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Customer Service Specialist - Healthcare Billing, Amazon Healthcare Revenue Cycle
Amazon 4.7
Member service representative job in Seattle, WA
Application deadline: Jan 22, 2026
As we continue to expand and transform the primary care experience, we're looking for passionate people to help manage our patient inquiries, using CI CARE framework that makes One Medical unique. As a Centralized Support Specialist II Billing Specialist, you'll execute our mission of delivering high-quality care and service. Specifically, you'll take patient phone calls and handle patient conversations to deliver world class care.
You are a strong and innovative problem-solver, who is driven to help people. You have mastered the art of customer-service, administrative work and are motivated to cultivate change in healthcare. You are currently looking for your next opportunity at an organization that is transforming healthcare we would love to connect.
Key job responsibilities
Handle patient phone calls and message inquiries, de-escalate issues, ensure patient satisfaction, and assist with navigating healthcare needs including insurance, billing, medical records, authorizations, and referrals, using impeccable C-I-CARE (a framework containing the key elements of a great interaction and effective communication that we use with patients and each other) in all interactions to ensure a positive experience.
Collaborate with providers and other operations team members to complete urgent tasks pertaining to patient billing issues and questions.
Proactively reach out to patients with open balances to assist with payment options, educate admins and patients on health insurance benefits, answer complex billing inquiries, resolve payment processing issues, support One Medical's efforts to empower patients in resolving financial responsibilities, and maintain service level agreements in response time to admins and patients.
Assist admins with our member's billing needs via 1Life's tasking system to provide the best customer service.
Investigate claims through insurance to ensure they were processed according to the patient benefit plan, including reviewing and reconciling patient and insurance balances for accuracy.
Master our technology suite including but not limited to RingCentral, Slack, G-suite, Zoom, and our Electronic Medical Record System 1Life, to be able to interact with team members and patients and complete daily work.
Contribute to team development through rounding, attending team huddles, participating in team problem solving, supporting all in-office providers with urgent & stat patient needs.
A day in the life
In this role, you'll handle inbound calls from One Medical patients (customers) regarding their medical bills, insurance claims, and payment inquiries. Daily activities include reviewing patient accounts, processing payments, explaining EOBs, and coordinating with internal stakeholders such as medical billing specialists, insurance verification teams, and healthcare providers to resolve billing discrepancies. You'll solve problems like incorrect charges, insurance claim rejections, payment plan requests, and billing confusion. Regular communication with insurance companies to verify benefits and claim status is essential. The role requires documenting all interactions in the electronic health record system and following up on pending issues.
About the team
Amazon One Medical's call center team combines healthcare expertise with Amazon's customer-obsessed culture to deliver exceptional patient support. Our team has focused on making healthcare more accessible and less complicated for members. We handle billing inquiries with empathy and efficiency. Our culture emphasizes leadership principles of ownership and continuous improvement, supported by ongoing training and development. Team members work in a diverse, inclusive environment where success is measured by positive patient impact while maintaining the highest standards of healthcare privacy and professionalism.
Basic Qualifications
- 2+ years of customer service in a healthcare call center environment experience
- 1+ years of medical billing, insurance claims, or healthcare revenue cycle experience
- Experience in Microsoft Office Suite using electronic health records (EHR) or customer relationship management (CRM) systems
Preferred Qualifications
- Ability to work various shifts
- Strong problem-solving and documentation skills
- Ability to type 45+ WPM while maintaining accuracy
Amazon is an equal opportunity employer and does not discriminate on the basis of protected veteran status, disability, or other legally protected status.
Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit ********************************************************* for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
Our compensation reflects the cost of labor across several US geographic markets. The Colorado base pay for this position ranges from $41,600/year up to $45,760/year. The National base pay for this position ranges from $31,200/year in our lowest geographic market up to $50,000/year in our highest geographic market. Pay is based on a number of factors including market location and may vary depending on job-related knowledge, skills, and experience. Amazon is a total compensation company. Dependent on the position offered, equity, sign-on payments, and other forms of compensation may be provided as part of a total compensation package, in addition to a full range of medical, financial, and/or other benefits. For more information, please visit ******************************************************* . This position will remain posted until filled. Applicants should apply via our internal or external career site.
$31.2k-50k yearly 4d ago
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Customer Service Specialist
Autonomy Staffing
Member service representative job in Renton, WA
About the job Customer Service Specialist Job Title Customer Service Specialist (Order Entry & Payment Processing) - Contract-to-Hire 6 months Company Renton-based manufacturer Schedule Monday-Friday, 8:00am-5:00pm (flexibility within ~1 hour) Employment Type
6-month contract-to-hire (long-term opportunity)
Pay
$55,000-$60,000/year (approx. $26.50-$29.00/hr)
Overview
Were hiring a Customer Service Specialist to support a small, collaborative team (8-10 people). This role is primarily email/inbox management, order/data entry, and basic payment processing, with light phone coverage. Youll work mainly in Microsoft Outlook/Teams, and youll learn an older ERP System (Epicor 10) on the job.
Responsibilities
Daily order processing and accurate entry of orders/purchase orders in the ERP
Manage a shared Outlook inbox: respond to product/order/payment inquiries and keep the inbox cleared/organized
Provide order confirmations, tracking updates, stock/ETA responses, and route requests internally as needed
Basic payment processing (credit card payments via payment link or by phone)
Light phone support (answer basic questions and transfer to the right internal contact; not a sales role)
Support simple reporting/admin tasks (basic Excel reports, internal coordination)
What Theyre Looking For (Top 3)
Personable team fit (small team, customer-first mindset)
Strong attention to detail (order entry / purchase order data accuracy)
Solid office admin skills (Outlook/Teams-heavy workflow, organization, follow-through)
Required Qualifications
Experience in customer service plus order processing / data entry
Experience handling payments (credit card processing / payment links / invoices)
Strong written communication (email-first role) and comfort multitasking
Proficiency with Outlook/Teams and basic Excel/Word
Customer.specialist.role Marcobe
Preferred
Experience with ERP software (Epicor a plus; not required)
Manufacturing/distribution/customer support background
Conversion Benefits (once hired full-time)
Upon conversion to full-time, the client offers a competitive benefits package including:
Customer.specialist.role Marcobe
Medical, dental, and vision
401(k) with company match
20 days PTO annually + holidays
Ongoing training and development
$55k-60k yearly 3d ago
Customer Service Rep
ASC Engineered Solutions, LLC
Member service representative job in Kent, WA
Department: Distribution Center Operations
Employment Type: Full Time
Reporting To: Kimberly Bailey
Compensation: $44,200 - $60,320 / year
Description
Seattle, WA
The Customer ServiceRepresentative provides effective customer service for all internal and external customers.
How You will Help
Responsible for communicating with customers via phone, email, fax, etc.
Provide timely and accurate information to incoming customer service orders, status, and product knowledge request
Process customer orders, changes, and returns
Resolve customer complaints by investigating problems, developing solutions, and making recommendations
Work closely with the Operations Supervisor as directed
Reviewsand maintain customer database to track information on account information, statuses, orders, and lead times
Provide timely feedback regarding service failures or customer concerns
Work closely with Sales Representatives on quotes, status of orders etc.
Promote a safe workplace by performing all tasks in a safe and thoughtful manner in compliance with all rules, procedures, instructions, devices, equipment and use of appropriate personal protective equipment. Maintain vigilance for any hazardous conditions or practices in the workplace and immediately report any unsafe conditions or practice to your supervisor
Perform other duties as directed
What You Will Bring
Strong communication and interpersonal skills
Outstanding customer service skills
Excellent time management ability
Ability to handle adversity and conflict with successful outcomes
Outstanding attention to detail and accuracy
Possess strong commitment to team environment while working well with others
Work systematically and logically to resolve problems
Understanding of common business practices relating to pricing, terms, shipment, taxes and payment for products and services
Knowledge of technical details of the company product
Proficient in computer data entry
Proficient in Microsoft Office and Microsoft CRM Dynamics
Qualifications
* Associates' Degree in Business and/or Related Field
* 2 + years of Customer Service experience in the manufacturing or construction industry
Job Benefits
Medical, Dental, Vision, and FSA are available 30 days following your start date
401k with company match is available after 90 days of employment
Company-provided Life Insurance and AD&D are provided 1st of the month after 90 days of employment at no cost to you
5 PTO days after 60 days of employment (hourly and non-exempt positions only)
2 weeks of vacation after 6 months of employment
10 paid holidays - including your birthday!
$44.2k-60.3k yearly 3d ago
Customer Service Specialist
Appleone 4.3
Member service representative job in Renton, WA
We are currently recruiting on behalf of our client, a well-established manufacturing and distribution company, who is seeking a Customer Service Specialist to support customers across retail and service channels. This role is ideal for someone who enjoys solving problems, managing multiple priorities, and being a calm, professional point of contact.
What you'll do
- Handle customer inquiries via phone and email
- Resolve issues while maintaining a high level of customer satisfaction
- Support order-related questions, product concerns, and general account needs
- Communicate clearly and professionally with internal teams
- Track and follow up on open items to ensure resolution
What we're looking for
- 5+ Years experience in customer service, customer support, or account coordination
- Strong phone etiquette and written communication skills
- Ability to multitask, prioritize, and stay organized in a fast-paced setting
- Comfortable working in a hybrid environment with accountability
- Bachelor's degree preferred, or equivalent professional experience
Why this role
* Stable, full-time opportunity
* Occasional hybrid flexibility
* Collaborative team environment
* Long-term growth potential
* Tremendous benefit package
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
***********************************************************************************
The pay transparency policy is available here:
********************************************************************************************
For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
********************************************** Contents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$34k-41k yearly est. 3d ago
Customer Service Representative / Dispatcher / Service Titan experience
Aireserv Heating and Air Conditioning
Member service representative job in Bremerton, WA
Receive incoming calls in a professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additional work and earn business - Complete work orders, retur Customer ServiceRepresentative, Customer Service, Dispatcher, Service, Representative, Dispatch, Retail
$33k-43k yearly est. 3d ago
Customer Service Rep
ASC Engineered Solutions-The Reliable Automatic Sprinkler Co., Inc.
Member service representative job in Kent, WA
Customer ServiceRepresentative. Northwest Sales Seattle, WA The Customer ServiceRepresentative provides effective customer service for all internal and external customers. Responsible for communicating with customers via phone, email, fax, etc. P Customer Service, Operations Supervisor, Sales Representative, Service, Microsoft, Manufacturing, Retail, Customer
$33k-43k yearly est. 2d ago
Head of Retention
Betting Jobs
Member service representative job in Seattle, WA
BettingJobs is working with an exciting new online casino who are seeking to bring in a Head of Retention to join their team in Manila. This role will be fully on site.
We are seeking a data-driven and customer-focused Retention Marketing Manager to lead the development and execution of strategies that drive customer engagement, loyalty, and lifetime value. In this role, you will collaborate across teams to create targeted campaigns that ensure our customers stay engaged, reduce churn, and advocate for our brand.
Key Responsibilities
Strategy Development:
Develop and implement a comprehensive retention marketing strategy that aligns with business goals.
Define and track customer lifecycle stages, identifying opportunities to improve engagement and retention.
Leverage data to segment the customer base and tailor messaging to specific audience groups.
Campaign Management:
Plan, execute, and optimize multi-channel retention campaigns (e.g., email, SMS, in-app, social) to engage customers.
Design and oversee loyalty programs, rewards systems, and referral initiatives.
Partner with creative and product teams to develop compelling content and personalized experiences.
Analytics and Reporting:
Monitor key performance indicators (KPIs) such as retention rates, churn rates, customer lifetime value (CLV), and engagement metrics.
Conduct A/B testing and analyze data to continuously improve campaign effectiveness.
Present insights and recommendations to stakeholders.
Collaboration:
Work closely with Product, Sales, and Customer Success teams to align retention strategies with overall business objectives.
Collaborate with the Data and Analytics team to ensure accurate tracking and reporting.
Partner with the Marketing team to integrate retention efforts with acquisition campaigns.
Qualifications
Education & Experience:
Bachelor's degree in Marketing, Business, or a related field is preferred.
7+ years of experience in retention marketing, CRM, or a related field.
Proven track record of designing and implementing successful retention strategies.
Skills:
Strong understanding of customer lifecycle management and segmentation.
Proficiency with CRM tools (e.g., SendGrid or Customer.io,, or similar) and marketing automation platforms.
The data-driven mindset with experience in analytics tools (e.g., Google Analytics, Tableau).
Excellent project management and organizational skills.
Strong communication and collaboration abilities.
Preferred:
* Experience in the gaming industry.
* Familiarity with retention-focused metrics and KPIs.
$33k-43k yearly est. 4d ago
Policy Administrative Representative
Symetra 4.6
Member service representative job in Bellevue, WA
Symetra has an exciting opportunity to join our team as a Policy Administrative representative!
About the role
You will be responsible for supporting the new business and/or various customer service and contract administration functions to in-force Workforce Benefits business and typically assigned the more complex transactions and/or functions. Has intermediate knowledge in all areas with a specialization in one or two functions, assists in the development and training of other team members, and participate in Acceptance testing as needed. This position also provides service and support to Premium, Commission, Underwriting, Claims, and Field sales/service teams.
What you'll do in this role
Responsible for systems setup. Creation of contract/certificates/administration agreements, amendments of in force contract, and any other contract documents needed for Workforce Benefits.
Analyze documents submitted and policy admin systems, determine if additional information is needed. Administration of in force contracts for Workforce Benefits products. Responsible for daily management of work assignments insuring appropriate communication, and that deadlines and Service Level Agreements are met.
Obtain and maintain intermediate knowledge of products, processes, industry and company rules regarding pre-sale, policy set up and issue, renewals, revision, amendments, etc.
Provide Service and support to Underwriting, Product partners, Field Sales/Service Staff, and other internal teams. Provide customer service to policyholders, broker/agents, sales team etc.
Special assignments as indicated such as project participation
Actively participate in unit meetings and provide input to improve workflows and processes Acceptance testing Subject matter expert on one or more functions Training and development of other team members
Training and development of other team members
What we offer you
If you want to work for a company that is always considering its employees while working towards sustainable growth this is that company. Within Symetra, there is always innovation, empowerment, and growth opportunities, all while providing us with a great work/life balance and incredible benefits for a very reasonable cost!" - Cindy J. G., Sr. Product Owner
"Symetra is truly a great place to work. The positive work climate, strong sense of team, and the resources available make it feel like one cohesive family. What stands out most to me is the company's deep commitment to diversity, equity, and inclusion-it's not just a statement, it's an active and ongoing priority that's felt throughout the organization." -Charlotte G., Sr. Underwriter - Consultant Stop Loss
Benefits and Perks
We don't take a "one-size-fits-all" approach when it comes to our employees. Our programs are designed to make your life better both at work and at home.
Flexible full-time or hybrid telecommuting arrangements
Plan for your future with our 401(k) plan and take advantage of immediate vesting and company matching up to 6%
Paid time away including vacation and sick time, flex days and ten paid holidays
Give back to your community and double your impact through our company matching
Want more details? Check out our Symetra Benefits Overview
Compensation
Salary Range: $22.38- $37.32 plus eligibility for annual bonus program
Who you are:
Requires considerable knowledge of duties typically obtained through job-related training and experience.
Knowledgeable of specified computer applications; office practices and procedures.
Uses initiative and independent judgment within established procedural guidelines.
We empower inclusion
At Symetra, we aspire to be the most inclusive insurance company in the country. We're building a place where every employee feels valued, respected, and has opportunities to contribute. Inclusion is about recognizing our assumptions, considering multiple perspective, and removing barriers. We accept and celebrate diverse experiences, identities, and perspectives, because lifting each other up fuels thought and builds a stronger, more innovative company. We invite you to learn more about our efforts here. Creating a world where more people have access to financial freedom
Symetra is a national financial services company dedicated to helping people achieve their financial goals and feel confident about the future. In our daily work, we're guided by the principles of Value, Transparency and Sustainability. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they're buying, and we design products--and operate our company--to stand the test of time. We're committed to showing up for our communities, lifting up our employees, and standing up for diversity, equity and inclusion (DEI). Join our team and help us create a world where more people have access to financial freedom. For more information about our careers visit: careers Work Authorization
Employer work visa sponsorship and support are not provided for this role. Applicants must be currently authorized to work in the United States at hire and must maintain authorization to work in the United States throughout their employment with our company. Please review Symetra's Remote Network Minimum Requirements: As a remote-first organization committed to providing a positive experience for both employees and customers, Symetra has the following standards for employees' internet connection:
Minimum Internet Speed:100 Mbps download and 20 Mbps upload, in alignment with the FCC's definition of "broadband."
Internet Type:Fiber, Cable (e.g., Comcast, Spectrum), or DSL.
Not Permissible:Satellite (e.g., Starlink), cellular broadband (hotspot or otherwise), any other wireless technology, or wired dial-up.
When applying to jobs at Symetra you'll be asked to test your internet speed and confirm that your internet connection meets or exceeds Symetra's standard as outlined above. Identity Verification Symetra is committed to fair and secure hiring practices. For all roles, candidates will be required (after the initial phone screen) to be on video for all interviews. Symetra will take affirmative steps at key points in the process to verify that a candidate is not seeking employment fraudulently, e.g. through use of a false identity. Failure to comply with verification procedures may result in:
Disqualification from the recruitment process
Withdrawal of a job offer
Termination of employment and other criminal and/or civil remedies, if fraud is discovered
#LI-OR1
#LI-Remote
$22.4-37.3 hourly 4d ago
Customer Experience Representative
Tacoma 4.3
Member service representative job in Tacoma, WA
Benefits:
Employee discounts
Flexible schedule
Free food & snacks
Summary:Promotes quality customer service and processes sales and registration transactions. Acts as the first point of contact for potential and current Goldfish Swim School members and as such is responsible for presenting a positive image for the company.
Make waves and pave the way for your career. At Goldfish Swim School we are not only passionate about building confident lifelong swimmers, we are also passionate about building the careers of our team members. We believe that the hard work and dedication of our team members help create skills that will last a lifetime. We take time to develop both personal and professional skills that prepare team members for their future careers.
Perks and Benefits:
Paid on-the-job training
Flexible scheduling
Culture driven company
Employee recognition programs
Primary Duties and Responsibilities:
Answers telephones, emails and texts and responds to inquiries in a professional manner.
Conducts sales calls for prospective members.
Processes student registrations using effective sales/customer service techniques.
Resolves customer concerns/complaints using a professional approach.
Assists customers with purchases of merchandise and memberships.
Greets parents and students as they report to the front desk.
Checks in students on the attendance tracking system.
Maintains cleanliness of the lobby, snack shack, changing areas, and restrooms.
Makes calls to resolve open account problems
Enforces safety rules and regulations to prevent accidents. Administers first aid when necessary.
Job Qualifications and Skills
Ability to work with children
Excellent communication and organizational skills
High energy
Strong work ethic
Must pass background examinations prior to training
About Goldfish Swim School:
Goldfish Swim School has been an industry leader in the swim lesson community since 2006. Our team is growing, and we are looking for team players who are enthusiastic, have a can-do perspective, and enjoy working with kids. We provide paid on-the-job training, flexible scheduling, a rewarding work environment, and a one-of-a-kind culture that will make you smile, too!
Safety Standards: The safety of our swimmers, parents and team members is of the utmost importance. Goldfish Swim School follows all CDC and WHO safety standards along with following any local guidelines. In addition here are some additional safety precautions and procedures we follow:
Every shift has an on-staff cleaner to sanitize high touch areas in our lobby and pool areas
Our pools are disinfected with chlorine to provide the safest swimming environment
Our state-of-the-art ventilation system allows fresh air to continuously circulate into our building, further minimizing the spread of any airborne virus
If you, or someone you know, desires to work for a place where you can make a difference, explore, apply and then join us. Goldfish Swim School Tacoma is a learn-to-swim facility for kids ages 4 months to 12 years. Our proven confidence-building curriculum promotes a love of swimming and teaches children to be safer in and around the water. For additional information see ********************************************** The information within this posting is not all-inclusive and may be subject to change. Employee to fulfill other duties and responsibilities as assigned by the Employer. Goldfish Swim School Tacoma is an Equal Opportunity Employer. Compensation: $17.50 - $20.00 per hour
Tropical Vibes & Impacting Lives!
You feel it the moment you walk in. There's more than vibrant colors, a tropical theme and happy children. There's something different, something extraordinary. Something truly GOLDEN. It's passion. Not just a passion for kids or a passion for swimming…it's a special passion for changing - even saving - lives, by being a part of kids learning to swim.
When you work at Goldfish, you're not just an employee. You're a part of something bigger. You're making an impact; a splash in the lives of the children in your community. You're an integral part of a team, working together to move forward a mission. You're also making waves in your future, learning life lessons in and out of the pool through mentorship, leadership and passion. At Goldfish, it's more than a job - it's an endless pool of possibilities, opportunities and life-changing moments!
Making Waves with Passion, Purpose & Core Values!
At Goldfish, our core values are at the heart of everything we do, and behind every decision that we make. To us, these values are more than just words - they're embraced with purpose in our everyday lives, and what allows us to make a splash in our community, and in the lives of our members and our team!
We go above and beyond with every detail to create a GOLDEN Experience!
We believe in nurturing a culture that provides WOW! Customer Service
We do the right things, make the right decisions and treat people with Integrity • Compassion • Trust
We meet and exceed expectations so you see Extraordinary Results
We make a big deal about life's accomplishments by remembering to Celebrate!
Each Goldfish Swim School is an independently owned and operated franchise. The respective Franchisee is the employer at each Goldfish Swim School location. Each franchisee can set their own wages, benefit programs and terms and conditions of employment, which may vary at each Goldfish Swim School location.
$17.5-20 hourly Auto-Apply 60d+ ago
Immigration Services Officer
Department of Homeland Security 4.5
Member service representative job in Seattle, WA
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$73k-108k yearly est. 8d ago
New Accounts Representative
Heritage Bank 4.4
Member service representative job in Kent, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Kent Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday - Thursday 8:30 a.m.- 5:15 p.m. Friday 8:30 a.m.- 5:45 p.m Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Kent, WA. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual (Spanish) is a plus, but not required.
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The 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 access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter 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.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we 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:415 W James St##
##City:Kent##
##State:WA##
##ZipCode:98032##
##Internal:false##
*mon
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
$20.5-25.6 hourly Auto-Apply 60d+ ago
Customer Segment Consultant
Bank of America 4.7
Member service representative job in Bellevue, WA
Job Description: This role is accountable for designing, automating, and managing a comprehensive reporting portfolio that supports business decision-making and strengthens control processes. The analyst will lead efforts to streamline and modernize manual reporting, applying a risk-mitigation and efficiency mindset to every solution.The position requires end-to-end ownership of reporting solutions-from requirements gathering and data sourcing to development, testing, and delivery. Success in this role means creating scalable, accurate, and timely reporting that enables operational transparency and drives process improvements across Financial Center Operations & Controls.In addition to reporting responsibilities, the analyst will contribute to internal control discipline and operational excellence by supporting governance activities, monitoring key metrics, and identifying opportunities for automation and quality assurance. This includes evaluating data to detect issues, implementing remediation strategies, and ensuring adherence to enterprise-wide standards.Responsibilities:
Responsible for providing business metric and program analysis, report management, and project support at several different levels.
The position requires the incumbent to have diverse administrative expertise and to oversee various programs and initiatives, to be able to think strategically, as well as perform in a proactive manner with limited supervision.
The position also requires the individual to build and maintain relationships with field management and work closely with other organizations within the LOB.
Support and lead the execution of the Financial Center Operations, focusing on automation, process optimization, and data integrity.
Design and implement automated solutions using enterprise-approved BI tools (e.g., Tableau, Power BI, Alteryx).
The ability to work independently, multi-task, assist partners with complex items and those that require extensive research, while prioritizing his/her workload. Must demonstrate a cooperative and professional work attitude.
Manage and improve existing processes to ensure consistency and continuity across the Preferred business. Ability to coordinate all essential work-streams (people/process, controls, business leads and technology) to ensure project / program delivers on time and to the business case.
Develop strong working partnerships across the organization and work with various LOB partners, and other key LOB support partners to manage, develop and execute reporting on Financial Center Operations.
Detailed Documentation - Procedures and Business Requirements. Must gather and document requirements, interpret business needs against data availability to develop best possible solution.
Consider all possible improvement opportunities by identifying gaps and developing process improvements.
Support leadership while being able to influence through sound reasoning and solid analytics.
Required Qualifications:
Detail oriented and possess excellent problem solving and decision-making skills
Effective comprehension and listening skills
Strong time management skills
Proficient in Excel- Basic & Complex formulas and the ability to interpret large amounts of distinct data
Excellent PC skills including (but not limited to) MS Word, MS Excel, PowerPoint, Microsoft Edge or Chrome
Must be able to attend to detail in order to make comparisons based on desired outcomes and guidelines
Must demonstrate multi-tasking skills to handle various task/responsibilities and alternate between differing work processes and shift priorities
Must display decision making ability
Must have excellent verbal and written communication skills
Must display organizational skills
Must be able to comprehend and follow instructions and guidelines
Desired Qualifications:
Project Planning/Management
Leadership experience
Knowledge of financial center operations and controls
Minimum Education Requirements:
Bachelor's Degree or equivalent work experience
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - WA - Bellevue - 10400 NE 4th St - 400 Lincoln Square (WA3400) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$73.2k-116.9k yearly Auto-Apply 22d ago
TAPCO Credit Union Member Service Representative
Credit Unions In The State of Wa Tapco Creditunion 3.7
Member service representative job in Tacoma, WA
Salary: $20.00 - $23.19/hr
Do you value trust and understanding, respect, integrity, cooperation, and accountability? Do you want to be a part of something BIG? Would you thrive in a place where you are empowered to improve lives by partnering with individuals and families to reach their goals and realize their full potential? Then look no further!
As a TAPCO MemberServiceRepresentative (teller), you will be the face of our credit union. You will be charged with providing excellent memberservice by going the extra mile to greet members, make them feel welcome and engage members to learn about their financial needs. You will be joining a team who enjoy coming to work to make a positive impact in their community.
What you will do:
Accurately process financial transactions in a timely manner.
Identify opportunities and refer products and services to TAPCO members.
Contribute to branch goals and support current business priorities and initiatives.
Accountable for achieving sales and service related goals and objectives.
Resolve member related issues and recommend solutions to best fit their needs.
Adhere to all policies, procedures, rules and regulations required for position.
Performs drive-up functions and night drop duties
May be required to work at other branch locations as needed.
Depending on experience will perform additional duties.
Opens accounts
Receive and process applications for consumer and mortgage loans. Meets with applicants, explains credit policies, provides guidance and verifies application data credit criteria.
Understand and sell GAP, mechanical breakdown warranties, and payment protection plans.
Responsible for branch opening and closing.
Registered as Mortgage Loan Originator with the Nationwide Mortgage Licensing System (NMLS).
Let's talk if you:
Will proactively build, develop, and maintain relationships with our Members.
Can be counted on to push self and others to exceed sales expectations.
Pursue all tasks with energy, drive, urgency, and the need to successfully finish.
Enjoy taking on challenges that may seem difficult as well as seizing opportunities as they come.
Are a team player that consistently aspires to grow and improve?
Have a minimum of 6 months retail sales and customer service experience.
TAPCO offers a comprehensive benefit package:
100% Employer-paid medical, vision, prescription, and dental insurance option for all full-time employees. 50% Employer-paid spouse coverage. 65% Employer-paid dependent children coverage
Flexible Spending Account (FSA)
Dependent Care FSA
Health Savings Account (HSA)
401(k) Plan with up to 7% match
100% Employer-Paid Life Insurance/AD&D package ($100,000)
Paid Vacation and Sick Time
11 Paid Holidays + 1 Floating Holiday
Optional Short and Long Term Disability
Employee Assistance Program
$20-23.2 hourly Auto-Apply 60d+ ago
VETERANS SERVICE OFFICER - PROGRAM SPECIALIST - PART TIME
Kitsap County, Wa 3.8
Member service representative job in Port Orchard, WA
This is an outstanding opportunity for a mission-driven professional to play a vital role in supporting veterans, servicemembers, and their families by ensuring access to the benefits they have earned through service. Serving as a trusted advocate and liaison, this position directly impacts the quality of life for veterans by guiding them through complex federal, state, and local Veterans Affairs (VA) benefit systems.
In this role, you will work at the intersection of public service, advocacy, and community partnership-collaborating with nonprofit organizations such as DAV, VFW, and the American Legion, as well as government entities. This position offers a meaningful career path for individuals passionate about service, social impact, and navigating complex regulatory systems while making a lasting difference in the veteran community.
You will join a role that blends hands-on client interaction with technical expertise and advocacy, offering both professional growth and the opportunity to serve as a critical resource for veterans and their families across the community.
As the Veterans Services Officer, you will:
* Educate and guide veterans and their families on available federal, state, and local benefits, including healthcare, education, housing, employment, pensions, disability compensation, and burial benefits.
* Lead claims assistance efforts by preparing, filing, monitoring, and tracking disability, pension, and survivor benefit claims with the Department of Veterans Affairs.
* Gather and analyze evidence by collecting medical records, service documentation, and supporting materials required to substantiate claims.
* Advocate on behalf of veterans by serving as a county liaison to the VA and representing clients throughout the claims and benefits process.
* Navigate appeals processes by assisting veterans with denied claims and preparing documentation for appeals submissions.
* Connect veterans to resources by linking individuals to community-based services, nonprofit organizations, job fairs, and support programs.
* Conduct client interviews with veterans and family members to gather detailed information necessary for claims development and benefit eligibility.
* Prepare and process claims by drafting and submitting benefits applications and disability rating claims in compliance with VA regulations.
* Ensure compliance with organizational policies, standards, and applicable regulations while performing additional duties as assigned.
What you bring:
Professional and Education Credentials: Associate's degree in social service, human services, or closely related field AND two years of experience working with Veteran's to gather evidence and information in processing claims. Relevant work experience demonstrating required knowledge, skills, and abilities may substitute for educational requirements. Work experience is essential and cannot be replaced by additional education.
Communication/Interpersonal Skills:
* Strong Interviewing Skills: Ability to conduct compassionate, thorough interviews with veterans and family members to accurately gather sensitive personal, medical, and service-related information.
* Clear Written Communication: Capable of drafting concise, accurate claim narratives, correspondence, and supporting statements for submission to the VA.
* Advocacy and Trust-Building: Demonstrates empathy, professionalism, and cultural competence when working with veterans from diverse backgrounds, fostering trust during often complex and emotional processes.
Technical / Industry Background
* Knowledge of VA Systems and Regulations: Working understanding of VA disability compensation, pensions, education benefits, survivor benefits, and burial benefits is essential to ensure accurate guidance and claim preparation.
* Experience with Electronic Claims Systems and Records Management: Ability to navigate VA portals, track claims, and maintain confidential records in compliance with privacy laws (HIPAA, VA standards).
Additional Preferred Qualifications:
* Military Service or Veteran Affiliation: Firsthand understanding of military culture enhances rapport and credibility when assisting veterans and servicemembers.
* Knowledge of Community Resources: Familiarity with local housing, employment services, healthcare providers, job fairs, and nonprofit resources to connect veterans with comprehensive support beyond VA benefits.
* Bilingual Skills: Ability to communicate effectively with non-English-speaking veterans and families to improve access to benefits and services.
For the complete job description:
For more information about Human Services: ***************************************************************
* Who May Apply: This position is open to the general public. Applications will be screened for qualifications and completion of all the required materials and forms. The most competitive applicants may be contacted for further steps in the selection process, which may include testing for office and computer skills.
* This position is classified as eligible for overtime under the Fair Labor Standards Act (FLSA)
* Non-represented and covered under the Kitsap County Personnel Manual.
* Prior to employment, the successful candidate must:
* Submit official transcripts from an accredited college or university or business school, if education is being used to meet the minimum qualifications.
* Pass all job-related examinations/tests necessary to demonstrate required knowledge, skills and abilities, as determined by the hiring authority at time of job posting.
* Authorize and complete a criminal background check. Information received is reviewed on a case-by-case basis and will not necessarily remove a candidate from consideration.
* Criminal Conviction Standards: The successful incumbent will or may have unsupervised access to children under 18 years of age, a vulnerable adult, or a vulnerable person, or access to a secured/confidential facility or computer system(s). As a result, Kitsap County will be conducting an extensive criminal background check by law enforcement agencies, which may include fingerprinting.
* Driving Requirements
* The successful incumbent must meet the driving requirements of this position and submit a copy a current driving record/abstract (from state of residency) to review for eligibility to drive for Kitsap County prior to employment. The successful incumbent must obtain a valid Washington State Driver's License prior to hire and maintain a satisfactory driving record as outlined in the Kitsap County Vehicle Use Policy. This position is categorized as:
* Category 2: Driver operates a personal vehicle as an essential function for official County business.
* Kitsap County is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. If you need assistance and/or reasonable accommodation due to a disability during the application or the recruiting process, please contact our Human Resources Office.
* Work hours for this position are M-F 8:00 am - 12:00 pm, however flexibility for the program is required.
* This posting may be used to fill future openings.
* Only authorized employees and hiring authorities have access to the application materials submitted. Per RCW 42.56.250, all applications for public employment, including the names of applicants, resumes, and other related materials submitted with respect to an applicant are exempt from public inspection.
$50k-63k yearly est. 8d ago
Member Service Representative (Full-Time) - Tacoma
Navy Federal Credit Union 4.7
Member service representative job in Tacoma, WA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
* Provide basic counseling on available products and services to meet member needs
* Assist members with opening and maintaining deposit accounts, loans, and other financial products
* Research and resolve basic account discrepancies and service requests
* Identify opportunities to cross-service products and enhance member relationships through education
* Understand and comply with all relevant federal and institutional regulations related to financial products and services
* Support team members by sharing knowledge and best practices as experience grows
* Ensure cash and other negotiable instruments are handled properly and securely
* Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
* Perform other duties as assigned
* Experience in building effective relationships through rapport, trust, diplomacy, and tact
* Effective research, analytical, and problem-solving skills
* Experience working independently and in a team environment
* Experience maintaining composure in a high-production and changing environment
* Experience navigating multiple systems efficiently and adapt to evolving technologies
* Effective skill exercising sound judgment and make informed decisions
* Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
* Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
* Working knowledge of deposit and loan products, services, and operational procedures
* Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 3407 South 23rd St, Tacoma, Washington 98405
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
* Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
$34k-41k yearly est. Auto-Apply 16d ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Member service representative job in Renton, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and memberservice activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and memberservice requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the MemberService Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial ServicesRepresentative II (Category 14) requires six months tenure in the Financial ServicesRepresentative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial ServicesRepresentative (Category 13) requires six months tenure in the Financial ServicesRepresentative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial ServicesRepresentative I (Category 15): $42,254 - $60,844 annually
Financial ServicesRepresentative II (Category 14): $45,633 - $66,624 annually
Senior Financial ServicesRepresentative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
$49.3k-73.4k yearly Auto-Apply 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Chris Jones
Member service representative job in Bothell, WA
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
401K
Salary plus commission/bonus
Salary
Health benefits
Requirements
Self-motivated
Proactive in problem solving
Provide timely and thorough activity reports to agent
Bilingual - Korean preferred
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Compensation: $50,000.00 - $110,000.00 per year
Ready to Launch Your Career?
We are a very busy office and are looking for our next great team member. Our team works hard to reach our goals together as a team and have fun while we are doing it! Come work with an energetic, fun team at Chris Jones - State Farm Agent!
About Our Agency
Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, Legion of Honor, Million Dollar Round Table, Senior Vice President's Club, and National Quality Award
Additional languages spoken: Spanish and Mandarin
If you want a career, not a job, then we encourage you to apply.
State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
$27k-40k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Appleone 4.3
Member service representative job in Issaquah, WA
Customer ServiceRepresentative - Bellevue, WA - Full-Time Are you a customer-focused professional who enjoys helping people and solving problems? We're hiring a Customer ServiceRepresentative in Bellevue to join our team, providing top-notch support via phone, email, and chat. This is not a sales position-it's all about delivering excellent service and ensuring customers have a positive experience.
Why You'll Love This Role:
Competitive pay
Full-time benefits including medical, dental, and vision
Excellent 401(k) plan
19 days PTO plus 8 paid holidays per year
Employee wellness programs
1:1 training and shadowing-typically not on phones for the first 4-6 weeks
What You'll Do:
Respond to inbound customer inquiries via phone, email, and chat
Make outbound calls to verify or clarify information
Provide accurate information and resolve customer issues professionally
Perform high-volume data entry (7000 KPH alphanumeric required)
Gain in-depth product knowledge to assist customers confidently
Support other duties as assigned
Call Volume & Workflow
Average 30-40 calls per day
Calls last approximately 5-15 minutes each
Multitask efficiently while navigating multiple applications
What We're Looking For:
Strong customer service skills with a positive attitude
Clear, professional communication across phone, email, and chat
Ability to multitask while maintaining accuracy
Interest in learning and delivering excellent customer experiences
Experience with email or chat support preferred
Data entry experience a plus
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
***********************************************************************************
The pay transparency policy is available here:
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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
********************************************** Contents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
$33k-39k yearly est. 3d ago
New Accounts Representative
Heritage Bank 4.4
Member service representative job in Lacey, WA
Heritage Bank currently has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. The Lacey Branch is seeking a n ew accounts representative to help customers meet their financial goals by providing exceptional customer service, opening new accounts, and actively participating in branch sales activities.This position is Full Time; typical schedule is Monday-Thursday 8:30 a.m.- 5:15 p.m. Friday 8:45 a.m.- 5:30 p.m. Flexibility is required to work as needed to ensure adequate staffing for training or employee absences. This position is fully onsite in Lacey, WA. The Lacey Branch is a designated travel team branch. Travel primarily supporting Pierce and Thurston counties; however, travel to other surrounding counties may be required. Base Salary Range:
Level I - $20.00 - $23.84 - $28.61 per hour
Level II - $20.50 - $25.62 - $30.75 per hour
Depending on qualifications and experience, New Accounts Representative I or II may be considered.
The Role at a Glance:
Build and maintain strong business relationships with all customers and prospective customers through established customer service and sales standards.
Open new accounts in accordance with all account opening and account ownership verification procedures and compliance requirements. Actively grow and cross-sell business transaction accounts as well as all bank products and services.
Partner with other lines of business to meet customer needs and to achieve established production goals.
Develop and maintain an in-depth knowledge of current Bank products and services.
Maintain confidentiality when handling customer requests and transactions.
Ensure compliance with applicable regulatory requirements and internal policies and procedures.
Participate in branch functions and community activities to promote the Bank's image and growth.
Receive checks and cash for deposit, verify amounts and endorsements, enter all necessary information in data processing system, issue receipts, cash checks and pay out money upon verification standards and balance in an accurate and complete manner.
Place holds on accounts as required and completes appropriate documentation for holds placed.
Core Skills and Qualifications:
Level I: 1+ years recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry - required.
Level II: 2+ years' recent new accounts and relationship selling experience, demonstrating working knowledge of new account documentation and compliance in a financial services industry required.
In-depth working knowledge of related statutory banking and compliance regulations, operational policies and procedures and the Bank's products and services.
Detail oriented with strong organizational, problem solving and time management skills
Ability to read, write, speak and understand English well. Excellent written and oral communication skills. Multi-lingual is a plus, but not required
Understanding and working knowledge of core processing/operating systems, i.e., Fiserv, DNA; with the ability to learn and adapt to new technologies quickly.
The 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 access to reliable transportation; or the ability to access and utilize an alternative method of transportation, when needed, to carry out job-related essential functions and attend required training.
Working Environment/Conditions:
Climate controlled office environment.
Work requires regular attendance, punctuality and adherence to agreed-upon schedule with willingness to work a flexible and/or rotating schedule. .
May be exposed to potential risk and hazards associated with criminal activity (e.g., robbery and/or attempted robbery, fraud, security) - receives detailed instruction to minimize risk.
Physical Demands/Effort:
Work may involve the constant use of computer screens, reading of reports, and sitting throughout the day.
Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner, facsimile, fine count cash and operate a cash counter 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.
Occasional lifting to independently move or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs.
At Heritage Bank, we work hard, but we 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:4400 Pacific Ave SE##
##City:Lacey##
##State:WA##
##ZipCode:98503##
##Internal:false##
*mon
Key words: Personal Banker, Universal Banker, Financial Services Associate, Consumer and Business Accounts, New Accounts Associate, Financial Advisor experience
$20.5-25.6 hourly Auto-Apply 60d ago
Financial Services Representative I, II, Senior
Global Credit Union 3.6
Member service representative job in Puyallup, WA
Reports to: Varies by location
Functions Supervised: None
Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and memberservice activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities.
Duties and Responsibilities:
Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization.
Ensure all members receive prompt, professional, helpful, and courteous service during each interaction.
Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines.
Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being.
Ensure accuracy and completion of all transactions and memberservice requests as outlined in the employee performance standards.
Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned.
Support the MemberService Center with incoming calls as scheduled, monitor activities and remain flexible to changes.
Build meaningful relationships by participating in branch promotions and community events, as assigned.
Work effectively in a team environment across all organizational levels.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds
Tenure: Financial ServicesRepresentative II (Category 14) requires six months tenure in the Financial ServicesRepresentative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial ServicesRepresentative (Category 13) requires six months tenure in the Financial ServicesRepresentative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Financial ServicesRepresentative I (Category 15): $42,254 - $60,844 annually
Financial ServicesRepresentative II (Category 14): $45,633 - $66,624 annually
Senior Financial ServicesRepresentative (Category 13): $49,284 - $73,391 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
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Equal Opportunity Employer
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How much does a member service representative earn in Lakewood, WA?
The average member service representative in Lakewood, WA earns between $27,000 and $44,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Lakewood, WA
$35,000
What are the biggest employers of Member Service Representatives in Lakewood, WA?
The biggest employers of Member Service Representatives in Lakewood, WA are: