Member service representative jobs in Janesville, WI - 859 jobs
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Crisis Care Coordinator - REACH
Lutheran Social Services of Wi & Upper Mi 3.7
Member service representative job in Hartland, WI
Crisis Care Coordinator - REACH Youth Crisis Team (Milwaukee, WI)
Lutheran Social Services of WI & Upper MI
Join a mission-driven team supporting youth in psychiatric crisis through the REACH program-Reaching, Engaging, and Assisting Children & Families. As a Crisis Care Coordinator, you'll provide trauma-informed, person-centered care coordination to help prevent out-of-home placements and connect youth with vital community resources.
Key Responsibilities:
Conduct assessments and develop individualized service plans
Facilitate care coordination and crisis intervention
Collaborate with families, providers, and service teams
Participate in after-hours on-call rotation
What We Offer:
Full-time, benefits-eligible role with flexible scheduling
Public Service Loan Forgiveness (PSLF) eligibility
Medical/Dental/Vision + 403B retirement plan
Paid time off, holidays, mileage reimbursement
Ongoing training and professional development
Qualifications:
Bachelor's degree in human services (e.g., Social Work, Psychology, Counseling)
Minimum 1 year of mental health service experience
Valid driver's license and reliable transportation
Make a meaningful impact in the lives of youth and families. Apply today to be part of a compassionate, community-focused organization.
$37k-45k yearly est. 2d ago
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Customer Service Representative
Americold Logistics, LLC 4.7
Member service representative job in Belvidere, IL
Respond to inquiries, processing orders and handling complaints in a prompt, courteous, and efficient manner. Other responsibilities include greeting visitors, telephone responses, scheduling and various other clerical duties. May handle and resolve Customer ServiceRepresentative, Customer Service, Representative, Manufacturing, Retail
$29k-37k yearly est. 8d ago
Business Services Representative
Addison Group 4.6
Member service representative job in Huntley, IL
Job Title: Business Services Support Specialist
Industry: Global Manufacturing
Pay: Between $45000 - $48000 / Year based on years of experience
Benefits: FREE health and dental insurance for the employee
About Our Client:
A global manufacturing company located in Huntley, IL, is seeking a Business Services Support Specialist to join their collaborative and friendly Customer Service support team. This is an excellent opportunity to work in a supportive environment with strong internal communication and growth potential.
Job Description:
The Business Services Support Specialist will assist customers with quotations, orders, and issue resolution while maintaining seamless communication with internal departments. The role also involves coordinating inventory levels, shipment updates, and product changes to ensure customer satisfaction.
Key Responsibilities:
Prepare and process customer quotes and forward to Sales or directly to customers
Monitor quote processing to ensure timely and accurate execution
Respond to routine customer inquiries in a professional and courteous manner
Assist with establishing new customer accounts via phone, email, or in coordination with Sales
Create documentation with customer specifications for Engineering, Finance, and Quality departments
Perform and monitor CRM entries, including those entered by Sales
Coordinate and communicate updates regarding inventory levels, shipments, and products
Qualifications:
Bachelor's degree required
Minimum 1 year of corporate experience in business services, customer service, or purchasing
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
Strong CRM experience and familiarity with tracking metrics
Excellent written and verbal communication skills
This role will evolve into an Inside Sales Role, need to comfortable on the phones
Additional Details:
This is a full-time, onsite role in Huntley, IL. The ideal candidate is detail-oriented, team-focused, and capable of multitasking in a fast-paced environment.
Perks:
Excellent benefits: FREE health and dental insurance for the employee
Yearly Reviews, free coffee and snacks each day
Collaborative work environment with 100% in office schedule
Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
$45k-48k yearly 1d ago
Customer Service Specialist
4Front Engineered Solutions 4.0
Member service representative job in Muskego, WI
Do you thrive in an environment where you can provide a personalized service experience, where growth and problem solving are rewarded? Are you driven by increasing sales while maximizing customer satisfaction with finding the right product? Come join the 4Front team and excel in product management, and customer engagement.
What can you expect to do?
Customer Sales Processing
Enter and process orders with product, pricing, scheduling, shipping dates within ERP.
Partner with manufacturing and shipping departments with any changes.
Maintain all open and closed sales files.
Distributor Sales Processing
Review incoming orders and problem solve any issues with each order.
Maintain entry and invoicing for all sales orders.
Be the contact for distributor inquiries that correspond with order entries.
Sales Support
Assist managers and coordinating departments with customer facing issues.
Work with Sales, Operations, Engineering about date management, special requests, freight, etc.
Assist with continuous improvement projects including lean and kaizen events.
What's needed for success?
Education and Experience: Requires a high school diploma. General education or college courses equivalent to an Associate's degree in
Business Administration is desirable.
2-4 years of experience in customer service working directly with customers, salespeople, or distributors.
Experience using iPhone and iPad is a plus.
Computer Skills: Ability to use a personal computer utilizing spreadsheet and word processing software applications, databases,
and automated systems to accomplish work.
Intermediate skill level with Microsoft Office Suite; Word, Excel, Project, and PowerPoint preferred.
Experience using manufacturing ERP software, JD Edwards, preferred.
Why 4Front?
Generous PTO program
11 paid holidays: Good Friday, Memorial Day, Independence Day (2 days), Labor Day, Thanksgiving (2 days), Christmas (2 days), New Years (2 days)
Company sponsored benefits include:
Employer contribution to Health Savings Account, up to $1000
Life insurance
STD/LTD/AD&D
Reimbursement for PPE, including safety shoes and prescription safety glasses
UHC Employee Assistance Program
All coverage begins on Day 1 of employment!
$27k-34k yearly est. 5d ago
Customer Service Specialist [Manufacturing]
PPC Flex
Member service representative job in Pewaukee, WI
The Customer ServiceRepresentative is responsible for providing best in class customer service for a portfolio of assigned customers for our Healthcare & Specialty Division. We're seeking a Customer ServiceRepresentative who thrives in a dynamic, fast-paced environment and takes pride in delivering
In this role, you'll act as a key liaison between customers and our sales, production, and shipping teams, ensuring orders are accurate, timely, and aligned with customer expectations. If you're a proactive problem-solver who enjoys building relationships, maintaining strong attention to detail, and driving continuous improvements in customer satisfaction, we'd love to have you on our team.
Essential Accountabilities:
Champion the customer experience by proactively managing orders from placement to delivery, using a customer-centric approach
Collaborate cross-functionally with internal teams (sales, production, shipping, etc) to ensure seamless communication and order fulfillment
Leverage modern digital tools (email, Microsoft Excel, CRM systems, and order processing platforms) to receive, process, and track customer orders efficiently
Create and maintain accurate customer records, including open order reports, order revisions, artwork approvals, and shipping requests
Work in partnership with sales and operations teams to understand customer provided forecasts and how to better provide attention to meet these demands
Escalate internal systematic/process concerns until final solution/resolution is provided to customer
Identify and upsell opportunities by recommending new or complementary products to meet customer needs
Maintain compliance with all company policies while ensuring exceptional attention to detail in every interaction
KEY CHARACTERISTICS & ABILITIES:
Exceptional interpersonal and communication skills including strong verbal, written, and public relations skills
Passionate about exceeding customer expectations
Values teamwork and supports a team environment
Desire to continually learn and improve skill set
Skilled in deescalating situations both over the phone and in writing (email)
Ability to maintain professional and helpful attitude in high-tension or stressful situations
Assertiveness in pursuing resolution to issues
Ability to build trust by providing information to in a way that is candid, informed, encompassing, and not manipulative: receive information from others in a way that demonstrates openness and thoughtful consideration of their ideas
Must have high attention to detail and accurate data entry
Must be able to manage multiple work items at one time with a high sense of urgency
Must have strong problem solving and organization skills
Shares learning with peers
Minimum Qualifications:
5+ years of experience as a Customer ServiceRepresentative at a manufacturing organization. Associate degree or bachelor's degree preferred.
Required Skills:
Tech-savvy: Proficiency with Microsoft Office Suite (Excel, Word, Outlook) and CRM/order management tools
Relationship-builder: Exceptional interpersonal and communication skills, with a focus on maintaining positive, professional relationships
Detail-oriented and organized: Ability to prioritize tasks, manage time effectively, and maintain a high degree of accuracy
Bilingual in Spanish is a plus but not required
Ability to think critically, adapt to changing priorities, and resolve issues effectively
$28k-36k yearly est. 1d ago
Customer Service Representative
Strike Up Inc.
Member service representative job in Madison, WI
Job Title: Customer ServiceRepresentative
Job Type: Full Time
About Us
Strike Up! As a CSR, you'll be on the front lines of our growth strategy, connecting with prospective customers, understanding their needs, and delivering value that makes a measurable difference. We're building a team that values integrity, performance, and people-and we want you to be part of it.
Job Summary
As a Customer ServiceRepresentative you'll be the key point of contact for customers. You'll answer any questions, queries and concerns all while being the face of the company! Your role ensures that all customers feel informed, supported, and excited while learning about our Client.
Key Responsibilities
• Engage with customers face to face providing friendly support
• Proactively identify customer needs and recommend appropriate products, upgrades, or solutions
• Handle inquiries related to pricing and general information
• Achieve individual and team sales targets through excellent service and persuasive communication
• Maintain up-to-date knowledge of our client's products and services
Qualifications
1-3 years of experience in customer service, event coordination, or hospitality
Excellent verbal and written communication skills
Strong problem-solving skills and the ability to stay calm under pressure
High attention to detail and exceptional organizational skills
Positive, team-oriented attitude with a passion for creating memorable experiences
What We Offer
Competitive salary and benefits package
Opportunity to travel to live events (as applicable)
Fun, collaborative, and creative work environment
Clear growth path in the customer experience and events space
Exposure to exciting high-profile brands
How to Apply
We'd love to hear from you! Please submit your resume for consideration. We will be conducting virtual interviews starting later this week on Zoom.
$29k-38k yearly est. 2d ago
Customer Service Specialist
City of Waukesha
Member service representative job in Waukesha, WI
This position performs receptionist and administrative duties for the Department Director, supervisors, and managers, and provides customer service to visitors and patrons of the Department. Schedule: 8:00am - 4:30pm, occasional nights and weekends required
Starting hourly rate: $22.3453 hourly ($46,478.29 annually)
Initial interviews: February 2nd and 3rd
Start date: TBD
Explore the City's benefits here: City of Waukesha Benefit Guide
Essential Job Functions: The job functions listed herein are neither exclusive nor exhaustive, but are intended to be illustrative of the types of tasks the employee will most likely be expected to perform on a regular basis. The employee may be asked to perform different or additional tasks than the ones listed here, as the needs of the employer and/or the requirements of the position change.
1. Performs receptionist duties; answers telephones and provides information or routes calls; greets visitors in person and responds to inquiries or directs to appropriate individual; responds as appropriate to email inquiries.
2. Provides effective and courteous customer service both over the phone and in-person; gives information regarding programs, classes, events, and rentals; when assigned to the SRC, shows rental rooms within SRC
3. Processes incoming and outgoing mail.
4. Processes refunds, credits and payment plans; posts payments and refunds to accounts; maintains accurate records.
5. Balances cash drawer on a daily basis.
6. Initiates routine correspondence, forms and reports in accordance with established Department procedures.
7. Provides general administrative support and feedback to supervisors and managers.
8. Provides support for all sports programs; creates rosters; communicates with coaches and managers; orders T-shirts; updates and maintains team sideline website; creates online schedules and tournament brackets enters updates on rainouts, scores, standings, etc.
9. Provides support for the Before/Afterschool Program Manager, school staff and parents as needed; maintains and updates student files.
10. Maintains files of correspondence, forms, records, reports, manuals, confidential information and other materials in accordance with established Department procedures.
11. Assists in developing administrative policies and procedures.
12. Assists with Recording and maintaining PRF Board minutes and historical records.
13. Assists with updating and maintaining Department website and social media.
14. Attends meetings and training sessions as required.
15. Provides assistance with Department financial record keeping.
16. May assist with processing accounts payables and seasonal payroll.
17. Creates and maintains databases (recreation and asset management software).
18. Develops software tutorials and provides technical support to staff.
19. Maintains office equipment; schedules repairs and maintenance as needed; troubleshoots operating issues; orders supplies.
20. Creates marketing materials, databases and documents and assists with Seasonal Activity Guide.
21. Conducts editorial proof reading for Department.
22. Issues work permits for minors.
23. Enters and submits course records through American Red Cross.
24. Opens and closes office; assists custodial staff in ensuring general safety, cleanliness and appearance of buildings; performs custodial services when necessary.
25. Assists with room setup for classes and programs; assists with storage and location of equipment in the building.
26. Ensures safety of patrons by observing safety practices and enforcing established safety procedures, responding to emergencies and documenting accidents.
27. Provides effective and efficient customer services and promotes and maintains responsive community relations.
Graduation from high school plus at least 1 year of technical training at a technical or business school, supplemented by at least 1 year of clerical or administrative experience in an office setting; or any equivalent combination of training and experience which provides the following knowledge, ability and skills:
Knowledge of
*Operating systems at SRC (fire, alarm, heating/cooling and lighting).
*The use and operation of standard office equipment, including computers and relevant software programs.
*Business English (grammar, tone, spelling and punctuation).
*General office practices and procedures.
Ability to
*Understand, follow and carry out instructions.
*Establish and maintain effective working relationships with supervisors, coworkers, residents and the general public.
*Work independently, multi-task, prioritize workload and meet established deadlines.
*Deal tactfully and courteously with the public
*Maintain confidential information.
*Maintains records and filing systems.
Skill in
*Oral and written communications.
*Organization and attention to detail.
*Public relations.
Necessary Special Requirements
CPR/AED and First Aid Certified; ability to pass criminal.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
*Work is performed mostly in an office setting; hand-eye coordination is necessary to operate computers and various pieces of office equipment. Specific vision abilities required by this job include close vision, prolonged visual concentration and the ability to adjust focus.
*While performing the duties of this job, the employee is frequently required to sit, stand, walk, talk and hear; use hands and fingers to handle, feel, or operate objects, tools, or controls and reach with hands and arms.
*The employee is occasionally required to climb or balance; bend, stoop, kneel, crouch, or crawl.
*The employee must occasionally lift and/or move up to 50 pounds.
The City of Waukesha is an Equal Opportunity Employer
It is not typical for someone to be hired at or near the top of the salary range. The specific compensation offered to a candidate is reviewed and based off a variety of factors including skills, qualifications, experience, certifications, and internal equity.
Internal City applicants: please review HR Policy F2 Salary Plan and Administration regarding promotions/transfers.
$46.5k yearly 2d ago
Commercial Service Advisor
Vizance 4.0
Member service representative job in Hartland, WI
Vizance is looking for Client Service Advisors for our Commercial Lines/Risk Management Team in Hartland.
WHY JOIN VIZANCE?
Vizance has nearly 200 associates in 9 locations throughout Wisconsin, and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies - on purpose! The combination of our Culture, Independence, and Performance/ System-Based Mindset clearly differentiate us as a company built to last.
Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms, and is proud to be a Minority-Owned Business Enterprise (MBE).
WHAT YOU WILL DO AT VIZANCE
As a Client Service Advisor, you will be responsible for developing a strong working relationship with Risk Management Advisors and your clients. You will work with the Advisor and our carrier partners to ensure the timely and successful delivery of our client service standards.
This includes:
Policy Administration: Manage policy documentation, endorsements, and renewals
Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks
Communication: Work with dedicated sales and service teams to plan and execute client service plans
WHAT YOU WILL BRING TO VIZANCE
At least 2 years of Commercial Property & Casualty experience, preferably in an insurance agency setting
Wisconsin Property and Casualty Insurance License
Ability to work in a fast-paced environment with attention to detail
Desire to be part of a growing and collaborative team
Enthusiasm, exceptional communication skills, and a strong work ethic
WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE
Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
401(k) match
Paid Time Off (including your birthday)
Sponsored education opportunities
A supportive team environment that celebrates success
Opportunities for growth
If you are looking for a promising career in a growing organization, then we want to hear from you!
$34k-42k yearly est. 3d ago
Treasury Management Services Representative I
First Mid Bank & Trust 4.0
Member service representative job in Beloit, WI
Treasury Management ServicesRepresentative I Location: Beloit, WI Job Id: 4265 # of Openings: 0 Treasury Management ServicesRepresentative I The Treasury Management ServicesRepresentative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. The Customer ServiceRepresentative will provide exceptional, accurate and timely assistance involving daily processing of financial transactions in a fast-paced, time sensitive operations environment. Responsibilities include, but are not limited to:
Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs.
Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards.
Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services.
Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies.
Complete the training and onboarding process for new products and services to new or existing clients.
Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc.
Facilitate new account opening and service addition documentation when necessary.
Acts as a liaison between the customer, and the operational team, as well as the relationship manager.
Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching.
Identify and escalate system problems/errors when necessary.
Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements.
Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met.
Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally.
Completes various validation and maintenance when call volumes are low.
Completed required training associated with job function.
Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions.
Qualifications Education/Experience:
Associates Degree or equivalent customer service, call center or banking experience.
1+ years Call center and/or banking experience desired.
Previous experience with treasury management a plus but not required
Skills:
Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner
Excels at computer and Internet skills
Excellent verbal and written communication skills
Use critical/analytical thinking and problem-solving skills to troubleshoot client issues and inquiries
High level of interpersonal skills to interact with the banks most profitable customers and potential customers in a professional manner
Pay Range: $17.74 - $22.18 per hour Apply for this Position
$17.7-22.2 hourly 2d ago
Client Services Rep/Career Planner/Recruiter
Sustainable Staffing Inc.
Member service representative job in Harvard, IL
Immediately hiring for a bi-lingual client servicerepresentative, career planner or recruiter. We're looking for someone comfortable working in a fast-paced office. Responsibilities include: placing candidates in well-matched employment opportunities, passionately connecting people with the right careers, handling the needs of customers and assisting them.
Includes holiday pay, paid time off, and generous benefits.
$29k-41k yearly est. 14d ago
Customer Service Optician
Brandon Eyes
Member service representative job in Madison, WI
Got a passion for style or a gift for making things look better? Would you love to solve problems to help people live better lives? Our busy eyecare practice needs a new team member who will be dedicated to helping our patients leave our office looking and seeing their BEST! This full-time position at our Madison office offers the stability of a career in healthcare with weekends OFF!
NO Experience required!
Prior medical office or eyecare experience can be a plus, but certainly not required. We offer paid training to the right person with a great attitude, a helpful heart, and a love of learning!
What you'll be doing:
You'll be helping our patients choose the right glasses for them based on their personal style, lifestyle needs, prescription, and more. Out of everyone who works at our practice, the Optician has the honor of satisfying patients the most! This is not just some sales job, your role is to be an educator and a style consultant. If you want a career where you help the people in your community have better lives, this is the job for you
Some of your duties will include:
• Helping people pick out frames that suit them based on the shape of their face, bridge fit, lifestyle, and prescription.
• Determining the best lens types, materials, coatings, and brands for patients' lifestyles. For example, a kid who plays basketball will need something different from someone who works on a computer all day.
• Educating first-timers on how to use and take care of their glasses.
• Troubleshooting prescription issues
• Taking accurate measurements for all lens styles and prescriptions and checking new glasses for fit and making necessary adjustments
• Miscellaneous repairs
• Consistent cross-training in technician duties for optimum career growth (offered and expected)
• Educating patients on what their insurance covers
• Keeping the optical space looking clean, neat, and welcoming
• Doing inventory, ordering, sending, and receiving shipments
If these sound like you, please apply!
- You're a natural problem solver and you're confident in making recommendations.
- You're outgoing and friendly, connect with people quickly and easily, and feel that every customer deserves red carpet treatment.
- You've got a great sense of style and love to help people find a look or style they like best.
- You're a natural problem solver, and hearing things like “these glasses don't fit” or “I can't get used to seeing with these” gets you pumped up to work your magic.
- You can effectively communicate both in writing and verbally in a professional and positive manner.
- You are comfortable with technology (being open to learning is key) and can communicate verbally and in writing in a professional manner.
- You are attentive, detail-oriented, organized, and your work reflects all of these characteristics.
- Your reputation for honesty and integrity is legendary; you're known for doing what you say you're going to do - no excuses!
- You take pride and ownership in your work - whatever you do, you do it well.
- You see yourself as an integral part of your team's success (because we will).
- You're always up for learning something new, and you master new skills quickly.
- You love to see other people happy and thriving, and you'll do whatever you can to help them get there.
About Us
Brandon Eyes is a high-volume established eyecare practice in Madison & Middleton. We love to come to work every day because we love what we do, and we've built an office culture that can't be beat. If you're looking to join a team that feels like a family, where your efforts will always be appreciated, and where you will be valued for the amazing person you are, apply now!
We Offer (upon eligibility):
In-house Vision Benefit
Healthcare allowance
401k
Uniform allowance and birthday bonus
PTO and paid holidays
We value your time, so we'll be back in touch with you very quickly.
$33k-64k yearly est. Auto-Apply 39d ago
Customer Support Representative
Citizens Bank 3.7
Member service representative job in Mukwonago, WI
The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals.
Business Hours:
Monday - Friday 8am-5:30pm, Saturday 9am-1pm
Typically 38-40 hours per week.
*Hours may vary based on business needs and may change at any time
Essential Duties and Responsibilities:
Listen effectively to customers' requests and promptly take the necessary action to assist them.
Effectively cross sell bank products and services
Educate customers on utilizing bank products and services
Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer
Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction
Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge
Any other duties as assigned
Requirements:
High School Diploma or GED
2+ years of Personal Banking experience required
Knowledge of banking products and services including loans
Call center experience preferred
Strong verbal communication skills
Ability to cross sell products and services
Ability to multitask
Critical Competencies:
Customer Service Excellence
Communication
Listening Skills
Confidentiality
****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************
$35k-39k yearly est. Auto-Apply 8d ago
Test Content Services Specialist
Psi Services 4.5
Member service representative job in Madison, WI
**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
Distribution Services Specialist
Promega 4.7
Member service representative job in Madison, WI
JOB OBJECTIVE: To ensure timely receipt, safe and efficient recording, handling and distribution of materials throughout Promega's Madison campus warehouses. 1. Receive, deliver and initiate transfer of materials between Promega warehouses to ensure materials reach intended recipients on time.
2. Maintain warehouse inventory records.
3. Manage/maintain Promega warehouses keeping them in a clean and orderly condition.
4. Operate equipment proficiently and safely.
5. Able to adjust to the changing needs and demands of the department as communicated by Supervisor.
6. Understand and comply with ethical, legal and regulatory requirements applicable to our business.
7. Participate in the annual physical inventory.
8. Take on special assignments as requested.
9. Able to cover at least 1 other area within DS department after being fully trained to do so.
10. Demonstrates inclusion through their own words and actions and is accountable for a safe workspace. Acts with kindness, curiosity and respect for others.
11. Embracing and being open to incorporating Promega's 6 Emotional & Social Intelligence (ESI) core principles in daily work.
12. Understands and complies with ethical, legal and regulatory requirements applicable to our business.
KEY QUALIFICATIONS:
1. High School diploma or proven work experience that ensures you are ready to be successful in this role.
2. Self-directed individual, willing to work in a team driven environment.
3. Strong customer service orientation.
4. Ability to work effectively with a broad range of departments.
5. Ability to learn material handling equipment.
PREFERRED QUALIFICATIONS:
1. Ability to work independently with minimum guidance.
2. Ability to effectively prioritize work assignments, easily adapt to the changing needs of the position.
3. Strong attention to detail and organizational skills.
4. Ability to maintain a productive working atmosphere, friendly and cooperative.
PHYSICAL DEMANDS:
1. Ability to work with a computer in an interactive manner for extended periods of time.
2. Ability to operate warehouse equipment.
3. Ability to drive a delivery vehicle or a forklift.
4. Ability to daily move and transport objects weighing up to 40 pounds.
5. Ability to regularly reach for objects.
6. Ability to use ladders throughout the day.
7. Capable of remain stationary and move for extended periods of time during the day.
At Promega, we are committed to building a diverse workforce that reflects the communities we serve and creating a culture where everyone belongs. As an Equal Opportunity Employer, we welcome and encourage applications from all backgrounds, ensuring that employment decisions are made fairly and equitably.
$56k-67k yearly est. 14d ago
Financial Service Representative
Curo Group Holdings Corp 4.7
Member service representative job in Janesville, WI
Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!
This is an entry level position and does not require any previous experience.
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money, LendDirect, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Financial ServiceRepresentative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
* Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
* Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
* Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
* Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
* Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
* Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
* Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
* Sales Mindset: Confidence in promoting products and services that meet customer needs.
* Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
* Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
* Adaptability: Willingness to learn new systems and processes in a dynamic environment.
* Team Player: A collaborative spirit with a desire to contribute to team success.
* Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
* Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections, Finance
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money, LendDirect, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
$15.8-22.3 hourly Auto-Apply 35d ago
Financial Service Representative
Attain Finance
Member service representative job in Janesville, WI
Kickstart your career with a $5,000 bonus - yours to earn!
We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!
This is an entry level position and does not require any previous experience.
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Financial ServiceRepresentative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
#HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections, Finance
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
$15.8-22.3 hourly Auto-Apply 5d ago
Member Services Associate
Power Wellness 3.6
Member service representative job in Huntley, IL
Position Title: MemberServices AssociateLocation: Northwestern Medicine Huntley Health & Fitness CenterType: Part-Time Hourly Rate: $15.00 Shifts Available: Wednesdays 7pm-10pm Summary: We improve life and we're here to serve. What you do is something special and contributes towards improving health within your community. Power Wellness serves hospitals, healthcare systems, universities and community colleges with varying portfolios. We provide a comprehensive menu of services to plan, create, develop and manage an inviting, customized, and economically self-sustaining fitness and wellness center.
The MemberServices Associate is responsible for providing the highest level of customer service to members, guests and prospects of the facility, as well as, membership information, enrollment procedures, ongoing customer satisfaction and membership recruitment and retention.
Essential Duties and Responsibilities: 1. Oversee interactions at the service desk including opening and closing procedures, answering phones, point-of-sale transactions, guest registration and fees, student and college guest passes, check in guests/members for all scheduled appointments, accepting member feedback, accepting and returning lost and found items, guest/member check in, and the provision of information pertaining to all scheduled activities and events including sign up and fees if applicable. 2. Promote and effectively sell memberships and all ancillary services included but not limited to personal training, massage therapy, medically-integrated programs, and nutrition services. 3. Schedule all appointments via core business software (Compete), including reminder phone calls, cancellations and notifying associates of appointments per policy. 4. Knowledge of all opening and closing procedures, including balancing of drawers from daily sales, proper knowledge of credit card and check policies and use of cash drawer. 5. Proficiently enroll members via contract, explaining membership, obtaining signature and payment and providing member handbook. 6. Effective radio communication with all departments as needed. 7. Work towards achieving established satisfaction metrics such as Secret Shops and Member Survey scores as it relates to member and guest satisfaction. 8. Maintain an average of 5 working shifts per month to ensure ability to perform job. 9. Must be able to stand for length of shift (generally 3-6 hours at a time). 10. Other duties as assigned.
Qualifications: • High School diploma or GED preferred. • 1 year certificate from college or technical school preferred. • Minimum 6 months of related experience or training preferred. • 2-3 years of sales, reception and computer skills preferred. • CPR/AED certification required within 90 days of hire. • Must possess excellent inter-personal and communication skills, and the ability to work with members in a positive, service based manner. • Ability to multi-task and maintain a controlled and professional demeanor. • Proficient computer skills.
$15 hourly 10d ago
Financial Services Representative - State Farm Agent Team Member
Chad Radtke-State Farm Agent
Member service representative job in Huntley, IL
Job DescriptionBenefits:
Salary PLUS commission
401(k)
Bonus based on performance
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ABOUT OUR AGENCY:
Ive been a State Farm Agent since 2007 and take pride in serving customers across Iowa, Illinois, Indiana, Missouri, and Wisconsin. I was raised in Grafton, WI, and graduated from the University of Wisconsin before starting my career as an agent. Family is central to who I ammy wife and I have three daughters, and we enjoy traveling and skiing together in the great outdoors.
Our office is multilingual, with team members who speak English, Spanish, Polish, and Russian, allowing us to connect with a wide range of customers. Were active in the community as Chamber of Commerce members and committed to building long-term relationships with the people we serve. If youre looking for a place where you can grow your career while being part of a supportive, community-focused team, this could be the right fit for you.
ROLE DESCRIPTION:
As a Financial ServicesRepresentative - State Farm Agent Team Member with Chad Radtke - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services preferred.
Analytical and communication skills.
Proven track record of meeting sales targets.
Series 6, 63, 65 or 7 license.
$29k-46k yearly est. 11d ago
Financial Services Representative
Worldacceptance
Member service representative job in Watertown, WI
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial ServicesRepresentative to guide customers on their financial journey. As a Financial ServicesRepresentative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial ServicesRepresentative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
$26k-41k yearly est. Auto-Apply 6d ago
Financial Services Representative
Lakeshore Financial Group 3.3
Member service representative job in Madison, WI
Job Description
Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you!
Why Join Lakeshore Financial Group?
Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies
Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life.
Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed.
Professional Development: Gain valuable experience in sales, finance, and client relationship management.
Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan.
Compensation:
$65,000 - $85,000 per year
Responsibilities:
Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
Serve as a collaborative team player willing to further development through continued training opportunities
Qualifications:
A required Bachelor's degree in business administration, finance, or similarly related field
Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Valid FINRA Series 7 & 63/66 preferred but not required
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired
Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
About Company
At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention.
What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method.
To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.
$24k-33k yearly est. 13d ago
Learn more about member service representative jobs
How much does a member service representative earn in Janesville, WI?
The average member service representative in Janesville, WI earns between $20,000 and $37,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Janesville, WI
$27,000
What are the biggest employers of Member Service Representatives in Janesville, WI?
The biggest employers of Member Service Representatives in Janesville, WI are: