Procurement Service Specialist
Member service representative job in Raritan, NJ
The Procurement Service Specialist will generate 90-100 purchase orders (POs) per month through e-Marketplace for R&D, primarily focusing on lab supply orders and suppliers.
This is a part-time position with flexible hours: either 4 hours per day or 3 full days per week. The role starts onsite for training purposes and then transitions to a hybrid arrangement.
Responsibilities:
Placing approximately 100 POs weekly.
Searching for lab supplies, chemical suppliers, and catalog numbers for R&D requestors as needed.
Following up on the status of all placed POs, including handling email and phone inquiries.
Experience:
At least 1 year of experience in procurement or vendor management.
Skills:
Procurement
Vendor Management
Creating purchase orders
Education:
Associate or Bachelors.
About US Tech Solutions:
US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************
US Tech Solutions 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, disability, or status as a protected veteran.
Recruiter Details:
Name: Azhar
Email: ****************************
Internal Id: 25-53771
Bilingual CSR
Member service representative job in Philadelphia, PA
Immediate need for a talented Bilingual CSR. This is a 06+ months contract opportunity and is in Philadelphia, PA(Remote). Please review the job description below and contact me ASAP if you are interested.
Pay Range: $20 - $25 /hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (depending on work location).
Key Responsibilities: -
We are looking specifically for 2 individuals who would be bi-lingual and able to speak Japanese; due to regional dialects within the language we are looking for individuals who are native speaking Japanese and English as the 2nd language.
Looking for excellent Customer Focused competencies - seeking service-oriented individuals with strong customer service skills.
This is a phone-based position which requires excellent verbal communication; use of proper grammar; professional language/word choice vs casual language/slang;
Ability to clearly communicate complex messages over the phone.
Ability to navigate through multiple systems at a time.
ALL candidates must complete employment testing prior to submission.
Key Requirements and Technology Experience: -
HS Diploma or GED with 2 years of customer service experience
Must have strong verbal and written communication skills.
Call center experience is preferred
Healthcare industry experience
Medical background helpful
Our client is a leading Healthcare Industry, and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration
Pyramid Consulting, Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, colour, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here.
Customer Service Representative
Member service representative job in Warminster, PA
Our Multifamily Division is rapidly expanding, and we"re looking for a dependable and detail-oriented Customer Service Representative (CSR) to support our roofing, siding, and carpentry operations. As a CSR in our Roofing Division"s Multifamily Department, you"ll serve as the primary point of contact for property managers, HOA boards, and multifamily homeowners. You will play a key role in supporting project management, client communication, and administrative coordination to ensure projects run smoothly and customers receive outstanding service.
â—Ź Respond to multifamily homeowner inquiries, providing timely and effective resolutions
â—Ź Draft and manage emails, memos, letters, and other executive correspondence
â—Ź Schedule appointments, meetings, and Zoom calls for project managers and clients
â—Ź Coordinate walkthroughs, safety inspections, and site logistics as needed
â—Ź Format and prepare proposals for roofing and exterior renovation projects
â—Ź Follow up on bids and proposals to track progress and maintain engagement
â—Ź Prepare and send submittals, COIs, and other client documentation
Required:
â—Ź 2-3 years of experience in a customer service or administrative role
â—Ź Strong written and verbal communication skills
â—Ź Highly organized, detail-oriented, and proactive
â—Ź Proficiency with Microsoft Office; experience with CRM software a plus
â—Ź Ability to attend meetings in person and via Zoom
Preferred:
â—Ź Experience in construction, roofing, or property management
â—Ź Bilingual in Spanish and English
Field Technical Service Representative-Metal Packaging
Member service representative job in Philadelphia, PA
CROWN Cork & Seal USA, Inc., a wholly owned company of Crown Holdings, Inc. is a global leader in the design, manufacture and sale of packaging products for consumer goods. At Crown, we are passionate about helping our customers build their brands and connect with consumers around the world. We do this by delivering innovative packaging that offers significant value for brand owners, retailers, and consumers alike. With operations in 39 countries employing approximately 23,000 people and net sales of approximately $12 billion, we are uniquely positioned to bring best practices in quality and manufacturing to our customers to drive their businesses locally and globally. Sustaining a leadership position requires us to build a team of highly talented, dedicated, and driven individuals.
CROWN's Food Division is a leading manufacturer of food cans in North America. Our complete array of food packaging serves a variety of markets, including fruit, vegetables, dairy, fish, meat, ready meals, pet food, infant milk powder, and other dry food products. We offer a wide selection of food cans from round to bowl as well as shaped cans. We truly focus on excellence. Here is your chance to join CROWN's Food Division.
Location: This position will support CROWN Food Division customers in the Northeastern United States and Eastern Canada.
Position Overview:
This position will support metal packaging customers of the CROWN North American Food Division in the Northeast United States and Canada. This position is a field technical service representative who will spend the majority of their time traveling to customer facilities to troubleshoot processes, investigate product quality issues, and conduct trials in a food manufacturing environment. In this role, one will serve as the primary technical contact for customers and will be the liaison among customers, Crown Sales, R&D, Engineering, Quality, and Manufacturing.
Job Responsibilities:
Providing problem-solving leadership on technical and quality matters relating to food can and end performance
Managing the overall technical interface between the Food Division and their customers
Support customers in all technical aspects of the business including current packages and new package development
Develop and manage technical meetings between the Company and customers to discuss ideas, issues, and solutions
Interact directly with customer and internal manufacturing operations
Partner with the Company's Sales, R&D, Engineering, and Manufacturing divisions to develop strategies and action plans for both current customers and potential new customers
Extensive travel (Up to 80%) will be required to service customer needs
The ideal candidate would possess the following attributes:
BA/BS degree in Food Science, Engineering, Packaging or a related discipline
2+ years in a packaging manufacturing environment, food production or a similar industry.
Experience interfacing with customers in a technical capacity: field testing, qualification trials, claims management, etc.
Experience with double seaming technology, various food canning equipment, and troubleshooting associated problems is highly preferred but not required.
Effective communication skills are needed for this role, both verbal and written, as well as the ability to interact with customers and employees at all levels of the organization.
Demonstrated ability to effectively manage multiple projects to completion
Self-motivated and eager to take the initiative, with the ability to work effectively in a team setting and as an individual
Well organized and detail oriented with good time management skills
Strong PC skills are a must, especially using Word, Outlook, and Excel.
Committed to on-going personal development and career growth
Knowledge and/or certification in Six Sigma is a bonus
Physical Requirements
While performing the duties of this job, the associate is regularly required to sit, stand, walk, use hands, reach with hands and arms, and may be required to balance, stoop, kneel, crouch, or crawl.
The associate may lift and/or move up to 30 lbs.
Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus.
Working Conditions
Will be required to perform job duties outside of the typical office setting in a plant environment as well as in an office.
While performing the duties of this job, the associate may be exposed to moving mechanical parts and vehicular traffic.
The associate may be exposed to a wide range of temperatures.
The noise level is frequently loud.
*Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Benefits:
Crown offers competitive pay, comprehensive benefits including free company paid health insurance for employees as well as company matched 401(k).
Customer Success Consultant
Member service representative job in Trenton, NJ
Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress.
We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future.
**The Role**
The **Customer Success Consultant** is a customer-facing role aligned to our large and mid-market enterprise customer segment, driving customer value and success through optimal utilization of Lumen solutions. This is accomplished by ensuring customers realize and experience value from Lumen, monitoring indicators of customer health, addressing customer concerns, and helping them better use our technology/products to meet their corporate goals and objectives. With established trust and loyalty, this role seeks to naturally progress and expand the partnership through identifying potential up-sell and cross-sell opportunities and engaging sales accordingly.
**The Main Responsibilities**
+ Construct and implement **customer success plans,** driving customer value realization
+ **Manage customer metrics** , including usage data, health indicators, and renewal dates in alignment with objectives
+ Evaluate **product and portal** **adoption maturity level** and address roadblocks leveraging digital marketing slicks, adoption articles and other templates
+ Build **value-based relationships** with customers to optimize CS plays while leveraging self-service
+ Share **thought leadership** with customers based on needs resulting in strengthened customer trust
+ Identify and qualify **opportunities for expansion,** partnering closely with sales
+ Implement **revenue management practices** driving accountability and goal alignment; revenue retention and growth strategies including value realization, renewal execution, risk management and customer growth
+ **Manage risks to customers' success** , identify root causes, define and activate solutions, and deploy cross-functional support to resolve
+ **Onboard new** **customers** and partner with sales, delivery & support to ensure **successful deployment of solutions and services** including bill reviews and audits
+ Define and execute **renewal** methodology aligned with customer priorities to positively impact profit margins
**What We Look For in a Candidate**
+ Experience: 5+ years customer success or account management experience
+ Education Level: Bachelor's Degree or equivalent work experience
+ Experience working with large and medium enterprise customers
+ Excellent communication and interpersonal skills with ability to build strategic relationships within customer accounts
+ Ability to work closely with the customer and effectively negotiate directly with the customer and internally on their behalf
+ Strong analytical skills with the ability to translate data into customer insights and leverage with customer engagement strategies
+ Experience in collaborating and guiding cross-functional teams (e.g. Sales, Product, Marketing, Service Delivery)
+ Brings technology and data networking knowledge with technical aptitude to stay current in evolving technology sector
+ Effective and confident decision making based on business and financial principles
+ Working knowledge of MS Office suite
**Compensation**
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors.
Location Based Pay Ranges:
$73,805 - $98,406 in these states: CO
$77,322 - $103,089 in these states: CA, VA, and WA.
Lumen offers a comprehensive package featuring a broad range of Health, Life, Voluntary Lifestyle benefits and other perks that enhance your physical, mental, emotional and financial wellbeing. We're able to answer any additional questions you may have about our bonus structure (short-term incentives, long-term incentives and/or sales compensation) as you move through the selection process.
Learn more about Lumen's:
+ Benefits (****************************************************
+ Bonus Structure
\#LI-Remote
**What to Expect Next**
Requisition #: 340973
**Background Screening**
If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page (************************************* . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
**Equal Employment Opportunities**
We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training.
**Disclaimer**
The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions.
In any materials you submit, you may redact or remove age-identifying information such as age, date of birth, or dates of school attendance or graduation. You will not be penalized for redacting or removing this information.
Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name.
Loan Services Representative II
Member service representative job in Quakertown, PA
The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc.
GENERAL DUTIES AND RESPONSIBILITIES:
Daily processing of mail payments.
Verify new loan input by other Loan Services employees.
Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system.
Monitor non-escrow customer accounts for proof of tax payments.
Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file.
Process incoming electronic payments and wires for customers.
Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies.
Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan.
Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral.
Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions.
Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds.
Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines.
Verify loan satisfaction fees paid and reconcile related general ledger account.
Research and respond to credit bureau disputes via E-Oscar web-based technology.
Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.
Assume other job-related duties as requested.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
High School Diploma or equivalent.
Basic math skills
Keyboarding skills
PREFERRED TRAINING, EXPERIENCE AND EDUCATION:
Experience with Jack Henry Silverlake.
Working knowledge of Microsoft Office Applications (Word, Excel, Outlook)
Previous experience in Loan Services/Operations.
Accounting I
Adventure Readiness Specialist - Service
Member service representative job in Trenton, NJ
About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and operate comfortably in areas that are unknown. Our backgrounds are diverse, but our team shares a love of the outdoors and a desire to protect it for future generations. Role Summary As a seasonal Adventure Readiness Specialist, you are a critical part of the Rivian Service team during our peak seasonal period, helping us provide seamless care that keeps owners focused on their adventure and their Rivians ready for the journey ahead. During our seasonal surges in delivery and service demand, you'll be on the front lines, helping our team navigate the high-volume peaks and ensure every owner's journey continues uninterrupted. This temporary role is also an exciting entry point, offering an expected 6-month, hands-on, rotational development experience that provides a comprehensive overview of our entire service operation. While this is a seasonal, temporary role, it will allow you to build skills that can prepare you for a potential future career as a Technician, Service Advisor, or Parts Advisor. Responsibilities This is a dynamic role where you will spend time learning and contributing across three key areas: Vehicle & Site Operations: Receive, inspect, and process incoming vehicle inventory. Maintain the quality and delivery readiness of our vehicles through washing, detailing, and charging. Manage vehicle logistics, including lot organization, shuttling vehicles, and secure key management. Maintain a clean, safe, and highly organized service center environment, adhering to 5S principles. Service Production Support: Assist technicians with basic vehicle repairs, focusing on Pre-Delivery Inspection (PDI) tasks and Express Lane work. Learn to safely use basic hand tools and power tools under direct supervision. Support the workshop by maintaining tool and equipment readiness. Front-of-House & Parts Support: Act as a friendly and professional first point of contact, assisting with greeting owners and creating a welcoming environment. Shadow Service Advisors to learn how to document customer concerns and navigate our work order systems. Assist the Parts team with receiving, stocking, and organizing parts, and fulfilling basic parts requests for technicians. Training & Career Development Participate in our TRAIL program-a guided path through hands-on learning, technical training, and professional growth. Receive mentorship and on-the-job training across multiple service roles. Complete Rivian Learning Network (RLN) modules. Explore pathways into long-term roles like Service Technician, Service Advisor, or Parts Advisor. Qualifications High School Diploma or GED is required. Experience in a hands-on environment is valued (e.g., retail, hospitality, warehousing, basic mechanical work). At least one year of direct automotive experience is preferred. A strong desire to learn, a high degree of adaptability, and a passion for working with your hands. Excellent communication and teamwork skills. Must be at least 21 years old and possess a valid driver's license with no driving-related suspensions or revocation of Driver's License (within a 3-5 year period). Ability to work a flexible 40-hour week, which may include varied shifts, weekends, and holidays. Physical exertion may be required to perform occupational tasks (sitting, standing, walking, bending, kneeling, carrying, reaching, pushing, pulling, and lifting up to 50 lbs). Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners. Ability to see, read, and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics. Pay Disclosure Salary Range/Hourly Rate for New Jersey Based Applicants: $20.90 - $23.92 per hour (actual compensation will be determined based on experience, location, and other factors permitted by law). Benefits Summary: Rivian provides robust medical/Rx, dental and vision insurance packages for full-time and part-time employees, their spouse or domestic partner, and children up to age 26. Full Time Employee coverage is effective on the first day of employment. Part-Time employee coverage is effective the first of the month following 90 days of employment Equal Opportunity Rivian is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender, gender expression, gender identity, genetic information or characteristics, physical or mental disability, marital/domestic partner status, age, military/veteran status, medical condition, or any other characteristic protected by law. Rivian is committed to ensuring that our hiring process is accessible for persons with disabilities. If you have a disability or limitation, such as those covered by the Americans with Disabilities Act, that requires accommodations to assist you in the search and application process, please email us at candidateaccommodations@rivian.com. Candidate Data Privacy Rivian may collect, use and disclose your personal information or personal data (within the meaning of the applicable data protection laws) when you apply for employment and/or participate in our recruitment processes ("Candidate Personal Data"). This data includes contact, demographic, communications, educational, professional, employment, social media/website, network/device, recruiting system usage/interaction, security and preference information. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. Rivian may transfer or store internationally your Candidate Personal Data, including to or in the United States, Canada, the United Kingdom, and the European Union and in the cloud, and this data may be subject to the laws and accessible to the courts, law enforcement and national security authorities of such jurisdictions. Please note that we are currently not accepting applications from third party application services.
High School Diploma or GED is required. Experience in a hands-on environment is valued (e.g., retail, hospitality, warehousing, basic mechanical work). At least one year of direct automotive experience is preferred. A strong desire to learn, a high degree of adaptability, and a passion for working with your hands. Excellent communication and teamwork skills. Must be at least 21 years old and possess a valid driver's license with no driving-related suspensions or revocation of Driver's License (within a 3-5 year period). Ability to work a flexible 40-hour week, which may include varied shifts, weekends, and holidays. Physical exertion may be required to perform occupational tasks (sitting, standing, walking, bending, kneeling, carrying, reaching, pushing, pulling, and lifting up to 50 lbs). Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners. Ability to see, read, and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics.
This is a dynamic role where you will spend time learning and contributing across three key areas: Vehicle & Site Operations: Receive, inspect, and process incoming vehicle inventory. Maintain the quality and delivery readiness of our vehicles through washing, detailing, and charging. Manage vehicle logistics, including lot organization, shuttling vehicles, and secure key management. Maintain a clean, safe, and highly organized service center environment, adhering to 5S principles. Service Production Support: Assist technicians with basic vehicle repairs, focusing on Pre-Delivery Inspection (PDI) tasks and Express Lane work. Learn to safely use basic hand tools and power tools under direct supervision. Support the workshop by maintaining tool and equipment readiness. Front-of-House & Parts Support: Act as a friendly and professional first point of contact, assisting with greeting owners and creating a welcoming environment. Shadow Service Advisors to learn how to document customer concerns and navigate our work order systems. Assist the Parts team with receiving, stocking, and organizing parts, and fulfilling basic parts requests for technicians. Training & Career Development Participate in our TRAIL program-a guided path through hands-on learning, technical training, and professional growth. Receive mentorship and on-the-job training across multiple service roles. Complete Rivian Learning Network (RLN) modules. Explore pathways into long-term roles like Service Technician, Service Advisor, or Parts Advisor.
Chief Digital Services Officer
Member service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
• Impact - The work you do here matters to millions.
• Growth - Philadelphia is growing, why not grow with it?
• Diversity & Inclusion - Find a career in a place where everyone belongs.
• Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
Oversee the recruitment, development, and performance management of the digital innovation team.
Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
Coordinates the development and implementation of major project timelines where appropriate.
Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
Sets and monitors SLAs for production systems that the team supports.
Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
Proven track record managing complex projects.
Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
Exceptional customer service orientation.
At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
• A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
• Your resume or curriculum vitae.
• Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
• We offer Comprehensive health coverage for employees and their eligible dependents
• Our wellness program offers eligibility into the discounted medical plan
• Employees receive paid vacation, sick leave, and holidays
• Generous retirement savings options are available
• Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
• Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
• Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
*The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to *****************.
Dealer Services Specialist II - Manheim NJ
Member service representative job in Bordentown, NJ
Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Dealer Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % Yes, 5% of the time Work Shift
Day
Compensation
Hourly base pay rate is $21.54 - $32.31/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.
Job Description
The Dealer Services Specialist II plays a pivotal role in building and maintaining client relationships, offering tailored solutions and proactive support. They collaborate closely with sales teams and internal departments to efficiently meet client needs. Serving as a sales agent, they provide consultative support to enhance sales performance and foster productive communication with dealers. Key responsibilities include coordinating sale processes, utilizing data for successful transactions, and educating clients on auction processes and available services. Effective prioritization and professionalism are fundamental attributes for success in this role.
* Cultivate and nurture strong relationships with clients through proactive engagement, personalized communication, and tailored solutions to meet their needs. Utilize industry insights and product knowledge to provide valuable guidance and recommendations, demonstrating a commitment to client satisfaction and long term partnerships.
* Partner closely with outside sales teams to ensure a unified approach in serving clients, enhancing their experience through seamless coordination and alignment of strategies.
* Acts as a liaison between clients and internal departments, demonstrating responsiveness, follow-through, autonomous problem solving and ownership in resolving issues from start to finish. Effectively coordinates efforts to address client needs and exceed expectations, showcasing versatility and adaptability in handling diverse tasks to ensure client satisfaction.
* Serves as a sales agent for assigned accounts at an physical site location or within a market center, engaging with clients to understand their specific business needs and challenges, providing consultative support and strategic recommendations to tailored to improve sales performance.
* Utilizing a consultative approach, foster constructive dialogue with dealers on their sales performance, employing de-escalation methods to facilitate productive conversations, while leveraging industry and sales trends as well as vehicle valuation data to provide strategic recommendations aimed at enhancing efficiency and effectiveness in their sales tactics.
* Coordinate sale vehicle run processes, monitor auctions, and maintain direct client communication for assigned clients in the location or market center. Ensure efficient coordination and timely completion by liaising between clients and departments throughout the auction to drive pre-sale processes, repairs/enhancements with recon shops, determine run order, etc. utilizing the data available through various software systems.
* Empower clients through personalized coaching sessions to adeptly utilize our suite of tools, ensuring optimal effectiveness and satisfaction in their experience. Additionally, educate clients on marketplace policies to ensure compliance and maximize their success within the platform.
* Leverage vehicle valuation and sales trend data to facilitate successful transactions between buyers and sellers, driving sales closure.
* Educates clients on auction processes and upsells Manheim/CAI services (Condition Reports, OVE, Simulcast, KBB ICO, Manheim Express, Dealshield, etc.) based on client needs, ensuring understanding and realistic expectations.
* Demonstrates effective prioritization skills, professionalism in client relationships, and assists with customer care issues promptly and professionally.
REQUIRED EXPERIENCE & SPECIALIZED KNOWLEDGE AND SKILLS
* High School Diploma/GED and 3 years' experience in a related field. The right candidate could also have a different combination, such as any level degree/certification beyond a HS diploma/GED in a related discipline; or 5 years' experience in a related field.
* Bachelor's degree in a related discipline preferred.
* Strong verbal and written skills required.
* Ability to build strong business relationships required.
* Problem solving and de-escalation skills required.
* Strong organizational skills required.
* Strong knowledge of Salesforce, AS400, Workbench and Excel preferred.
* Previous experience as a Dealer Services Specialist preferred.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Auto-ApplyStudent Financial Services Representative
Member service representative job in Langhorne, PA
Student Financial Services Student Financial Services Representative Department Purpose The Student Financial Services (SFS) department supports Cairn University's mission by providing caring, accurate, and responsive financial guidance to current and prospective students. SFS helps students and families navigate the cost of higher education through the integration of financial aid and student account services, promoting both access and stewardship.
Position Summary
The Student Financial Services Representative is a cross-functional, student-facing position responsible for assisting students and families with both financial aid and student account matters. This includes advising on financial aid eligibility and processing, managing account transactions, and providing guidance on payment responsibilities and options. In addition to student-facing tasks, the role will be responsible for a collection of logistical tasks to related to data entry and maintenance, financial aid packaging, billing, and communication. SFS Representatives are expected to be cross-trained in both financial aid and student accounts functions, while taking primary responsibility for certain tasks based on strengths and departmental needs. The role is critical to delivering excellent customer service and ensuring regulatory compliance, data accuracy, and coordinated communication.
Essential Duties and Responsibilities
Customer Service & Communication
* Serve as a primary point of contact for students and families via phone, email, and in-person interactions.
* Provide clear guidance on financial aid processes, tuition billing, payment options, and account balances.
* Contribute to the execution of the Student Financial Services communication plan across all mediums.
* Present financial information at campus events and orientations as needed.
Financial Aid Administration
* Accept tasks delegated and adhere to guidelines and strategies provided by the Financial Aid Manager.
* Process federal, state, and institutional financial aid, including packaging, verification, and corrections.
* Certify student loan applications, conduct loan entrance/exit counseling, and monitor enrollment status.
* Coordinate with the Business Services office on disbursement of aid and loan funds.
* Support awarding and tracking of institutional scholarships and state grants.
* Collaborate with Admissions to encourage FAFSA completion and provide financial aid during recruitment.
Student Accounts Administration
* Maintain accurate student accounts receivable records and post transactions.
* Advise students on billing procedures, payment plans, and financial policies.
* Assist with daily cashiering functions, cash sheet reconciliation, and reporting of account activity.
* Coordinate tuition remission and ensure accurate billing in conjunction with Financial Aid and the Registrar.
* Collaborate with collection agencies and assist with past-due accounts as needed.
Administrative & Cross-Functional Duties
* Participate in departmental planning meetings and training for new or updated procedures.
* Contribute to the development and maintenance of financial services policies and documentation.
* Provide support for internal reporting and regulatory compliance.
* Assist with process improvement initiatives and student service enhancements.
* Serve in a front desk rotation to receive walk-in guests and payments.
Skills and Abilities
* Strong interpersonal and communication skills (verbal and written).
* Commitment to excellent customer service and student care.
* Proficiency in Microsoft Office and familiarity with student information systems (PowerCampus, PowerFAIDS preferred).
* Ability to manage multiple priorities and work collaboratively across functions.
* Analytical and problem-solving abilities.
* Comfort with public speaking and presenting to groups.
Required Education and Experience
* Bachelor's degree or equivalent combination of education and experience
* One to three years of experience in administrative, customer service, customer accounts, financial aid, or other related positions.
Hours of Work
Core office hours are Monday through Friday, 8:00 am to 4:30 pm. The position requires varied schedules including evening and weekend hours. Hours may vary throughout the year based on the academic schedule.
Serving at Cairn University
Located in Langhorne, Bucks County, Pennsylvania, Cairn University exists to educate students to serve Christ in the church, society, and the world as biblically minded, well-educated and professionally competent men and women of character. Students earn bachelor's degrees in various areas including Bible, Education, Music, and Business Administration; and graduate degrees in Business, Divinity, Education, Organizational Leadership, Worship and Music, and Counseling.
Cairn is a conservative evangelical institution within the protestant tradition that employs faculty and staff who profess Jesus Christ as personal Savior; agree to Cairn's Statement of Faith and Community Life Covenant; and serve students in a ministerial capacity through imparting and upholding biblical instruction, prayer, and mentoring. Members of the faculty are required to integrate biblical instruction in their respective professional subject areas. All members of the Cairn community are obligated to affirm, agree with, and align with the University Foundational Statements. During the application process, applicants will have the opportunity to review these statements and must agree to affirm and support the position of the University, if hired. Applicants are also asked to provide a Personal Testimony of salvation as part of the application process.
To apply, please follow the link below. You may upload and submit your resume/CV and cover letter and unofficial transcripts with the application.
Ineligible for sponsorship of H1B visa.
Cairn University does not discriminate on the basis of race, gender, color, national or ethnic origin, age, disability
or other protected characteristics, in administration of its educational, employment and admissions policies.
Financial Services Representative - State Farm Agent Team Member
Member service representative job in Newtown, PA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Health insurance
Opportunity for advancement
Paid time off
Training & development
Financial Services Representative Life Insurance & Investment Focus
Scott Morris State Farm Agency
Are you a highly motivated, sales-focused financial professional with a strong background in life insurance and financial planning? Scott Morris State Farm is seeking a Financial Services Representative who can confidently market financial products, close new business, and guide clients toward long-term financial security.
This is a fully licensed position (Life & Health required; FINRA Series 6, 63, and 65 strongly preferred).
Role Description
As a Financial Services Representative, you will leverage your financial expertise and sales ability to educate clients, uncover needs, and provide tailored solutions. Your consultative approachcombined with a competitive drivewill help grow our agency while making a meaningful difference in each clients financial future.
Key Responsibilities
Consult with Clients
Deliver comprehensive financial planning that includes life insurance, retirement strategies, and investment options.
Drive Sales Growth
Proactively market financial products, identify new opportunities, and close business with confidence.
Portfolio Guidance
Support clients with asset allocation, long-term planning, and portfolio management strategies.
Ensure Compliance
Adhere to all financial services regulations, documentation standards, and ethical guidelines.
Qualifications
A sales-dominant mindset with a proven track record in financial product or insurance sales
3+ years of experience in financial services, investment planning, or life insurance
Strong analytical, consultative, and communication skills
Life & Health license required; FINRA Series 6, 63, and 65 strongly preferred
Ability to build trust, maintain long-term relationships, and consistently drive revenue growth
Why Join Scott Morris State Farm?
Competitive compensation with base salary + commission + performance bonuses
Licensing support for candidates seeking additional financial credentials
A professional, growth-oriented team culture with mentorship and development opportunities
If youre an ambitious financial professional ready to accelerate your sales career, apply today and grow with Scott Morris State Farm.
Learning Services Specialist
Member service representative job in Philadelphia, PA
Job Summary: The eLearning Services Specialist designs, develops, and implements engaging digital learning experiences that support organizational goals. This role creates interactive courses, microlearnings, and multimedia resources, as well as maintains course assets and tracks learner progress in the Learning Management System. The ideal candidate combines instructional design expertise, technical proficiency, and creativity to create accessible and engaging learning solutions.
Required Skills and Qualifications:
2+ years of eLearning development and instructional design experience.
Proficiency in eLearning content authoring tools.
Experience with graphic design software and video/audio editing tools.
Strong understanding of instructional design models, adult learning theory, and accessibility standards.
Excellent time management and organizational skills.
Excellent communication, collaboration, and project management skills.
Attention to detail and commitment to producing high-quality work.
Preferred Qualifications:
Bachelor's degree in Instructional Design, Educational Technology, Multimedia Development, or related field.
Knowledge of learning management systems (LMS) content management and system administration.
Familiarity with web development tools.
Experience in legal, professional services, or corporate environment.
Key Responsibilities:
Design and create interactive modules, microlearning activities, and job aids using storyboards, SME contributions, and instructional outlines.
Develop multimedia components and assessment tools that foster learner engagement and support retention.
Collaborate with subject matter experts, trainers, and other team members to ensure cohesive course development.
Conduct testing and revisions based on feedback, ensuring compatibility across devices and compliance with accessibility standards.
Maintain version control of learning assets; participate in regular revision cycles.
Upload, organize, and maintain learning assets in the LMS.
Track and report on course usage, learner progress, and completion data using LMS analytics.
Manage timelines and due dates to ensure projects are completed on schedule.
Stay current with emerging eLearning technologies, trends, and best practices.
Auto-ApplyFinancial Services Representative - State Farm Agent Team Member
Member service representative job in Philadelphia, PA
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Opportunity for advancement
Paid time off
Training & development
Bilingual Insurance & Financial Services Representative (Spanish/English)
Drive Impact. Grow Wealth. Build Your Legacy.
Are you fluent in Spanish and English and passionate about helping people achieve financial stability and long-term security? Do you excel in sales conversations and want a high-impact career with purposeand unlimited earning potential?
Were looking for a Bilingual Insurance & Financial Services Representative to join our team. In this role, youll support individuals, families, and business owners by providing personalized insurance and financial solutions that protect their today and empower their tomorrow.
This is more than a jobits a chance to build a high-earning, mission-driven career with a respected agency that values performance, growth, and bilingual excellence.
Why Youll Love This Career
Uncapped Earnings
Competitive base pay plus commission, bonuses, and long-term income opportunities.
Meaningful Work
Help clients plan for retirement, protect their income, and build generational wealth.
Bilingual Impact
Leverage your Spanish and English fluency to expand your reach and deepen client relationships.
Full Training & Support
Licensing assistance, mentorship, and ongoing professional development in both insurance and financial services.
Real Career Advancement
Opportunities to grow into leadership roles and specialized advisory positions.
What Youll Do
Build and maintain strong, trust-based relationships with clients seeking insurance and financial guidance
Conduct personalized consultations on retirement strategies, life insurance, income protection, and investment-related solutions
Stay informed on market trends, financial products, and client needs to deliver expert recommendations
Provide exceptional service while meetingand exceedingsales and performance expectations
What You Bring
Fluency in both Spanish and English (required)
Experience in insurance, financial services, or consultative sales preferred (3+ years ideal)
Strong communication skills with the ability to simplify complex topics
Life & Health and/or Property & Casualty licenses (preferred) or willingness to obtain them (full support provided)
A driven, sales-minded approach and motivation to grow a rewarding career
Take the Next Step
If you're ready to combine your bilingual expertise, sales talent, and passion for financial empowerment into a meaningful, high-earning career, wed love to meet you.
Apply today and become a trusted advisor who builds wealth, protects futures, and makes a lasting difference in your community.
Account Services Representative III
Member service representative job in Philadelphia, PA
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for a Account Services Representative III. This position serves as subject matter expert in all areas of Account Services including but not limited to American Heritage Credit Union's deposit-based product and service offerings, member accounts, IRA administration, fiduciary accounts, etc. Engage with members/non-members through needs-based/consultative actions and assist members via remote, video-based experience.
RESPONSIBILITIES INCLUDE:
Serve as subject matter expert (SME) in the following areas: All American Heritage deposit-based products and services; Electronic/mobile offerings including but not limited to Online/Mobile Teller functionality, Bill Payer, Quick Pay, e-Pay, etc.; All Account Services processes which includes but is not limited to decedent accounts, IRA's, powers of attorney (POA's), trusts, fiduciary accounts, inheritance tax filing, garnishments, CP-2100 processing, etc.
Engage with members as their financial consultant/advisor using knowledge of the credit union's products/services to provide solutions to their perceived and unperceived needs.
Fulfill lead generation requests submitted via the customer relationship management (CRM) system, Better Lobby, etc.
Open new accounts, certificates of deposit, money market accounts, IRA's, club accounts, and sharedraft accounts; Complete necessary documentation for ACH and payroll deductions, and cross-sell products and services to meet member financial needs/goals.
Process requests for changes and maintenance to member accounts, check orders, debit card requests, etc.
Assist with and resolve complex/specialized account matters such as IRA corrections, decedent account processing, Trust/IRA offerings, etc.
Assist members in utilizing self-service technology (i.e.: PAT, Online/Mobile Teller, Bill Pay, etc.).
Utilize sales tracking systems, member data warehouse programs, and other tools/systems (i.e.: Data Verity, Better Lobby, etc.) to analyze members' engagement with the credit union and educate them in areas of low engagement.
Perform member transactions through a variety of channels which includes but is not limited to video, phone, mail, fax, etc.
Prepare/assist with report compilations.
Perform/assist with quality control duties with include but are not limited to new accounts, decedent accounts, POA's, etc.
Assist management with departmental quarterly SOP procedure review and submit corrections and recommendations as deemed fit.
Perform annual required minimum distribution (RMD) review; Manage and resolve member RMD correspondence as requests are received.
Effectively describe features and benefits of American Heritage products and services so members may realize how their financial goals can be met.
Interview loan applicants, process logs, and prepare loan applications using the automated loan approval system and distribute to loan officers for their approval.
DocuSign, mail, or fax applications and/or other pertinent account information to members and prospective members.
Gather background information on members through obtaining credit bureau reports and offering alternative cost saving financial solutions to members while enhancing relationships and providing ultimate member service.
Assure quality member service by enthusiastically acknowledging members and ensuring they are promptly and professionally assisted.
Complete all date of death figures for inheritance tax filing.
Provide assistance and backup to all Account Services positions and access all programs needed to assist the membership effectively.
QUALIFICATIONS:
Three to five years of similar or related experience.
Work requires exceptional knowledge of, deposit products, electronic services, and specialty processes completed in Account Services.
Knowledge of interviewing skills and conversational techniques required.
Must have the ability to apply broader aspects of established practices to situations which go beyond clear, concise guidelines.
Work requires intermediate working knowledge of Word and Excel and advanced knowledge of Better Lobby, Data Verity, Meridian Link (XA) and Symitar.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
To be considered, correspondence should include a resume listing job history and salary expectations. Please be advised that credit, criminal, employment, drug/alcohol testing and education background checks are conducted on potential candidates. All resumes will be reviewed, but only competitive candidates will be contacted for further conversation.
Member Experience Associate
Member service representative job in Philadelphia, PA
Do you love fitness?
Would you like to feel you impact the lives of many?
Can you see helping prospective members get started?
Would you like to hear the "thank you" from the members' lives you impacted?
The Member Experience Associate is responsible for the entire Member Experience, you will be the face of the club; you are the person a member sees when he or she first walks in. You will be the first person they talk with and you will create a welcoming feeling.
You have to have limitless energy and be great at multi tasking. Do you have a positive and upbeat personality with great communication skills? Creating the member experience requires that you wear many hats. Do you thrive being pulled in multiple directions... guiding prospects on the phone, making a Retro Smoothie for a member, and assisting our Retro members with an exceptional experience. Ideal candidates for the Member Experience Asosciate position will possess the following:
A deep down passion for helping others.
A positive upbeat personality.
Effective ability to communicate with customers, coworkers and managers.
The ability to multitask.
Member experience oriented.
Punctual, responsible and detail oriented.
CPR/AED training preferred.
Prior experience in a retail or hospitality setting is helpful.
Responsibilities of the Front Desk include but not limited to:
Greeting and checking in members as they come in.
Resolving customer issues in an effective manner.
Membership sales and retention.
Following up with prospects.
Selling in store merchandise such as Retro Smoothies cooler drinks, pro shop items etc.
Ensuring a safe and clean health club environment for members and staff.
Opening and closing the facility if scheduled.
Following company policies and procedures.
All Member Experience Associates are to wear company staff shirt along with either khaki pants or black athletic pant. Sneakers must be worn. No boots, heals or sandals. You must be well groomed and neat.
Note on openers and closers: Opening employees are required to be at club 15 minutes prior to the clubs opening time. This is to ensure all items on the Opening Checklist are performed before the clubs scheduled opening time. Closing employees are to close at the established time.
With more than 120 gyms open or under development across the US, Retro Fitness offers multiple fitness experiences under one roof. From traditional strength and cardio options to personalized training programs, Retro Fitness offers something for everyone. Gyms feature best in class equipment and services, our Retro Blends Smoothie Bar, and a selection of amenities that keep members feeling accomplished and refreshed.
With our new CEO, Andrew Alfano, leading the team, Retro Fitness is poised for growth in an exciting atmosphere with a new strategic vision and focus. We encourage you to consider joining us on this journey!
Interested in owning a Retro Fitness? The brand is seeking qualified franchise partners to expand nationwide. For more information, please visit ******************** or *************************
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to Retro Fitness Corporate.
Auto-ApplyConsumer Investments - Financial Services Representative
Member service representative job in Pennington, NJ
Fort Worth, Texas;Charlotte, North Carolina; Hunt Valley, Maryland; Lincoln, Rhode Island; Pennington, New Jersey; Jacksonville, Florida; Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge (*******************************************************************************************************************************
**:**
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 an 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 Services Representative I is the ideal role for you.
The **Financial Services Representative 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.
**Job Description:**
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
**Responsibilities:**
-Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
-Triages client requests and makes referrals to appropriate internal specialists
-Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
**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 toall ofthe 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 Services Representative 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
**You're the kind of person that (required skills):**
**-** **Must be a current Bank of America Year Up intern with good performance history**
-Is client-focused with a passion for excellence and a positive team attitude
-Is self-motivated, goal-oriented, andhas the ability tomultitask 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
-Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
**We're a culture that:**
-Believes in responsible growth and is dedicated to supporting the communities we serve
-Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
-Believes diversity makes us stronger, so we can reflect, connect to and meet the needs of our clients around the world
-Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
-
**Skills:**
-Active Listening
-Attention to Detail
-Critical Thinking
-Customer and Client Focus
-Oral Communications
-Account Management
-Client Experience Branding
-Decision Making
-Emotional Intelligence
-Result Orientation
-Adaptability
-Coaching
-Prioritization
-Referral Identification
-Written Communications
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
Loan Services Representative II
Member service representative job in Quakertown, PA
Job Description
The Loan Services Representative is responsible for payment of items escrowed for mortgage customers; verifying payment of real estate taxes for those accounts that do not escrow; processing of daily mail payments; verifying that new loan information input to the core is accurate; scanning and indexing loan files to the document imaging system. Handling customer phone calls to answer questions, resolve problems, etc.
GENERAL DUTIES AND RESPONSIBILITIES:
Daily processing of mail payments.
Verify new loan input by other Loan Services employees.
Monitor and disburse taxes, homeowners and PMI insurance for escrow accounts. Update records on the core system.
Monitor non-escrow customer accounts for proof of tax payments.
Scan and index loan files. Verify imaged file is accurately scanned. Sort loan documentation to be retained in file.
Process incoming electronic payments and wires for customers.
Track required insurance coverage on loan collateral. Force-place insurance and collect payment when proof of coverage cannot be obtained. Bill customer, assess fee or set up escrow accounts as needed for force-placed insurance policies.
Compute and process Consumer, Commercial, and Mortgage loan pay-offs. Research to determine legal fees, proper fees to release liens, and if collateral should continue to be held for another QNB loan.
Complete paid loan documentation process, including preparation of satisfaction pieces and financing statement terminations, process Release of Mortgage documentation, forward paid documentation to customers, monitor commercial and consumer lines to verify restriction of lines prior to the satisfaction of collateral.
Serve as telephone contact for Loan Services. Research and solve customer requests including inquiries for proper re-application of payments, Pre-paying loan accounts, change in automatic payment cycles, explaining statement items, all other systems related questions.
Liaison for consumer loan life, accident, and health insurance claims for borrowers. Reconciling and remitting of new premiums and refunds.
Perform various maintenance functions on the core system including input of recording information for consumer and mortgage loans and proper credit bureau codes for closed lines.
Verify loan satisfaction fees paid and reconcile related general ledger account.
Research and respond to credit bureau disputes via E-Oscar web-based technology.
Complete assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.
Assume other job-related duties as requested.
REQUIRED TRAINING, EXPERIENCE AND EDUCATION:
Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.
High School Diploma or equivalent.
Basic math skills
Keyboarding skills
PREFERRED TRAINING, EXPERIENCE AND EDUCATION:
Experience with Jack Henry Silverlake.
Working knowledge of Microsoft Office Applications (Word, Excel, Outlook)
Previous experience in Loan Services/Operations.
Accounting I
Chief Digital Services Officer
Member service representative job in Philadelphia, PA
A best-in-class city that attracts best-in-class talent, Philadelphia is an incredible place to build a career. From our thriving arts scene and rich history to our culture of passion and grit, there are countless reasons to love living and working here. With a workforce of over 30,000 people, and more than 1,000 different job categories, the City of Philadelphia offers boundless opportunities to make an impact.
As an employer, the City of Philadelphia values inclusion, integrity, innovation, empowerment, and hard work above all else. We offer a vibrant work environment, comprehensive health care and benefits, and the experience you need to grow and excel. If you're interested in working with a passionate team of people who care about the future of Philadelphia, start here.
What We Offer:
* Impact - The work you do here matters to millions.
* Growth - Philadelphia is growing, why not grow with it?
* Diversity & Inclusion - Find a career in a place where everyone belongs.
* Benefits - We care about your well-being.
The Office of Innovation & Technology (OIT) is the central IT agency for the City of Philadelphia headed by the Chief Information Officer (CIO). OIT oversees all major information and communications technology initiatives for the City of Philadelphia - increasing the effectiveness of the information technology infrastructure, where the services provided are advanced, optimized, and responsive to the needs of the City of Philadelphia's businesses, residents, and visitors. OIT responsibilities include: identifying the most effective approach for implementing new information technology directions throughout city government; improving the value of the city's technology assets and the return on the city's technology investments; ensuring data security continuity; planning for continuing operations in the event of disruption of information technology or communications services; and supporting accountable, efficient and effective government across every city department, board, commission and agency.
Job Description
The Chief Digital Services Officer (CDSO) is an experienced technology leader responsible for driving the City's digital transformation agenda. This role leads the design, development, and delivery of resident-facing digital services and internal enterprise systems that power city operations. The CDSO will serve as the strategic and technical champion for digital innovation, modernizing platforms, improving accessibility, and strengthening Philadelphia's position as a nationally recognized digital government. Please note, we are looking for candidates with deep technical acumen and a foundation in modern software development.
The CDSO reports directly to the Chief Information Officer (CIO) and collaborates closely with departmental leadership across the City to align technology modernization with operational impact.
Digital Strategy Development:
* Manage the City's public-facing digital strategy. Develop and implement a comprehensive City-wide digital innovation strategy that aligns with key departmental business objectives. This includes setting the vision for digital initiatives, ensuring they integrate seamlessly with overall strategic planning and align with broad organizational goals.
* Champion innovation leadership. Lead digital innovation across departmental units. Encourage creative thinking, explore emerging technologies, and identify opportunities for growth and efficiency.
* Prioritize digital equity, and accessibility. This involves creating solutions that serve all residents, regardless of socioeconomic status or abilities and using user research and data to make informed decisions.
Leadership and Team Management:
* Lead and inspire the Software Development Director and other business units, fostering a collaborative and innovative work environment.
* Oversee the recruitment, development, and performance management of the digital innovation team.
* Excel in change management. Leading teams through digital transformations requires the ability to navigate resistance, communicate effectively, and inspire confidence in the vision.
Project Oversight and Execution:
* Oversee the design, development, and deployment of cutting-edge mobile apps, websites, and software applications.
* Ensure all digital projects are delivered on time, within budget, and meet high-quality standards.
* Ensure appropriate platform management. Oversee the development and management of digital platforms. This includes evaluating existing systems, identifying gaps, and recommending improvements.
* The CDSO must align digital initiatives with broader organizational goals, anticipate future trends, and make informed decisions.
Innovation and Trends:
* Stay abreast of emerging technologies and industry trends to ensure the city remains at the forefront of digital innovation.
* Foster a culture of experimentation and continuous improvement, encouraging the exploration of new technologies and methodologies.
Stakeholder Collaboration:
* Collaborate with key stakeholders. Work closely with cross-functional partners, including the CIO and other executive team members, to drive digital initiatives. Foster collaboration, knowledge sharing, and best practices.
* Identify opportunities for digital transformation across city departments and services to enhance efficiency, accessibility, and user experience.
Performance Measurement and Reporting:
* Establish metrics and KPI's to measure the success of digital initiatives and report progress to the CIO and other stakeholders.
* Ensure transparency and accountability in all digital projects, maintaining a high level of public trust and engagement.
* Establish and report on Return on Investment (ROI) metrics. Measure ROI for digital projects. Fine-tune approaches as needed to ensure the organization invests in the right tools and resources.
Operations
* Coordinates the development and implementation of major project timelines where appropriate.
* Follows effective relationship and project management processes in coordination with team members and engagement managers at the City.
* Sets and monitors SLAs for production systems that the team supports.
* Collaborates with City leaders, providing infrastructure and networking support.
Qualifications
Required:
* Proven track record managing complex projects.
* Ability to solve complex business problems and develop user/business-driven technology strategies and plans.
* Strong written and oral communication skills (including ability to present ideas in user-friendly, business-friendly, and technical language) and interpersonal skills with a focus on rapport-building, listening, and questioning skills.
* Proven analytical and problem-solving abilities, including the ability to anticipate, identify, and solve critical problems.
* Exceptional customer service orientation.
* At least 7+ years working in a similar field. At least 5 years of direct management experience, preferably 2+ at the executive management level. A strong background in digital technologies and a proven track record in digital transformation.
Additional Information
Salary: $175k
Important: To be considered, candidates must provide a cover letter and resume.
All applications should include the following:
* A one-page cover letter clarifying your interest and qualifications for the role. It really helps us understand why you're interested in this position. We read every single one!
* Your resume or curriculum vitae.
* Optionally, an online professional portfolio or public GitHub account.
We won't accept or review incomplete applications.
Work Setting: in-person (onsite)
Discover the Perks of Being a City of Philadelphia Employee:
* We offer Comprehensive health coverage for employees and their eligible dependents
* Our wellness program offers eligibility into the discounted medical plan
* Employees receive paid vacation, sick leave, and holidays
* Generous retirement savings options are available
* Pay off your student loans faster - As a qualifying employer, City of Philadelphia employees are eligible to participate in the Public Service Loan Forgiveness program. Join the ranks of hundreds of employees who have already benefited from this program and achieved student loan forgiveness.
* Enjoy a Free Commute on SEPTA - Starting September 1, 2023, eligible City employees will no longer have to worry about paying for SEPTA public transportation. Whether you're a full-time, part-time, or provisional employee, you can seize the opportunity to sign up for the SEPTA Key Advantage Program and receive free Key cards for free rides on SEPTA buses, trains, trolleys, and regional rails.
* Unlock Tuition Discounts and Scholarships - The City of Philadelphia has forged partnerships with over a dozen esteemed colleges and universities in the area, ensuring that our employees have access to a wide range of tuition discounts and scholarships. Experience savings of 10% to 40% on your educational expenses, extending not only to City employees but in some cases, spouse and dependents too!
Join the City of Philadelphia team today and seize these incredible benefits designed to enhance your financial well-being and personal growth!
* The successful candidate must be a city of Philadelphia resident within six months of hire
Effective May 22, 2023, vaccinations are no longer required for new employees that work in non-medical, non-emergency or patient facing positions with the City of Philadelphia. As a result, only employees in positions providing services that are patient-facing medical care (ex: Nurses, doctors, emergency medical personnel), must be fully vaccinated.
The City of Philadelphia is an Equal Opportunity employer and does not permit discrimination based on race, ethnicity, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, disability, marital status, source of income, familial status, genetic information or domestic or sexual violence victim status. If you believe you were discriminated against, call the Philadelphia Commission on Human Relations at ************ or send an email to *****************.
Account Services Representative I
Member service representative job in Philadelphia, PA
Job Description
American Heritage Credit Union, a $5+ billion credit union, has an immediate opening for an Account Services Representative. This position handles many different aspects of member accounts; answers member questions, and maintains member account records.
RESPONSIBILITIES:
Conduct quality control audits for all new membership applications and/or updates for errors and notify applicable parties accordingly of items that require correction.
Assist with cross-training Account Services staff and branch staff during departmental training.
Process all Business Development membership application requests.
Process all Fulfillment requests received through fax or email.
Virtually assist members/co-workers with questions regarding all products and services within the credit union including, but not limited to: CD's, New Accounts, Account Modifications, Declaration of Loss, and Money Order stop payments.
Perform follow up correspondence to obtain missing application information via phone, mail, or email to applicants that applied for membership either through the mail or on‑line.
Prepare and mail Welcome Packets when member doesn't receive the packet in the mail.
Complete SSA and Medicaid account verifications by the required due date and in accordance with department procedures.
Review and enter account owners CIP (Customer Identification Program) data into Verafin.
Prepare, scan, and process negotiable items received through Image Center.
Answer phone calls, emails and HelpDesk tickets from employees and/or members.
REQUIREMENTS:
At least one to two years of experience in a credit union or other financial institution.
Intermediate mathematical skills required (calculations involving decimals, percentages, fractions, etc.).
Must be available to work rotating evening and Saturday hours.
Our commitment to your success is enhanced by our competitive salary commensurate with experience and an extensive benefits package including paid time off, health benefits, 401(k) with a generous company match, and future growth opportunities within the company. We work to maintain the best possible professional and environmentally friendly atmosphere for our employees.
Life Services Financial Services Representative
Member service representative job in Pennington, NJ
Pennington, New Jersey **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (**********************************************************************************************************************
**:**
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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 Services Representative I is the ideal role for you.
The Financial Services Representative 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 Services Representative 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
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.