Customer Service Representative / Financial Associate
Member service representative job in Montgomery, AL
Customer Service Representative - Financial Associate FLSA Status: Non-Exempt (Hourly)
RB&T Mission Statement:
As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals.
Position Summary:
The Customer Service Representative "CSR" / Financial Associate is responsible for assisting new and existing customers with the processing of transactions involving various personal and business accounts and financial services. The CSR also meets the needs of our customers by providing unmatched hospitality.
Essential Duties and Responsibilities:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The essential functions may include, but are not limited to the following:
Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer. This will be done by maintaining knowledge of both personal and business products.
Handles incoming calls and communications including greeting walk-in guests, prospects, and clients.
Professionally, courteously and promptly greet and acknowledge all customers that walk into the Office
Provide various account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling official checks
Complete special requests such as taking orders for checks; preparing official checks; exchanging foreign currencies; providing special statements, copies, and completing safe-deposit box procedures.
Verify endorsements, receive proper identification, ensure validity, and identify counterfeit currency.
Examine checks deposited and determine proper funds availability based on regulatory requirements and complete hold notices when necessary and according to policy
Balance cash drawer periodically throughout the day and/or at least daily
Open and close all account types, while preparing the proper documentation
Initial gathering and understanding of proper identification/documentation of the requirements to open a new account or make changes
Provide ongoing maintenance to existing or closed accounts to include, but not limited to: process wire transfer requests, stop payments, name and address changes
May represent the Bank in various community functions with a high level of integrity and professionalism
Prepare necessary reports, perform various clerical duties and/or miscellaneous projects and duties as assigned by Management
Special projects and/or other duties as assigned by Management.
Minimum Qualifications:
High School diploma or equivalent
1-2 years Customer Service Representative experience preferred
Skills, Abilities & Expectations:
Stay familiar with and follow policy and procedures.
Support Management's decisions and goals in a positive, professional manner.
Stay abreast of regulatory requirements and complete annual compliance training applicable to the position
Ability to apply general accounting knowledge processes (debits, credits, balancing)
Assuring customer service is top priority whether internally or externally; treating customers and employees professionally, with courtesy and respect
Maintain confidentiality of all customer records, accounts and transactions
Ability to work in a fast-paced team environment, handle multiple tasks, and prioritize work
Detail oriented and organized
Excellent interpersonal and communication skills
Integrity, discretion, and respect for confidential information are absolutely essential
Willingness to adapt to change
Work within a variety of different software and web applications
Able to prioritize duties and effectively manage time
Analytical and problem-solving skills
Attend work on a regular basis, on time, and withstand varying degrees of stress
Excellent interpersonal and communication skills
Maintaining a professional, business-like appearance and demeanor
Proficiency in Microsoft Office products to include: Word, Excel, and Outlook
Physical Demands:
The employee will occasionally lift and/or move up to 25 pounds. The employee will regularly sit; talk; hear; and use hands to finger, handle or feel. The employee will occasionally stand; walk; reach with hands and arms; climb and balance; and stoop, kneel, crouch, or crawl. Special vision requirements include close, distant, and peripheral vision; depth perception; and the ability to adjust focus. The noise level in the work environment is usually moderate. The work environment and physical demands are those of a standard retail branch setting. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
Disclaimer:
The above information has been designed to indicate the general nature and level of work performed within this job. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to the job. Incumbent must attend work on a regular basis, on time, and withstand varying degrees of stress. This position description describes the minimum selection requirements to qualify for the position. Promotion and other employment decisions are based on employer needs, being in good standing, fully competent performance, and other non-discriminatory subjects.
Customer Service Representative
Member service representative job in Montgomery, AL
Description About GreenPoint Ag GreenPoint Ag is a farmer-owned, American-owned company. We're committed to farmers' success, because that's the only way we succeed. It's a responsibility we don't take lightly, and we look for employees who share this same commitment.
As a leading Southeastern U.S. agricultural inputs company, we source our strength from high-quality employees who allow us to build long-term relationships with our customers. We operate in over 100 communities across ten states.
If you share a passion for rural America and the farmers who are so vital to its health, then we'd like to talk with you. We are an Equal Opportunity Employer committed to creating an inclusive and dynamic workplace with the opportunity to challenge yourself in one of today's most vital industries. If you are a hardworking, passionate team player we would love to consider adding you to the GreenPoint Ag team. Our Opportunity We are looking for someone to fill a role for our location facility at Montgomery, AL. The position is regular full-time. The job role is primarily Customer Service Representative. Our culture fosters a connected work environment, employee engagement, and career development. Resume is required for this position Summary/Objective Serves as the customer liaison to bridge customers with account managers, supply, and logistics. Responsible for the successful execution and management through the entire life cycle of contracts and orders. Works directly with account managers and ensures the highest level of support for GreenPoint Ag's customers and vendors.Essential Functions
Builds strong customer relationships through providing excellent service
Performs contract management (i.e. contract entry, maintenance of orders, contract closure, reconciliation, etc.)
Addresses customer requests via phone or email (internal & external customers)
Performs customer invoicing
Collaborates with teammates
Performs inventory management within ERP system
Works closely with sales, supply, logistics and other GreenPoint Ag teams
Ensures consistent adherence to approved credit policy
Assists Warehouse Manager with merchandising, inventory management and housekeeping
Deliver products when necessary
Assist with loading/unloading products
Supervisor
This job has no supervisory responsibilities.
Required Qualifications
One year certificate from college or technical school; or 2+ years of experience and/or training in operations, customer support, or a related role; or equivalent combination of education and experience
Experience with agriculture preferred
Valid driver's license; must be able to meet a Motor Vehicle Review in accordance with Company policy
Knowledge, Skills & Abilities
Excellent interpersonal skills necessary for customer relations
Strong written and verbal communication skills
Dedication to building strong relationships with external and internal customers
Creative problem-solving abilities
Courageous decision-making abilities
Aptitude to effectively prioritize and execute tasks to full completion
Ability to meet challenging deadlines while still producing high-quality work
Proficiency with Microsoft Office Suite (Word, PowerPoint, Excel)
Must be innovative and self-motivated; needs to have a passion for the business and a willingness to learn
Ability to work varied hours/days, including nights, weekends, and holidays as needed
Ability to communicate with associates and customers
Ability to read, count, and write to accurately complete all documentation
Work Environment While performing the duties of this job, the employee regularly works in an office setting, but may occasionally visit agricultural/warehouse sites that include exposure to extreme temperatures, dust, moisture, noise, and industrial hazards that require the use of PPE. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Regular use of the telephone and e-mail for communication is essential. Sitting for extended periods and the use of hands to finger is common. No heavy lifting is expected. Exertion of up to 10 lbs. of force may occasionally be required. While performing the duties of this job, good manual dexterity for the use of common office equipment such as computer terminals, calculator, and copiers is needed. While performing the duties of this job, the employee is frequently required to walk and talk or hear. Specific vision abilities required by this job include distance vision and ability to adjust focus. Vision requirements relate to ability reading/using computer. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Travel Approximately 3% Other Duties Please note this is intended to describe the general nature and level of work performed by employees assigned to this position. It is not designed to contain or be interpreted as a comprehensive list of all duties, responsibilities, and qualifications. Other job-related duties may be assigned without need to change this job description. GreenPoint Ag reserves the right to amend and change responsibilities to meet business and organizational needs as necessary with or without notice. EEO Commitment: We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, national origin, ethnicity, sex, pregnancy, sexual orientation, gender identity/expression, including transgender identity, religion, disability, age, genetics, active military or veteran status and any other characteristics protected under applicable federal or state law. BenefitsMedicalDentalVisionLife and AD&DDisability 401K Paid Vacation TimePaid Sick TimePaid Personal Choice Days (2) Paid Community Volunteer TimeEmployee Assistanceand more…. Communication with You We are mindful that the job placement market has recently been infiltrated by individuals attempting to commit fraudulent acts. Unauthorized persons have been known to place advertisements for fake positions in the name of innocent and unwitting employers by mixing them in among legitimate job postings on authorized sites and by posting them on sites not used by the genuine employer. These imposter advertisements sometimes contain contact information for interested applicants that are different from an employer's career website or company email address. Such imposter job advertisements typically include promises of high-paying jobs with the requirement that job seekers first send sensitive personal information or money to pay for things such as visa applications or processing fees. Please be advised that GreenPoint Ag will never ask a potential job seeker for any sort of advance payment as part of the recruitment or hiring process. You should look carefully at any email address that you are instructed to use to submit a job application. All email correspondence from GreenPoint Ag ends in “@greenpointag.com.” If you have questions about any of our open positions, please visit our careers website at *************************************
Auto-ApplyCustomer Service Representative (Auburn Business Office)
Member service representative job in Union Springs, AL
This position will act as the initial contact with the customer, whether in the local business office or through telephone or online inquiries. The successful candidate must be able to handle cashier responsibilities, bill inquiries, applications for service, non-pay reconnects, payment arrangements, billing adjustments, and promote products and services. The successful candidate should be knowledgeable of collection procedures. They must have the ability to engage with the public in a tactful and courteous manner. Applicant should be customer service oriented and must have a positive attitude, good communication skills, and possess strong initiative.
**_The salary range for this position is $44,500 - $46,000, base. Additional premium pay incentive may be offered to the successful candidate with bi-lingual (English/Spanish) speaking ability._**
**Responsibilities:**
+ Receiving and greeting customers in the local office and/or over the phone or online
+ Processing payments and balancing cash funds:
+ Posting payments in CSS, processing Item 14 payments, daily balancing cash drawer and kiosk
+ Assisting customers with electrical service issues:
+ Connect/disconnect service, assessing deposits, outdoor lighting request, outage reporting, rate selection
+ Responding to customers with billing or collection inquiries:
+ Final bill collections, high bill explanations, payment arrangements, special agreements set-ups, transfer payments, issuing various meter investigation orders
+ Promoting and selling Alabama Power Company products and services:
+ Budget billing, flat bill, EFT, paperless billing, All Connect transfers, Agency Assistance portal, landlord portal, OCC
+ Assisting customers with program requests:
+ Bill extender, summary billing, SSI, text messaging enrollments (billing and outage alerts)
+ Educating customers on ways to avoid/address service or payment issues in the future
+ Understands the meter reading process and billing cycle
+ Representing Alabama Power Company to customers in a positive manner
+ The successful candidate will also play a key role in providing exceptional customer support through taking calls supporting the Call Center
**Experience:**
+ Proven customer service experience
+ Cash handling experience preferred
+ Collection experience preferred
**Knowledge, Skills & Abilities:**
+ Customer focused and excellent interpersonal skills
+ Ability to work well with internal and external customers
+ Strong analytical and problem-solving skills
+ Ability to build and maintain relationships with customers and co-workers
+ Excellent time-management, planning, and organizational skills
+ Team player with ability to effectively interact with others to achieve success
+ Understanding of Customer Service Code of Conduct and Code of Ethics
+ Must be able to successfully complete all required testing for this position
**Required Test:**
+ 00126 - CSR-MH (Customer Service Assessment)
**Benefits:**
+ Competitive Pay
+ Excellent benefits packages which includes:
+ Medical and dental coverage
+ Defined Pension/Cash Balance Benefit Plan
+ Performance-sharing plan
+ 401(k) plan with a generous company match
+ Bonus opportunities
+ Tuition Reimbursement
**Location** :
+ This position will report to the Auburn office.
Alabama Power provides safe, reliable, and affordable electricity to 1.5 million customers across the lower two-thirds of Alabama.
For more information, visit ******************** and connect with the company on Facebook (Facebook.com/AlabamaPower), Twitter (Twitter.com/AlabamaPower), LinkedIn (Linkedin.com/company/alabama-power), and Instagram (Instagram.com/alabamapower).
Southern Company (NYSE: SO ) is a leading energy provider serving 9 million customers across the Southeast and beyond through its family of companies. Providing clean, safe, reliable and affordable energy with excellent service is our mission. The company has electric operating companies in three states, natural gas distribution companies in four states, a competitive generation company, a leading distributed energy solutions provider with national capabilities, a fiber optics network and telecommunications services. Through an industry-leading commitment to innovation, resilience and sustainability, we are taking action to meet customers' and communities' needs while advancing our goal of net-zero greenhouse gas emissions by 2050. Our uncompromising values ensure we put the needs of those we serve at the center of everything we do and are the key to our sustained success. We are transforming energy into economic, environmental and social progress for tomorrow. Our corporate culture has been recognized by a variety of organizations, earning the company awards and recognitions that reflect Our Values and dedication to service. To learn more, visit *********************** .
Southern Company invests in the well-being of its employees and their families through a comprehensive total rewards strategy that includes competitive base salary, annual incentive awards for eligible employees and health, welfare and retirement benefits designed to support physical, financial, and emotional/social well-being. This position may also be eligible for additional compensation, such as an incentive program, with the amount of any bonus/awards subject to the terms and conditions of the applicable incentive plan(s). A summary of the benefits offered for this position can be found here **************************************************** . Additional and specific details about total compensation and benefits will also be provided during the hiring process.
Southern Company is an equal opportunity employer where an applicant's qualifications are considered without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, sexual orientation, gender identity or expression, or any other basis prohibited by law.
Job Identification: 15960
Job Category: Customer Service
Job Schedule: Full time
Company: Alabama Power
Motivated Customer Service Representative
Member service representative job in Montgomery, AL
No Goal Or Aspiration Is Too Big To Attain With Hard Work And Determination. Our Team And Clients Are The Lifeblood Of Our Success. Anything Is Possible. In Our Dictionary The Word No Does Not Exist. Elite Level Marketing Was Created To Acquire And Retain Customers In A Personalized Manner For All Types Of Companies. Today, We Are A Market Leader In Outsourced Marketing And Innovative Marketing Campaigns.
Job Description
The Personal Approach:
Our method is simple: we apply a customer-friendly, face-to-face approach to our strategies. By directly meeting with consumer customers, we can dramatically increase our clients' customer satisfaction without dramatically increasing their budget. Our technique is proven to be the most effective way to penetrate a target market and acquire new, profitable customers.
What does this mean?
At this moment, we are looking for energetic, career-minded individuals to aid us with our expansion goal. These candidates will be hired as entry-level customer service representatives for the area with rapid advancement opportunities to move into management. Our training program is designed to cross-train the right candidate in all aspects of business and marketing as well as incorporate communication and team leadership. The focus is to prepare them for a position as a branch manager of a location, overseeing the marketing for a Fortune 100 client.
Qualifications
Responsibilities in this program include:
• Team Leadership
• Customer Acquisition
• Building Client Relations
• Oversee Campaign Development
• Manage Customer Service, Administration, and Sales Personnel
Our Company offers:
• Competitive Pay Structure
• Hands-on Training
• Outstanding Growth Opportunities
• Travel Opportunities
Additional Information
No experience is necessary. Advancement is based solely on performance, not on seniority. We are filling positions ASAP, so please respond promptly if interested.
Please note; all applicants should have living accommodation in the area. Due to the high number of qualified people looking for work in the area, we cannot hold spots for those hoping to relocate once they find work.
Client Service Representative, Montgomery, Alabama
Member service representative job in Montgomery, AL
Montgomery Veterinary Associates
, part of the Suveto network of hospitals, is looking for an experienced part-time Client Services Representative to join our Team! We are proud to serve the Montgomery, Alabama area for everything pet related.
At MVA, our singular goal is to provide compassionate medicine of the highest quality. We believe every patient is special and unique, deserving of individualized medical care. Communication, honesty and respect are the cornerstone of supporting the human-pet bond.
The Client Services Representative will provide high quality customer service that meets or exceeds the expectations of our clients. Support the doctors and support staff. Look for ways to continually improve the delivery of services to our clients to ensure that clients are treated with respect and compassion.
The position is part-time.
Essential Job Duties
Manage the front desk by greeting clients, checking patients in/out, scheduling rechecks and signing visitors and vendors in.
Know vaccination protocol and common veterinary terms.
Oversee the clinic flow.
Manage and assist clients in the euthanasia paperwork and aftercare process.
Discuss payment choices with clients.
Assist with daily administrative duties such as responding to client texts and emails, emailing medical records, processing medication requests, distribute daily mail and client/doctor correspondence.
Maintain knowledge of extension numbers to reach employees throughout the network.
Assist in emergency situations by expediting calls to triage staff members.
Perform other job duties as assigned.
Qualifications
High School Diploma or equivalent required.
Must be computer literate; basic computer skills with ability to navigate new software.
Excellent communication skills.
Ability to multi-task.
Ability to work well within a team environment.
Montgomery Veterinary Associates, part of the Suveto network of hospitals, is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Customer Service Representative I
Member service representative job in Troy, AL
Job Title: Customer Service Representative I
Classification: Non-Exempt
Grade: Hourly Grade 1
Department: Customer Service
Reports To: Director of Customer Service, Dealer Support, & Product Services
Date: 12/02/2025
SUMMARY/ OBJECTIVE
The Customer Service Representative I is a key factory staff member responsible for providing customers with a positive experience through effective inquiry resolution. The Customer Service Representative will work in concert with in-house departments to address incoming calls and emails from Kimber end users and dealers while achieving quality goals defined and established by upper management.
ESSENTIAL DUTIES & RESPONSIBILITIES
Develop a best in class service experience for the customer
Ensure the satisfactory resolution to customer inquiries by assisting with technical product concerns via phone, mail, and email
Understand/learn the nature and functionality of the products Kimber markets to ensure customer questions are answered accurately
Liaison between consumers and the Product Services department regarding repairs and service recommendations
Maintain an inventory of Customer Service material as directed
Exercise appropriate judgement in determining whether work may or may not be covered under warranty
Receive and process catalog requests
Lift and transport catalog and mailer boxes
Process return shipping labels
Report trends and other data as required
Recommend and implement tools to provide a superior customer interaction with the company
Attend trade shows and events as needed
Effectively communicate and notify supervisor when there are discrepancies
Must be able to accurately input all required data into the manufacturing database
Complete other duties as assigned by manager
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Proficient with MS Office, email, and ability to master new applications (e.g. ERP software)
Knowledge of firearms; quality, features, safety, etc.
Professional and cordial demeanor
Accurately type 35 words per minute or faster
Ability to use phones, copiers, and other standard office equipment properly
Mastery of the English language
Excellent communication skills both verbal and written
Cross functional team builder/player with high levels of professionalism, integrity, and enthusiasm
Must be able to work accurately and efficiently in a fast work environment that has the potential to change due to regulatory and business needs
Need to be detail oriented and highly organized with the ability to multi-task
Experience working independently with little supervision
EDUCATION/EXPERIENCE
Required:
High School Diploma or GED
Preferred:
Bachelor's Degree in Business Administration or related field
LANGUAGE SKILLS
Ability to read, analyze, and interpret quality performance reports and create solutions. Ability to effectively present information to management, public groups, and/or boards of directors.
REASONING ABILITY
This position requires various reasoning abilities in order to be successful such as:
Ability to collect and document data
Ability to follow written and oral instructions
Ability to perform complex and varied tasks
Ability to perform simple, repetitive tasks for an extended period of time
COMPUTER SKILLS
Required knowledge of MS Excel and MS Word using MS Windows platform. MS PowerPoint and Outlook.
TRAVEL REQUIREMENTS
This position may require travel occasionally.
OTHER SKILLS AND ABILITIEs
Attendance is an essential job requirement defined as having regular, consistent, reliable, punctual and predictable attendance including the ability to work regular hours and shifts, overtime before and after shifts and on weekends. Ability to work as part of a team, including all related departments/plants or independently as required to achieve internal and external customer satisfaction.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL REQUIREMENTS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee is regularly required to talk or hear. The employee is frequently required to sit and use hands to touch, handle, or feel. The employee is occasionally required to stand, walk, reach with hands and arms, climb or balance and stoop, kneel, or crouch.
WORK AUTHORIZATION
This position requires compliance with the Export Administration Regulations ("EAR"). Must be a "U.S. Person" as defined by all pertinent regulations and are required to show proof substantiating this upon being hired.
OTHER DUTIES
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and/or responsibilities may change at any time with or without notice at the sole discretion of the Company.
Customer Service Representative - State Farm Agent Team Member
Member service representative job in Troy, AL
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Bryant Smith - State Farm Agent, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Strong communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Customer Service Representative
Member service representative job in Montgomery, AL
Job Description
Successful State Farm Agent is seeking a qualified professional to join their winning team for the role of Customer Service Representative - State Farm Agent Team Member. Insurance experience not required we will train the right person with the right skill set.
We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification
Use a customer-focused, needs-based review process to educate customers about insurance options
Maintain a strong work ethic with a total commitment to success each and every day
As an Agent Team Member, you will receive...
Base Salary plus commissions
Bonus when hired if licensed OR at one-year mark after obtaining licenses
Paid Time Off (personal/sick and vacation)
Group Life Insurance
Health and Dental Insurance (after 90 day probationary period)
Outstanding preparation if you aspire to be a State Farm agent in the future
Valuable experience
Growth potential/Opportunity for advancement within my office
Requirements:
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
Bilingual a plus! Spanish or Vietnamese preferred
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Property & Casualty license (must be able to obtain within 30 days)
Life and Health license (must be able to obtain within 30 days)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
Customer Service Representative
Member service representative job in Troy, AL
The Customer Service Representative position is responsible for assisting customers (primarily TROY students and parents) by answering incoming phone calls regarding financial aid, admissions, student account services, enrollment management, and other related departmental areas in an effort to answer inquiries, resolve issues, and fulfill requests.
Staff will also assist with clerical duties during the call center's off-peak periods as needed.
Other job duties include:• Answers inquiries by clarifying desired information; researching, locating, and providing information.
• Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems.
• Logs communications in database.
• Keeps equipment operational by following established procedures; reporting malfunctions.
• Provides general office support that assists in the functioning of the office including basic computer data entry, filing paperwork, sending and receiving faxes, and relaying messages.
Member Service Representative (Full-Time) - Montgomery
Member service representative job in Montgomery, AL
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Desired Qualifications
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 3311 Malcolm Drive, Montgomery, Alabama 36116
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at
****************************
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Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-ApplyBdc Service Rep
Member service representative job in Auburn, AL
Job Details ALLEN TURNER CHEVROLET-CADILLAC OF AU - Auburn, ALDescription
The BDC Service Representative is responsible for handling inbound and outbound communications with service customers to schedule appointments, confirm maintenance needs, and enhance the overall service experience. This role operates in a fast-paced, call center-style environment and utilizes phone calls, emails, and text messages to engage customers, follow up on service reminders, and support the dealership's fixed operations goals. The ideal candidate is organized, friendly, and customer-service focused.
Key Responsibilities:
Respond promptly to inbound service calls, internet leads, and other inquiries from potential customers via phone calls, emails and/or texts
Make outbound contacts to schedule or confirm service appointments, follow up on declined work, and promote routine maintenance
Accurately input and update detailed customer information, appointments and interactions in the CRM
Coordinate with the service department to ensure availability and timely scheduling
Explain basic service offerings and maintenance packages to customers
Use scripts and system tools to ensure consistent and professional communication
Monitor service appointment no-shows and follow up to reschedule as needed
Support dealership marketing efforts by contacting customers regarding recalls, service campaigns, and seasonal offers
Track daily productivity and meet or exceed individual daily, weekly, and monthly call and appointment-setting goals and team performance goals
Collaborate with service advisors and BDC management to improve communication and workflow
Participate in ongoing training and coaching sessions to improve phone skills and performance
Handle customer concerns or questions professionally, escalating when necessary
Maintain confidentiality of customer information and dealership records
Assist with other BDC or dealership tasks as needed to support business objectives
Perform other duties to support overall dealership success
Qualifications
Qualifications & Experience
Previous experience in a BDC, call center, customer service, or phone-based sales role preferred
Excellent verbal and written communication skills across phone, email, and text
Self-motivated, goal-oriented, and persistent in follow-up
Strong organizational and time management abilities
Comfortable with CRM systems, texting platforms, and basic office software
Professional, team-oriented attitude with a desire to grow
Automotive experience is a plus, but not required
Must be able to pass pre-employment background check, Motor Vehicle Record (MVR) check, and drug screening
Work Conditions & Physical Requirements
Call center-style office environment within a dealership
Scheduled for 40 hours per week within standard business hours, with varied shifts and rotating Saturdays; occasional extended hours may be required
Primarily sedentary work with prolonged sitting and computer use
Manual dexterity for data entry and office equipment
Occasionally required to lift or move office supplies or records weighing up to 25 lbs
Technology & Tools
Customer Relationship Management (CRM) system
Texting/email software integrated with dealership tools
Phone systems, headset, Microsoft Office Suite (Excel, Outlook, Word)
Compliance and Confidentiality Statement
This role requires maintaining strict confidentiality when handling customer data, communications, and dealership records.
Hearing Conservationists Wanted - Join Us in Supporting Our Military Service Members!
Member service representative job in Montgomery, AL
Requirements
Requirements:
Certification: CAOHC certification is required.
Skills: Strong attention to detail, proficiency in manual audiometry, and ability to work effectively in a fast-paced environment. Experience with DOEHRS preferred but training is provided.
Availability: Must be able to work weekends with the flexibility for occasional weekdays.
About Us: At DOCS Health, we provide innovative health readiness services that ensure our military force is prepared for duty. With over three decades of experience, we are a trusted leader in delivering health services across various sectors. Our dedicated team of professionals strives to set a new standard of care, ensuring that service members receive the attention they deserve.
Join us today to make a lasting impact on the lives of those who serve. Together, we can be the bridge for better health!
Member Contact Center Financial Services Representative
Member service representative job in Montgomery, AL
Job DescriptionRole
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities35%
Works loan queues and conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Assists with answering the loan line and provides backup and support to the call center and processor as needed. Answers incoming department calls and emails and helps maintain a high level of service.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and SkillsExperience
Two years of financial industry experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Excellent written and oral communication skills. Time management skills. Ability to prioritize and multitask. Logic and reasoning skills. Attention to detail. Microsoft Office.
ADA RequirementsPhysical Requirements
Perform primarily sedentary work with limited physical exertion and occasional lifting of up to 5 lbs. Must be capable of climbing / descending stairs in emergency situation. Must be able to operate routine office equipment including telephone, copier, facsimile, and calculator. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours whenever required or requested by management. Must be capable of local travel as driver and travel by commercial airlines, rental vehicles and public transportation and be able to lodge in public facilities. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
Job Posted by ApplicantPro
Customer Service Representative - State Farm Agent Team Member
Member service representative job in Auburn, AL
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Simple IRA
Hourly pay plus commission/bonus
Health benefits
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Requirements
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
TES Veterinary Customer Service Rep (all shifts)
Member service representative job in Auburn, AL
Details Information Requisition Number TES3113P Home Org Name Clinical Sciences Division Name College of Veterinary Medicine Position Title TES Veterinary Customer Service Rep (all shifts) Estimated Hours Per Week 20-40 Anticipated Length of Assignment 1 year Job Summary
This is a pooled posting. This posting will remain open for an extended period of time and selected applicants will be contacted as future staffing needs arise.
We have openings for day shift and night shift positions. Day shift will be scheduled between the hours of 6am - 6pm, Mon - Fri. Overnight shifts will be between 6pm - 6am, Mon - Fri. Some weekends and occasional holidays will be necessary. Total hours per week and shift details will be discussed at interview and upon hire. Flexibility is necessary.
The College of Veterinary Medicine is hiring TES Veterinary Customer Service Representatives. This role will be responsible for clerical duties related to veterinary care and treatment, processes invoices and payments, direct incoming phone calls, and provide support to veterinary team. Processes clients' animals for admission into and discharge out of Auburn University Veterinary Teaching Hospitals.
Temporary Employment Services (TES), a unit of the Auburn University Department of Human Resources, is an in-house support center established to meet the temporary employment needs of the university. TES provides qualified and dedicated temporary employees in a wide variety of occupations to meet the staffing needs throughout the campus. Temporary employees are hired for a variety of reasons with the most common being:
* Assistance in the place of a regular employee who is absent for a specified period of time
* Additional assistance during periods of abnormal or peak workloads
* Assistance with special projects
* Seasonal work
* Emergencies
If you are looking for an employment opportunity, TES is a great way to showcase your professional skills and assist Auburn University while gaining valuable work experience within higher education.
AU student employees are not eligible for TES.
Essential Functions
* Welcomes clients to the hospital, registers clients' animals that are in need of medical attention and verifies client, patient, and referring veterinarian demographics.
* Ensures all proper paperwork is completed, gathers records from other veterinary facilities as needed, compiles the physical medical record, and alerts the appropriate clinical personnel of the patient's arrival.
* Communicates frequently with the clinical team regarding patient/client needs and expectations.
* Receives and screens telephone calls.
* Provides information and assistance to callers and/or visitors regarding clinic and hospital procedures and processes.
* Determines appropriate course of action, referral, or response.
* Communicates admissions information, fees, discharge date(s), clinic regulations, or other clinic services to clients.
* Discharges clients in a timely and appropriate manner.
* Addresses any past accounts or financial follow-ups.
* Confirms client does not have any further clinical questions.
* Assist clinicians with patient examinations, simple treatments, and recording patient data under direct supervision when needed.
* Abides by rules and regulations for Veterinary Client Representatives as defined by the American Animal Hospital Association and policies and protocol of the College of Veterinary Medicine and teaching hospitals.
Why Work at Auburn?
* Life-Changing Impact: Our work changes lives through research, instruction, and outreach, making a lasting impact on our students, our communities, and the world.
* Culture of Excellence: We are committed to leveraging our strengths, resources, collaboration, and innovation as a top employer in higher education.
* We're Here for You: Auburn offers generous benefits, educational opportunities, and a culture of support and work/life balance.
* Sweet Home Alabama: The Auburn/Opelika area offers southern charm, vibrant downtown scenes, top-ranked schools, and easy access to Atlanta, Birmingham, and the Gulf of Mexico beaches.
* A Place for Everyone: Auburn is committed to fostering an environment where all faculty, staff, and students are welcomed, valued, respected, and engaged.
Ready to lead and shape the future of higher education? Apply today! War Eagle!
Minimum Qualifications
High school diploma or equivalent
Expectations: Medical Office Experience
Desired Qualifications
* Experience in a referral veterinary practice is highly desired.
* Excellent written and interpersonal communication skills, including public speaking skills and customer service skills
* Experience with medical software such as an electronic medical record, practice management software (UVIS, Cornerstone, etc.), scheduling system, billing system, etc.
* Education beyond the high school diploma or equivalent from an accredited institution is desired.
* The successful candidate will possess excellent stress management and critical thinking skills.
Posting Detail Information
Salary Range $15.00 - $16.00/hour based on experience (shift differentials provided for overnight shifts) Work Hours Day shift is between 6am - 6pm, Mon - Fri. Overnight shift is between 6pm - 6am, Mon - Fri. Some weekends and holidays will be necessary. Total hours per week and shift details will be discussed at interview. City position is located in: Auburn State position is located: Alabama Posting Date 11/07/2025 Closing Date Equal Opportunity Compliance Statement
It is our policy to provide equal employment and education opportunities for all individuals without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, gender expression, pregnancy, age, disability, protected veteran status, genetic information, or any other classification protected by applicable law. Please visit their website to learn more.
Special Instructions to Applicants Quick Link for Internal Postings *******************************************
Documents Needed to Apply
Required Documents
Optional Documents
* Resume
* Cover Letter
* Other
* Other Documentation
* Other Documentation (2)
Supplemental Questions
Required fields are indicated with an asterisk (*).
* * Please tell us how you first heard about this opportunity.
(Open Ended Question)
* * Do you have a high school diploma or equivalent?
* Yes
* No
Financial Services Representative
Member service representative job in Alexander City, AL
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFitLife Overnight Service Representative
Member service representative job in Auburn, AL
Welcome to FitLife in Auburn, AL! Customer Service and the overall care of our members are always top priorities at FitLife! We are a family-oriented facility and strive to know all members and their families. This position will continue our service through all hours of the day, and we are so pleased to do so!
The hours for this position are:
Monday through Friday: 9pm-5am
General job duties include:
Customer Service;
Light maintenance and cleaning.
*Applicants must be able to stand for the entirety of the shift..
We look forward to meeting you!
We look forward to getting to know you. Good luck!
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Member service representative job in Clanton, AL
Job DescriptionBenefits:
401(k) matching
Paid time off
Training & development
ROLE DESCRIPTION: As a Customer Service Representative - State Farm Agent Team Member with Mandi Fortner - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Financial Services Representative
Member service representative job in Prattville, AL
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyFinancial Services Representative
Member service representative job in Prattville, AL
Job DescriptionRole
Responsible for accurately processing financial transactions and assisting members with a variety of products and services. Provides friendly, professional, and confidential service to members while minimizing wait time.
Major Duties and Responsibilities35%
Conducts interviews with loan applicants for various types of loan requests. Identifies and uncovers needs through conversation and makes appropriate recommendations for loans and products based on member needs. Reviews all documentation for completeness and accuracy according to established policies, procedures, and compliance guidelines. Responsible for meeting established production goals monthly. Adheres to member service standards.
30%
Obtains member information and inputs or updates information into the core system. Opens various new accounts, share certificates, IRAs, and specialty accounts. Educates members about products and services focusing on benefits from using needs-based conversation skills. Assists with a wide variety of member services including account questions, fraud and dispute issues, safe deposit boxes, stop payments, and notary services. Processes business account requests.
25%
Answers incoming branch calls and emails and helps maintain a high level of service. Provides backup and support to teller line upon request or as needed. Assists with answering member contact center calls and FSR loan line as needed.
5%
Complies with all company policies, procedures, and service standards. Complies with applicable laws and regulations.
5%
All other job responsibilities as assigned by management.
Knowledge and SkillsExperience
Two years of financial industry or consumer lending experience required. Experience in sales, opening accounts, and/or consumer lending preferred.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. Ability to communicate information of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating, and/or advising others on matters of significance. Ability to develop and foster strong working relationships with team members and members to ensure we are achieving the overall mission and vision of the credit union. Incorporate core values into daily activities and decisions.
Other Skills
Must be bondable. Good written and verbal communication skills. Ability to multitask. Logic and reasoning skills. Time management skills. Microsoft Office.
ADA RequirementsPhysical Requirements
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal to moderate noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines/requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
Nothing in this position description restricts management's right to assign or reassign duties and responsibilities to this job at any time.
ASE Credit Union is an Equal Opportunity Employer
Job Posted by ApplicantPro