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  • Client Service Associate - Wealth Advisory Firm

    Discovered Search

    Member service representative job in Santa Ana, CA

    A fast-growing wealth advisory practice based in Orange County is seeking a Client Service Associate to support its advisors. This is an opportunity to join a firm where client service, professionalism, and growth are prioritized. If you have a strong attention to detail and a passion for helping clients, this role might be for you. You'll work closely with senior team members and have a direct impact on the day-to-day operations of the firm. Key Responsibilities: Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Respond promptly and accurately to all client inquiries. Handle all client scheduling for meetings with investment advisors. Maintain accurate records and documentation in accordance with regulatory requirements and firm policies. Uphold compliance standards and contribute to operational best practices within the firm. Required Qualifications: 4+ years of experience working in a wealth management firm in client relations. Active Series 7 and Series 66 licenses. Bachelor's degree in Business or Finance Knowledge of financial services products, including equities, bonds, mutual funds, options, annuities, and managed accounts. Strong interpersonal skills and comfortability with clients at various stages of onboarding and ongoing support. Compensation & Benefits: Salary range: $80k-$90k Health coverage including medical, dental, and vision insurance. Retirement Plan Paid Time Off
    $80k-90k yearly 11d ago
  • Customer Service Representative

    24 Seven Talent 4.5company rating

    Member service representative job in Vernon, CA

    Salary: Up to $60,000-$65,000 DOE We are seeking a motivated Customer Service Representative to join a growing direct-to-consumer (DTC) brand. This is a fantastic opportunity for someone looking to build their career in customer service, with room for growth within the company. Experience in fashion is not required - we welcome candidates from diverse backgrounds. Responsibilities: Provide exceptional customer support across multiple channels, ensuring timely and accurate responses. Manage orders, returns, and inquiries through Shopify and internal systems. Utilize PC and Excel to track orders, update records, and maintain customer data. Collaborate with internal teams (Operations, Marketing, and Fulfillment) to resolve issues and improve the customer experience. Identify trends and escalate recurring issues to improve processes and customer satisfaction. Assist with product launches, promotions, and seasonal campaigns by supporting customer inquiries and order management. Generate reports to track customer interactions, order fulfillment, and returns. Maintain knowledge of products and services to provide accurate information and guidance to customers. Support internal projects and initiatives that improve operational efficiency and enhance the customer experience. Qualifications: Strong communication and problem-solving skills. Comfortable using Shopify, PC, and Excel (or similar tools). Highly organized, detail-oriented, and able to manage multiple tasks. Positive attitude and willingness to learn; experience in fashion or retail is a plus but not required. What We Offer: Competitive salary up to $60-65K DOE. Growth opportunities within a dynamic DTC company. Supportive, team-oriented work environment.
    $60k-65k yearly 4d ago
  • Customer Support Representative

    Jamieson Wellness Inc.

    Member service representative job in Irvine, CA

    Who we Are Youtheory, located in Irvine California, is a leading manufacturer of health and wellness supplements including the award winning line of youtheory products which are sold in over 50,000 retailers worldwide. With over 200 years of combined service in the natural foods and supplement industry, Youtheory executives are committed to its mission of being a purpose built company that continually supports a wide range of charitable organizations both locally and globally. Overall Responsibilities To ensure that optimum customer service is obtained through accurate and professional utilization through e-mail, EDI, fax, customer call ins, invoicing, maintenance of customer files, pricing files, and professional liaison with the customers, internal sales & marketing team, and distribution. Specific Key Responsibilities & Duties Process all orders in a timely manner ensuring maximum unit fill, correct pricing, bonus items follow the promotional calendar, substitutions are made where necessary, communicate the delivery details to distribution and traffic, and follow up that the orders are shipped on time to meet the due dates Liaise with production planning and CPFR when required to confirm stock availability for orders and manage order allocation Answer all inquiries in a professional, congenial, and timely manner for the following purposes: placement of orders, reporting of damages, shipping errors, pricing errors, product availability, tracing of orders and new accounts Maintain current knowledge of required documentation for international orders and 3'd party contracts Liaise with Traffic/Customs Compliance for required document completion Communicate to the accounts, Territory Managers, and Key Account Managers all pertinent information regarding ship dates, back orders, discontinued items substitutions, etc. Review all open orders to ensure they are kept current and prioritized daily Liaise with 3'd party service providers by providing open order details and follow up to ensure that all orders can be filled and shipped within the required time frame to meet customers requested delivery dates Review sales orders for invoice accuracy Act as liaise with Sales Team on items including but not limited to, car stock, POP material, special reports, out of stock situations and launch date problems As required ensure delivery and return of trade show materials and point of purchase material. Review, approve and process claims from accounts for A/R posting Working in compliance with the company's Health & Safety Policies/SOPs including but not limited to the Safety Responsibilities Procedure Will comply with Good Manufacturing Practices in all GMP sensitive areas of Jamieson Laboratories Ltd. facilities Other duties or projects as assigned Knowledge, Skills & Abilities Requirements Grade 12 or equivalent Excellent interpersonal and communication skills (verbal and written) Working knowledge of Word, Excel, Outlook, SAP, Xtuple/ERP would be considered an asset Familiarity with both manufacturing and warehouse operations and transportation of consumer goods Self-motivated, good organizational skills and a team player Ability to communicate in a bilingual capacity would be a definite benefit, preferably in Spanish or French Able to work in a fast-paced environment Benefits: Competitive salary, including discretionary performance-bases bonuses Health Benefits (medical, dental, vision) Life Insurance 401(k) Matching Flexible Spending Accounts Employee Assistance Program Vacation Time Employee Recognition Programs Learning & Development Work/Life Balance Fun Company Events Our Values ACCOUNTABILITY: We do what we say. We take personal ownership for our work and actions and its impact on others and the business. RESPECT: We do it together authentically and inclusively. We actively listen and engage each other, including diverse perspectives. EXCELLENCE: We drive to high standard for product, people and planet. We challenge the status quo and bring forward innovative ideas in the continuous pursuit of quality. AGILITY: We embrace change and act with flexibility. We welcome new ideas and feedback, swiftly incorporating them to improve our performance
    $38k-50k yearly est. 1d ago
  • Senior Customer Complaint Specialist

    BYD

    Member service representative job in Los Angeles, CA

    Recruitment Requirements for Senior Customer Complaint Specialist 1. Education requirements: Bachelor's degree or above, marketing, business administration, psychology,public relations, law or related major; 2. Work experience: at least 1 year or more of experience in handling customer complaints, customer service management, or after-sales support, with a background in the renewable energy, Internet, e-commerce, finance, fast-moving consumer goods, or large manufacturing enterprises; 3. Core competencies: Excellent communication and coordination skills, as well as emotional management skills, can efficiently handle high-emotional customer complaints; Familiar with the customer complaint handling process and crisis response mechanism, can independently lead the closed-loop solution of complex customer complaints; Strong logical analysis and problem-solving ability, can extract systematic improvement plan from customer complaints; Skilled in using CRM system, office software (Excel/Word/PPT) and data analysis tools, can output high-quality customer complaint analysis report Job Responsibilities: 1. Responsible for interpreting domestic and foreign project contracts 2. Responsible for call center customer service reception 3. Responsible for training and promoting the use and optimization of domestic energy storage after-sales systems, and maintenance of after-sales system information. 4. Responsible for actively collecting feedback on after-sales quality, and working with the quality department to improve and optimize quality issues.
    $39k-67k yearly est. 4d ago
  • Customer Service Representative

    The Phoenix Group 4.8company rating

    Member service representative job in Los Angeles, CA

    We are seeking a Workplace Experience team member to provide exceptional service and operational support across multiple areas of the office. This role plays a central part in creating a seamless and welcoming environment for employees and guests alike. Responsibilities span from front desk and meeting space coordination to travel support and urgent communication needs. Responsibilities Create a welcoming and polished experience for employees, clients, and guests. Deliver responsive, high-touch customer service in person, by phone, and through digital channels. Collaborate with teammates to share responsibilities and maintain seamless operations. Partner with other departments to direct inquiries and resolve issues efficiently. Serve as a local resource for workplace requests, ensuring smooth handling of needs ranging from logistics to event coordination. Safeguard sensitive and confidential information with the highest level of discretion. Qualifications At least 3+ years of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work A customer-first mindset, with the ability to handle requests thoughtfully and professionally. Initiative and sound judgment to manage situations independently when needed.
    $33k-43k yearly est. 22h ago
  • Customer Service Representative

    Kellyconnect | Contact Center Solutions

    Member service representative job in Irvine, CA

    For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer service representative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity. Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds Office Rotation: Tuesday/Thursday & every other Friday Must live in commutable distance to Irvine, California Work from Home Rotation: Monday/Wednesday & every other Friday Competitive pay rate- $26 Why should you apply:Medical and dental benefits Opportunity to gain valuable experience. Enjoy a positive and supportive work environment. Paid training to ensure you have the skills & knowledge to succeed. What's a typical day as a Customer Service Representative? You'll be: Processing product complaints through queues and other communication channels. Maintaining a positive experience while investigating complaints in a timely and courteous manner. Accurately updating databases with pertinent details & product information. Escalating issues based on severity to appropriate levels as needed. Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints. This job might be an outstanding fit if you: Have a high school diploma or equivalent. Have at least 6 months of customer service experience Have strong problem- solving and organizational skills. Are able to work in a fast-paced environment. Are able to work a hybrid work schedule comprised of weekly office & remote requirements. What happens next: Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more. Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer Service Representative today. About Kelly Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year. Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. Acerca de kelly El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquí en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año. Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orígenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
    $26 hourly 22h ago
  • Claims Service Representative

    Integration International Inc. 4.1company rating

    Member service representative job in Chino, CA

    Job Title: Claims Analyst Duration: 12 + Months Contract Job Location: Chino, CA, 91710 (Onsite) Pay Rate: $23-25/hr on W2 Ensures that complaints are resolved effectively and without delay and that those not resolved at the entity organization level have been escalated and taken into account in the competent entities. Drive Customer Centricity - for the entity. What do you get to do in this position? - Ensure that complaints are resolved effectively and without delay and those not resolved have been escalated to the appropriate entity - Collaborate with other organizations in order to contain, correct, and prevent problems affecting customers - Utilize I2P tools to process claims on a timely basis - Ensure that Complaint process is supported with warm loop - Share critical customer feedback information with management and all employees at all levels of meetings and on information boards - Work in collaboration with continuous improvement engineer - Update Logistics dashboard Key Responsibilities: - Act as the Customer Experience advocate. - Drive Customer Centricity in entities. - Ensure the Customer Experience is measured according to the Business priorities. - Define and follow-up the improvement action plan and priorities with the Business stakeholders. - Ensure that Customer dissatisfactions are solved quickly and effectively through containment, correction and prevention steps. Qualifications: We know skills and competencies show up in many ways and can be based on your life experience. If you do not necessarily meet all the requirements that are listed, we still encourage you to apply for the position. This job might be for you if: - Excellent verbal and written communication skills, listen effectively and solicit input from others. - Excellent organizational skills including the ability to handle multiple demands and assignments, the ability to prioritize tasks effectively and efficiently, and drive issues/ tasks to closure - Candidate must be a self-starter, highly motivated, and results driven. - Strong problem-solving skills and experience with root cause analysis and implementation of corrective action for process related concerns. - Proficiency with MS Office suite of products, especially Power point and Excel. - Ability to work effectively in a group setting as well as independently.
    $23-25 hourly 22h ago
  • Customer Service Representative

    Insight Global

    Member service representative job in Pasadena, CA

    The Customer Experience Specialist is an entry level customer service role, operating in a call center environment and supporting Consumer Direct Lending. The individual acts as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer. The individual is a key contributor to facilitating efficient and effective processes that support business and customer service objectives. Responsibilities may be limited within a specific function/channel or across functions/channels within the Mortgage Fulfillment Division (MFD). The Customer Experience Specialist will: Operate in a Call Center environment as a customer success advocate Receive inbound calls and make outbound calls to consumers Receive inbound text messages and facilitate outbound text messages to consumers Answer high-volume, inbound calls or texts from current customers in a timely manner. Provide exceptional customer service to all customers' mortgage loan inquiries/requests Effectively manage a pipeline of up to 75 loans Performing routine data entry and validation tasks Handling routine calls, emails and/or chat responses with employees, consumers &/or authorized 3rd parties Monitoring work queues and intervening as needed Interacting with multiple departments to expedite processing and/or issue resolution Conduct preliminary or basic research in order to accurately resolve and respond to customer inquiries Must request assistance for escalated and/or more complex issues to department senior associates or supervisors Meet outlined production and quality standards Follow established Policy and Procedures Performing other related duties as required and assigned Demonstrating behaviors which are aligned with the organization's desired culture and values
    $32k-41k yearly est. 1d ago
  • Customs Specialist

    Worldwide Logistics Group 4.2company rating

    Member service representative job in Lakewood, CA

    Worldwide Logistics Inc. is looking for an Import Customs Logistics professional or Customs Entry Writer. In this position you will work within our Customs Brokerage Department to make each US import shipment or entry a success. Responsibilities: File Importer Security Filing (ISF) File Customs Entry Daily tracking and tracing of customer shipments Communicating with ocean / air carriers, truckers, warehouses for arranging shipments and follow up on shipment updates Accurate and complete documentation preparation Compliance with timeliness of Customs entry and ISF Filings and other Customs regulations Maintain thorough communication with client and overseas offices throughout shipment process Arranging payments to vendors for services rendered Utilizing Customs Brokerage management software for filing and document generation Maintaining reports online or in Excel if required by the account Working in conjunction with other staff to complete required import service Complete accurate profit and loss analysis for each shipment Requirements: Strong attention to detail and accuracy Good communication with teammates, supervisor and clients Ability to multi-task, prioritize, and manage time effectively Aptitude to work independently on daily tasks Capacity to critically analyze a problem and generate possible solutions independently and cooperatively Preferred Skills At least 1 year at US Customs Brokerage Experience as customs broker entry writer Experience with Customs or ISF filings Familiar with US imports Familiar with Customs Requirements of Partner Government Agencies What you'll get in return: Competitive base salary Medical, dental and vision insurance for employees 401K Program to help you invest into your future Flexible vacation time to promote a healthy work-life balance Hybrid schedule - required 3 days in office, 2 days remote (no exceptions)
    $36k-57k yearly est. 1d ago
  • Customer Service Representative

    Partners In Diversity, Inc. 3.3company rating

    Member service representative job in Costa Mesa, CA

    **Direct Hire with reporting to Costa Mesa, CA** The Customer Service Representative I (CSR I) is responsible for handling customer inquiries into the Service Center. This may include phone and email response, walk-in center customer service, inbound call customer service and inbound mail response. CSR may be reassigned on a long term or temporary basis to other shifts or other schedules to balance manpower or meet the needs of the company. DUTIES AND RESPONSIBILITIES include some or all of the following. Supervisor may assign other duties as needed. Serve as the first point of public contact for all customer service issues Promote positive customer relations with customers and coworkers Respond to calls from the public and provide general information and service Maintain a thorough knowledge and understanding of the customer service center and operations to assist customers and resolve problems Resolve product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution Quickly and accurately identify and assess individual needs, as well as take the appropriate action steps to satisfy those needs Maintain customer records by updating account information. Process requests for new customer accounts Open cases for unsolved customer inquiries Process customer disputes Process the closing of customer accounts and initiate refunds when required Perform updates to toll violations, violation payments, customer payments or accounts to keep demographics, vehicle, and credit card information current Consistently meet established productivity, schedule adherence, and quality standards. Communicate effectively with a variety of people across various levels both within and outside the organization. Make positive suggestions on improving and streamlining workflow processes and enhancing profitability Develop a strong teamwork ethic Follow communication procedures, guidelines, and policies Provide face-to-face customer service with walk-in center customers when required Respond to customer emails from the customer service email inbox to answer questions and provide assistance when required Respond to customer chat and text to answer questions and provide assistance when required Other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Excellent phone etiquette Excellent verbal communication skills Excellent attendance and punctuality Enjoy providing prompt and timely service to our customers Possess strong interpersonal skills and have compassion and empathy for customer situations Be energetic, self-motivated, and quick-thinking Ability to work in a team environment or independently while being flexible and open to learning new experiences in a fast-paced changing environment Ability to read and comprehend normal instructions, correspondence, and memos Ability to effectively present information in one-on-one situations to customers, clients, and other employees of the organization Ability to apply common sense understanding to carry out detailed written or oral instructions Ability to work flexible eight (8) hour shift between 8:00 a.m. to 6:00 p.m. Monday to Friday Must be able to pass background and drug screenings Ability to achieve and maintain departmental performance standards PHYSICAL DEMANDS Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA (Family Medical Leave Act) and other federal, state, and local standards, including meeting qualitative and/or quantitative productivity standards. Ability to adhere to strict attendance requirements Primarily sedentary physical work requiring ability to lift a maximum of 10 pounds Must be able to lift, carry, walk, and stand Vision for reading, recording, and interpreting information Frequent speech communication, hearing and listening to maintain communication Daily use of computer and keyboard, standard office equipment and telephone Ability to access, input, and retrieve information from the computer Frequent hand/eye coordination to operate computer keyboard and office equipment Noise level in the work environment is quiet to moderate SUPERVISORY RESPONSIBILITIES This position has no supervisory responsibility. Education and/or Experience High school diploma or general education degree (GED) Customer service experience a plus Bilingual Spanish is a plus Bilingual Vietnamese is a plus
    $32k-41k yearly est. 1d ago
  • Customer Experience Lead

    Olive Ateliers

    Member service representative job in Los Angeles, CA

    Reports to: VP of Operations Type: Full-Time About Us Olive Ateliers is a fast-growing, founder-led lifestyle brand entering a pivotal next chapter. What began as a business rooted in sourcing and retailing vintage objects from around the world is now evolving into a design-led home furnishings company, with rapidly expanding proprietary collections produced through a trusted network of global partners. As we grow from a cult-favorite retail concept into a nationally recognized luxury consumer brand, we're building the operational engine that will power this next exciting phase of growth. The Opportunity We're hiring a visionary Customer Experience Lead to shape the future of Olive Ateliers' end to end customer journey. This is a career defining role for someone who wants to build a CX function from the ground up, elevating and scaling the customer experience of a brand known for being far from average. You will work closely with our VP of Operations to define how exceptional care comes to life for our customers and set the standard for warmth, precision, and hospitality as we grow. As Customer Experience Lead, you will champion the quality, humanity, and consistency of every interaction while building the systems and processes that make great work repeatable. Your focus will include elevated communication, deep product expertise, thoughtful post purchase support, and seamless delivery coordination, all designed to create moments that consistently feel above and beyond. This role is deeply cross functional, connecting Sales and Operations to create clarity, eliminate friction, and deliver an experience as thoughtfully crafted as the pieces we offer. As Olive Ateliers scales, this role will expand in impact and responsibility, opening the door to meaningful leadership growth. Responsibilities Customer Care & Communication Establish and uphold Olive Ateliers' CX standards, tone, and service expectations across all channels, ensuring brand voice is reflected in every touchpoint. Create clear escalation routines and guide cross-functional teams through complex customer issues to ensure efficient, thoughtful resolution. Manage all customer inquiries across all current and future customer channels, including email, text, chat, phone, social, and any potential marketplace platforms. Track, prioritize, and resolve tickets and related inquiries within SLA standards. Product Expertise & Sales Support Serve as the primary resource for customer-facing product knowledge, ensuring accurate, elevated information is documented and shared to support the broader guest experience across Operations and Sales. Provide knowledgeable, consultative responses to product inquiries (dimensions, finishes, availability) and order inquiries, ensuring customers and sales teams feel guided and informed. Leverage Warehouse inventory systems and physical point-of-access to provide real-time product availability updates, supporting seamless sales and customer experience. Manage product holds with accuracy, maintaining confidence in our internal processes. Process Development & Growth Build and maintain a comprehensive knowledge base (FAQs, policies, product details). Recommend and regularly roll out improvements to Gorgias macros and automations. Collaborate with Sales, Marketing, and Operations teams to align service policies and processes. Lead ongoing refinement of customer policies, support workflows, and service standards in partnership with Sales, Marketing, and Operations leadership. Support the continuous improvement roadmap for the customer journey as we expand. Leadership & Collaboration Model Olive Ateliers' service standards and coach internal partners on customer-first practices. Act as the voice of the customer in cross-functional meetings, ensuring clarity, consistency, and elevated experience across departments. Collaborate with the VP of Operations on service strategy, customer policies, and continuous improvement initiatives. Spearhead future CX team development by helping to define roles, onboarding, documentation, and training as CX headcount expands. This is a hands on, player coach role: you will be in the work every day while building the standards, systems, and future team that will scale it. Requirements 3+ years of experience in customer experience, client services, account management, or operations support, ideally within a fast growing or premium consumer brand. Proven ability to deliver exceptional customer care with warmth, clarity, and hospitality; you know how to make people feel heard and supported. Demonstrated ability to lead cross-functional initiatives and influence partners across Sales, Operations, Logistics, and Warehouse without formal authority. Strong analytical skills with the ability to interpret customer trends, identify root causes, and translate insights into actionable process improvements. Ability to create structure in ambiguity, build scalable processes, and bring consistency to a rapidly evolving environment. Experience with Shopify required; familiarity with Gorgias strongly preferred. Comfort working within a fast paced support or CRM platform environment. Outstanding written and verbal communication skills with a customer-first mindset; you can adjust tone effortlessly while maintaining brand voice. Genuine passion for helping people, solving problems thoughtfully, and elevating every touchpoint of the customer journey. Must be based in Los Angeles and able to work onsite at Commerce. Ability to lift up to 30 lbs manually (or with appropriate equipment). This role is ideal for a hands-on, proactive, and insights-driven individual who thrives in a fast-paced environment and is excited to help define the future of customer experience at Olive Ateliers. Compensation & Benefits $70-80k salary, commensurate with experience and capabilities Long-term incentive program aligned with company growth 401k: Generous employer match (eligibility requirements and vesting applies) Subsidized company health benefits $500 Olive Ateliers shopping credit per quarter 40% off retail merchandise Accrued PTO Vacation & Sick Days A dynamic work environment with long-term growth opportunities
    $70k-80k yearly 1d ago
  • Customer Service Representative

    Specialized Recruiting Group-Irvine, Ca

    Member service representative job in Irvine, CA

    Specialized Recruiting Group, Irvine is seeking a Customer Service Representative for a third-party logistics firm specializing in the medical device industry. This is a permanent, evaluation hire, career opportunity in the Irvine, CA area. Base compensation starts at $21.00 to $26.00/hour. Responsibilities Processing inbound calls from internal and external customers Providing customer support for medical devices and consumer electronics Researching information requests Data entry Requirements Medical device and or logistics industry experience Previous office-based customer service experience Excellent English communication skills (spoken and written) College degree a benefit but not mandatory Professional, positive and friendly personality Intermediate Word, Excel and Outlook ability At Specialized Recruiting Group, our team of employment professionals is deeply connected with local businesses that are actively hiring, giving you a competitive edge in your job search. Whether you are seeking a full time position or a contract role, our experts are here to help at no cost to you. Enjoy personalized support and access to exclusive job opportunities when you partner with Specialized Recruiting Group.
    $21-26 hourly 4d ago
  • Customer Service Representative

    Windsor Fashions 4.6company rating

    Member service representative job in Santa Fe Springs, CA

    As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments. Essential Job Functions: Provide amazing (above and beyond) service across multiple channels Provides exceptional customer service leveraging strong problem solving and professional communication skills Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction Adheres to Customer Service procedures to handle escalation process for tier 2/3 Works as a team member and reports issues to management that are important to area/process improvement. Uses appropriate judgment in upward communication regarding department or employee concerns. Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…) Continuously adhering to our Quality Assurance standards Contributes to team effort to help achieve department objectives Provide knowledgeable answers to questions about products, pricing and availability. Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service. Job Qualifications/Requirements: Knowledge of Zendesk is a plus Available during business hours, including evenings and weekends. Be a creative problem solver Comfortable working in a high stress fast changing environment Polite, friendly attitude to deal pleasantly with customers and agents Cheerful, engaged, and uplifting tone during customer interactions Reliable in Attendance & Punctuality Ability to work under deadlines Strong multi-tasking skills Type 45 WPM Clear and articulate speaking voice Command of the English language Bilingual in Spanish a plus Computer/Internet skills/Word/Excel Mathematical skills Organizational Skills HS Diploma Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply. WINDSOR EQUAL OPPORTUNITY EMPLOYER
    $27k-36k yearly est. 1d ago
  • Open Order Representative. Default Services -Loan Modification

    Servicelink 4.7company rating

    Member service representative job in Irvine, CA

    Are you ready to take your career to the next level? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual with a solid work history in the mortgage or real estate industry, to join our team as an Open Order Representative. The ideal candidate will enjoy working with clients, both internal and external; be detail oriented; and is driven to meet tight deadlines in a fast paced environment. If you are ready for a career and not just your next job, now is the time to join our team and become a part of something big. Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future. This is an in-office position located in Irvine, CA. A DAY IN THE LIFE In this role, you will… · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. WHO YOU ARE You possess … · A penchant for excellence. You will use your strong attention to detail to maintain our quality standards. · The ability to multitask in a fast paced environment, especially the ability to meet tight deadlines for our clients. · Excellent verbal and written communication skills. · The ability to react to change. Responsibilities · Open incoming mail, sort and assign to our recording team members. · Perform quality control checks of documents · Perform data entry into our data bases and other documents as required. · Utilize UPS for tracking of incoming and outgoing documents. · Answer phone calls and emails from our clients. · Close out orders and maintain manifests of documents being sent back to clients. · All other duties as assigned Qualifications · High School diploma or equivalent required. · 1 -2 years' experience working in an office environment. · 1-2 years' recording experience is preferred. · Familiarity with the Loan Modification Process is a plus. · Proven customer service skills. · Must be able to use and have basic computer skills and be proficient in the Microsoft software products. · Must be able to multi-task. · Must be capable of meeting daily production goals with a high level of accuracy. · Critical reasoning and thinking skills required.
    $56k-92k yearly est. Auto-Apply 60d+ ago
  • Correctional Services Officer (Part-Time)

    City of Santa Ana, Ca 4.7company rating

    Member service representative job in Santa Ana, CA

    The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community. DEFINITION Under general supervision of full-time staff, performs duties related to booking, monitoring and maintaining order among inmates in a direct supervision jail facility. This part-time classification is distinguished by the need to exercise independent judgment and initiative in the performance of duties within specific areas of responsibility in a Type II jail facility that uses a "direct supervision" inmate management philosophy. Incumbents will work independently under the indirect supervision of designated full-time jail or police department personnel. Note: CalPERS (CA PUBLIC EMPLOYEES' RETIREMENT SYSTEM) retired annuitants are not eligible for this position. * Assists in monitoring the conduct of inmates in a variety of custodial situations within a jail facility. * Performs inmate intake processes by searching, accepting property, checking criminal history records, booking, issuing clothing, fingerprinting and photographing inmates. * Ensures that inmate property is recorded and safely secured. * Escorts inmates to housing modules from attorney visits, medical visits, and inmates returning from court. * Escorts and directs inmates to recreational, operational and rehabilitative activities; observes interaction and verbally or physically intervenes if necessary. * Assists in ensuring that the facility is clean, well-maintained and secure. * Monitors condition of jail facility, identifies hazards or maintenance issues and refers matters requiring attention to appropriate personnel. * Receives, resolves or attempts to resolve complaints or requests from inmates; refers matters to supervisors. * Completes appropriate records such as assignment logs, transfer and release paperwork, etc. * Responds appropriately to inquiries regarding inmates. * Receives and checks incoming and outgoing mail and correspondence. * Observes and directs activities during inmate visits. * Enforces jail rules and prepares written documentation concerning incidents or violations. * Controls or assists in monitoring access to attorney rooms and visiting areas within the facility. * Assists in processing inmates for court appearances as necessary. * Operates department vehicle to pick up medications from local pharmacies, as needed. * Operates manual and electronic jail security systems. * Provides escort services for maintenance staff and other service providers within the jail facilities. * Performs administrative tasks updating classification or housing information, serving subpoenas, processing paperwork and preparing memos and reports. * Assists in ensuring that operations comport to applicable state and federal laws concerning the confinement and security of inmates as well as other administrative regulations, judicial rulings, and Police Department manuals, policies and regulations. * Performs other related functions as assigned. Sufficient training, education, and/or experience to demonstrate the skills and abilities listed below; successful completion of pre-employment process including comprehensive background investigation with no felony convictions; 18 years of age at the time of application. Skill in: Exercising safe and effective communication skills; basic typing and computer use. Ability to: Maintain security, control and custody of inmates; provide clear and direct instructions on rules, regulations and procedures; interact with people of varied social, economic and cultural backgrounds; develop and maintain accurate records and prepare thorough but concise reports: utilize various management information systems and automation tools to maintain and access information and electronic communications via desktop computer systems and computer networks; make decisions on effective courses of action in emergency situations; establish and maintain effective working relationships with others; work effectively under minimal supervision. NOTE: Must possess and maintain a valid California Class C driver's license as a condition of employment. Tattoo Policy: Tattoos shall not be visible while employees are on-duty. If you have any visible tattoos on or behind the ear, on the hands or fingers, on the neck or head that cannot be covered by a standard collared uniform shirt, you do not meet our tattoo policy and you will not be able to continue in the selection process. If you have any questions regarding the tattoo policy, please contact Background Unit Supervisor, Sergeant Daniel Baek via e-mail ******************* Candidates will be required to attend and successfully complete an eight-week correctional officer training academy. Attendance dates are to be determined.All applicants are required to complete and submit a City application form and answer the supplemental questionnaire online. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide. Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Resources Department and Police Department. A Personal History Statement and Background Investigative Questionnaire, completed by candidates prior to the end of the selection process, will also be reviewed by the Police Department. Applicants that possess the most recent and pertinent qualifications will be invited to continue in the selection process, which includes (may be administered/scored in a different order than what is listed below): The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated in one full day of testing. 1. PHYSICAL AGILITY EXAMINATION: (Qualifying) will evaluate each applicant's physical strength, agility and endurance in the following timed components: * 1.5 MILE RUN: The 1.5 mile run must be completed within 14 minutes to pass the City of Santa Ana physical agility test. * 50 YARD SPRINT: Sprint on a straight track within 30 seconds. * OBSTACLE COURSE: Complete the following: Start 15 yards back from the beginning of flight of stairs or bleacher steps, walk or jog the 15 yards, climb up 10 steps, return down the stairs and jog or run back to the original starting point within 30 seconds. * BODY DRAG: Lift and drag 165-pound lifelike dummy 20 feet within 20 seconds. Each of the above events are timed. Candidates must successfully complete all four events to pass the physical agility test. Tentative 2025 CO PAT Dates: 02/20/25, 03/25/25, 04/24/25, 05/20/25, 06/26/25, 07/24/25, 08/21/25, 09/25/25, 10/23/25, 11/20/25, 12/18/25 2. ORAL INTERVIEW EXAMINATION: (Qualifying) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass the interview. 3. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator. 4. REACT Test: (Qualifying) includes multiple-choice video simulations and computer administered test in which candidates must complete the following four components: a video-based human relations test, a reading test, a math test and a report writing test. Testing takes approximately 2 hours. The examination is administered by the National Testing Network. PLEASE DO NOT TAKE THE REACT EXAM UNTIL YOU RECEIVE AN E-MAIL STATING THAT YOU MEET THE MINIMUM QUALIFICATIONS. Candidates need a score of 75% or higher on the Video Section, 70% or higher on the Count Section, and 80% or higher on the Reading Section to pass this examination. 5. COMMANDER/MANAGER ORAL INTERVIEW: (100%) will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass the interview. BILINGUAL ORAL FLUENCY EXAM: (If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process. Applicants must pass every component of the selection process in order to be further considered. NOTE: Prior to appointment, candidates will undergo a thorough backgrounds process, polygraph assessment, psychological suitability evaluation, and medical examination to determine minimum acceptable physical qualifications. Once appointed, candidates will be required to attend and successfully complete an eight-week, full-time Correctional Officer training academy within the one-year probationary period. The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
    $40k-52k yearly est. Easy Apply 2d ago
  • Traveling 37 Hour Retail Banking Representative - LA Area

    First Bank 4.6company rating

    Member service representative job in Beverly Hills, CA

    Banking Specialist This position, Banking Specialist, may be called by many other names: Teller, Client Service Representative, Member Services, etc. At First Bank, we choose to call you a "specialist" because that is what you are! You are the front line or first point of contact providing client service for our clients, and you specialize in the products and services that help our clients meet their current and future financial needs. What You Will Be Doing * Supporting our Bank's culture and client-friendly environment by greeting clients with a courteous and friendly demeanor, including greeting clients by name when possible. * Ensuring continued relationships with our clients by processing client transactions such as deposits, withdrawals, payments, check cashing, etc. courteously, accurately and as expeditiously as possible. * Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, and Client Contact Center. * Protecting the interests of the Bank and our clients by following all security, regulatory and audit procedures, including daily balancing of individual teller drawers, ATM, and vault, if needed. Maintaining of proper dual control and appropriate holds. Accurately balancing assigned cash drawer on a daily basis. Immediately reporting out of balance conditions to branch management. * Furthering personal development by actively seeking out and maintaining basic product knowledge of all Bank products. This may be obtained through training courses, branch meetings, corporate communications, etc. * Contributing to the Bank's success by identifying sales opportunities and referring clients to the appropriate area. Working towards achievement of branch and individual sales and referral goals. * Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the clients' needs. (In-Store) Should cultivate relationship with retail store associates. * High School Diploma or Equivalent * Minimum of 12 months previous client service experience preferred * Previous cash-handling experience required * Previous banking experience strongly preferred * NLMS registration preferred * Developed customer service skills, including written and verbal communication * Ability to use a PC and alpha/numeric keyboard * Flexible work week schedule Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future. Diversity At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you. First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status. Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance. The range for this role takes into account many factors that First Bank considers when making hiring decisions, including but not limited to, prior experience, skill set, training, and other internal business and organizational factors. First Bank generally does not hire at or near the top of the range below. The range is driven by the geographic location of our estimated hiring location; however, the specific range may vary depending on the geographic location for remote positions. Compensation decisions depend on the specific facts and circumstances of each hiring instance. A reasonable estimate of the current pay is: $21.00 to $25.00.
    $21-25 hourly 17d ago
  • Service Center Representative

    Cut N Dry Restoration

    Member service representative job in Rancho Cucamonga, CA

    Job Description Cut N Dry Restoration is currently hiring for a full-time Service Center Representative to help our company grow by acting as the channel for conveying information to the property owner and other parties in the Rancho Cucamonga, CA area. This customer service position earns a competitive wage of up to $23 per hour, depending on skills and experience. In addition to competitive pay and our team-oriented culture, we offer our Service Center Representatives the following benefits: Medical, dental, vision, and life insurance A 401(k) plan Competitive bonus incentives DAY-TO-DAY This full-time position typically works at our office Monday through Friday with a rotating weekend and on-call schedule. As a Service Center Representative, you are the first point of contact for our customers. You spend the majority of your time in the office on the phone or computer answering calls, confirming appointments, resolving issues, updating client information, and dispatching technicians. While dispatching technicians, you maximize their time and mileage. As needed, you update customers on any changes. You also ensure customer satisfaction by following up with clients after their services have been performed. With you on our team, our office runs efficiently, and the trusting relationships you create with clients keep them coming back for more! ABOUT CUT N DRY RESTORATION Cut N Dry Restoration started out as a small family-owned business with the goal of providing high-level service that sets us above the rest. Since our beginning, we have kept countless homes safe and free of harmful mold and bacteria commonly associated with water damage. Our team of dedicated and compassionate IICRC-certified technicians care deeply about ensuring clients can come home to a safe living space and will work day in and day out to make that happen. To ensure our services are top-notch, we implement continual training for our team and cultivate an open atmosphere where each person does their part for shared success. We understand we would be nowhere near as successful without our hardworking team which is why we reward them with exceptional benefits and the best pay in town. Come join our restoration team! OUR IDEAL SERVICE CENTER REPRESENTATIVE Passionate - about accuracy and office work Detail-oriented - organized and precise for maintaining operations Self-starter - to independently tackle tasks Problem-solver - to quickly address and fix issues Social - can effectively communicate, both verbally and written Friendly - to provide exceptional customer service If this sounds like you, keep reading! REQUIREMENTS High School Diploma or equivalent 2+ years of experience in customer service, collections, and account management Willing to work weekends So, now that you've learned the who, what, where, and why, you may be wondering HOW? It's easy! Just fill out our initial mobile-friendly online application. We hope to meet you soon! Location: 91730 Must have the ability to pass a background check. Job Posted by ApplicantPro
    $23 hourly 11d ago
  • Personal Banker/Financial Services Representative (Santa Ana)

    California Federal Credit Union 3.6company rating

    Member service representative job in Santa Ana, CA

    The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members' needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services. Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person. Provides timely closing of loans through consistent follow-up of loan approvals. Directly responds to member's inquiries timely and accurately via telephone, mail, email, or an internal referral. Develop, expand and retain member relationship in order to increase member satisfaction. Adhere to CCU's Member Experience Playbook, SLA's and Corporate initiatives. Follow the retail branch's escalation process. Opens new accounts: Explains account type, product, or service to member. Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc. Interviews member to determine appropriate product/account/service to establish. Complies with all positive identification regulations for establishing new account holders. Analyzes existing account relationships in order to identify potential services and/or account sales opportunities. Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships. Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services. Develops and maintains a follow-up program for expanding multiple account relationships. Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts. Originates and funds consumer loans: Recommends appropriate products and services to members. Conducts interview with members relating to loan request. Cross-sells consumer loan protection products and services. Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved. Communicates the loan disposition to member (approved, counter-offer, denied). Creates loan documents and obtains member signature(s). Disburses new loan and completes follow-up tasks. Discusses and refers Business Loans. Completes tasks and responsibilities relating to enhancing member relationships to increase member service. Business Development: Develop existing and new member relationships - expanded client base thru business development, on-sites, and community and networking events. Attends onsite events. Other Accountabilities (5%): Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices. Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork. Must consistently report to work on time, as scheduled. Complete all BAI trainings and classroom courses. Performs other duties as assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. Position Requirement and Qualifications: Abilities: Must be skilled in the following areas: Strong communication (written and verbal). Provide excellent member service both internally and externally. Proven sales and service results. Strong time management and organizational skills. Knowledge, Education, Certifications, Licenses: High School education or equivalent. Knowledgeable in new accounts and lending policies and procedures. Solid knowledge of sales and referral technique a must. Working knowledge of personal computers also required. Experience: Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent. Working Conditions and Physical Demands: Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide. EOE Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m. 40 hours/week
    $34k-44k yearly est. 3d ago
  • Financial Service Representative I

    First Foundation Inc. 4.6company rating

    Member service representative job in Palos Verdes Estates, CA

    reports on-site. Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: * Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates * Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, ("BSA"), Anti-Money Laundering Act ("AML"), and Office of Foreign Assets Control Regulations ("OFAC"). This includes understanding any responsibilities outlined under the Bank's BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements * Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.) * Generate new business to assist in meeting established production and profitability goals of the branch * Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients' financial needs * Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients * Refer client opportunities to internal and external sales partners to meet client financial needs * Provide ongoing relationship servicing with existing clients * Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism * Respond to clients' inquiries and requests regarding accounts * Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc. * Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc. * Notary Commission - serve as one of the branch team Notaries * Regular and consistent attendance required * Perform other duties as assigned Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location. Geographic Location: * Palos Verdes Estates, CA: $48,300 - $52,000 (Annually) Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: * High school diploma or equivalent required; Associate/Bachelor's Degree preferred * A minimum of 1 to 2 years of financial service industry experience is required Skills: * Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community * Working knowledge and understanding of all bank products and services required * General Mathematics and Accounting * Must be able to assess any given situation, make decisions, and bring to a successful resolution * Must be experienced in the effective use of one or more core banking deposit and new account software * Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc. Approximate Time Allocation: 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Sales/Client Service, Lobby Management 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 this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
    $48.3k-52k yearly 24d ago
  • Financial Service Representative III

    Southland Credit Union 3.7company rating

    Member service representative job in Lynwood, CA

    Role Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans. Major Duties and Responsibilities Identifies cross sell opportunities and cross-sells all C.U. products and services, including account related products such as, but not limited to, credit life, credit disability, MBI, GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services. 10% Assists members with opening and closing savings, checking, certificates, IRAs and other depository service accounts (limited cash handling). Perform necessary file maintenance to set up accounts and services. Assist members and potential members with loan requests, takes loan applications, process loan documents for in-person closing or shipment via mail, including preparation of loan records and data set up on computer system. Review any conditions required for loan approval with member and obtain necessary documentation. Forward exceptions to a Loan Officer if automatic system approval is not received. Follow up on unclosed member loans that cannot be completed at initial meeting. Assures that appropriate records are maintained and required reports are prepared. Collect and forward taxes on all vehicle loans. Set up and input file maintenance for check orders, payroll deduction, automatic transfers and ACH origination. Monitors lobby activity to ensure prompt, professional service. Performs all duties within procedures, policies, and SCU's Universal Performance Standards. Performs other related duties as assigned. Knowledge and Skills Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required Education: A high school diploma or GED. Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an important part of the job. Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator. Hours & Location: St. Francis Express Office 3628 E. Imperial Hwy. STE 106 Lynwood, CA 90262 Hours: Monday - Friday: 8:00 a.m. - 4:00 p.m. Closed daily: 11:30 a.m. to 12:00 p.m. This Job Description is not a complete statement of all duties and responsibilities comprising this position. Southland Credit Union is an Equal Opportunity Employer. Salary Minimum USD $30.53/Hr. Salary Maximum USD $45.79/Hr.
    $33k-42k yearly est. Auto-Apply 60d+ ago

Learn more about member service representative jobs

How much does a member service representative earn in Hawthorne, CA?

The average member service representative in Hawthorne, CA earns between $28,000 and $54,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.

Average member service representative salary in Hawthorne, CA

$39,000

What are the biggest employers of Member Service Representatives in Hawthorne, CA?

The biggest employers of Member Service Representatives in Hawthorne, CA are:
  1. LAFederalCreditUnion
  2. California and Nevada Credit Union Leagues
  3. First Financial Credit Union
  4. Lapfcu
  5. Supreme Fitness Group
  6. Water and Power Community Credit Union
  7. AIDS Healthcare Foundation
  8. Oportun
  9. Northrop Grumman
  10. So Cal Properties
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