Off + 10 Paid Holidays
💰 403B Retirement Contribution
🧑 ⚕️ Employee Assistance Program
🏅 Service Awards & Recognition
🏡 Remote Work Perks
1 remote day/week at 6 months
2 remote days/week at 9 months
3 remote days/week at 12 months
📚 Qualifications
🎓 Bachelor's degree in a human services field (e.g., Social Work, Psychology, Special Education, Counseling, etc.)
🧒 Minimum 1 year of experience working with children with disabilities
💬 Fluency in Spanish required
💻 Proficient in computer systems and electronic health records
🤝 Strong interpersonal and organizational skills
🚗 Valid driver's license and reliable transportation (MVR check required)
🌍 Work Environment
Community-based with daily travel required
Moderate noise level; occasional exposure to outdoor conditions
Flexibility to meet family needs, including crisis response
✨ Ready to make a difference in the lives of children and families? Apply today and help empower families through compassionate care coordination in the CLTS Program!
LSS is an Equal Opportunity Employer (EOE).
$24.7 hourly 7d ago
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Technical Service Representative
Condair USA/Ca
Member service representative job in Racine, WI
Technical ServiceRepresentative - Parts
Purpose of Role
Under the direction of the Manager, the Technical ServiceRepresentative, Parts position responds to agent's and end user inquiries for part numbers and part identification and performs a variety of technical duties relating to the Technical Services Department.
Key Duties and Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty to a competent level. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Utilize IOMs, ERP software, electrical schematics, and parts lists to identify and provide proper part numbers.
May require travel to train on new equipment releases and other Condair items (10 of time?).
Look at all aspects of any situation, be it from the customers' point of view or the agents' while, at the same time, representing the Company and its best interests.
Provide product information to customers, agents, OEM and house accounts, design engineers, and Condair staff.
Co-ordinate with Marketing and Sales, Engineering, Production, Purchasing, and Testing regarding specials and irregular orders.
Reasonable working knowledge of MS Word, Excel, and Outlook. Experience using database software; SAP experience and exposure to BMS is considered an asset.
Edit, update and release parts lists.
Submit all necessary reports and documentation, including but not limited to service reports and reports to communicate end users' concerns.
Travel approximately 20% of the time. Must be able to travel within Canada and the US unrestricted.
Adhere to Condair's Quality Assurance and Health and Safety systems.
Other duties as assigned by management.
Professional Skills, Qualifications, and Competencies
Education and Experience: Minimum of 3 years' experience within the mechanical industry. Experience with humidifiers, dehumidifiers, etc. Technician's diploma or study in Building Automation System Operation or Electrical Engineering Technologist.
Language Skills: Fluent in English (reading, writing, spoken) required. Can communicate clearly and professionally in writing, in person and over the phone; use language appropriately in variable situations. Demonstrates ability to communicate technically, in writing and verbally.
Ability to Reason: The ability to remain calm and focused under stress, providing technical support over the phone. Tact, courtesy, initiative, and the ability to work efficiently and accurately in an environment of frequent interruptions.
Computer Skills: Proficient working knowledge of MS Suite, Word, Excel, Outlook, and SharePoint. SAP experience an asset.
Certificates/Licenses: Valid and up to date passport, and ability to travel within North America and internationally is required.
Personal Characteristics
Teamwork: Balances team and individual responsibilities. Exhibits objectivity and openness to other's views. Gives and welcomes feedback. Offers to help others to achieve common goals.
Drive: Exhibits a drive to do all work required to achieve success. Aims to do the right thing without being told. Works well independently and is self-motivated.
Ethics: Works with integrity and strong morals/ethics.
Professionalism: Approaches others in a tactful manner. Reacts well under pressure and follows through on commitments. Treats others with respect and consideration regardless of their position. Accepts responsibility for own actions and asks for help when needed.
Safety: Observes safety and security procedures. Uses equipment and materials properly and as instructed.
Dependability: Is consistently at work and on time and completes work in a timely manner. Able to deal with change, delays, and unexpected events.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individual with disabilities to perform the essential functions.
While performing the duties of the job, the employee is required to:
Primary:
Sitting/Standing at a workstation.
Computer work, data entry.
Listening - use of ear/head mounted phone receiver.
Talking in person and over the phone.
Utilizing production floor for training or research.
Occasional:
Kneeling, reaching, lifting up to 40lbs, stooping, and climbing ladders when working on units for the purpose of troubleshooting, testing, training, and learning.
Possible exposure to weather, heat/cold, wet/humid.
Heights, small spaces.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the job duties, the employee is regularly exposed to:
A regulated indoor climate.
Benefits/Perks
Condair is pleased to provide the following benefits to all full-time employees (subject to change):
Medical benefits
Dental benefits
Vision benefits
Short-term disability insurance
Long-term disability insurance
Life insurance/AD&D
Flexible healthcare spending account
401K
Free snacks and beverages
Paid vacation
Paid sick leave
Accommodation
We are committed to creating an inclusive workplace by providing a barrier-free recruitment and selection process. If you have an accommodation request, require material in an accessible format, or need additional support with the application process, please contact Human Resources at ***************** or call ************ and ask to speak with Human Resources.
Acknowledgement
This job description reflects the immediate requirements of the post. As the duties of the post develop and requirements of the company change, the post holder will be required to carry out other duties.
About the Company
Condair Group, founded in 1948 and based in Switzerland is the global leader in humidification, dehumidification and evaporative cooling. Supported by science, we engineer individual, holistic solutions that customers can trust through the entire lifecycle. With optimal humidity, we increase productivity and create healthier built environments.
Condair Group has production sites in Europe, North America and China, its own sales and service organizations in 23 countries, and representatives in over
50 locatio
ns worldwide.
Our Vision: To create healthier built environments and increase productivity with the optimal humidity for a better life.
Our Mission: Driven by our customers' needs and supported by science, we engineer reliable, sustainable solutions.
Slogan:
Humidity for a better life.
Our Values:
We act on our vision
We are reliable
We are result-oriented
We empower our people
We improve human life
$35k-62k yearly est. 19h ago
Customer Service Specialist [Manufacturing]
PPC Flex
Member service representative job in Pewaukee, WI
The Customer ServiceRepresentative is responsible for providing best in class customer service for a portfolio of assigned customers for our Healthcare & Specialty Division. We're seeking a Customer ServiceRepresentative who thrives in a dynamic, fast-paced environment and takes pride in delivering
In this role, you'll act as a key liaison between customers and our sales, production, and shipping teams, ensuring orders are accurate, timely, and aligned with customer expectations. If you're a proactive problem-solver who enjoys building relationships, maintaining strong attention to detail, and driving continuous improvements in customer satisfaction, we'd love to have you on our team.
Essential Accountabilities:
Champion the customer experience by proactively managing orders from placement to delivery, using a customer-centric approach
Collaborate cross-functionally with internal teams (sales, production, shipping, etc) to ensure seamless communication and order fulfillment
Leverage modern digital tools (email, Microsoft Excel, CRM systems, and order processing platforms) to receive, process, and track customer orders efficiently
Create and maintain accurate customer records, including open order reports, order revisions, artwork approvals, and shipping requests
Work in partnership with sales and operations teams to understand customer provided forecasts and how to better provide attention to meet these demands
Escalate internal systematic/process concerns until final solution/resolution is provided to customer
Identify and upsell opportunities by recommending new or complementary products to meet customer needs
Maintain compliance with all company policies while ensuring exceptional attention to detail in every interaction
KEY CHARACTERISTICS & ABILITIES:
Exceptional interpersonal and communication skills including strong verbal, written, and public relations skills
Passionate about exceeding customer expectations
Values teamwork and supports a team environment
Desire to continually learn and improve skill set
Skilled in deescalating situations both over the phone and in writing (email)
Ability to maintain professional and helpful attitude in high-tension or stressful situations
Assertiveness in pursuing resolution to issues
Ability to build trust by providing information to in a way that is candid, informed, encompassing, and not manipulative: receive information from others in a way that demonstrates openness and thoughtful consideration of their ideas
Must have high attention to detail and accurate data entry
Must be able to manage multiple work items at one time with a high sense of urgency
Must have strong problem solving and organization skills
Shares learning with peers
Minimum Qualifications:
5+ years of experience as a Customer ServiceRepresentative at a manufacturing organization. Associate degree or bachelor's degree preferred.
Required Skills:
Tech-savvy: Proficiency with Microsoft Office Suite (Excel, Word, Outlook) and CRM/order management tools
Relationship-builder: Exceptional interpersonal and communication skills, with a focus on maintaining positive, professional relationships
Detail-oriented and organized: Ability to prioritize tasks, manage time effectively, and maintain a high degree of accuracy
Bilingual in Spanish is a plus but not required
Ability to think critically, adapt to changing priorities, and resolve issues effectively
$28k-36k yearly est. 3d ago
Customer Service Specialist
4Front Engineered Solutions 4.0
Member service representative job in Muskego, WI
Do you thrive in an environment where you can provide a personalized service experience, where growth and problem solving are rewarded? Are you driven by increasing sales while maximizing customer satisfaction with finding the right product? Come join the 4Front team and excel in product management, and customer engagement.
What can you expect to do?
Customer Sales Processing
Enter and process orders with product, pricing, scheduling, shipping dates within ERP.
Partner with manufacturing and shipping departments with any changes.
Maintain all open and closed sales files.
Distributor Sales Processing
Review incoming orders and problem solve any issues with each order.
Maintain entry and invoicing for all sales orders.
Be the contact for distributor inquiries that correspond with order entries.
Sales Support
Assist managers and coordinating departments with customer facing issues.
Work with Sales, Operations, Engineering about date management, special requests, freight, etc.
Assist with continuous improvement projects including lean and kaizen events.
What's needed for success?
Education and Experience: Requires a high school diploma. General education or college courses equivalent to an Associate's degree in
Business Administration is desirable.
2-4 years of experience in customer service working directly with customers, salespeople, or distributors.
Experience using iPhone and iPad is a plus.
Computer Skills: Ability to use a personal computer utilizing spreadsheet and word processing software applications, databases,
and automated systems to accomplish work.
Intermediate skill level with Microsoft Office Suite; Word, Excel, Project, and PowerPoint preferred.
Experience using manufacturing ERP software, JD Edwards, preferred.
Why 4Front?
Generous PTO program
11 paid holidays: Good Friday, Memorial Day, Independence Day (2 days), Labor Day, Thanksgiving (2 days), Christmas (2 days), New Years (2 days)
Company sponsored benefits include:
Employer contribution to Health Savings Account, up to $1000
Life insurance
STD/LTD/AD&D
Reimbursement for PPE, including safety shoes and prescription safety glasses
UHC Employee Assistance Program
All coverage begins on Day 1 of employment!
$27k-34k yearly est. 2d ago
Customer Service Representative
Spectrum Staffing Services/Hrstaffers Inc.
Member service representative job in Elm Grove, WI
This full-time Customer ServiceRepresentative role supports daily production and customer needs within a reconditioning and manufacturing environment. The position plays a key role in coordinating customer orders, processing production documentation, and ensuring smooth communication between customers, sales, and operational teams. This role offers hands-on exposure to manufacturing operations, customer interaction, and cross-functional collaboration.
RESPONSIBILITIES
Serve as a primary point of contact for customers by responding to calls, emails, and written inquiries regarding pricing, lead times, order status, and product questions.
Create, enter, and maintain customer purchase orders, sales orders, and production orders while ensuring data accuracy within internal systems.
Prepare quotes, confirmations, and order updates while supporting sales initiatives, expediting requests, and customer follow-ups.
Process reconditioning documentation including routing, sorting, output tracking, and preparation of production paperwork with required instructions.
Coordinate order flow and priorities with production teams and leadership to meet customer delivery expectations.
Support shipping and order completion activities by reconciling quantities, closing orders, preparing delivery paperwork, and maintaining organized records.
Receive, unpack, sort, and identify incoming customer tools and materials for processing.
Assist with account maintenance, system updates, inspections, returns, credits, and data corrections as directed.
Provide administrative and operational support to leadership to ensure daily production and customer service goals are met.
Develop and maintain working knowledge of products, services, and reconditioning capabilities.
QUALIFICATIONS
Previous experience in customer service, order processing, or administrative support within a manufacturing or industrial environment preferred.
Strong communication skills with the ability to professionally interact with customers and internal teams.
High attention to detail and accuracy when managing orders, documentation, and system data.
Ability to prioritize tasks, manage multiple requests, and work effectively in a fast-paced environment.
Proficiency with basic computer systems and order management or ERP platforms is a plus.
BENEFITS
Full-time, day-shift schedule providing work-life balance.
Opportunity to gain experience in manufacturing operations and production coordination.
Collaborative team environment with exposure to multiple departments.
Stable role within an established organization offering long-term growth potential.
Hands-on involvement in processes that directly impact customer satisfaction and operational success.
$29k-38k yearly est. 1d ago
Customer Service Representative
Graff 3.6
Member service representative job in Oak Creek, WI
GRAFF, a division of Meridian International Group, is an Oak Creek, Wisconsin area-based global manufacturer and distributor of high-end, luxury kitchen and bath faucets, fixtures, and accessory products.
We are currently seeking a talented Customer ServiceRepresentative to join our growing team and provide a high level of professional customer service.
The successful candidate will have a minimum of 3 years of professional customer service experience in a manufacturing or distribution operation. This position entails order entry in our ERP system as well as answering incoming calls for customer inquiries, from order status, product information to order placement. The Customer ServiceRepresentative will be adept at multi-tasking in a fast-paced environment with exceptional communication skills. This is an on-site position.
Key Duties and Job Responsibilities:
Provide superior customer service to both internal and external customers via phone and email.
Answer high phone call volume to respond to customer requests and provide resolution to customer concerns.
Prepare, review, process and accurately enter a high volume of sales orders.
Support field sales staff including Regional Managers and Manufacturer's Sales Reps.
Administrative support activities, as needed, including issuing product returns and credits and special projects.
Provide applicable basic technical support regarding product and application questions.
Performs other related duties as assigned.
Knowledge, Skills, and Abilities:
A strong customer focus and approach with outstanding customer service skills.
The ability to multi-task and time management skills in a fast-paced environment.
Detail orientation and accuracy in the administration of customer accounts and data.
Proficient technology and computer skills including Microsoft Office, particularly Excel and Outlook, and CRM or ERP software systems for order entry.
Interpersonal skills to relate to customers and address their concerns diplomatically.
Exceptional follow-up and organizational practices to best serve customers' needs.
Education and Work Experienced Desired:
Bachelor's degree or equivalent related combination of professional experience and education/training desired.
Three years of professional customer service experience in a manufacturing or distribution setting is required
GRAFF offers a comprehensive employee benefits package available including medical, dental, and vision insurance, both company paid and voluntary supplemental life insurance, short and long-term disability insurance, PTO (Paid Time Off), and a 401k plan with a company match.
If this opportunity sounds like a career fit for you, we would love to hear from you. Please send your resume and starting salary requirements for immediate consideration for the Customer ServiceRepresentative role.
Please visit our websites for additional information regarding our growing organization and team: ********************* and ********************
$29k-37k yearly est. 3d ago
Bilingual Customer Experience Assistant
QPS Employment Group 4.5
Member service representative job in Brookfield, WI
QPS Employment Group is hiring for a Bilingual Customer Experience Assistant for our Corporate Headquarters in Brookfield, WI. The Customer Experience Assistant will talk to QPS internal employees, candidates looking for work, companies calling to hire, references, and much more.
This is a full-time internal position with QPS. Hours will be 8:30am-5:00pm, Monday-Friday.
Join an award-winning organization that offers growth both inside and outside of the company. QPS values your ability to advance and improve, as you develop a lasting career with one of the Midwest's most dynamic companies. Learn what it's like to work internally at QPS and how we provide positive experiences with everyone we interact with through our company's Six Core Beliefs:
Family Spirit: We are more than just a team. We go above and beyond for each other as a true family does and strive to support all who interact with our great company.
High Touch: We have an emotional impact on all who work with us and never accept the status quo. We say YES and turn the ordinary to extraordinary.
Passion: Our rewards come from the impact we have on others. We create valuable relationships that illustrate just how important each of us truly is. We engage with each other in meaningful connections that better all of us.
Legacy: We build a lasting path within the organization. We inspire growth and encourage each other to continuously learn from, as well as teach, those we serve. We appreciate each other and see everyone's value.
Innovation: We take risks and inspire change at all levels of the organization. We understand that both successes and failures help build a transformational organization that continuously learns and improves.
Collaboration: We work without boundaries and know that together we can accomplish anything. By empowering all voices, we develop ideas and solutions that create a positive experience for all involved.
What You'll Be Doing:
Answer, screen, and direct incoming calls
Verify customer information
Accurately document and make appropriate changes in software database following communication with customer
Perform basic background checks on customers
Perform basic searches within the software database
Provide excellent customer service
What We Look For:
Bilingual, Spanish and English - not required, but preferred
Previous telephone customer service experience - call center or high volume customer service environment preferred.
High School diploma or GED preferred
Knowledge of Microsoft Windows programs
Professional and effective telephone and written communication skills
What We Offer:
We are proudly 100% employee-owned (ESOP), Health, Dental, Vision, Short & Long Term Disability, Life Insurance, Health Savings Account (HSA), Limited Purpose FSA, Dependent Care Reimbursement, 401k, PTO, Birthday, Holiday, Educational Assistance.
$26k-31k yearly est. 4d ago
Commercial Service Advisor
Vizance 4.0
Member service representative job in Hartland, WI
Vizance is looking for Client Service Advisors for our Commercial Lines/Risk Management Team in Hartland.
WHY JOIN VIZANCE?
Vizance has nearly 200 associates in 9 locations throughout Wisconsin, and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies - on purpose! The combination of our Culture, Independence, and Performance/ System-Based Mindset clearly differentiate us as a company built to last.
Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms, and is proud to be a Minority-Owned Business Enterprise (MBE).
WHAT YOU WILL DO AT VIZANCE
As a Client Service Advisor, you will be responsible for developing a strong working relationship with Risk Management Advisors and your clients. You will work with the Advisor and our carrier partners to ensure the timely and successful delivery of our client service standards.
This includes:
Policy Administration: Manage policy documentation, endorsements, and renewals
Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks
Communication: Work with dedicated sales and service teams to plan and execute client service plans
WHAT YOU WILL BRING TO VIZANCE
At least 2 years of Commercial Property & Casualty experience, preferably in an insurance agency setting
Wisconsin Property and Casualty Insurance License
Ability to work in a fast-paced environment with attention to detail
Desire to be part of a growing and collaborative team
Enthusiasm, exceptional communication skills, and a strong work ethic
WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE
Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
401(k) match
Paid Time Off (including your birthday)
Sponsored education opportunities
A supportive team environment that celebrates success
Opportunities for growth
If you are looking for a promising career in a growing organization, then we want to hear from you!
$34k-42k yearly est. 19h ago
Senior Client Service Associate
Avanciers Inc.
Member service representative job in Racine, WI
Avanciers is hiring Associate Client Partner for one of our Fortune 500 clients. This is a Long Termed Duration role with the client.
Title:Associate Client Partner
Duration : Full time
Associate Client Partner with CPG experience to lead a new set of accounts and their digital transformation journey. This role will be based in the Racine, Milwaukee, North Chicago or surrounding area as the ideal location.
Required Qualifications:
Able to travel and be on-site with clients and team members 3 to 4 days per week.
Committed to working on-site in a hybrid role, this is sales and account management and NOT a work from home opportunity
Bachelor's degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
5+ years of validated experience, with strong sales/relationship management/account management experience
Business development and project management experience
Experience in the Consumer/Retail/CPG industry/vertical is a plus, food domain is ideal
Hands-on experience with proposal creation and leading proposal presentations
Strong leadership, interpersonal, communication and presentation skills
Wide variety of IT and business consulting engagement experience
$43k-73k yearly est. 4d ago
Customer Support Center Representative
Horicon Bank 3.6
Member service representative job in Horicon, WI
The Customer Support Center Representative is responsible for providing accurate and efficient service and support to internal and external customers via email, secure message, or telephone communication. Promotes Horicon Bank as a full-service bank; maintains expected standards of customer service, product sales, referrals, and accuracy of account maintenance processed in compliance with Horicon Bank guidelines.
Principal Duties and Responsibilities:
Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers of the Bank.
Promote and sell Horicon Bank products and services through inbound and outbound phone calls.
Assist with questions and inquiries regarding bank products, services, and procedures via telephone, email, or secured messaging.
Review and resolve internal and external bank errors/complaints received via telephone, email, or secured messaging.
Provide operational and sales support to internal customers through a direct support line.
Perform address changes, account maintenance, balance transfers, dormant account reactivation, and file maintenance. Assist customers with electronic and voice banking needs. Assist customers with credit and debit card inquiries, blocks and card maintenance.
Review online applications, process account opening, complete maintenance and provide support for accounts opened via our Digital Branch.
Process routine daily and weekly reports including audits, check back, and maintenance of customer accounts and profiles. Complete workflows requiring maintenance to accounts, RIMS and services.
Prepare documentation and reports of Customer Support Center function activities according to schedule or as requested.
Keep current on various types of fraud trends to protect the bank and our customers from potential fraud losses.
Additional Duties and Responsibilities:
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Perform other duties as may be necessary to fulfill the responsibilities of this role, or to assist in other areas of the bank.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
High school diploma and a minimum of two years banking experience required. Previous new account opening experience preferred.
Computer literacy including experience with Office Suite, MS Word, MS Excel, and other computer software products.
Knowledgeable of all bank functions and understanding of bank products and services, including the rules, regulations, policies, and procedures.
Exceptional customer service and excellent verbal and written communication skills are necessary to adequately address customer inquiries and efficiently resolve conflict in the most appropriate manner while positively representing the bank.
Must possess the ability to plan and prioritize work, multi-task, exercise good judgment in all areas of responsibility, safeguard confidential information, and work effectively under pressure.
Ability to analyze data, identify and troubleshoot issues and provide practical solutions.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and may include some evening and weekend hours.
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
$37k-42k yearly est. 6d ago
Technical Service Representative I (Onsite in Germantown, WI)
Chamberlain Group 4.8
Member service representative job in Germantown, WI
Systems, LLC, an affiliate of Chamberlain Group, is a U.S.-based manufacturer of loading dock equipment-marketed under the Poweramp, DLM, and McGuire brands. With manufacturing facilities in Germantown, Wisconsin and Malvern, Arkansas, all products are designed and produced in the USA using lean manufacturing techniques. We strive to recruit the best talent in the industry and give employees opportunities for continuing education and training to help them advance in their careers.
As a Technical ServiceRepresentative I, you are expected to provide technical support to customers over telephone and email, addressing and resolving questions and problems with equipment setup and install; escalate and track technical issues to the appropriate team member or company departments as required. You will investigate and resolve production, installation, and technical support issues related to Systems' specialized control boxes and equipment, including sensors, controllers, and integrations.
Minimum Qualifications:
High School Diploma or GED Equivalent
2+ years of related experience, or related technical education may serve in lieu of experience
Strong computer software skills and ability to use spreadsheets, databases, word processing applications, email, ERP System, IOT etc., daily with efficiency
Excellent communication skills - verbal, telephone, in-person, and written
Ability to travel to customer sites 10% of the time
Preferred Qualifications:
Technical school or associate's degree, controls aptitude and troubleshooting
Experience in a technical service environment
Ability to read and understand blueprints, schematics, manuals, bulletins, and other specifications
Understanding of electronics, electrical field wiring, and control wiring
Valid driver's license with good record
Essential Duties and Responsibilities:
Troubleshoot, diagnose, track, and resolve issues with Systems' specialized control boxes and products, including sensors, controllers, and interconnective equipment
Work collaboratively with team members, business partners, and customers to define, design, develop, and implement future technology solutions that resolve application issues and improve product functionality; communicate with the Engineering department on any technical issues with controls or other equipment
Offer assistance and support on the installation of Systems' products
Provide corrective actions for products under warranty according to policy procedures; create warranty claims, and work with warranty coordinator as necessary
Assist senior tech servicerepresentatives on field visits as required
Comply with health and safety guidelines and rules
This is a role within Systems' Customer Experience and Technical Support group
The pay range for this position is $18.13 - $27.14/hr. Base pay offered may vary depending on a number of factors including, but not limited to, the position offered, location, education, training, and/or experience. In addition to base pay, also offered is a comprehensive benefits package and 401k contribution (all benefits are subject to eligibility requirements). This position is eligible for participation in a short-term incentive plan subject to the terms of the applicable plans and policies.
Chamberlain Group wants all of its employees to succeed and encourages people of all backgrounds to apply. We're proud to be an Equal Opportunity Employer, and you'll be considered for this role regardless of race, color, religion, sex, national origin, age, sexual orientation, ancestry; marital, disabled or veteran status. We're committed to fostering an environment where people of all lived experiences feel welcome.
Persons with disabilities who anticipate needing accommodations for any part of the application process may contact, in confidence **************************.
NOTE: Staffing agencies, headhunters, recruiters, and/or placement agencies, please do not contact our hiring managers directly.
$18.1-27.1 hourly Auto-Apply 60d+ ago
Transaction Services Specialist
Cantor Fitzgerald 4.8
Member service representative job in Milwaukee, WI
Under general supervision, performs a variety of specialized and custom tasks to provide administrative support for a team of sales professionals. Maintain confidentiality of Sales, Marketing, Client, and proprietary information and data in all communications. Position requires in-depth knowledge of Sales and Marketing administrative and operational policy and procedure and general business practices and procedures.
Skills, Education and Experience:
High School diploma or General Education Degree (GED) required, & 2 years work related experience. Associate's degree or Bachelor's degree in Marketing and Graphic Design a preferred.
Minimum 2 years related work experience to include Real Estate Brokerage or Sales and Marketing
Advanced Microsoft Office Suite, PowerPoint, Excel and Internet research skills
Demonstrates administrative support skills including appointment scheduling, and ability to compose/proof and edit correspondence and reports
Organizational, communication (written, oral, telephone), customer service and strong attention to detail are essential in this position
Problem solving, decision-making, and analytical skills required
Ability to prioritize, and manage multiple tasks, and meet stringent deadlines
WI Broker or RE Sales Persons License required.
May perform other duties as assigned.
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.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Essential Job Duties:
Maintain NMRK brand, product, office, and client messaging and consistency by applying templates to produce marketing materials to include; offering memoranda, broker opinions of value, flyers, proposals, tour books, touch pieces, maps, floor plans, qualification packages, and market surveys.
Gather data and materials from Research, GIS, brokers, and broker support teams, and assemble them into cohesive marketing materials.
Proof final marketing materials for grammar, cadence, writing style and content accuracy.
Ensure that final materials are packaged and delivered to brokers and clients on a timely basis.
Review marketing material specifications, and act as point of contact and liaison with centralized marketing, analysis, and research groups to coordinate the completion and submission of financial, marketing, and various client specific property data to incorporate into customized property information packages.
Maintain knowledge of deal progress and provide updates to broker deal pipelines. Follow up on occupancy dates and provide revised installment due dates to the A/R team.
Prepare and maintain accurate documents to include, Request for Information (RFI's), Letter of Intent (LOI's) and Request for Proposal (RFP's).
Update and maintain various information databases to include; client and prospect databases.
Respond to outside broker requests.
Coordinate mass marketing mailings.
Create, maintain and/or purge files and records, including real estate transaction files.
Provide informational assistance to clients to include; greeting clients, directing telephone traffic and scheduling appointments and tours.
Meet clients at listed properties and conduct tours at the direction of the listing broker(s).
Coordinate complex on/offsite meetings and conferences as well as travel arrangements.
Prepare, update, collate and package reports as instructed by team.
Perform administrative functions and prepare communication as required.
Prepare expense reports as required.
May perform other duties as assigned.
$66k-86k yearly est. Auto-Apply 36d ago
Customer Support Representative
Citizens Bank 3.7
Member service representative job in Mukwonago, WI
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals.
Hours:
Business hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm
Typically 15-29 hours per week. This position will typically work every Saturday.
*Hours may vary based on business needs and may change at any time
Essential Duties and Responsibilities:
Listen effectively to customers' requests and promptly take the necessary action to assist them.
Effectively cross sell bank products and services
Educate customers on utilizing bank products and services
Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer
Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge
Any other duties as assigned
Requirements:
High School Diploma or GED
2+ years of Personal Banking experience required
Knowledge of banking products and services including loans
Call center experience preferred
Strong verbal communication skills
Ability to cross sell products and services
Ability to multitask
Critical Competencies:
Customer Service Excellence
Communication
Listening Skills
Confidentiality
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$35k-39k yearly est. Auto-Apply 36d ago
HR Service Center Rep
CWI Landholdings 3.0
Member service representative job in Milwaukee, WI
At Children's Wisconsin, we believe kids deserve the best.
Children's Wisconsin is a nationally recognized health system dedicated solely to the health and well-being of children. We provide primary care, specialty care, urgent care, emergency care, community health services, foster and adoption services, child and family counseling, child advocacy services and family resource centers. Our reputation draws patients and families from around the country.
We offer a wide variety of rewarding career opportunities and are seeking individuals dedicated to helping us achieve our vision of the healthiest kids in the country. If you want to work for an organization that makes a difference for children and families, and encourages you to be at your best every day, please apply today.
Please follow this link for a closer look at what it's like to work at Children's Wisconsin:
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Provides cross-functional HR services to workforce by playing a pivotal role in supporting the HR functions in their resolution of worker inquiries and requests. This role is the first line of contact with employees and leaders to solve their cases and ensure a seamless employee experience in solving, escalating, or transferring the requests.
Minimum Job Requirements:
Education: High school diploma or equivalent (GED) required.
Experience:
1 year relevant experience.
Knowledge / Skills / Abilities:
Understanding of the HR function and elementary employee requests, benefits, and HR lifecycle
Ability to organize and prioritize activities
Requires social sensitivity and confidentiality to employee's personal information and situations
Ability to communicate in an effective and professional manner
Children's Wisconsin is an equal opportunity / affirmative action employer. We are committed to creating a diverse and inclusive environment for all employees. We treat everyone with dignity, respect, and fairness. We do not discriminate against any person on the basis of race, color, religion, sex, gender, gender identity and/or expression, sexual orientation, national origin, age, disability, veteran status, or any other status or condition protected by the law.
Certifications/Licenses:
$30k-36k yearly est. Auto-Apply 9d ago
Mortgage Loan Servicing Representative - To 50K - Milwaukee, WI - Job 3583
The Symicor Group
Member service representative job in Milwaukee, WI
Mortgage Loan ServicingRepresentative - To $50K - Milwaukee, WI - Job # 3583Who We Are
The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves!
We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you.
The PositionOur community bank client is seeking to fill a Mortgage Loan ServicingRepresentative role in the Milwaukee, WI market. The successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed.The position includes a generous salary of up to $50K plus incentives and an excellent benefits program. (This is not a remote position)
Mortgage Loan ServicingRepresentative responsibilities include:
Escrow management for the Mortgage and Consumer Loan Portfolio:
Establish and maintain escrow accounts within the bank's core system.
Perform escrow analyses and ensure timely disbursement of property taxes.
Track and address delinquent property taxes.
PMI Administration:
Activate, disburse, and close PMI.
Regulatory and Policy Compliance:
Ability to adhere to all regulations, investor requirements, and internal policies.
Investor Servicing Support:
Assist in the management of investor servicing portfolios, including:
Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity.
Remitting payments, payoffs, and other transactions to the secondary market, and resolving any edit requests.
Performing a variety of investor servicing functions as needed to support ongoing operations.
Compiling and forwarding audit documentation in accordance with investor requirements.
Executing monthly investor accounting cycles and processing related invoices.
Reviewing and working investor-related reports to maintain up-to-date and accurate data.
Staying current on investor servicing guidelines and reporting obligations.
Perform A+ Warehouse lending responsibilities as needed.
Insurance Monitoring:
Monitor, disburse, and scan hazard and homeowners insurance documentation.
Establish force-placed flood insurance coverage in compliance with regulatory guidelines.
Reporting and Reconciliation:
Reconcile internal investor and ledger accounts.
Review various reports to identify and resolve exceptions, errors, and out-of-balance items.
Loan Servicing Support:
Verify year-end loan documentation and work internal loan reports.
Perform servicing tasks such as:
Credit references and mortgage verifications.
Generating and applying payoff requests (via check or wire).
File maintenance and construction draw processing.
Responding to customer inquiries and servicing requests.
Provide excellent internal and external customer service.
Any other duties as assigned.
Who Are You?
You're someone who wants to influence your own development. You're looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future.
You also bring the following skills and experience:
High School diploma or equivalent required.
Six months to two years related experience and/or training; or equivalent combination of education and experience.
Experience with Jack Henry SilverLake a plus.
Strong problem-solving and critical thinking skills.
Self-starter, inquisitive, decisive, and accountable.
Ability to prioritize and organize workflow, complete simultaneous projects by required deadlines.
Regular, dependable attendance and flexibility in schedule when required.
Professionalism in written and verbal communication, demeanor, and appearance; able to interact positively with coworkers and customers.
Strong analytical skills, numerical aptitude, and ability to plan ahead and solve problems.
High attention to detail and a strong commitment to accuracy.
Demonstrates teamwork and initiative to support branch or department success.
Take the initiative to learn and share industry knowledge.
Accept and deliver constructive criticism with tact and respect. Ability to retain knowledge gained from corrections or errors.Handles confidential conversations and information in a professional and ethical manner, in line with bank policies.
The next step is yours. Email us your current resume along with the position you are considering to:
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$50k yearly Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Joe Woelfle-State Farm Agent
Member service representative job in Mequon, WI
Job DescriptionBenefits:
Hiring bonus
Health stipend
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial ServicesRepresentative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
FINRA Series 6/63/65 or 7 licenses will be required.
$26k-41k yearly est. 24d ago
Financial Services Representative - State Farm Agent Team Member
Dexter Smith-State Farm Agent
Member service representative job in Sheboygan Falls, WI
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial ServicesRepresentative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Series 6, 63, 65 or 7 license preferred.
$26k-42k yearly est. 21d ago
Financial Services Representative
Worldacceptance
Member service representative job in Watertown, WI
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial ServicesRepresentative to guide customers on their financial journey. As a Financial ServicesRepresentative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial ServicesRepresentative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $16
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$16 hourly Auto-Apply 60d+ ago
Residential Support Professional - Addictions Recovery - Weekends
Lutheran Social Services of Wi & Upper Mi 3.7
Member service representative job in Jefferson, WI
Lutheran Social Services of WI and Upper MI is currently recruiting for Adult Residential Support Professionals for a new addictions recovery program in Oconomowoc, WI. LSS Recovery Center Oconomowoc provides up to 30 beds for adult women in need of Medically Monitored Treatment and Transitional Residential Treatment. Services are gender specific and trauma informed. The facility does allow for infants up to age 3 months to reside with their mothers who are receiving SUD treatment services.
As as Support Professional, your role is to help these ladies stay clean and sober, adhere to the requirements of the program, pass medication, provide meals, complete household chores, etc. This is a part-time, weekend only position, 10 hr days and a one hour staff meeting during the week. The role offers pay at $17.75/hr.
Essential Duties and responsibilities:
This list of duties and responsibilities is not all-inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time.
Supports, interacts with, and monitors residents within established policies and procedures, providing positive role modeling
Records observations relating to actions and behavior of residents and maintains records and reports as required
Performs general housekeeping and cleaning duties as needed. “laundry equipment” - it's regular household washers and dryers….May organize and distribute clothing, bedding and other supplies
Provides medication monitoring or medication administration as outlined in specific program policies
Provides information concerning status of clients to external partners within established guidelines. Is mindful of confidentiality requirements specific to the program
Identifies emergencies or crisis situations and responds appropriately
Maintains awareness of clinical treatment plan and supports residents in achieving goals
Ability to work independently and problem solve efficiently
Attends staff meetings and participates in training activities as required
Maintains confidential client information and records
May assist with meal preparation and other life skills for residents
May assist with grocery shopping for the facility
May transport residents to meetings, services, appointments and other activities
May be responsible for collecting urine specimens for urinalysis and administering breathalyzer tests
May provide educational group activities for clients within program specified parameters.
May administer basic first aid as needed
Other duties as required
ADDITIONAL AGENCY REQUIREMENTS (Required of all employees):
Must comply with agency and departmental policies and regulations
Must relate to individuals and families of varied ethnic and cultural backgrounds, ages, and economic circumstances with respect and dignity.
Must support the Mission, Vision and Values of the Agency.
EDUCATION AND/OR EXPERIENCE:
A High School Diploma or GED Equivalency is required for the position. Related experience or credits toward a bachelor's degree from an accredited college in social work, human services, psychology or similar major may be required based on contract requirements. Previous work experience providing similar services is preferred.
Possess standard reading, writing, math skills, problem solving capability, and the ability to accept/follow through with direction and both recognize and adhere to professional boundaries. The ability to provide services and function as a team member with patience, self-control and flexibility is essential.
CERTIFICATES, LICENSES, REGISTRATIONS:
Must have a valid driver's license and have reliable transportation to perform the essential duties of the role; a motor vehicle check (MVR) with a satisfactory driving record per the LSS Driver Safety Procedure is required, and ability to meet LSS auto insurance requirements.
Completed training regarding DHS 83 (Fire Safety/First Aid and Procedures to Alleviate Choke, Standard Precautions, and Medication Administration) is preferred but may be obtained after hire (required after hire).
TRAVEL: Ability to travel on day trips in the community as required up to 25-50%, depending on specific role.
LSS is an Equal Opportunity Employer.
$17.8 hourly 7d ago
Customer Support Center Representative
Horicon Bank 3.6
Member service representative job in Horicon, WI
Job Description
The Customer Support Center Representative is responsible for providing accurate and efficient service and support to internal and external customers via email, secure message, or telephone communication. Promotes Horicon Bank as a full-service bank; maintains expected standards of customer service, product sales, referrals, and accuracy of account maintenance processed in compliance with Horicon Bank guidelines.
Principal Duties and Responsibilities:
Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers of the Bank.
Promote and sell Horicon Bank products and services through inbound and outbound phone calls.
Assist with questions and inquiries regarding bank products, services, and procedures via telephone, email, or secured messaging.
Review and resolve internal and external bank errors/complaints received via telephone, email, or secured messaging.
Provide operational and sales support to internal customers through a direct support line.
Perform address changes, account maintenance, balance transfers, dormant account reactivation, and file maintenance. Assist customers with electronic and voice banking needs. Assist customers with credit and debit card inquiries, blocks and card maintenance.
Review online applications, process account opening, complete maintenance and provide support for accounts opened via our Digital Branch.
Process routine daily and weekly reports including audits, check back, and maintenance of customer accounts and profiles. Complete workflows requiring maintenance to accounts, RIMS and services.
Prepare documentation and reports of Customer Support Center function activities according to schedule or as requested.
Keep current on various types of fraud trends to protect the bank and our customers from potential fraud losses.
Additional Duties and Responsibilities:
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Perform other duties as may be necessary to fulfill the responsibilities of this role, or to assist in other areas of the bank.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
High school diploma and a minimum of two years banking experience required. Previous new account opening experience preferred.
Computer literacy including experience with Office Suite, MS Word, MS Excel, and other computer software products.
Knowledgeable of all bank functions and understanding of bank products and services, including the rules, regulations, policies, and procedures.
Exceptional customer service and excellent verbal and written communication skills are necessary to adequately address customer inquiries and efficiently resolve conflict in the most appropriate manner while positively representing the bank.
Must possess the ability to plan and prioritize work, multi-task, exercise good judgment in all areas of responsibility, safeguard confidential information, and work effectively under pressure.
Ability to analyze data, identify and troubleshoot issues and provide practical solutions.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and may include some evening and weekend hours.
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
$37k-42k yearly est. 4d ago
Learn more about member service representative jobs
How much does a member service representative earn in Glendale, WI?
The average member service representative in Glendale, WI earns between $21,000 and $38,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Glendale, WI
$28,000
What are the biggest employers of Member Service Representatives in Glendale, WI?
The biggest employers of Member Service Representatives in Glendale, WI are: