Member service representative job in Baltimore, MD
A leading investment bank in Baltimore is seeking an Investment Banking Associate to support the Industrial & Rental Services Group. The role involves industry research, financial modeling, pitch preparation, and mentoring Analysts. Candidates should have 2-4 years of investment banking experience and possess strong quantitative and interpersonal skills. A competitive salary between $150,000 - $170,000 along with a comprehensive benefits package is offered.
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$47k-71k yearly est. 5d ago
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Commercial Lines Client Service Rep
Summit Bridge Partners 4.5
Member service representative job in Baltimore, MD
About the Role
The Commercial Lines Client ServiceRepresentative plays a vital role in supporting our commercial clients and ensuring their insurance needs are met with professionalism and care. As the primary point of contact for business clients, you will deliver exceptional service, provide expert guidance on commercial coverage, and maintain strong client relationships. This position is key to sustaining our reputation for excellence and driving client retention.
Key Responsibilities
● Provide timely and professional assistance to commercial clients regarding their insurance policies, including coverage questions, billing inquiries, and policy changes.
● Process new business applications, renewals, endorsements, audits, and cancellations accurately and efficiently.
● Proactively identify client needs and recommend appropriate coverage options or enhancements to protect their business.
● Maintain accurate client and policy information in the agency management system.
● Assist in the claims process by guiding clients and collaborating with carriers to ensure fair and timely resolution.
● Coordinate with producers and underwriters to deliver comprehensive solutions for complex commercial accounts.
About the Candidate
The ideal candidate has a strong background in customer service and experience working with commercial insurance accounts. They excel at building lasting relationships with business clients and explaining complex coverage in clear, understandable terms. Highly organized and detail-oriented, they thrive in fast-paced environments and manage multiple priorities with accuracy. Their proactive communication and commitment to service excellence make them an invaluable member of the team.
Qualifications
Experience: 2+ years in a customer service role, preferably within commercial insurance.
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Experience with an agency management system is a plus.
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $60,000 to $80,000
Full benefits package including health insurance and retirement contributions
Free parking
Work Environment
In-office role (Monday to Friday schedule).
Communication channels include phone, email, and team collaboration platforms
Small team with supportive culture and a mix of independent and group tasks
$60k-80k yearly 4d ago
Customer Service Representative
Capital Bank Md 4.3
Member service representative job in Rockville, MD
About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities.
Position Responsibilities
Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations.
Ensure a high level of customer satisfaction through the delivery of superior service.
Conduct all tasks following established bank policies and procedures.
Identify opportunities to cross-sell additional products and services to existing customers.
Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services.
Actively support all marketing campaigns.
Participate in outbound calling activities.
Minimum Education and Experience
One year of college education or equivalent work experience
One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union
Detail oriented
Commitment to the delivery of superior customer service
Ability to work successfully with a wide variety of people in a team environment
Ability to solve problems and use sound judgement
Strong interest in building a career in the Financial Services Industry
Willingness to work at other locations when necessary
Technical Knowledge and Skills
Microsoft office software suite (Word and Excel)
Excellent oral and written communication skills.
Compensation
Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
Additional Compensation: This role will include a yearly annual target bonus based on individual performance
Working Arrangements
This role is expected to work in office Monday through Friday at assigned work location.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more!
Generous Paid Time Off and Paid Holidays.
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
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.
$18.4-24 hourly 4d ago
Residential Service Associate
The Tower Companies 4.0
Member service representative job in Silver Spring, MD
Resident Service Associate
Reports to: Property Manager, The Pearl
Position Type: Full Time
Objective:
The Tower Companies seeks a dynamic, driven individual to serve as the Resident Service Associate of The Pearl, a premier Class A luxury apartment community in downtown Silver Spring, Maryland. At the edge of Rock Creek Park, the Pearl is a short walk to the Metro's Red Line. The building is beautifully designed by Baltimore-based architects, Design Collective, and is filled with light and natural materials. Living at The Pearl provides residents with innovative ways to revitalize their minds and bodies by offering a peaceful retreat from the hustle and bustle of everyday life. A place to find balance, be happy and Live Wisely! The Pearl offers a luxurious experience, while maintaining Gold LEED certification. Sustainability is a hallmark of this Tower asset. The Pearl is a part of the larger Blairs District, which consists of 4 high-rise buildings, 80 townhouse units, retail and an office building on a 27-acre campus.
As a Residential Service Associate, you serve as the front-line Tower ambassador to our new and current residents at The Pearl. You are helping to build a community, one resident at a time! You take a genuine interest in those around you and representing Tower to the best of your abilities. You enjoy providing top tier customer service to all. You build trust the residents need to feel taken care of. You take pride in your residents, your community, your sales office, your coworkers, and most importantly, yourself and your work!
Key Responsibilities:
As a Residential Service Associate, you are empowered to make things happen every day at The Pearl! Prepare to give your guests an incredible client experience they will not forget! Be the difference! The Residential Service Associate responsibilities include but are not limited to:
Know the residents and building and exceed resident expectations by anticipating their needs.
Monitor resident (and building) service requests to ensure timely completion and do daily follow up calls upon completion to ensure resident satisfaction; identify and report emerging trends.
Monitor common areas inside and outside the building by checking for cleanliness and functionality of all equipment (e.g., coffee machine, electronics, fitness equipment); monitor trash & compactor, garages, parking lot, and recycling programs as needed; Submit and track service requests, as needed.
Manage resident communications such as preparing community messages, warning and lease violation letters and announcing these messages as well as service interruptions and scheduled maintenance.
Collaborate in execution of monthly resident lifestyle events and District-wide events (evening hours required).
Administer resident and visitor parking, fob activations/reservations, amenity reservations (schedule, charges, pre- and post-inspections), and schedule elevator reservations.
Receive and process fair housing and accommodation requests and transfer requests; submit for approval and follow through to completion & resident satisfaction
Resolve resident issues and concerns professionally and promptly. Own issues as they arise and ensure follow up for all matters.
Ensure follow up needed to ensure residents are adhering to lease agreement, policies and procedures.
Respond to on-site emergencies, as needed, within a reasonably short response time.
Support the financial performance of the property in accordance with the established budget. Maximize additional income by selling services and accurately charging fees (e.g., amenities, hospitality suites, parking, pets, and printers).
Support, cultivate and maintain a strong high level professional relationship with the Concierges, Sales, Finance and Maintenance Teams - keep concierges well informed, monitor incident reports and follow-up as needed; Monitor vendors' actions on site and coordinate escorts for occupied apartments.
Create an operating environment that assures consistent resident engagement, yields outstanding customer satisfaction ratings and community reviews.
Document your calls, emails, tours, follow up and anything else in Yardi and CRM to account for your work each day.
Take the initiative and make plans to attend outreach events such as community events and career fairs to interact with people about our incredible offerings.
Walk available or targeted apartments to ensure they are rent-ready.
Support future residents before and during the move- in process - do a final walk-through of the apartment, schedule elevator reservations, contact resident within 72 hours of move, complete and collect move-in inspection checklists, and coordinate with maintenance as necessary. Be ready on move-in day (keys, checklist, a welcoming smile).
Other duties and responsibilities as assigned by the Property Manager. Perform work outside this position as assigned by the Property Manager to facilitate the efficient operation of The Blairs, not to exceed fifty percent of working time.
Position Requirements & Qualifications:
A minimum of 2 or 3 years of full time successful work experience in a customer service role
A commitment to excellence and an elevated service experience as demonstrated through positive words and actions.
Strong command of the English language; verbal and in writing
Determined, persistent and consistent follow up actions until issues are resolved.
Ability to diffuse difficulty situations by employing customer service strategies and maintaining a positive attitude of service.
Outstanding work ethic; reliable, on time, trusted to work independently
Maturity and grace in all situations; discernment to know when to escalate an issue to management.
Coachable and teachable with a strong desire to learn and stay current in techniques and industry trends
Team oriented; thoughtful, respectful and considerate of others. Never putting self ahead of the team.
Social media and computer savvy; able to pick up on software programs easily.
Microsoft Office Suite skills and experience required.
Strong organizational skills and natural detail orientation; maintaining consistent documentation of work utilizing systems provided.
Capable of effectively managing multiple initiatives simultaneously.
Required to work at least one weekend a month in rotation, or as needed and assigned.
Candidates under consideration for hire must submit to and pass a background check and drug screening according to Tower's hiring standards and be willing to work in-office.
Preferred Qualifications include:
College Degree preferred
Multifamily residential experience highly preferred
The Tower Companies is an equal opportunity employer and offers a collaborative and exciting work environment, competitive salary and excellent benefits, which include medical, dental and vision coverage, as well as a 401(k) plan.
If you're interested in this position and working for The Tower Companies, please apply via our candidate portal at ******************************* No phone calls please.
About The Tower Companies
For three generations, the family-owned Tower Companies has maintained a commitment to responsible development and envisions a world where buildings inspire and enrich the lives of their occupants, and create positive social change. The green building leader owns, develops, and manages over 5 million square feet in the Washington, D.C. metropolitan area consisting of office buildings, office parks, lifestyle centers, regional malls, eco-progressive live-work-play communities and hotels with over 8,000,000 SF in the development pipeline. The Tower Companies built Blair Towns, the first LEED certified apartments in the country, and is an international authority in the industry. We have been recognized for our commitment to sustainability and energy independence by numerous national organizations and federal agencies, including US Green Building Council, US Department of Energy and the US Environmental Protection Agency.
$28k-38k yearly est. 1d ago
Client Service Representative (Colesville Branch)
Atlantic Union Bank 4.3
Member service representative job in Silver Spring, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$32k-43k yearly est. 4d ago
Customer Service Representative- Waldorf Rte. 5 - Waldorf, MD
Wesbanco Bank Inc. 4.3
Member service representative job in Waldorf, MD
Back Customer ServiceRepresentative- Waldorf Rte. 5 #61-8681 Waldorf, Maryland, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Waldorf Rte. 5 Banking Center.
Market Mid-Atlantic Work Hours per Week 40 Requirements
High school diploma or GED required.
Banking, cash handling, sales, and customer service experience preferred.
Job Description
Summary:
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer ServiceRepresentative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Additional Information:
The wage range for the Customer ServiceRepresentative position is $17.00 - $20.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays.
WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Waldorf, Maryland, United States
$17-20.5 hourly 2d ago
Financial Services Representative
MJ Morgan Group 3.6
Member service representative job in Bel Air, MD
Ready to make a real impact? As a Financial ServicesRepresentative, you'll be the friendly face members trust and the expert who helps them reach their financial goals. Every day brings something new-from opening accounts and processing transactions to uncovering ways members can save, borrow, and thrive.
What You'll Do:
Create amazing experiences for every member who walks through the door
Help members find the right accounts, loans, and financial solutions
Handle day-to-day transactions with accuracy and confidence
Support loan applications and keep members updated along the way
Work with a supportive team that celebrates wins and drives results together
Stay sharp on products, policies, and new opportunities to serve members better
What Makes You Great for This Role:
A passion for helping people and delivering standout service
Confidence in recommending products that truly meet member needs
Strong communication, attention to detail, and problem-solving skills
Comfortable learning new systems and juggling multiple tasks
Experience in customer service, sales, or cash handling (banking is a plus!)
If you're energized by helping people, love working in a fast-paced environment, and want to grow your financial career, this role is your perfect launchpad.
Build relationships that matter-one member at a time!
$26k-31k yearly est. 4d ago
Service Specialist
Link-Belt Cranes 4.1
Member service representative job in Hagerstown, MD
Link-Belt Mid-Atlantic is a construction equipment company, offering sales, rentals, parts, and service. Our legacy is built on quality products and customer satisfaction. Currently we have a Service Specialist role open in the Frederick Maryland area. The Service Specialist is responsible for the maintenance, inspection, diagnosis, and repair of construction equipment machinery and components, primarily in a field setting.
Essential functions of the position include:
* Efficiently and effectively diagnose and perform field service repairs as directed and ensure the proper completion of each to the customer's satisfaction.
* Ensure that all required parts, materials, and supplies necessary to complete the repair are ordered and obtained prior to arriving at the jobsite.
* Identify and arrange for the procurement of additional items as needed after initial inspection and diagnosis of the service repair.
* Adhere to all safety and environmental regulations and guidelines necessary during repair and ensure work area is properly cleaned upon completion.
* Ensure that the customer is kept informed of completed repairs and communicate to them any problems or issues found that extend beyond the scope of the original service call.
* Maintain an adequate level of tools necessary to perform the service requirements.
* Document and maintain proper records of time spent on each repair, parts and materials used, and detailed descriptions of work performed.
* Ensure that all parts and materials not used are returned upon completion of the service work per the established guidelines.
* Provide labor hours daily to the Service Manager or Branch Administrator to ensure timely posting of hours to the appropriate work orders.
* Prepare and submit expense reports (accompanied with the appropriate receipts) and service truck mileage on a timely basis.
* Ensure that the service truck is properly maintained in good working condition and appearance.
* Maintain personal appearance in a neat and professional manner (within the context of the working environment) and ensure professional communications with customers and coworkers.
* Notify Service Manager of any tooling, shop, yard, or vehicle requirements or deficiencies.
* Continue with service training education to enhance knowledge and service capabilities, and remain current on new technologies.
General qualifications for this role:
* High School or GED
* Minimum of five (5) years of related experience in diagnostic and repair work on construction equipment machinery
* Must be able to read and interpret technical manuals and drawings
* Must have Commercial Driver's License (CDL)
Compensation and Benefits
* This position offers a salary range of $35 - $38 hourly depending upon experience
* Complete benefits package to include medical, dental vision insurance, both short-term and long-term disability, 401(k) with company match, paid vacation and holidays.
* Link-Belt Cranes does not accept unsolicited resumes or calls from third-party recruiters or employment agencies*
$35-38 hourly 21d ago
Account Service Representative (Call Center) - Outbound Part-Time
Municipal Employees Credit Union of Baltimore, Inc. 3.0
Member service representative job in Baltimore, MD
Job Description
***THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME***
IS NOT REMOTE***
MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services.
MECU's success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live.
WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition.
Schedule:
Mon, Tues, Wed & Fri 8:30am-2:00pm
Thurs 8pm-2pm
Rotating: Sat 10am-1pm
RESPONSIBILITIES:
Under general supervision projecting a professional company image through telephone interactions with members. Performs outbound calling efforts and provides quality service to existing members by phone. The quality service provided will be accurate, efficient, and professional to consistently "delight" the member. Ability to survey and educate members. In addition to cross-selling available products based on the needs of the member, be able to investigate and resolve concerns pertaining to account status, products and services. Must demonstrate excellent phone and communication skills.
QUALIFICATIONS:
Minimum H.S. diploma, 18 months call center experience strongly preferred and 1-yr customer service experience required
Exceptional customer service and interpersonal phone etiquette skills
Strong computer application skills
Strong oral/written communication skills
Must be results oriented
Quick learner and motivated to be a consistent performer
Attendance and punctuality are a must
COMPENSATION
Salary Range per hour, depending on experience and qualifications
Account ServicesRepresentative Outbound (Part-Time) - $16.00 - $19.61
BENEFITS AT MECU CREDIT UNION
At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to:
Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage.
401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement.
Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind.
Tuition Assistance: Continue your education and professional development with our tuition assistance program.
Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP.
Parking Discounts: Enjoy discounted parking to make commuting easier.
Long-Term Care Insurance: Prepare for the future with long-term care coverage options.
Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance.
Join MECU and enjoy benefits that truly support you and your family.
PHYSICAL DEMANDS
While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
MECU conducts credit, bond and background checks and is an Equal Opportunity Employer.
$31k-34k yearly est. 15d ago
Registrar Services Specialist
Goucher College 4.1
Member service representative job in Baltimore, MD
Provide critical operational support to the Registrar's Office during the Student Information System (SIS) Implementation project. This temporary position will maintain essential day-to-day functions, including National Student Clearinghouse reporting, registration support, academic records maintenance, and data reporting, while permanent staff focus on system migration activities. This role ensures continuity of service to students, faculty, staff, and external agencies during a period of significant institutional change.
Essential Job Functions:
25% A. Submit regular reports to the National Student Clearinghouse and resolve any error reports in a timely manner. Produce data and ad hoc reports as requested (enrollment reports, rosters, major/minors, check-in lists, student, and parent address lists, etc.)
25% B. Provide support for registration processes, including troubleshooting student registration issues, assisting with course schedule maintenance, monitoring registration system functionality, and responding to registration-related inquiries from students and faculty. Maintain and update the Registrar's office website with registration information.
20% C. Support academic catalog updates by coordinating with the Associate Registrar for Registration & Technology, along with academic departments on curricular changes, updating course information as changes are approved, and assisting with catalog maintenance in the student information system.
15% E. Generate data and ad hoc reports as requested, including enrollment reports, student rosters, major/minor lists, check-in lists, and address lists for various constituencies across the college community.
15% A. Assist with special projects related to registrar operations as assigned. Provide backup support for other registrar office functions during peak periods. Participate in cross-training opportunities to support office continuity
Education:
Required: Associate degree or equivalent combination of education and experience.
Preferred: Bachelor's degree.
Professional Experience:
Required: Two years of experience in higher education administration, student services, or office operations with strong data management responsibilities. Experience working with student information systems or database management.
Preferred: Experience in a registrar's office or academic records environment. Familiarity with FERPA regulations and academic records management.
Computer Skills: Proficiency with Microsoft Office suite (Excel, Word, Outlook), particularly Excel for data management and reporting. Ability to learn and navigate student information systems and related software applications. Strong attention to detail in data entry and verification.
Other Skills, Abilities, Qualifications: Customer service orientation with the ability to communicate clearly and professionally with diverse constituencies. Strong organizational skills and ability to manage multiple priorities and meet deadlines. Detail-oriented with commitment to accuracy. Ability to maintain confidentiality and handle sensitive information appropriately. Flexible and adaptable to changing priorities in a dynamic environment.
Salary: $35.00
Job Category:
Application Instructions:
Consideration of applications will begin immediately and will continue until the position is filled.
Please submit the following application materials (only for external candidates):
* Cover Letter
* Resume
* 3 references
Goucher College is an Equal Opportunity Employer
Candidates must be able to provide proof of eligibility to work in the USA. No Visa sponsorship is offered for this position.
Goucher College is committed to increasing the equity of our community and seeks applicants dedicated to applying principles of equity and inclusion in all areas of the campus community.
$35 hourly Auto-Apply 37d ago
Service Center Based Accountant - MD
Pureflow Inc. 3.3
Member service representative job in Clarksburg, MD
Watch this video to learn more about Pureflow!
MarylandService Center Based Accountant
About Our Organization:
With over 40 years of experience providing high purity water solutions, Pureflow is committed to serving clients by designing, building, installing, and maintaining water purification systems in a broad range of commercial and industrial markets. Because we understand that a successful business needs quality employees, we are seeking highly talented and motivated candidates to join our Company where people, integrity, and excellence are essential to our culture.
Key Responsibilities:
The primary objective as Service Center Based Accountant for the Maryland Technical Service Center (TSC) is to manage the Maryland TSC's financial activities and transactions. Your primary job responsibilities will include, but are not limited to:
Financial Management and Analysis
Manage invoicing, pricing, and profitability analysis for contracts, service projects, and sales orders.
Conduct audits of Customer Maintenance Contracts and ensure renewal pricing alignment.
Oversee collections, financial tracking, and reporting, explaining variances.
Operational Efficiency and Process Optimization
Collaborate on inventory reconciliation and process optimization.
Streamline financial processes, collaborate cross-functionally.
Lead Contract Management and reconciliation of quoted to actual hours worked for Service Techs
Communication and Collaboration
Deliver presentations and collaborate cross-functionally.
Performance Tracking and Metrics
Establish and track Key Performance Indicators (KPIs) and critical metrics.
This summary provides a clear overview of the role's financial focus.
Job Type: Full-time, In person, Monday-Friday, 8-5
Benefits:
401(k) with matching
Medical, Dental, Life, STD & LTD insurances
Health savings account (HSA)
Generous paid time off
Referral bonus program
Tuition reimbursement
Pureflow is an equal-opportunity employer, including disability and veterans. Post-offer, pre-employment background checks and drug tests are required for all positions.
Pay range: $65,000 - $90,000
Pay range has been determined by industry benchmarking data provided by ADP.
$30k-37k yearly est. Auto-Apply 57d ago
Test Content Services Specialist
Psi Services 4.5
Member service representative job in Annapolis, MD
**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 13d ago
Financial Services Representative - State Farm Agent Team Member
David Munson Agency
Member service representative job in Bethesda, MD
I am seeking dynamic insurance professionals for the office of David Munson Agency who are interested in helping my business grow through value based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast paced environment, then this is your opportunity for a rewarding career with growth potential. You will have a chance to learn how to market products and manage a business first hand while participating in my focused program to develop and enhance your skills and experiences. This could be the start of an exciting, challenging and fun career!
Responsibilities
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Work with the agent to establish and meet marketing goals.
Use a customer-focused, needs-based review process to educate customers about insurance options.
As an Agent Team Member, you will receive...
Salary plus commission/bonus
Health benefits
Profit sharing
401K
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement in my agency
Signing Bonus up to $
Learning to market property/casualty, life, health, bank and mutual fund products
Setting sales and growth goals
Working closely with the agent to gain an understanding of the agents role and office logistics
Learning how to network effectively
If you are motivated to succeed and can see yourself in this role, pleasecomplete our application. We will follow up with you on the next steps inthe interview process.
State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm InsuranceCompanies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies.If you choose to pursue an agency opportunity, you will need to apply and go through the regular State FarmInsurance Companies agentselection process
$30k-54k yearly est. 22d ago
Financial Services Representative - State Farm Agent Team Member
Kathy Schultze-State Farm Agent
Member service representative job in Frederick, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Job Posting: Insurance Sales Representative (Future Owner Potential) Company: Kathy Schultze State Farm
Location: Frederick, PA
Kathy Schultze State Farm is looking for a motivated Insurance Sales Representative who aspires to become an agency owner in the future. Join our team in Frederick, PA, and embark on a rewarding career with one of the nation's leading insurance providers.
Responsibilities:
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Establish customer relationships and follow up with customers to ensure satisfaction.
Provide prompt, accurate, and friendly customer service.
Maintain a strong work ethic with a commitment to success each day.
Participate in training and development programs to enhance sales skills and product knowledge.
Requirements:
Sales experience preferred; willing to train the right candidate.
Excellent communication, interpersonal, and negotiation skills.
Self-motivated and goal-oriented with a strong drive to succeed.
Ability to work in a team environment.
Desire to learn about insurance products and services.
Must be eligible to obtain insurance licenses (we will assist with licensing process).
Benefits:
Competitive base salary plus commission and bonus potential.
Comprehensive training and development programs.
Health benefits package and retirement options.
Paid time off and holidays.
Opportunity for career advancement into agency ownership.
How to Apply: If you are passionate about sales, customer service, and have a desire to grow into an agency owner role, we encourage you to apply for this exciting opportunity at Kathy Schultze State Farm. Please submit your resume and a cover letter explaining why you are interested in this position and your career goals.
Join our team and start your journey towards becoming a successful insurance professional and agency owner! Kathy Shultze State Farm is an equal opportunity employer committed to diversity and inclusion in the workplace.
About Kathy Schultze State Farm: Kathy Schultze State Farm has been serving the Frederick community for [XX] years, providing a range of insurance products including auto, home, life, and health insurance. We pride ourselves on delivering exceptional service and building long-lasting relationships with our customers.
$30k-54k yearly est. 13d ago
Financial Services Representative - State Farm Agent Team Member
Scott McGrew-State Farm Agent
Member service representative job in Ellicott City, MD
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Opportunity for advancement
Signing bonus
Training & development
Tuition assistance
ROLE DESCRIPTION:
At the Scott McGrew Agency, we are more than just an insurance and financial services providerwe are a family. Our commitment to delivering customer-focused solutions drives everything we do. We pride ourselves on creating a warm, supportive atmosphere where clients and team members alike feel valued and empowered. Our goal is to be the one-stop solution for all insurance and financial needs, ensuring comprehensive and personalized service every step of the way.
As a Registered Representative with my agency, you will successfully market the financial products that help manage everyday risks. Your proficient knowledge of our financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Are you interested in owning your own business? This is a great way to become a successful Agent Aspirant.
Grow your career as you improve your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team.
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 but not required.
Analytical and communication skills are a must.
FINRA Series 6 and 63 licenses preferred.
Life and Health license preferred.
$30k-55k yearly est. 17d ago
Financial Services Representative State Farm Agent Team Member
Chris Aguirre-State Farm Agent
Member service representative job in Kensington, MD
Job DescriptionBenefits:
Competitive salary
Opportunity for advancement
Training & development
Are you a dynamic and results-oriented individual with a passion for sales and customer service? Do you want to be part of a supportive team that values your contributions and offers excellent growth opportunities? Look no further! Chris Aguirre State Farm is seeking a Sales Representative to join our growing team.
About Us:
At Chris Aguirre State Farm, we take pride in being a trusted insurance agency that has been serving our community for over a decade. Our commitment to exceptional customer service and providing the best insurance solutions has earned us a reputation as a leader in the industry. As a State Farm agency, we have the backing of a renowned brand known for its integrity and reliability.
Role and Responsibilities:
As a Sales Representative at Chris Aguirre State Farm, you will play a pivotal role in helping individuals and families protect what matters most to them. Your key responsibilities will include:
Sales and Consultation: Engaging with potential customers to assess their insurance needs and provide them with personalized insurance solutions that align with their requirements.
Lead Generation: Proactively seeking new business opportunities through various channels, such as referrals, networking, and community involvement.
Customer Relationship Management: Building strong and lasting relationships with clients, providing ongoing support, and addressing any inquiries or concerns they may have.
Cross-Selling and Upselling: Identifying opportunities to offer additional State Farm products and financial services that benefit our customers.
Team Collaboration: Collaborating with our dedicated team to create a seamless customer experience and achieve collective sales targets.
Qualifications:
To excel in this role, we are seeking candidates with the following qualifications:
Sales Experience: Previous experience in sales or customer service is preferred, but we welcome individuals with a genuine passion for sales and a determination to succeed.
Communication Skills: Excellent verbal and written communication skills to effectively interact with customers and explain insurance concepts clearly.
Customer-Centric: A strong desire to help customers and provide exceptional service that exceeds their expectations.
Goal-Driven: A self-motivated individual with a proven track record of meeting and exceeding sales targets.
Insurance Knowledge: While not mandatory, familiarity with insurance products and industry practices will be advantageous.
Bilingual Spanish
Benefits
Ongoing training and development opportunities to enhance your skills and knowledge.
A supportive and collaborative team that feels like family.
Opportunities for career growth and advancement within the agency.
Salary plus commission/bonus
Paid time off (vacation and personal/sick days)
Growth potential/Opportunity for advancement within my office
HOURS
Weekdays 9AM - 5PM
$30k-54k yearly est. 11d ago
Life Services Financial Services Representative - Hunt Valley
Bank of America 4.7
Member service representative job in Huntingtown, MD
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family, or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial ServicesRepresentative I is the ideal role for you.
The Financial ServicesRepresentative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
This role will be a part of the Life Services team, which focuses on guiding beneficiaries through the transition of deceased account assets. Your responsibilities will include taking initial notification calls, assisting with required documentation, and helping guide beneficiaries through the logistics of the transition process. This will include both inbound and outbound phone calls with clients, as well as document processing and research.
Job Description:
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
Responsibilities:
• Identifies clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Focuses daily on service to sales with existing Merrill clients
• Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
We'll help you
• Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
• Get training and one-on-one coaching from academy managers who are invested in your success
• Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
• Develop techniques to confidently engage with clients by telephone
• Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial ServicesRepresentative I, you can look forward to
• Providing a world class client experience through point of call account servicing and resolution
• Working in a well-compensated, highly collaborative environment
• Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
Required Qualifications:
• Is client-focused with a passion for excellence and a positive team attitude
• Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
• Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
• Is an effective communicator with an aptitude for sales and relationship management
• Has strong computer skills
• Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
• Is ambitious, disciplined, hardworking, resilient, and willing to learn
Additional Skills Used:
• Attention to Detail
• Critical Thinking
• Customer and Client Focus
• Oral Communications
• Prioritization
• Active Listening
• Decision Making
• Emotional Intelligence
• Result Orientation
• Written Communications
• Account Management
• Adaptability
• Client Experience Branding
• Coaching
• Referral Identification
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.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.
$24-26 hourly Auto-Apply 60d+ ago
Personal Lines Insurance CSR
Summit Bridge Partners 4.5
Member service representative job in Baltimore, MD
Personal Lines Client ServiceRepresentative
A well-established insurance agency in Baltimore is seeking a proactive and detail-driven professional to join their personal lines team. This position is ideal for someone with a foundation in property and casualty insurance and a passion for providing excellent support to both internal teams and policyholders. You'll work closely with internal account managers, insurance carriers, and individual clients to ensure timely and accurate service for policies related to home, auto, and personal liability protection.
Key Responsibilities
Deliver responsive and high-quality service to clients via phone and email
Assist with the intake, processing, and follow-up for policy updates, changes, and new account setup
Maintain and update service records, documentation, and internal systems accurately
Support service team in reviewing incoming policy data and troubleshooting issues
Prepare routine correspondence, coverage summaries, and support documents
Respond to carrier and client information requests in a timely, professional manner
Help with premium comparisons, policy placement options, and remarketing efforts when needed
Qualifications
2+ years of insurance experience required (personal lines)
Active P&C license preferred but not required with the right experience
Strong written and verbal communication skills
Tech-savvy, detail-oriented, and organized
Team-first mentality with a proactive and collaborative attitude
Compensation & Benefits
Competitive base pay range of $50,000 to $70,000
Full benefits package including health, dental, vision insurance and retirement contributions
$50k-70k yearly 4d ago
Client Service Representative (Part Time 20 Hours) (Glen Burnie Branch)
Atlantic Union Bank 4.3
Member service representative job in Glen Burnie, MD
The position is an all-encompassing role which requires the teammate to deliver best in class client experience, sales/service solutions, as well as handle teller transactions. The Client ServicesRepresentative creates a positive client relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services.
Position Accountabilities
Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner.
Greet and provide exceptional service in person and by telephone/email.
Provide accurate information regarding Bank services, products, policies and procedures.
Open new Business and Consumer accounts and provide information to new and prospective clients by explaining and cross-selling Bank products and services.
Partner with other lines of business to identify/refer client needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Complete forms and other required documents and follow Bank policies and procedures.
Process transactions in person and via telephone/email to include loan payments, account transfers, and address changes.
Perform all duties of a Teller to include:
Provide excellent client experience
Perform basic client and cash transactions
Balance cash each day
Identify referral opportunities to contribute to branch goals
Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures
Identify risk and escalate concerns through proper channels
Develop and maintain knowledge of bank products, services, including other lines of business
Ability to learn and adapt to changing digital channels
Perform other duties as assigned.
Organizational Relationship
This position reports to Branch location leadership.
Position Qualifications
Education & Experience
High school diploma or equivalent (GED).
One (1) or more years of experience in a client service and/or a cross-trained teller position
Previous cash handling experience preferred
Knowledge & Skills
Excellent customer service skills
Excellent oral and written communication skills
Ability to exercise sound business judgment
Proficient computer skills
Ability to handle multiple tasks with attention to details
Flexible, able to adapt to change
Shifts may vary for each position offering, depending on business need
Able to stand for extended periods of time and lift objects up to 30 pounds
Some local travel possible
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$32k-43k yearly est. 4d ago
Account Services Support Representative (Part Time)
Municipal Employees Credit Union of Baltimore 3.0
Member service representative job in Baltimore, MD
* THIS IS A PART TIME POSITION, ONLY APPLY IF INTERESTED IN WORKING PART TIME* MECU is a not-for-profit financial institution committed to helping its members and community by offering high-quality financial products and services. MECUs success in empowering our members to improve their financial well-being and live better dates back to 1936. We seek service-oriented professionals that will be champions for our members, treat everyone with respect find ways to assist our members/co-workers and help our community be a better place to live.
WE NEVER COMPROMISE THE MEMBER EXPERIENCE - our goal is to provide the absolute best member experience in all interactions and is the number one factor that we use to differentiate ourselves from our competition.
Work Schedule:
* Mon, Tues, Wed, & Fri: 8:30 am - 2:00pm
* Thurs: 8:00am - 2:00pm
* One day remote (weekly)
Position Summary
Under general supervision, projects a professional company image through mail correspondence and website email responses. Provides administrative support to Call Center staff. Manage data in spreadsheets and reports. Enter Centrix disputes and mail 30 day letters when appropriate. Assist with maintaining and updating the department procedure manual. Establish secondary account relationships and process CD maturity instructions. Works closely with Call Center staff to assist in enhancing the members experience and meeting service expectations. Must demonstrate excellent verbal and written communication skills.
Work Location
This position is located at Corporate Headquarters in Downtown Baltimore. Incumbent will be required to report in office for this role. Upon completion of 90 days incumbent may work hybrid schedule.
Education
* High School Diploma Required
* General Education Degree (GED) in lieu of H.S. Diploma
Experience
* One (1) Year Administrative, Required
* One (1) Year Financial Services, Preferred
Qualifications / Essential Functions
* Ability to multi-task and operate in a fast-paced environment
* Demonstrated administrative skills and ability to work with details
* Must display proven PC skills
* Must demonstrate excellent verbal and written communication skills
* Must be results oriented and well organized
Compensation
Salary Range per hour, depending on experience and qualifications
* $15.00 - $19.62
Benefits at MECU Credit Union
At MECU, we prioritize the well-being and growth of our employees by offering a comprehensive benefits package that includes but not limited to:
* Medical, Dental, and Vision Coverage: Plans are available for both employees and their families to ensure comprehensive health coverage.
* 401(k) Plan with Employer Match: Secure your financial future with our competitive 401(k) plan, including an employer match to help you save more for retirement.
* Company-Paid Insurance: We provide company-paid short-term disability, long-term disability, and life insurance to give you peace of mind.
* Tuition Assistance: Continue your education and professional development with our tuition assistance program.
* Employee Assistance Program (EAP): Access confidential support for personal and professional challenges through our EAP.
* Parking Discounts: Enjoy discounted parking to make commuting easier.
* Long-Term Care Insurance: Prepare for the future with long-term care coverage options.
* Time Off: Take advantage of annual, sick leave, sick and safe leave to recharge and maintain a healthy work-life balance.
Join MECU and enjoy benefits that truly support you and your family.
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.
While performing the duties of this position, the successful candidate is regularly required to sit; use hands and fingers to handle objects, tools, keyboards or controls; talk and hear. The employee is occasionally required to stand, walk, reach with hands and arms and stoop or kneel. Must regularly lift and/or move files and equipment up to 15 pounds and occasionally lift/move up to 25 pound objects. Specific vision characteristics required by this position include close vision, adjust focus, and view a computer screen for extended periods of time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
MECU of Baltimore, Inc. is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
MECU conducts credit, bond and background checks.
$31k-34k yearly est. 48d ago
Learn more about member service representative jobs