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Ace Parking Management, Inc. 4.2
Member service representative job in Irvine, CA
Compensation Range: $19.00 - $20.00 per hour
About Us:
One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy)
Culture:
We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely.
Accountability:
Assist with office duties, including answering phones and emails.
Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment.
Assisting customers with locating vehicles.
Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary.
Resolving customer requests, questions, and complaints.
Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts.
Actively look for ways to assist customers.
What we are looking for:
A valid CA Driver's License
Must be able to stand and walk up to 8 hours per shift.
Must be able to speak clearly, distinctly, and effectively using tact and diplomacy.
Experience dealing with irate customers and resolving customer issues and/or complaints.
An outgoing and enthusiastic personality.
Willingness to do whatever it takes to earn a "Thank You."
What We Can Offer You for All Your Hard Work:
$19 - $20 Per Hour
Medical, dental, vision, life insurance coverage for full-time, eligible employees.
Flexible Spending Accounts for full-time, eligible employees
401k
Vacation/Sick for full-time and part-time employees
Holiday for full-time and part-time employees
Discount programs
Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
$19-20 hourly 5d ago
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Client Services Representative
Venbrook 3.3
Member service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (CSR) - Employee Benefits
DEPARTMENT: Employee Benefits
CLASSIFICATION: Non-Exempt
LANGUAGE REQUIREMENT: Bilingual English and Spanish
COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience
COMPANY OVERVIEW:
Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines.
Our teams support clients through direct service, accountability, and clear communication.
Our culture emphasizes ownership, collaboration, and trust.
We offer a comprehensive benefits package:
401k with employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off
Paid holidays
Paid sick leave
Professional development opportunities
Flexible work arrangements
JOB SUMMARY:
The Client ServicesRepresentative supports employees and HR contacts with day-to-day benefit inquiries.
You operate in a high-volume, member-facing environment.
You resolve routine issues and escalate complex matters following defined guidelines.
Your work supports a consistent member experience and reduces service interruptions for Account Management teams.
DUTIES/RESPONSIBILITIES:
Employee and Member Support
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Provide bilingual support in English and Spanish
Routine Benefits and Claims Support
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Issue Identification and Escalation
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Documentation and Collaboration
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
EDUCATION & EXPERIENCE:
Required Skills & Qualifications
· One to three years of experience in employee benefits, insurance
· Bilingual English and Spanish
· Clear written and verbal communication skills
· Ability to manage high call and email volume
· Strong organization and follow-through
· Professional and composed in time-sensitive situations
Preferred Qualifications
· Experience in an employee benefits brokerage or consulting environment
· Knowledge of health and welfare benefit plans
· Experience with CRM or benefits administration platforms
· Working knowledge of Outlook, Word, and Excel
Measures of Success
Timely resolution of routine member issues
Clear and complete escalation documentation
Positive member experience feedback
Reduced disruption to Account Management workflows
$28.9-33.7 hourly 2d ago
Life Science Service Specialist
Shimadzu Scientific Instruments 4.2
Member service representative job in Carlsbad, CA
DescriptionLife Science Service Specialist Location: Los Angeles, CA Salary: $109,000 to $111,000 per year Who are we?
Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environmental monitoring systems in the world. Ground-breaking scientific research, manufacturing ideas and results continue to propel Shimazu's outstanding reputation and "Excellence in Science." People dedicated to our mission have the largest impact on Shimadzu's continued growth and success. Would YOU like to join a diverse team of professionals working together with researchers, scientists and manufacturers to help better lives worldwide?
What can Shimadzu offer YOU?
Our Culture - A work environment that values diversity, inclusion & belonging
Competitive Compensation - Day 1 Benefits & Competitive Salary
Retirement Benefits - Matching 401K & Profit-Sharing Program
Professional Growth - Clear pathways for Career, Leadership and Personal Development
Health Benefits - Flexible Spending/Health Savings Accounts
Work-Life Balance - Generous & Front-Loaded Paid Time Off Plan
Education - Tuition Assistance Program for both graduate and undergraduate levels
Insurance Perks - Pet Insurance, optional Identity theft, legal pre-paid and critical care buy-up insurance benefits, generous company paid life insurance & short-term disability programs
Work Flexibility - Business casual Dress Attire & casual (jeans) Friday!
Employee Engagement - Employee Resource Groups to network, build a sense of community and enhance one's career and personal development
Shimadzu Scientific Instruments is seeking an Life Science Service Specialist to support the installation, maintenance, and repair of our specialized biotech instruments, including MALDI systems, PPSQ, LABNIRS, and related platforms. This is a hands-on, customer-facing role that plays a critical part in helping researchers and scientists perform mission-critical work in labs across the region.
JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO:
Install, troubleshoot, and maintain biotech instrumentation across customer sites
Provide technical training to end users and junior field service engineers
Accurately document system builds, service visits, and part usage
Develop preventive maintenance procedures and contribute technical feedback
Manage and maintain regional parts inventory
Provide timely phone/email-based technical support as needed
Travel by air and car to perform on-site service; overnight travel required
Ensure safety compliance and proper use of PPE per company and client protocols
EDUCATION AND QUALIFICATIONS:
Associate degree in Electrical Engineering or related tech field required
Bachelor's degree in Life Sciences preferred
3+ years of field or in-house instrumentation service experience required
Mechanical, electrical, and customer-facing troubleshooting skills essential
Proficiency in technical documentation and remote support protocols
Must be self-driven and comfortable working independently or with cross-functional teams
At Shimadzu Scientific Instruments, we believe in providing structured career paths that recognize and reward talent. If your expertise surpasses the level specified in the listed position, we offer the flexibility to upgrade positions to better suit your qualifications accompanied by a salary adjustment.
Compensation & Benefits:
This full-time, non-exempt position comes with a comprehensive benefits package. In your first year, you will receive 10 paid vacation days, 8 paid personal days, 8 paid scheduled holidays and 3 paid floating holidays (Residents of California and Puerto Rico will receive state-mandated sick leave instead of personal days). After one year of employment, you will also be eligible for a generous short-term disability program with the company covering 100% of monthly premiums.
The starting salary range for this role is $109,000 to $111,000 annually, paid semi-monthly. As a non-exempt position, you will be eligible for overtime and double time pay, as outlined in our employee handbook. Additional variable compensation may include a discretionary year-end bonus based on overall company performance.
This position includes a company car with a fuel card (with a $55 per pay deduction for personal use), company laptop, and a company-paid cell phone, which remains company property but can be used for personal purposes.
For more details on benefits, please visit **************************
Shimadzu is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Shimadzu via email, the Internet or in any form and/or method without a valid written search agreement in place for this position (and agency was requested to work the requisition) will be deemed the sole property of Shimadzu. No fee will be paid in the event the candidate is hired by Shimadzu as a result of the referral or through other means.
EEO Statement:
Shimadzu Scientific Instruments (SSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please click here.
Qualifications
BehaviorsFunctional Expert - Considered a thought leader on a subject
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Innovative - Consistently introduces new ideas and demonstrates original thinking
Team Player - Works well as a member of a group
Thought Provoking - Capable of making others think deeply on a subject
EducationBachelors of Chemistry (preferred)
Associates of Electrical Engineering (required)
Skills
Instrument Repair (required)
Instrument- MALDI (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$109k-111k yearly 5d ago
Customer Service Representative
Vaco By Highspring
Member service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment.
Key Responsibilities
Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner
Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction
Document customer interactions accurately in internal systems
Process orders, returns, account updates, or service requests as needed
Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues
Follow established processes, policies, and service standards
Identify opportunities to improve the customer experience
Qualifications
1-3+ years of experience in customer service, call center, or client support roles
Strong communication and interpersonal skills
Ability to remain calm, professional, and solution-oriented
Basic computer proficiency and ability to learn new systems quickly
Strong attention to detail and follow-through
Nice to Have
Experience in a high-volume or phone-based support environment
Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.)
Bilingual skills a plus
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 4d ago
Member Service Representative (Full-Time) - Rancho del Oro
Navy Federal Credit Union 4.7
Member service representative job in Oceanside, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4180 Avenida de La Plata, Oceanside, California 92056
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$34k-43k yearly est. 2d ago
Client Service Officer III
United Business Bank 4.2
Member service representative job in Irvine, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities.
The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$40k-54k yearly est. 2d ago
CSR/Associate Broker
South Bay Search 4.0
Member service representative job in Irvine, CA
Job Description
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customer service, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 30d ago
Immigration Services Officer
Department of Homeland Security 4.5
Member service representative job in San Bernardino, CA
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$80k-121k yearly est. 7d ago
PTA - Redlands Healthcare Center
PACS
Member service representative job in Redlands, CA
Redlands Healthcare Center is a 78-bed skilled nursing facility located in Redlands, near Redlands Community Hospital. "Serve more people, touch more lives" is our pledge and promise. At Redlands Healthcare we create a home-like atmosphere for our residents by providing recently renovated accommodations along with team members that feel like family.
Join our team today!
We are currently looking for an exceptional and experienced Physical Therapy Assistant (PTA) to join our work family. Our therapy team works toward specific goals of achieving the resident's highest functional level of independence. If you are a South Carolina licensed Physical Therapy Assistant (PTA) who genuinely wants to make a difference for others, then we would love to meet you!
We offer the following to our Physical Therapy Assistants:
* $33 + per hour/ DOE
* Flexible scheduling
* Professional Development Opportunities
Job Requirements:
* Current, unencumbered certification to practice in CA and/or national certification
* Physical Therapy Assistant Degree
* LTC/Rehab experience is preferred
$33 hourly Auto-Apply 60d+ ago
Audi Technologist and Customer Retention Specialist
Hoehn Motors 2.9
Member service representative job in Carlsbad, CA
Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales.
Essential Duties:
Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle.
Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions.
Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager.
Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies.
Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously.
Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products.
Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates.
Attends sales meetings.
Maintains professional appearance and workspace.
Sells and delivers professional service when needed in the sales department
Processes sales paperwork in accordance with dealership policies
Keeps up-to-date on new Audi products and services within the industry.
Will be responsible for clean and tidy showroom and vehicle display.
Approaches and greets overflow sales prospects in a timely manner.
Exhibits a high level of commitment to customer satisfaction.
We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success!
Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways.
· Guaranteed hourly wage
· Volume / Unit bonuses
· Flex scheduling featuring 2 full days off every week plus an early and a late day
· You will receive a wide range of benefits including FULL medical, dental, and vision insurance
· Discounts and an associate pricing program on vehicles, parts and service
· Support for continuing education and personnel development are included
$35k-44k yearly est. 60d+ ago
Customer Loyalty Retention Specialist
Corkys Pest Control 3.6
Member service representative job in San Marcos, CA
Essential Duties and Responsibilities
Be the first point of contact for customers wanting to cancel services.
Engage with customers to identify cancellation reasons and offer tailored solutions.
Communicate the value of services to reinforce customer commitment.
Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn.
Track retention metrics, including save rates and customer feedback.
Keep detailed records of all interactions in CRM systems.
Collaborate with internal departments to resolve customer issues efficiently.
Follow up with customers to ensure satisfaction post-resolution.
Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently.
Handle all interactions with empathy and professionalism.
Meet or exceed monthly retention KPIs, such as customer saves and call quality.
Participate in ongoing training to stay updated on company services and policies.
Utilize Microsoft Teams, Outlook, and other relevant tools.
Perform additional duties as assigned.
Customer Engagement
Connect with customers proactively through phone and email.
Build strong relationships by understanding their needs and preferences.
Issue Resolution
Address customer inquiries and concerns with professionalism and urgency.
Work with internal teams to resolve issues efficiently.
Upselling & Cross-Selling
Identify opportunities to recommend additional services or products.
Educate customers on the benefits of enhanced offerings.
Customer Feedback
Collect and share customer insights to support service improvements.
About the Role
Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
Knowledge of the Preliminary Notice and Lien Release process within various States.
Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.
Here's a Snapshot of How You'll Contribute to Our Team
Strong attention to detail with proven time management, planning & organisation skills
Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
Self-motivated, results driven and strong problem-solving skills
Great attention to detail with the ability to prioritise tasks and meet deadlines
Excellent interpersonal and communication skills - oral and written
Excellent multitasking and analytical skills
Who We're Looking For
Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
2+ years related experience
Excellent computer skills for word processing and excel spreadsheet analysis
Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
Ability to work with difficult customers and resolve problems and issues
Occasional travel to the US may be required
Why Choose ICONIX?
This is a place where you will be empowered to do your best work.
We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.
Base Pay: $29.75 - $34.50 per hour
Employee Incentive Plan (Annual Bonus)*
Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
Flexible health benefit plans (medical, dental, vision, ancillary)
401(k) plan with employer matching
Education assistance
Professional development
Scholarship program
Flexible work arrangements
Referral bonuses
Employee discount programs
Comprehensive employee assistance program
*For eligible employees.
Ready to build your career and realize your full potential? Apply now and join the flow! #IWW
ICONIX. Real People. Real Service. Real Solutions.
ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.
Working at ICONIX Means Being Part of a Greater Organization
ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada's Best Managed Companies, a true testament to the company's commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.
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$29.8-34.5 hourly Auto-Apply 7d ago
Commercial Services Specialist II (Manheim)
Cox Enterprises 4.4
Member service representative job in Fontana, CA
Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Commercial Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % No Work Shift Day Compensation
Hourly base pay rate is $23.51 - $35.24/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.
Job Description
What You'll Do:
* Provide comprehensive support to numerous account holders.
* Proactively identifying enhancement opportunities.
* Running and analyzing reports for trends and compliance.
* This critical role, tailored to high-revenue locations, underscores the importance of accountability and excellence due to the significant financial implications of managing key, highly complex client accounts.
* Offer comprehensive, direct support and communication to numerous account holders, understanding their requirements and challenges while communicating potential issues.
* In coordination with national account representative, follow account-specific procedures to prepare and audit sale vehicle run process including run order, scheduling, providing notice to customer account, vehicle repairs, accurate charge posting (pre-sale and limited post-sale), reporting, invoicing, etc.
* Accountable to monitor vehicle sales processes, communication with stakeholders and accuracy to ensure an overall positive client experience for the client.
* Develop positive relationships with clients, seeking to understand their vehicle requirements and helping them understand auction processes, vehicle availability and processes for sale, preparation, and delivery.
* Examine vehicles within the sales lineup, utilizing different programs to verify that inventory meets necessary specifications, identifying any missing vehicles, and collaborating with account representatives to ensure that vehicles are prepared for sale, complete with suitable imaging and announcements.
* Coordinate vehicle transportation, ensuring timely delivery and resolution of emerging issues.
* Review Condition Reports to capture required announcements (Structural, Flood, True Miles Unknown, AS IS - NAAA guidelines for miles and age), Branded Title, Manufacturer's Buyback, etc.
* Ensure file jackets for client audits include proper documentation and invoicing.
* Serve as a liaison between clients and all auction departments.
* Collaborates with Accounts Receivable department to post accurate charges; process and send invoices as needed; and actively pursue collections.
* Demonstrate effective prioritization skills by understanding the role of assigned tasks within the comprehensive lifecycle of auctioned cars.
* Demonstrate professionalism and sincere appreciation for the business relationships that have been established amongst the client and Manheim.
* Ability to work in a fast-paced environment, receptive to change and able to multitask.
* Commitment to providing excellent customer service required.
Who you are:
Minimum Requirements:
* High School Diploma/GED and 3 years' experience in a related field or 5 years' experience in a related field required.
* Prior clerical or administrative experience required.
* Proficiency in Microsoft Excel required.
* Must be able to operate adding machines and other office equipment (i.e., copier, fax machine, etc.).
* Ability to sit or stand for prolonged periods of time.
* Safe drivers needed; valid driver's license required.
Preferred Requirements:
* 1 - 3 years of clerical or administrative experience in the automotive industry preferred.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
$23.5-35.2 hourly Auto-Apply 60d+ ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Member service representative job in Hesperia, CA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and memberservice activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and memberservice requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the MemberService Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial ServicesRepresentative II (Category 14) requires six months tenure in the Financial ServicesRepresentative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial ServicesRepresentative (Category 13) requires six months tenure in the Financial ServicesRepresentative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial ServicesRepresentative I (Category 15): $42,254 - $60,844 annually
Financial ServicesRepresentative II (Category 14): $45,633 - $66,624 annually
Senior Financial ServicesRepresentative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
California Consumer Privacy Act Notice
$49.3k-73.4k yearly Auto-Apply 7d ago
Financial Service Representative I/Personal Banker
San Diego County Credit Union 4.4
Member service representative job in Escondido, CA
Job Description
The position of Financial ServiceRepresentative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday 8:30-5:30
Saturday 8:00/5:00 rotating
Sunday:off
Full time - 40 hours a week
$28k-33k yearly est. 27d ago
Member Service Representative (Part-Time) - Mission Viejo
Navy Federal Credit Union 4.7
Member service representative job in Mission Viejo, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 28201 Marguerite Prkwy Ste 14, MIssion Viejo, California 92692
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$34k-42k yearly est. 5d ago
CSR/Associate Broker
South Bay Search 4.0
Member service representative job in Irvine, CA
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customer service, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 60d+ ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Member service representative job in Hesperia, CA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and memberservice and loan activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and memberservice requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Process consumer loan applications and loan closings according to credit union policies, the Equal Credit Opportunity Act, and the Fair Credit Reporting Act. Enhance member experience by uncovering and recommending additional lending opportunities and ancillary loan products.
Support the MemberService Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds.
Tenure: Financial ServicesRepresentative II (Category 14) requires six months tenure in the Financial ServicesRepresentative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial ServicesRepresentative (Category 13) requires six months tenure in the Financial ServicesRepresentative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial ServicesRepresentative I (Category 15): $42,254 - $60,844 annually
Financial ServicesRepresentative II (Category 14): $45,633 - $66,624 annually
Senior Financial ServicesRepresentative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
California Consumer Privacy Act Notice
$49.3k-73.4k yearly Auto-Apply 5d ago
Financial Service Representative I/Personal Banker (Vista)
San Diego County Credit Union 4.4
Member service representative job in Vista, CA
Job Description
The position of Financial ServiceRepresentative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:30am/5:30pm (Occasional early arrival 8-8:15)
Saturday - 8:30am/2:30pm (Rotating)
Sunday - OFF
Full Time - 40 hours per week
$28k-33k yearly est. 13d ago
Member Service Representative (Full-Time) - Rancho del Oro
Navy Federal Credit Union 4.7
Member service representative job in Oceanside, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4180 Avenida de La Plata, Oceanside, California 92056
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
$34k-43k yearly est. Auto-Apply 7d ago
Learn more about member service representative jobs
How much does a member service representative earn in Hemet, CA?
The average member service representative in Hemet, CA earns between $27,000 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 Hemet, CA
$38,000
What are the biggest employers of Member Service Representatives in Hemet, CA?
The biggest employers of Member Service Representatives in Hemet, CA are: