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Bilingual Front Desk/Customer Service
Worksource Oregon 3.8
Member service representative job in Salem, OR
A current iMatchSkills account is required prior to referral to the employer.
To apply, email your current resume to: MidValleyBusinessReps@employ.oregon.gov. {Please include the job title & listing ID 4402089 in the subject line of your email}.
Insurance company looking for a dedicated individual to fill the position of a full time Front Desk/Customer ServiceRepresentative.
The ideal team member will be providing superior service to clients by promptly responding to their inquiries and addressing their individual needs and preferences. This is a high-pressured, fast-paced environment and the company is looking for an individual with a positive attitude who is hard working, ethical, organized, detail oriented, coachable, interacts with others effectively, and is able to prioritize and manage workflow.
Minimum Requirements:
- At least 18 years of age
- High school diploma or GED
- Bilingual English and Spanish to communicate insurance information to monolingual Spanish customers
Preferred (Not Required):
- At least 1 year of customer service experience
Job Duties:
- Answer phones
- Review and process applications for new business
- Create client files
- Answer client questions about billing and take payments
- Process cancellations
- Process incoming mail
- Electronic delivery of policies
- Work directly with mortgage companies and financial institutions
- Document review
Employer Notes:
- Employer conducts a drug test and background check
Hours and Wage
- Monday through Friday 9:00 am - 5:30 pm with a 30 min lunch
- $20 to $22, depending on experience
- Benefits include medical (80 % paid by employer for employee), dental (100% paid by employer for employee) and vision after 60 days. 401(K) after 1 year, profit sharing and paid time off (1-2 years: 40 hours; 3-5 years: 80 hours, 5+ years 120 hours)
Language skill requirement or preference: Fluency in reading, writing, and speaking Spanish is required for this position to effectively communicate and assist Spanish speaking clients, ensuring clarity in policy explanations, documentation, and customer service.
$28k-35k yearly est. 3d ago
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Resident Services Specialist
Clackamas County, or 3.9
Member service representative job in Oregon City, OR
CLACKAMAS COUNTY CORE VALUES Clackamas County employees work to serve the public and enrich our community. In that spirit, we pledge to hold ourselves to these standards at all times in our interactions with customers and one another: * Service · Professionalism · Integrity · Respect · Individual accountability · Trust
By incorporating these values into our daily routines, we can better serve our customers, ourselves, and our projects. We're always looking to improve. That's the Clackamas County SPIRIT. Clackamas County Core Values
Clackamas County is committed to building a community where people thrive, have a sense of safety, connection, and belonging, so that everyone is honored and celebrated for the richness in diversity they bring. We encourage applicants of diverse backgrounds and lived experiences to apply.
CLOSE DATE
This Job Posting closes at 11:59 p.m. (Pacific Time) on Monday, January 19, 2026.
PAY AND BENEFITS
Annual Pay Range: $54,890.46 - $69,093.64
Hourly Pay Range: $28.148952 - $35.432637
Salary offers will be made within the posted pay range and will be based on a candidate's experience (paid or unpaid) that is directly relevant to the position.
Clackamas County proudly offers an attractive compensation and benefits package, including competitive wages, cost-of-living adjustments, merit increases (for eligible employees), and a robust sick and vacation plan for regular status employees.
We encourage and support employee health and wellness by offering, health and wellness classes and events, and alternative care benefits, so you can customize your wellness needs to fit your lifestyle. Employee benefits become effective on the first of the month following an employee's date of hire.
Attractive benefits package and incentives for employees in regular status positions are detailed below.
Generous paid time off package, including:
* 12 hours of vacation accrued per month
* Eligible newly hired employees will have the one-time option to frontload their first year of vacation accruals! This means you have access to vacation leave at the time of hire.
* 8 hours of sick leave accrued per month
* 10 paid holidays and 1 personal day per year
Other Benefits:
* Membership in the Public Employees Retirement System (PERS)/Oregon Public Service Retirement Plan (OPSRP):
* Employer-paid 6% PERS retirement contribution (The county currently pays the employee's share of the retirement contribution.)
* A Choice of Medical Plans that include chiropractic coverage, alternative care, vision, and prescription drug coverage
* A Choice of Dental Plans
* Robust EAP and wellness programs, including gym discounts and wellness education classes
* Longevity pay
* Other retirement Savings Options that allow for additional retirement funds savings, including an option to contribute a portion of employee earnings on a pre or post-tax basis to a 457b Deferred Compensation Plan
* A variety of additional optional benefits (see links below for additional information)
This is a full time County position represented by the Housing Authority Employee Association.
Housing Authority Represented Full Time Benefits
Learn More About Benefits
JOB DETAILS AND QUALIFICATIONS
The Housing Authority of Clackamas County (HACC) seeks a conscientious, detail-oriented professional with strong interpersonal and outreach skills to join our team as a Resident Services Specialist.
This position directly supports families in housing by helping them build stability, pursue education and employment, and work toward self-sufficiency. In this role, you'll work directly with families who live in subsidized housing. By understanding the challenges faced by those living in subsidized housing, the selected candidate will use community-organizing techniques and public relations skills to coordinate resources, communicate with diverse clients, and organize community activities. The Resident Services Specialist will advocate with property management, service providers, and partner agencies while also helping families access internal and external supports. You will also support resident engagement through coordinated activities and the monthly newsletter, bringing empathy, organization, and a solutions-focused approach to serving HACC's diverse communities.
The ideal candidate is service-oriented, empathetic, and organized. You are committed to supporting low-income families and diverse communities. You feel comfortable working with confidential information, are proficient with data systems, and understand program requirements. You must be able to remain composed and resourceful in challenging situations. Strong written and verbal communication skills are essential. You will need to build trust, collaborate with partners, manage multiple priorities, and apply strong organizational abilities. Experience or a strong interest in housing stability, case management, resident services, or social services is preferred.
If you want to support resident well-being and help families in housing, apply now. Join us to build a supportive community where residents create brighter futures.
Required Minimum Qualifications/ Transferrable Skills:*
* At least two (2) years of direct customer service experience that included data entry and the handling of confidential documents
* Experience working in housing programs, case management, resident services, or other social services
* Experience working with low-income families
* Experience working with databases, including entering, retrieving, and analyzing data
* Ability to maintain composure in difficult situations with challenging customers
* Effective communication skills, including the ability to communicate well with a diverse population
Preferred Special Qualifications/ Transferrable Skills:*
* Experience working with YARDI, Family Metrics, or other Housing Authority database software
* Experience preparing reports, tracking outcomes, or supporting grant-funded programs
* Knowledge of local social service systems, including employment services, education and training providers, childcare, healthcare, or energy assistance programs
* Familiarity with equity, inclusion, and culturally responsive practices in service delivery
Pre-Employment Requirements:
* Must pass post-offer, pre-employment drug test. Learn more about the county's drug testing policy
* Must pass a criminal history check, which may include a national or state fingerprint records check
* Driving is required for county business on a regular basis or to accomplish work. Incumbents must possess a valid driver's license, and possess and maintain an acceptable driving record throughout the course of employment. Learn more about the county's driving policy
* For veterans qualified for Veterans' Preference: If you believe you have skills that would transfer well to this position and/or special qualifications that relate to this position, please list those skills and/or qualifications in the open-ended question at the end of the application and explain how those skills and/or qualifications relate to this position.
TYPICAL TASKS
Duties may include, but are not limited to, the following:
* Develops and coordinates resources to provide clients with needed services; meets with clients to confer, advise, and assist with the planning of resident activities and community building activities.
* Advocates and supports clients with family, providers, public and private agencies, law enforcement agencies, schools, and others; provides information on client disabilities; responds to emergencies and negotiates resolution of problems.
* Provides services to clients by organizing steps to meet goals; connects clients with opportunities for specialized offerings, including children's camp, clothing, household items, and energy assistance.
* Provides information and referral to clients either through resident visits, telephone calls, or meeting referrals.
* Researches, writes, edits, and distributes monthly newsletters.
* Develops and coordinates services and programs for residents, including tutoring, budgeting, college course opportunities, specialized employment training, and parenting classes.
WORK SCHEDULE
This position is included in the County's alternate workweek program, with a standard workweek of 37.5 hours, Monday through Thursday (Fridays off). Specific hours of work will be discussed with the candidate selected for this position when an offer of employment is extended. This position is designated as on-site/in-person. The selected candidate is expected to perform duties at the specified on-site work location.
EXPLORE CLACKAMAS COUNTY
Clackamas County is in a prime location in the Portland, Oregon metropolitan area and is recognized nationally as one of the most livable areas in the United States. Located on the southern edge of the City of Portland and extending to the top of Mt. Hood, Clackamas County is part of a thriving region in the Northwest. It has a population of about 420,000 residents.
* Explore Clackamas County
* Working for Clackamas County
* Recreation, Arts & Heritage
ABOUT THE DEPARTMENT
The Housing Authority of Clackamas County is a public corporation, established under the federal Housing Act of 1937 and the provisions of Chapter 456 of the Oregon Revised Statutes. Although it is a separate public corporation, the HACC falls under the administrative structure of Clackamas County government. Created in 1938, HACC was the first housing authority established in the State of Oregon. The HACC provides affordable, safe, decent, and sanitary housing opportunities in a fiscally responsible manner to low-income people in Clackamas County.
Learn more about the Housing Authority of Clackamas County
The Housing and Community Development Division (HCD), within the Department of Health, Housing & Human Services, manages homeless services programs and programs to provide housing and economic opportunity, community improvement and rehabilitation, and affordable housing development for low and moderate-income residents of Clackamas County. HCD comprises the Housing Authority of Clackamas County (HACC), Housing Services, and Community Preservation.
Housing and Community Development Division (HCD) is a Division of the Health, Housing, and Human Services (H3S) Department.
Health, Housing, and Human Services (H3S) comprises six divisions dedicated to ensuring healthy families and strong communities in Clackamas County.
Mission Statement: We lead and learn with equity in serving individuals, families, and communities by providing access to high-quality healthcare, housing, and services that strengthen social and economic resilience.
Vision Statement: Individuals, families, and communities are resilient and thriving.
H3S is committed to improving programs and ensuring better outcomes for the people served, and focuses on the following goals:
* EMPOWERED AND THRIVING STAFF - H3S staff are empowered, engaged, and have a sense of belonging while being valued and supported to thrive.
* EQUITY DRIVEN SERVICES - H3S promotes and provides accessible, equitable, and culturally responsive services.
* ORGANIZATIONAL EXCELLENCE & CONTINUOUS QUALITY IMPROVEMENT - H3S operates consistently, efficiently, and effectively as a cohesive department, using our individual and collective skills and expertise
APPLICATION PROCESS
Clackamas County only accepts online applications.
Help With Your Application:
* Application Process
* Help with the Application
If you have any questions or issues you may contact the Department of Human Resources at ************ or e-mail us. Our office hours are Monday - Thursday 7:00 a.m. - 6:00 p.m. Pacific Time (closed on Fridays).
HOW TO CLAIM VETERAN'S PREFERENCE
* Request Veterans' Preference
* Learn more about the County's Veterans' Preference
VISA SPONSORSHIP
Clackamas County does not offer visa sponsorships. Once a job applicant has accepted a position, they will be required to complete an I-9 and confirm authorization to work in the United States prior to their first day.
EQUAL EMPLOYMENT OPPORTUNITY
Clackamas County is an Equal Opportunity Employer. We value diversity, equity, and inclusion as essential elements that create and foster a welcoming workplace. All qualified persons will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, political affiliation, disability or any other factor unrelated to the essential functions of the job.
If you wish to identify yourself as a qualified person with a disability under the Americans with Disabilities Act and would like to request an accommodation, please address the request to the Department of Human Resources prior to the recruitment close date. You may request an accommodation during the online application process.
RECRUITING QUESTIONS?
James Callahan, Recruiter
**********************
$54.9k-69.1k yearly Easy Apply 15d ago
Environmental Services Specialist I
Columbia County, or 4.6
Member service representative job in Saint Helens, OR
Job Description
Announcement# 2025-034
The ENVIRONMENTAL SERVICES SPECIALIST I is full-time, 37.5 hours, Civil Service and represented by a Union.
Columbia County is looking for an energetic person to join our team! Land Development Services is the best source of information related to land use, zoning, permitting, building construction, dividing land, and other general land development in unincorporated Columbia County. We provide technical assistance and information to help take projects from idea to reality.
DUTIES: Perform environmental compliance work in conducting plan reviews, surveys, inspections, and investigations related to the administration of various county environmental regulations including but not limited to on-site sewage, floodplain regulations, wetland/riparian area protection, and stormwater/erosion control.
EDUCATION AND/OR EXPERIENCE: Equivalent to a four-year degree in environmental science or related field. Four years' of increasingly responsible experience in environmental science or related field in order to obtain certification. Any satisfactory combination of experience and training, which demonstrates the required knowledge, skills, and abilities may be substituted for the above requirements.
DESIRABLE QUALIFICATIONS: Team player willing to work collaboratively toward shared goals and be open to diverse ideas and perspectives. Receive constructive feedback in a positive manner.
CERTIFICATES, LICENSES, REGISTRATIONS: Possession of, or the ability to become registered as an Environmental Services Specialist trainee with the State of Oregon. Must obtain certification as an Environmental Services Specialist within two years of hire. Must possess or obtain Certified Erosion and Sediment Control Lead (CESCL) certification within 90 days of hire. Must obtain 10 credit hours of soils science training. Must possess a valid driver's license and be insurable under the county's liability insurance. *Preference given to those currently certified.
KNOWLEDGE, SKILL, AND ABILITY: Knowledge of the theory and practices of environmental science and environmental health. Knowledge of state and county codes relating to each program. Skill in permitting software programs and Microsoft Office products. Skill in report composition, effective communication practices, interpretation and enforcement of statutes, rules, codes, ordinances, and conditions of approval.
Ability to:
Organize, prioritize, and produce an accurate work product and meet deadlines. Maintain complete and accurate records.
Express ideas effectively, both verbally and in writing. Use sound judgment.
Adapt to change or new situations and openly acknowledge and work through conflict. Accept responsibility and be able to work well with ambiguity.
Work independently and as part of a team.
Act in such a manner as to maintain the confidentiality of the records and issues and other matters that may be encountered.
Develop and maintain harmonious and effective working relationships with employees, other agencies, county officials, and the general public.
Perform natural resources field and research investigations and develop mitigation measures.
Effectively conduct inspections related to the program.
Comprehend and interpret statutes, codes, rules, ordinances, correspondence, complaints, reports, and conditions of approval. Uniformly apply laws, ordinances, and regulations.
Join our team - Columbia County online application must be completed - Apply today!
************************
All successful candidates will be required to pass a pre-employment background screening prior to hire.
$29k-33k yearly est. 9d ago
Customer Success Representative
Smarsh 4.6
Member service representative job in Portland, OR
Who are we? Smarsh empowers its customers to manage risk and unleash intelligence in their digital communications. Our growing community of over 6500 organizations in regulated industries counts on Smarsh every day to help them spot compliance, legal or reputational risks in 80+ communication channels before those risks become regulatory fines or headlines. Relentless innovation has fueled our journey to consistent leadership recognition from analysts like Gartner and Forrester, and our sustained, aggressive growth has landed Smarsh in the annual Inc. 5000 list of fastest-growing American companies since 2008.
Summary
The Customer Success team is our customer's trusted partner and advocate, with the goal of driving our customer's success and establishing loyal relationships with Smarsh. Customer Success provides business-level relationship management to drive maximum lifetime value for Smarsh.
We are looking for a motivated, entry-level Customer Success Representative who can be actively involved in building relationships, promoting product adoption, addressing issues, and identifying on-going promotion of the value of Smarsh solutions. This includes but is not limited to: renewal management, escalating client needs internally, tracking follow up for client inbound questions, resolving invoice questions or changes, and processing downgrades, cancellations, and export requests.How will you contribute?
Respond to inbound customer calls in a prompt manner
Resolve service problems by clarifying the customer's complaint, determining the cause of the problem, and explaining the best solution to solve the problem
Analyze customer contract, invoices, or billing related issues to identify necessary action to address client need
Track activity in Salesforce and accurately logs outcomes of customer discussions
Process customer account or billing adjustments
Consistently meet or exceed time to resolution targets
Partner with other internal teams to ensure client's needs and resolution with escalated issues are being met.
What will you bring?
1+ years' experience with customer service, customer success, or inside sales preferably for the financial industry or similar highly regulated industry
Self-motivation with a proven ability to perform well under pressure to meet goals and deadlines
Excellent communication, listening, influencing, and training skills
High-reaching, tenacious and results driven
Validated ability to work both independently and in a group environment
Excellent organization, documentation, and time management skills
Experience using Salesforce or equivalent CRM solution is a plus
About our culture
Smarsh hires lifelong learners with a passion for innovating with purpose, humility and humor. Collaboration is at the heart of everything we do. We work closely with the most popular communications platforms and the world's leading cloud infrastructure platforms. We use the latest in AI/ML technology to help our customers break new ground at scale. We are a global organization that values diversity, and we believe that providing opportunities for everyone to be their authentic self is key to our success. Smarsh leadership, culture, and commitment to developing our people have all garnered Comparably.com Best Places to Work Awards. Come join us and find out what the best work of your career looks like.
$56k-83k yearly est. Auto-Apply 60d+ ago
Customer Service/Sales Professional
Mac's List
Member service representative job in Portland, OR
Join Our Team at Househappy: Home Services Customer Service/Sales Professional (Full-Time) Househappy is seeking a dynamic and results-driven Home Services Customer Service/Sales professional to join our growing team. If you are passionate about helping homeowners and have a background in construction or home improvement, we want to hear from you!
Key Responsibilities:
* Job Management: Schedule and oversee home maintenance and improvement service jobs from start to finish to achieve monthly team and departmental targets.
* Communication Excellence: Ensure timely and effective communication with homeowners and service providers, keeping everyone informed and satisfied.
* Proactive Workload Management: Assess and prioritize tasks to meet company goals efficiently.
* Process Adherence: Follow established procedures and best practices for communication and service operations.
* Bid Review: Accurately proof bid requests and estimates upon acceptance.
* Relationship Building: Foster strong business relationships with both new and existing customers and service providers by setting clear expectations and communicating effectively.
* Customer Satisfaction: Balance achieving results with delivering exceptional customer service.
Qualifications:
* Experience: 3+ years in Sales, Home Improvement/Home Services, or related fields with a strong customer service focus.
* Tech-Savvy: Proficiency in CRM software for managing customer interactions, bid requests, and job closure.
* Multitasking Skills: Ability to manage multiple priorities efficiently to meet set objectives.
* Communication Skills: Exceptional verbal and written communication skills to maintain a positive customer experience.
* Team Collaboration: Strong teamwork and collaboration abilities, working effectively with other team members and reporting to the Director of Home Services.
* Motivation: Driven to achieve individual and team monthly goals, eager to embrace new challenges.
* Professionalism: A strong work ethic, integrity, and reliability, with a positive attitude toward problem-solving.
* Location: Remote role, with annual travel to Portland, Oregon required. Preference for candidates located in Oregonor SW Washington.
Key Benefits:
* Incentives: Performance-based incentives and monthly bonuses.
* Time Off: Generous PTO program and 10 paid holidays per year.
* Health Benefits: Comprehensive health, dental, and vision insurance.
* Retirement Savings: 401K plan (no company match at this time).
If you're ready to take your career to the next level and make a significant impact in the home services industry, apply today to join the Househappy team!
Listing Type
Jobs | Hybrid | On-Site | Remote
Categories
Construction/Facilities
Position Type
Full Time
Experience Level
Entry Level | Mid Level
Employer Type
Direct Employer
Salary Min
50000
Salary Max
75000
Salary Type
/yr.
$34k-69k yearly est. 1d ago
Member Services Associate
Syufy Group
Member service representative job in Beaverton, OR
Villa Sport offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our portfolio includes clubs across multiple states, including California, Texas, Colorado, Idaho, and Oregon. Our resort-style clubs are more than just gyms; they are communities where fitness, family, and fun come together. We are on a mission to create energizing environments where you can thrive and grow with us.
If you're a high-performing, outgoing, service-oriented superstar looking for a chance to make a difference, you've found your home. At Villa Sport, we offer a fantastic work environment, competitive wages, and a 401(k) plan with a company match of up to 4% of your compensation. Ready to join a team that's going places? Your journey starts here!
POSITION SUMMARY:
This is an entry-level position for someone who wants to learn and gain valuable experience. If you have various interests, enjoy serving in multiple roles, and want to work in a fun and dynamic atmosphere, apply today!
The purpose of this position is to provide consistent quality service, accurate information regarding all areas of club operations, and to monitor MemberServices Desk, including but not limited to policies and procedure.
With a can-do spirit and willingness to help wherever needed, you will thrive at Villa Sport. In addition to the MemberServices department, you may be trained and assigned to one or more of these club areas:
Café
Recovery + Spa (reception)
Housekeeping
Sports
Facilities
COMPENSATION AND BENEFITS INCLUDE:
Hourly rate of pay, based on relevant experience to the role.
Sick-time pay.
401K with dollar for dollar match up to 4%.
Complimentary Club membership.
Discounts on Club goods and services.
Flexible scheduling.
QUALIFICATIONS:
Excellent phone skills; ability to handle intermittent heavy phones
Efficient, well-organized, able to handle a variety of duties simultaneously
Previous customer service experience
Bilingual a plus
Minimum 16 years of age (certification requirements vary for café roles)
Five-star customer service skills
Excellent communication skills
Good organizational skills
Ability to quickly learn new tasks or technology
Enjoy working in a fast-paced and varied environment where the customer is first
Committed and flexible
Outgoing, friendly and able to work with and serve all kinds of people
Fast learner with a variety of interests
High energy with a positive outlook and can-do spirit
Team player who enjoys taking on new challenges
Progress toward high school diploma or college degree preferred
Additional skills and certifications required may apply to work in various departments.
For more information about VillaSport, please visit our website at *******************
EQUAL EMPLOYMENT OPPORTUNITY
It is the Company's policy to employ, train, promote, transfer, discipline, terminate, and otherwise treat all employees and job applicants on the basis of merit, qualifications, and abilities as they relate to the Company's needs. The Company does not discriminate in employment opportunities or practices on the basis of race, religion, creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital or domestic partnership status, sex (including pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), gender, gender identity, gender expression, age, sexual orientation, military and veteran status any other characteristic protected by federal, state or local law.
$29k-57k yearly est. 10d ago
Test Content Services Specialist
Psi Services 4.5
Member service representative job in Salem, OR
**Title:** Test Content Services Specialist **Salary:** $55K **About PSI** We are PSI Services. We power world leading tests. Delivered with trusted science and the very best test taker experience. PSI supports test-takers on their journey to pursuing dreams and gaining certifications that are important to them. They believe that their dreams are worth working for; that their dreams are worth the effort. And we believe that too. This is our core purpose, to empower people to achieve their dreams. We do this by being the best provider of workforce solutions, which foster both technology and science to deliver the best solutions for our test takers.
We are searching for top talent to join our PSI team and help grow our products and services. We have a creative, supportive and inclusive culture where we empower people in their careers to be their authentic self and make the most of their great talent.
At PSI, we are committed to helping people meet their potential and we believe that promoting diversity, equity and inclusion is critical to our success. That's why you'll find these ideals are intrinsic to our company culture and applied throughout the employee lifecycle.
Learn more about what we do at: *************************
**About the Role**
The Test Content Services Specialist applies technical expertise in exam content management, database management, and project management to the publication and
maintenance of certification exams. The Test Content Services Specialist will import
exam content from client representatives, prepare and configure exams for publication, and perform quality checks for publication and maintenance of exam forms in PSI's
proprietary item banking and exam delivery software.
- This is a full-time permanent role, with flexible hours around core office availability
Monday to Friday. The role can be performed remotely in the US, UK, or Sweden, with
occasional travel for meetings, events and workshops.
**Role Responsibilities**
- Onboard new clients and determine appropriate test setup based on client requirements.
- Intake new exams for existing clients and publish exams according to established timeline requirements.
- Develop and maintain timelines for test publication activities and track progress in project management ticketing software.
- Format files to import client content into item banking and test delivery software, and ensure all data is imported accurately.
- Prepare tests for publication and implement live updates to tests.
- Collaborate with Information Technology personnel and/or Test Content Services Manager to provide software support and training for clients.
- Identify potential test publication issues, troubleshoot, and suggest possible solutions to problems.
- Conduct quality control according to department procedures and address issues.
- Support other Content Management teams with tasks related to test publication.
- Participate in the development and maintenance of documentation of Test Content Services work processes and associated technology tools, including system user guides.
- Maintain in-depth and up-to-date knowledge of proprietary item banking and exam delivery software.
**Knowledge, Skills and Experience Requirements**
▪ Bachelor's degree level preferred
▪ 1+ years' experience exam publication, item bank management and/or database management.
▪ Strong communication skills required.
▪ Ability to approach problems with creative problem solving.
▪ Proficiency with Microsoft Office applications.
▪ Experience with Jira a plus.
▪ Experience with XML, HTML and QTI file formats preferred Benefits
At PSI, our culture is to be transparent and fair. That's why all of our roles have been benchmarked at a competitive rate against the local market they are based in. To be transparent all of our adverts now include the salary so you can see if we align with your expectations when looking for your next role.
In addition to a competitive salary, we offer a comprehensive benefits package and supportive culture when you join us. This includes:
+ 401k/Pension/Retirement Plan - with country specific employer %
+ Enhanced PTO/Annual Leave
+ Medical insurance - country specific
+ Dental, Vision, Life and Short Term Disability for US
+ Flexible Spending Accounts - for the US
+ Medical Cashback plan covering vision, dental and income protection for UK
+ Employee Assistance Programme
+ Commitment and understanding of work/life balance
+ Dedicated DE&I group that drive core people initiatives
+ A culture of embracing wellness, including regular global initiatives
+ Access to supportive and professional mechanisms to help you plan for your future
+ Volunteer Day and a culture of giving back to our community and industry through volunteering opportunities
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.
$55k yearly 12d ago
Service Center Accountant
Gills Point S Tire & Auto
Member service representative job in Portland, OR
Full-time Description
Are you ready to join the winning team? At Gills Point S, our team has a common goal of providing exceptional service to our customers while ensuring each employee feels valued, respected, and engaged in contributing to the success. Our strong reputation for family values and operational ethics makes us eager to add more team members who want to grow with us.
The Service Center Accountant is responsible for bookkeeping-level accounting related to Point of Sale (POS) transactions and vendor receipts. This role supports retail and warehouse managers by ensuring the accuracy and proper documentation of financial transactions for assigned locations. The Service Center Accountant also validates vendor receipts, ensures accurate posting into NetSuite, and troubleshoots any bookkeeping issues that arise.
Responsibilities:
Maintain and reconcile POS transactional data and vendor receipts for assigned locations.
Assist retail and warehouse managers with financial record-keeping and bookkeeping tasks.
Validate and ensure accuracy of vendor receipt postings into NetSuite from the POS system.
Ensure proper documentation is attached to financial transactions for compliance and audit purposes.
Identify and troubleshoot discrepancies or errors in bookkeeping functions.
Collaborate with internal departments to resolve financial data inconsistencies.
Support month-end closing processes as needed.
Requirements
Qualifications & Skills:
Experience: Previous bookkeeping or accounting experience, preferably in retail orservice center environments.
Technical Skills: Proficiency in accounting software, especially NetSuite, and familiarity with POS systems.
Detail-Oriented: Strong attention to detail to ensure accuracy in financial records.
Problem-Solving: Ability to troubleshoot and resolve bookkeeping-related issues efficiently.
Communication Skills: Ability to effectively work with retail and warehouse managers to support financial accuracy.
Preferred Qualifications:
Experience working with POS systems and vendor invoice processing.
Prior knowledge of NetSuite or similar ERP systems.
Strong organizational and time-management skills.
Ability to act as liaison / coach when working with service center managers
$29k-36k yearly est. 47d ago
Branch Services Officer
Heritage Bank 4.4
Member service representative job in Longview, WA
Heritage Bank has an exciting opportunity to join our organization!
At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Branch Services Officer at our Longview branch in Longview, Washington .
Overview:
The branch services officer is responsible for the overall profitability, operational soundness, and goal achievement of assigned branch by meeting operational objectives, directing and executing sales and business development activities, managing employee development and engagement through consistent coaching and performance management in accordance with the Heritage Bank Mission, Vision, and Values.
Base Salary Range
$30.12 - $37.64 - $45.18 hourly
The role at a Glance:
Leads and oversees a retail branch to achieve or surpass production goals for deposits, fee income, loans, and other targets, while ensuring excellent customer service aligned with Heritage Bank's Service standards.
Ensures timely and accurate audits, compliance, and reporting, addresses related issues promptly, and serves as a liaison between the branch and support departments
Organizes and directs operational workflows to minimize risk and ensure efficient, effective procedures, practices, staff composition, and scheduling.
Addresses and resolves customer inquiries promptly to maintain strong branch service performance and manage risk, while making and approving exceptions within set limits.
Maintains comprehensive knowledge of operational policies and procedures to actively lead and train staff to consistently adhere to all regulatory compliance standards, internal operational and credit controls, and all operating policies and procedures.
Maintains deep knowledge of bank products, leads marketing efforts, and oversees the rollout of new products and services.
Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management.
Leads branch sales by coaching and training staff on relationship selling strategies to grow and maintain customer relationships, and encourages cross-selling and referrals through strong collaboration with all business lines.
Develops, implements, monitors, and communicates annual and quarterly business plans, to include sales goals, income, and expense strategies to ensure maximum profitability for the branch.
Partners with Branch Banking Management and Human Resources to manage staffing decisions and personnel actions, ensuring compliance with legal and bank policies.
Assists as back up for CSA and FSA positions, as needed.
Represents the Bank in the local community through involvement in professional organizations, activities, and by attending civic and community group meetings and events.
Monitors the physical appearance and condition of the branch and report needed improvements to the Facilities Department.
Maintains proficient knowledge of, and ensure bank activities are performed in compliance with, all state and federal banking laws and regulations applicable to areas of responsibility.
Ensures Bank activities are performed in compliance with the Bank's Policies and Standards, in partnership with Enterprise Risk Management and other internal banking partners.
Core Skills and Qualifications:
4+ years' recent experience in banking branch sales, service, and operations, to include a minimum of 2 years in a supervisory role, demonstrating effective relationship management, business development, and operational skills and demonstrated success in leading, coaching, and motivating a team, within a financial services industry - required.
High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred.
Equivalent combination of education and experience may be considered.
Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are required.
Ability to develop and manage income and expense budget(s).
Advanced knowledge of all branch banking job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail products and services, consumer and small business lending, account and legal documentation.
Thoroughly understands and applies principles, procedures, compliance requirements, state/federal regulations, and policies related to assigned area of oversight.
Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence.
Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints.
Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision.
Unquestionable integrity in handling sensitive and confidential information required.
Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly.
This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter.
Valid driver's license, proof of insurance and reliable transportation, as regular travel may be required.
Working Environment/Conditions:
Climate controlled office environment.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day.
Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed.
May be exposed to potential risk and hazard - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion.
Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry.
Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials.
Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy!
As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment.
The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position.
Heritage Bank is 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, age, protected veteran status, disability, or any other basis protected by applicable law.
Job applicants have certain legal rights. Please click here for information regarding these rights.
If you need assistance completing the online application, please email: *******************************
Salary Range Disclaimer
The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses.
##JobCategory:Retail Banking##
##Street:927 Commerce Ave##
##City:Longview##
##State:WA##
##ZipCode:98632##
##Internal:true##
$30.1-37.6 hourly Auto-Apply 4d ago
Business Service Officer
15 Ms Investment Mgmt
Member service representative job in Vancouver, WA
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Complex Business Service Officer
"
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
Other licenses as required for the role or by management
Knowledge/Skills
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
Complex Business Service Officer
Direct reports:
Support Professionals
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
$46k-75k yearly est. Auto-Apply 60d+ ago
Member Associate
BSUE DOGS Corp
Member service representative job in Portland, OR
Job DescriptionDescription:
Full time: $17.50/hr plus tips
Benefits: Medical, Dental, Vision, 401K after 1yr of employment, match up to 4%, Training, Continuing education, Competitive salary, Uniforms, Flexible Schedule, Training and development, room for advancement, 2 weeks paid vacation.
Part time: $17.50/hr plus tips, no benefits available for part time.
Perks and Benefits:
Direct career growth path to Management positions (Asst. Manager, Manager) and additional options
Competitive hourly base pay, plus tips
Medical, dental, and vision insurance benefits (full-time)
Paid Vacation
Complimentary servicemembership
About the Position: The Member Associate is a key position at Scenthound, focused on providing exceptional service to every dog parent and educating them on all things Scenthound.
This position requires:
Sales experience and confidence (membership sales are highly valued!)
Customer service experience (retail, food & beverage, etc.)
Computer/ Technology proficiency
A passion for dogs and dog health & wellness!
Reliable transportation
Who We Are Looking For:
We are searching for a goal-oriented team member who has a passion for sales and customer service! A successful Member Associate is outgoing, self-motivated, an independent problem solver, and a compassionate dog lover! We are looking for a motivated team member who wants to advance their career through our training path to become a Scenthound Manager!
Tasks:
Drive membership sales through dog health and wellness education
Drive key performance indicators through membership sales, outreach sales, and customer service
Add-ons, and retail sales
Develop and follow up with ad-generated membership leads
Follow up with potential members and reach out to existing members to schedule appointments
Answer phone calls, schedule customer appointments, manage customer profiles and records
Manage cash drawer - responsible for daily cash handling
Manage customer expectations; , educated customers, resolve customer concerns, retain memberships
Adhere to Scenthound sanitary and cleaning practices - keep the reception area clean and presentable
Perform other tasks and duties as assigned by the store Manager
Skills and Abilities:
Confidence in selling services and products
Ability to connect with customers (both canine and human!) and provide outstanding customer service
Ability to become an expert on products and services to educate dog parents; speak to our values and culture as the basis for our services
Effective communication with team members and dog parents (in person and on the phone)
Independently solve problems using Scenthound values and culture as a guide
Attention to detail
Time-management; Scheduling appointments efficiently and to operational standards
Accountability; hold oneself and others to Scenthound standards and deliver an exceptional customer service experience.
Requirements:
$17.5 hourly 4d ago
Member Engagement Associate
Ymca of Columbia-Willamette 4.2
Member service representative job in Beaverton, OR
Objective: The Member Engagement Associate is responsible for creating and nurturing a seamless and meaningful YMCA member experience, from first point of contact with the Y to daily engagement of current members.
This position supports the work of the Y, a leading nonprofit committed to strengthening community through youth development, healthy living and social responsibility. Member Engagement Associate will deliver excellent service to all members, guests and program participants, engaging members by having a general knowledge of memberships and all Y programs and services. The candidate demonstrates the Y's core values of caring, honesty, respect and responsibility and implements the Y's Member Engagement Principals of welcome, connect, support and invite during all member and guest interactions.
Job Responsibilities: In this role, you will provide our members exceptional customer service, developing strong and supportive relationships that provide motivation and guidance focused on the specific needs of each member. You will play an important role in connecting members with programs and activities that will help them achieve their goals. You will also assist people in the membership and program enrollment process and are expected to maintain general knowledge of the facility, program and activities of the Y and provides service and information to members, controls access to the facility and creates a fun and safe environment for all.
Job Specifics:
• Provides excellent service to members, guests and program participants in the Y and on the phone, contributing to member retention.
• Greet and check in members, program participants, and guests in accordance with branch policies and procedures
• Conducts interviews and/or tours responsive to the needs of prospective members; sells memberships.
• Builds long-term relationships with members; helps members connect with one another and the YMCA.
• Responsible for keeping up to date with knowledge of programs, activities, and policies.
• Handles and resolves membership concerns in an empathetic and professional manner. Informs supervisor of unusual situations or unresolved issues.
• Establish long-term relationships with staff, volunteers, participants, members and families.
• Enrolls new members and processes membership applications.
• Registers members and program participants in classes and programs.
• Answering telephone and respond to voice mail messages.
• Applies all YMCA policies to support memberservices.
• Monitor locker rooms, gym and fitness floor as required.
• Actively participates in department and branch staff meetings and/or related trainings.
• Must wear the appropriate YMCA staff uniform.
• Be able to identify potential donors during the year to help raise money for our Annual Community Support Campaign.
• Maintain cleanliness and organization of the front desk.
• Have a basic understanding of food sanitation and food handling practices.
• Operate and reconcile cash registers and prepare deposits.
• Perform other duties as assigned.
Essential Functions:
• Ability to establish and maintain harmonious relationships with staff, volunteers, participants, members and families.
• Ability to communicate verbally and in writing in English and Spanish to effectively communicate to a diverse population in a friendly, enthusiastic manner even under confrontational situations to achieve a successful outcome.
• Incorporate and Model our YMCA Christian principles into your work.
• Visual and auditory ability to respond to critical incidents and the physical ability to act swiftly in an emergency situation.
• Ability to adequately observe participant activities, enforce safety regulations and apply appropriate techniques.
• Have basic typing and computer skills with a knowledge of Microsoft Office.
• Ability to stand or sit for periods up to 6 hours and ability to stock merchandise, food items, etc.
• Ability to lift 40 lbs occasionally.
• Ability to mentally and physically deal with high stress situations and work well under pressure.
• Ability to perform multiple tasks concurrently.
• Respond to emergency situations and to react appropriately.
Minimum Qualifications
• 1 year customer service experience
• Strong customer service background with significant experience
• Needs to be a self-starter, detail oriented with strength in planning, organization, prioritizing, mulit- tasking and follow through
• Must hold current CPR and First Aid certification or obtain within first 30 days of employment
• Must hold current Food Handler's License or obtain within the first 30 days of employment
Preferred Qualifications
• 2 years Customer Service experience
• Sales experience
• Bi-lingual (Spanish)
• Proficient with computers
The statements in this job description are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Equal Opportunity Employer
$25k-33k yearly est. Auto-Apply 60d+ ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Member service representative job in Dallas, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
$26k-32k yearly est. Auto-Apply 13d ago
Financial Services Representative State Farm Agent Team Member
Courtney Rogers-State Farm Agent
Member service representative job in Beaverton, OR
Job DescriptionBenefits:
401(k)
401(k) matching
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
ABOUT OUR AGENCY:
Our agency has a proud history of service, with our legacy office thriving for 11 years and our MOA location recently celebrating its 1-year anniversary. With 18 years of experience in the insurance industry and a degree in criminal justice, I lead a dynamic team of nine professionals across our two offices.
We offer a competitive benefits package, including group health and life insurance, a 401(k) plan with a 4% match, two weeks of PTO, and an additional week of unpaid time off. Our team enjoys frequent bonuses, promotions, and comprehensive training in all lines of business and sales processes.
Community involvement is at the heart of what we do. We proudly sponsor local high school sports teams like Tigard High Schools Snowboard Team and West Linn Baseball Team. We also participate in charity golf tournaments and various community events throughout the year.
Join a team thats committed to excellence, growth, and making a difference both in and out of the office!
ROLE DESCRIPTION:
As a Financial ServicesRepresentative State Farm Agent Team Member with Courtney Rogers - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field.
Must be able to obtain relevant financial service licenses.
Proven experience working as a financial servicesrepresentative.
Sound knowledge of financial legislation.
Proficiency in Microsoft Office applications.
Strong mathematical skills.
Excellent analytical, organizational, and problem-solving skills.
Effective communication skills.
Exceptional customer service skills.
Successful track record of meeting sales goals/quotas preferred
BENEFITS:
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Health benefits
Profit sharing
Growth potential/Opportunity for advancement within my office
$26k-39k yearly est. 6d ago
Patient Financial Services Representative
Northwest Surgical 3.6
Member service representative job in Vancouver, WA
Rebound is hiring for a Patient Financial ServicesRepresentative for our Stonemill office located in Vancouver, WA. This position is required to work on site.
Our Patient Financial ServicesRepresentatives ensure patients are financially cleared before their scheduled appointments or procedures. This role supports both professional and facility services by verifying insurance, reviewing registration, generating estimates, and coordinating upfront payments. You'll also review scheduled ASC surgical procedures to ensure they are covered and reimbursable, preventing loss of revenue.
Responsibilities:
Support an environment that reinforces Rebound's mission and Core Values of Superior Service, Teamwork, Integrity, Innovation, Quality and Recognition.
Respond to patient inquires according to state and Federal laws or applicable internal policies.
Maintain a high degree of confidentiality and abide by all HIPAA rules and regulations.
Ensure proper billing procedures and privacy guidelines are implemented and carried out.
Verify insurance eligibility and benefits using Epic and Payer Portals.
Screen all self-pay accounts, as well as high deductible/co-insurance accounts for internal financial payment options.
Review and correct patient demographics and insurance coverage in Epic.
Generate accurate patient cost estimates for professional and facility services using Epic tools.
Contact patients to explain their estimated costs and payment options through MyChart, calls, texts, or letters.
Coordinate and document upfront payments and Payment Plans in Epic.
Review ASC surgeries to ensure the procedure is covered and payable in an ASC setting.
Flag any procedures that are not reimbursable in an ASC and notify the scheduling team.
Offer self-pay platform options for self-pay patients and assist in setting up those plans.
Identify patients who may have financial hardships and evaluate eligibility for financial assistance programs.
Manage Epic work queues daily to finalize all necessary steps ahead of the scheduled service date.
Document all actions and patient communications in Epic on both the RBD and RSC departments.
Manage assigned Epic work queues to ensure timely follow‑up on accounts requiring additional action after insurance processing, in accordance with financial policies.
Maximize reimbursement through effective collection practices.
Liaison between Rebound and our collection agency.
Escalate complex cases to Supervisor as needed.
Perform other duties as assigned.
Required:
High School diploma required
Two years of healthcare or revenue cycle training
Two years of experience in insurance verification, patient access, or financial clearance.
Experience using Epic
Familiarity with ASC billing rules, insurance coverage policies, and self-pay workflows
Strong attention to detail, written communication skills, and ability to handle sensitive financial conversations.
Ability to deescalate tense situations and provide compassionate customer service.
Organized and detail oriented with strong follow-through
Goal oriented and able to meet call and solution targets in a fast-paced environment
We are proud to Offer:
Medical/Vision/Rx
Dental
401(K) Retirement Plan, including discretionary profit sharing and Cash Balance Plan
Company paid Life Insurance/AD&D
Voluntary Life insurance/AD&D
Company paid short and long-term disability
Flexible Spending and Health Saving Accounts
Employee Assistance Program
Free Parking
Paid Time Off accrued at up to 24 days in your first year based on FTE
This is a great opportunity to work in a quality organization with Top Doctors in the Northwest. At Rebound, our goal is to cultivate an organization that offers superior patient-centered medical care, with mutual respect and cooperation in a positive and supportive environment. Come join our team!
This position works Monday - Friday, no weekends or holidays.
This is a full-time, 40-hour per week position.
$32k-41k yearly est. Auto-Apply 10d ago
Recent Graduates - Financial Services
Kristin Staropoli-State Farm Agency
Member service representative job in Portland, OR
Job Description
We are seeking recent college graduates who are interested in a career in the insurance and financial services industry. If you are tired of interviewing and ready to start working this is your opportunity for a lucrative career in a stable industry.
Ideal candidate must be outgoing and have a hunger for success! The agency's culture promotes a team playing environment where everyone is willing to help you achieve your goals. You bring your passion to succeed, and we will help point you in the right direction!
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
Offered: Your Perfect Job plus...
Benefits:
Base Salary plus Commission
SIMPLE IRA retirement match up to 3%
PTO: 3 weeks every year with unlimited carryover
Valuable experience
Health insurance
Training & development
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.
$26k-39k yearly est. 28d ago
Financial Service Representative | Clark County
Columbia Credit Union 4.0
Member service representative job in Vancouver, WA
Columbia CU is a full-service financial institution with $2.5 billion in assets, over 100k members and we pride ourselves in our commitment to “Making Life Better” in the communities we serve. Since 1952, our commitment toward “Making Life Better” has earned us accolades and we are honored to be the recipient of several local community recognitions:
Best of Clark County Award / The Columbian - 2008-2025
Best in Business Award / Vancouver Business Journal - 2013-2024
Corporate Philanthropy Award / Portland Business Journal - 2017-2025
Columbia CU Guiding Principles
Vision: The most trusted, respected, and sought-after financial institution, providing innovative solutions and support for our employees, members, and communities we serve.
Mission: Bringing people together to make life better for themselves and their communities.
Value Proposition: Earning your trust with knowledgeable people and digital options so you can bank “Columbia” how and when you want.
Leadership Philosophy: Leaders at Columbia CU inspire enthusiasm and accountability that drive our mission. Leaders build engagement and communicate honestly and openly. By rallying everyone around our shared vision, Leaders model and expect the best from individuals and teams.
Core Values
People - We have a passion for helping each other and our members.
Community - We have a passion for contributing to the success and growth of the communities we serve.
Financial Wellness - We have a passion for providing the financial education, tools and assistance that create financial wellness and stability for our organization, each other, our members and the communities we serve.
Benefits
100% paid Medical, Dental, Vision for employee - eligible the 1st of the month following hire date
Accrued PTO, Paid Sick Time, Accrued Extended Sick Time and 11 Paid Bank Holidays
401k Match- 100% match up to 6% employee contribution
Tuition Assistance
And More!
About The Role
The Financial ServiceRepresentative (FSR) represents the best of Columbia Credit Union and strives to listen, advise, and support our membership with products and services that will assist them in reaching their financial goals. This position is committed to providing the highest level of individualized service by placing the member first. They are knowledgeable about Columbia Credit Union products and services with the ability to communicate features and benefits as a recommendation to our membership. FSRs provide creative solutions to our membership as we strive to “Make Life Better”, ensuring they receive exceptional service in a friendly, efficient manner. Requires availability Monday through Friday 8:30am to 6:30pm AND Saturday 8:30am to 2:00pm.
RESPONSIBILITIES
Financial ServiceRepresentative I
Adhere to Columbia Credit Union Branch Service Standards in order to provide an exceptional member experience.
Maintain comprehensive knowledge on all credit union products, services, and through active listening, recommend Columbia Credit Union products and services to “Make Life Better” for our membership.
Opens, modifies, and closes personal, business and fiduciary accounts while providing an educational, friendly, new account experience.
Accept, process, and fund unsecured loan products, titled loans, credit cards and Home Equity loan products.
Confidently and accurately act as the Digital Expert. Educate and assist members as well as branch employees with all digital related products and services.
Positive engagement and participation in cross-functional projects and branch promotions.
Accurately process member transactions and requests, using varied software programs, adhering to policies, branch procedures and standard work.
Partner with Insurance/Investment and Home Loan Departments to provide referrals for our members.
Basic understanding of Business Service products and services.
Serve in the greeter station to welcome members in, assessing their needs and providing recommendations for financial wellness.
Exercise independent judgement within set authorizations.
Knowledge of, and compliance with, Currency Transaction Reporting (CTR) requirements and Columbia's Bank Secrecy Act (BSA) compliance program.
Supports Branch leadership with annual compliance audits to ensure compliance with internal audit requirements and applicable state and federal regulations.
Performs additional tasks and duties assigned by Branch Leadership.
Support branch growth goals with consistent outreach to new and existing consumer members. Outreach to include calling, email, direct mail, networking and in person meetings.
Financial ServiceRepresentative II,
Capable of handling all of the duties described in the Financial ServicesRepresentative I plus the following:
Have the ability to train and sponsor new employees.
Maintain a book of business to ensure members needs are being met.
Support branch growth goals with consistent outreach to new and existing consumer and business members. Outreach to include calling, email, direct mail, networking and in person meetings.
Ability to lead cross-functional branch projects, promotions and training.
REQUIREMENTS
FSR I
- A minimum 1 year of financial industry experience or comparable experience.
Must have experience with opening Consumer New Accounts & a basic understanding of credit.
FSR II - A minimum 2 years of financial industry experience or comparable experience. Proficient with more complex new accounts to include small business and fiduciary accounts. A thorough understanding of unsecured loan products, titled loans, credit cards and Home Equity loan products.
Demonstrated professionalism in both written and verbal communication skills. Proven ability to meet and exceed assigned goals.
Ability to attain Notary designation within 6 months of hire.
Required current NMLS Number or ability to obtain upon hire.
Reliable to work scheduled shifts: Monday through Friday and Saturdays to include a split week schedule, as needed. Must be available to attend branch meetings when scheduled.
COMPENSATION
$22-$25/ hour + DOE based on level hired and experience
Eligible to earn performance incentives.
Equal Opportunity Employer/AA
Must be 18 or older to apply
$22-25 hourly 31d ago
Member Engagement Associate
YMCA of Columbia-Willamette 4.2
Member service representative job in Vancouver, WA
If you enjoy being the first person to welcome someone and make them feel at home. If you thrive in a fast-pace, multi-tasking role, balanced with down-time to creatively discern how to improve the day-to-day flow of business, then you are just who we are looking to hire at the YMCA!
Requirements
The YMCA of Columbia-Willamette is a mission driven organization, which seeks individuals who are enthusiastic and passionate about our mission and vision. We do this by putting the Christian principles of love, respect, honesty, responsibility and service into practice.
Why Should you apply?
Free Household Gym Membership
Free Group Fitness Classes
Free Pool Access
Free HydroMassage (for those over 18)
Program Discounts
Paid Sick Leave
Tuition Reimbursement Opportunities
Opportunities for Growth/Leadership
Build your Resume
Work with your friends
Engage with your community
Flexible working hours (part time - up to 30 hrs/week) based on your availability
Objective:
To provide excellent customer service in a professional and knowledgeable manner while improving the lives of members through healthy living, youth development and social responsibility. Individual will be working in a fast paced, friendly environment where one builds relationships with staff, guests and members from children to seniors.
Job Responsibilities:
Under the direction of the Leader of Healthy Living & Membership team this position is responsible for all duties in the Membership Department. Duties include greeting all persons who enter the facility and referring/directing those to the proper department, acting as cashier, answering phones, giving tours, assist in membership recruitment and retention efforts of the Membership Department, administrative tasks of the front desk, registering members into programs and memberships.
Minimum Qualifications
· 2+ years customer service experience
· High School diploma or its equivalent
· Hours of Availability, Monday-Friday5 AM to 9 PM, Saturday 7 AM to 5 PM and Sunday 11 AM to 4 PM ; Saturday & Sunday availability is mandatory.
Key Results:
1. Demonstrates in word and action the Y's Christian principles of love, honesty, respect, responsibility and service and a commitment to the Y's vision and mission.
2. Builds authentic relationships in the service of enhancing individual and team performance to support the Y's work.
3. Listens and expresses self effectively and in a manner that reflects a true understanding of the needs of the audience.
4. Values all people for their unique talents and takes an active role in promoting practices that support diversity, inclusion, and cultural competence.
5. Demonstrates and fosters a strong commitment to achieving goals in a manner that provides quality experiences.
6. Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
7. Assesses, minimizes and prevents risk, practices consideration for the safety of others, adheres to Association standards of proper notification of incidents and care of the work environment and equipment, identifies and responds to circumstances appropriately.
8. Meets attendance expectations, follows Association procedures for requesting and documenting absences, is punctual, reliable, and adaptable, takes initiative, and accepts responsibility.
9. Demonstrates effective interpersonal skills, perceives, understands and manages interactions appropriately, is accountable for own actions, capitalizes on learning opportunities, and is open to performance feedback and coaching.
10. Demonstrates compliance in the following areas: Paylocity, employee paperwork, performance
evaluations, personnel policies, and procedures i.e. dress code, code of conduct. Attends mandatory
trainings and meetings, acquires and maintains required certifications for current position.
11. Relationships - Builds authentic relationships in the service of enhancing individual and team performance to support the Y's work.
12. Functional Expertise - Has the functional and technical knowledge and skills to do the job at a high level of accomplishment.
Salary Description $17.33/hr
$17.3 hourly 7d ago
Financial Services Representative - State Farm Agent Team Member
Kristin Staropoli-State Farm Agent
Member service representative job in Portland, OR
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Health insurance
Paid time off
Training & development
ROLE DESCRIPTION: As a Financial ServicesRepresentative - State Farm Agent Team Member with Kristin Staropoli - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals
Work leads, conduct appointments, identify customer needs, and market appropriate products and services.
Provide clients with financial planning and investment advice (if you have your Series 6, 63, & 65 licenses -- if not, I can help you obtain these)
Conduct financial reviews and recommend appropriate products.
QUALIFICATIONS:
Bachelor's degree in finance, economics, accounting, or a related field preferred.
Must be able to obtain relevant licenses.
Excellent analytical, organizational, and problem-solving skills.
Effective communication & interpersonal skills.
Successful track record of meeting sales goals/quotas preferred.
FINRA Series 6, 63 and 65 licenses preferred.
** I encourage you to check out our website at ************************ to learn more about our agency and see you if you align with our team values, mission, & vision. **
$26k-39k yearly est. 1d ago
Financial Service Representative
First Community Credit Union of Oregon 3.8
Member service representative job in Fairview, OR
Schedule: Full-Time, Monday through Friday
If you excel at customer service, have a passion for helping people and the ability to make sound decisions, we have a position for you!
You are the key to assisting our members with personalized solutions to enhance their banking experience with the best financial products in Oregon. Skill expectations include: Meticulous attention to details, outstanding problem-solving skills and the ability to manage multiple projects and tasks simultaneously.
As a First Community employee, you will enjoy:
100% Employer Paid Medical & Dental
Annual Bonus & Incentive Plan
Generous Personal, Vacation & Sick Days
Tuition Reimbursement
Wellness & Fitness Incentive
Paid Volunteer Leave
As an ideal candidate, you will have:
High School Diploma or Equivalent
Cash Handling & Customer Service Experience
Ability to assist with complex financial transactions in person or by telephone
Prior Lending Experience (preferred, but not required)
Company's website: ******************
** First Community Credit Union is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process. Equal opportunity employer, including protected Veterans and individuals with disabilities.
FCCUL
$26k-31k yearly est. Auto-Apply 60d+ ago
Learn more about member service representative jobs
How much does a member service representative earn in Hillsboro, OR?
The average member service representative in Hillsboro, OR earns between $24,000 and $40,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Hillsboro, OR
$31,000
What are the biggest employers of Member Service Representatives in Hillsboro, OR?
The biggest employers of Member Service Representatives in Hillsboro, OR are: