Post job

Member service representative jobs in Oakland, CA - 2,000 jobs

All
Member Service Representative
Finance Service Representative
Customer Leader
Technical Service Representative
Customer Specialist
Service Specialist
Associate, Member Services
Customer Service Representative
Customer Experience Associate
Associate Customer Service Representative
Client Associate
  • Technical Services Representative

    Carlisle Construction Materials

    Member service representative job in San Francisco, CA

    The Account Technical Services Representative is responsible for leading and providing technical service and support on polyurethane products and equipment to key accounts within Carlisle Polyurethane Systems. This role requires a considerable amount of travel. Duties And Responsibilities Technical Support & Cross-Functional Coordination Act as a technical support for both site operations and Carlisle R&D regarding product challenges, quality concerns, or design updates. Communicate recommended changes to Account Manager on product design, QC standards, or technical requirements that may impact performance, quality, or production timelines. Develop and implement training, verbally, written and physically in both equipment and application of polyurethane products. Assist leadership with SOPs and product documentation updated Other duties as assigned Equipment, Operations & Quality Control Monitor equipment performance and ensure repairs, maintenance, and spare parts inventory meet Carlisle's standards and required timeframes. Provide support for equipment operations, including troubleshooting equipment issues and ensuring corrective actions. Conduct periodic and random QC inspections to ensure adherence to required quality standards. Document all product or equipment performance issues and support formal Root Cause Analysis (RCA). Required Knowledge/Skills/Abilities Applied experience in polyurethane/polyurea products, equipment, and applications. Knowledge of equipment operations, basic troubleshooting, and maintenance coordination. Proactive problem-solving and ability to make fast, sound decisions in dynamic environments. High attention to detail and accuracy in documentation and reporting. Strong understanding of production processes, quality control, and safety protocols. Demonstrated record of influencing key internal and external stakeholders in the design process. Must be willing to travel up to 75% of the time. Must have a passport with the ability to travel outside the US. High School Diploma or Equivalent
    $46k-79k yearly est. 1d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Head of Customer Success - Fintech Growth Leader

    Method Financial

    Member service representative job in San Francisco, CA

    A leading fintech company is seeking a Head of Customer Success in Austin, TX. The role focuses on building customer relationships, shaping operational strategies, and managing team performance to drive company growth. Candidates should have over 10 years of experience in customer success and fintech partnerships, along with a data-driven mindset. This position offers an annual salary range of $200,000 to $250,000, aligning with a high-growth environment and the need for operational leadership. #J-18808-Ljbffr
    $200k-250k yearly 5d ago
  • AI Customer Education & Community Lead

    Slope 4.0company rating

    Member service representative job in San Francisco, CA

    A dynamic AI startup is seeking a Customer Education & Community Lead to design educational programs and cultivate community engagement. This role involves creating content and facilitating customer success while partnering with various teams. The expected salary range is between $120,000 and $180,000, complemented by equity and comprehensive benefits. If you're passionate about enabling users to master innovative products and shaping marketing within the AI landscape, this is an excellent opportunity. #J-18808-Ljbffr
    $120k-180k yearly 1d ago
  • Senior Customer Success Lead - 0-to-1 Builder (Freight)

    Fleetworks

    Member service representative job in San Francisco, CA

    A tech startup revolutionizing freight booking in San Francisco is seeking a Customer Success team member to manage critical relationships and define success processes. You will oversee the customer lifecycle from kickoff to implementation, program manage high-stakes pilots, and collaborate with engineering on integrations. Ideal candidates have B2B customer success experience and a builder mindset, eager to work hands-on with complex requirements. This role promises top-tier compensation and substantial growth potential. #J-18808-Ljbffr
    $122k-181k yearly est. 2d ago
  • Head of Customer Success - AI ROI Leader (NA)

    Egain Corporation 4.3company rating

    Member service representative job in Sunnyvale, CA

    A leading AI knowledge management firm is seeking a Head of Customer Success for North America. This role involves nurturing strategic partnerships with C-suite executives to enhance customer engagement and implement AI ROI strategies. The ideal candidate has over 10 years of experience in customer success, understands the complexities of regulated industries, and excels in communication and strategic thinking. The position is based in Sunnyvale, CA, requiring in-office presence and offers significant responsibility in driving client outcomes and satisfaction. This is a key role for shaping AI transformation in customer operations. #J-18808-Ljbffr
    $130k-171k yearly est. 1d ago
  • Wellness & Member Experience Associate

    YMCA of San Francisco 4.0company rating

    Member service representative job in San Francisco, CA

    A community-focused nonprofit organization in San Francisco is seeking a Wellness Associate to foster an inclusive exercise environment, providing support and resources to YMCA members. Candidates need a high school diploma, customer service experience, and knowledge of health and fitness principles. This position offers competitive hourly pay and a chance to make a positive impact within the community. #J-18808-Ljbffr
    $26k-34k yearly est. 5d ago
  • Vehicle Service Specialist

    Henley Companies 4.0company rating

    Member service representative job in San Francisco, CA

    Text henleyjobs to 23000 to start your application today! Message and data rates may apply. Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part‑time job with flexible hours, or a full‑time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed. We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self‑made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high‑school grad, a well‑seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle. THE TOOLS WE'LL PROVIDE TO YOU Paid on‑the‑job training No late evenings - Most locations close by 7pm Competitive pay set at $24.00 per hour Now offering Earned Wage Access through DailyPay! Promoting from within - 95% of upper‑level management started out in an entry‑level position Safety Shoes, Uniforms & Personal Protective Equipment (PPE) Tuition Reimbursement Employee Discount - 50% off most services for up to 2 vehicles Medical, Dental, Vision, and 401(k) Savings plan Terms and conditions may apply and benefits may differ depending on location Responsibilities Provide exceptional customer service and address any concerns or questions. Perform oil changes, filter replacements, and lubrication services for vehicles. Inspect vehicles for any potential issues or areas that require attention. Conduct basic maintenance tasks such as tire rotations and fluid level checks. Basic computer knowledge/aptitude Keep track of inventory and ensure all supplies are readily available. Maintain a clean and organized work environment. Follow safety protocols and guidelines to ensure a safe working environment. Requirements Attention to detail and ability to follow instructions. Excellent problem‑solving skills Strong customer service and communication skills Ability to work in a fast‑paced environment and handle multiple tasks. Able to learn and follow the VIOC SuperPro process for all services. Must have reliable transportation. Essential Functions Inspecting and replacing car lights and wipers. Check fluid levels and add fluids to vehicle when necessary. Inspect/replace engine air filter and cabin air filter. Add oil to engine in the proper amount based on specifications of vehicle make/model. Able to remove/rotate/lift/reinstall tires for tire rotation service. Lubricate necessary components of the chassis/driveline. Perform additional services on cooling systems and transmissions. Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed. Able to move from bay to bay to perform services on multiple vehicles. Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication) Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk. Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle. Able to move/transport items up to approximately 50 pounds. Able to work with tools to perform duties in tight sometimes hard to reach areas. Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order. In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions. In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level. In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals. In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation. In this position you will be required to function in narrow aisles or passageways such as catwalks. The above description is not intended to be an “all‑inclusive” list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job. Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law. We participate in the E‑Verify program. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
    $24 hourly 3d ago
  • Customer Service Representative

    Bedrosians Tile and Stone 4.1company rating

    Member service representative job in South San Francisco, CA

    You are the face of the company. You have the opportunity to build relationships with clients and provide solutions to ensure their vision is realized and enhance their buying experience. Customer Service Representatives are responsible for assisting all customer segments including retail, contractor, fabricator and wholesale. You are responsible for providing information about our products including availability, price, applications, limitations, and installation recommendations. You are also responsible for order entry, purchase order (P/O) processing and receiving, and freight quotes. As a customer service representative you will act as the liaison between Bedrosians and our customer. You have an energetic and enthusiastic personality and pay close attention to detail. You uphold the highest standards of service and aim to please customers and resolve any issues with win/win solutions. You are positive, helpful, and know how to listen and clearly communicate with your customers. Duties Work cooperatively in team environment Greet and assist customers with selections and follow-through on their orders Enter orders, follow-up on back-orders, invoice orders, and follow proper pick-up procedures Answer phone inquiries including over the phone orders Assist with stock checks, pricing, freight quotes and processing orders Process P/O's and receivings for product lines Develop basic understanding of design and color Resolve customer service issues Multitask and prioritize work through effective time management Maintain a neat and organized workspace Work within the framework of the company's defined policies, procedures, goals, and directives. Any other duties required of the position Please note: in some of our smaller locations, there may be a crossover of duties among Warehouse Associate, Customer Service, and/or Showroom Sales Representative positions. These crossover duties may include but are not limited to: Gain knowledge of all current and new product lines Enter orders, follow-up on back-orders, invoice orders, and follow proper pick-up procedures Follow proper pulling, packing, strapping, staging, unloading, shipping and receiving protocol Comply with all safety policies and protocols Minimum Qualifications High School Degree or equivalent Excellent email and computer skills Positive attitude Excellent and professional phone skills Excellent verbal English communication skills Detail-oriented Self-motivated and proactive'willing to take the extra step! Demonstrate integrity, professionalism, and perseverance Possess a flexible work schedule Ability to lift up to 65 lbs. Prior customer service experience is a plus Bi-lingual in Spanish a plus Company Overview In 1948, Bedrosians began providing tile and setting materials to contractors and builders in Central California. Today we have nearly 40 branches located throughout California, Arizona, Colorado, Nevada, Utah, Washington, Oregon, Idaho, North Carolina, and Florida with a national and international customer base. Our growth has made Bedrosians one of the largest independent porcelain tile and stone importers and distributors in the United States. Values We value our associates, customers, and vendors. As a result, we will acknowledge exemplary performance, provide developmental and opportunities for growth and foster lasting relationships. Bedrosians is an Equal Opportunity Employer that promotes, for the health of its employees, a Drug-Free Workplace philosophy. This job posting does not constitute an offer of employment and is not an employment contract. To be considered for this position please complete a quick 3 minute application through our Careers page: *****************************************
    $32k-39k yearly est. 7d ago
  • Head of Customer Experience & Growth

    Kaizen Stackup

    Member service representative job in San Francisco, CA

    A rapidly growing technology company is seeking an experienced Head of Customer Experience to drive go-to-market strategies and enhance customer success. This leadership role demands a strategic thinker who will develop programs to drive product launch effectiveness and team performance. Ideal candidates will have a proven track record in customer success management and strong capabilities in sales enablement and product growth. You'll be integral in shaping the company's vision and achieving business goals through collaborative efforts across departments, fostering innovation and continuous improvement. #J-18808-Ljbffr
    $21k-35k yearly est. 5d ago
  • Vehicle Service Specialist

    Valvoline Instant Oil Change 4.2company rating

    Member service representative job in San Francisco, CA

    Text henleyjobs to 23000 to start your application today! Message and data rates may apply. Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part-time job with flexible hours, or a full-time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed. We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self-made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high-school grad, a well-seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle. THE TOOLS WE'LL PROVIDE TO YOU Paid on-the-job training No late evenings - Most locations close by 7pm Competitive pay set at $24.00 per hour Now offering Earned Wage Access through DailyPay! Promoting from within - 95% of upper-level management started out in an entry-level position Safety Shoes, Uniforms & Personal Protective Equipment (PPE) Tuition Reimbursement Employee Discount - 50% off most services for up to 2 vehicles Medical, Dental, Vision, and 401(k) Savings plan *Terms and conditions may apply and benefits may differ depending on location Responsibilities Provide exceptional customer service and address any concerns or questions. Perform oil changes, filter replacements, and lubrication services for vehicles. Inspect vehicles for any potential issues or areas that require attention. Conduct basic maintenance tasks such as tire rotations and fluid level checks. Basic computer knowledge/aptitude Keep track of inventory and ensure all supplies are readily available. Maintain a clean and organized work environment. Follow safety protocols and guidelines to ensure a safe working environment. Requirements Attention to detail and ability to follow instructions. Excellent problem-solving skills Strong customer service and communication skills Ability to work in a fast-paced environment and handle multiple tasks. Able to learn and follow the VIOC SuperPro process for all services. Achieve SuperPro certification. Must have reliable transportation. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions of the job Inspecting and replacing car lights and wipers. Check fluid levels and add fluids to vehicle when necessary. Inspect/replace engine air filter and cabin air filter. Add oil to engine in the proper amount based on specifications of vehicle make/model. Able to remove/rotate/lift/reinstall tires for tire rotation service. Lubricate necessary components of the chassis/driveline. Perform additional services on cooling systems and transmissions. Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed correctly. Able to move from bay to bay to perform services on multiple vehicles. Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication) Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk. Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle. Able to move/transport items up to approximately 50 pounds. Able to work with tools to perform duties in tight sometimes hard to reach areas. Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order. Environment In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions. In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level. In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals. In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation. In this position you will be required to function in narrow aisles or passageways such as catwalks. The above description is not intended to be an "all-inclusive" list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job. Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law. We participate in the E-Verify program. #IH0004# #J-18808-Ljbffr
    $24 hourly 2d ago
  • Client Associate

    Arthur J. Gallagher & Company 3.9company rating

    Member service representative job in Walnut Creek, CA

    The Branch Client Service Associate I is accountable for delivering high quality and efficient service to both internal and external clients by assisting with the Branch's overall workflow processes and providing routine client support. This role rep Client Associate, Client Service, Associate, Client Support, Benefits, Client Relations, Retail, Insurance
    $46k-71k yearly est. 7d ago
  • Customer Success Specialist

    Net2Source (N2S

    Member service representative job in San Jose, CA

    Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision
    $39k-67k yearly est. 1d ago
  • Member Service Associate

    JBA International 4.1company rating

    Member service representative job in Petaluma, CA

    Essential Functions Sales & Service • Provide exceptional member service to all Members, volunteers, internal employees, and service providers. • Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services. • Establish basic products and services for Members. • Provide information to Members' questions or directs them to the appropriate person or department for assistance. • Safeguard Member information and ensure confidentiality by following established policy and procedures. Transactions • Complete Members' transactions accurately and efficiently using established policies and procedures. • Balance cash, checks, and maintain proper documentation. Teamwork and Other Functions • Attend and contribute to departmental meetings. • Perform branch opening and closing duties. • Perform other duties as assigned. • Complete orders for Credit Union forms and supplies. • Participate in Credit Union committees.
    $53k-114k yearly est. 60d+ ago
  • Customer Service Reps / Associate / Specialist

    Pharmacyclics, An Abbvie Company

    Member service representative job in San Francisco, CA

    Job Responsibilities Are you dependable? Are you looking for more? If you answered yes then Pharmacyclics is looking for you! We are an industry-leading and continuously growing company, and the right individual can grow with us! We're looking to add enthusiastic Customer Service Reps / Associate / Specialist for full-time and part-time positions immediately! We're seeking empathetic individuals who can support management and also interact with our vendors & customers while providing and maintaining quality, “best-in-class” customer service. We offer a competitive compensation and benefits package including health, dental, vision, life insurance, paid time off and 401k. When you join Pharmacyclics as a Customer Service Rep, you will have the opportunity to make a difference in the life of customers. Essential Duties: Process orders, forms, applications, and requests. Keep records of customer interactions, transactions, comments and complaints. Communicate with customers and vendors through various channels. Respond promptly to customer inquiries and provide feedback on the efficiency of the customer service process. Acknowledge and resolve customer complaints. Ensure customer satisfaction and provide exceptional customer support. Salary: $18.50 to $22.00 /hour. Based on Performance and Experience. Apply today for an opportunity to be a part of a great team with an innovative company! ***NB: Candidates applying should send a resume to our HR desk ***[email protected]*** and we will get back in touch ASAP! Skills Required Requirements: High school diploma, general education degree or equivalent. Ability to stay calm when customers are stressed or upset. Ability to multi-task, prioritize, and manage time effectively. Customer orientation and ability to adapt/respond to different types of characters. Ability to meet required goals and quotas. Positive and service-oriented attitude.
    $18.5-22 hourly 60d+ ago
  • Financial Services Representative

    1St. United Credit Union 4.1company rating

    Member service representative job in Pleasanton, CA

    Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas. Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary. Primary Responsibilities: Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes. Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities Other duties as assigned Prerequisites: One to three years of relevant experience Excellent written and oral communication skills Strong organizational, problem-solving, and analytical skills Detail oriented Basic knowledge of MS Office Suite High School diploma or equivalent Hourly Wage will range from $24.00/hour to $27.00/hour. Wages posted are for grades 7 and will depend on experience. 1st United Credit Union is an Equal Opportunity Employer
    $24-27 hourly 2d ago
  • Financial Services Representative - State Farm Agent Team Member

    Burch Boehner-State Farm Agent

    Member service representative job in San Jose, CA

    Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Health insurance Opportunity for advancement Paid time off Training & development 321 S Monroe St San Jose, CA 95128 Full-time | In-office About Me: Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. Position Overview: I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills. Key Responsibilities: Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities Prospect new business through financial conversations and relationship-building Manage and support new and existing clients financial portfolios Collaborate with the financial team to maintain a professional and enjoyable work environment Utilize financial discussions to prospect, retain, and grow the client base Stay current on financial products and industry regulations Ensure compliance with licensing requirements and company policies Required Qualifications: Securities Industry Essentials (SIE) license Series 6 and Series 63 licenses Experience in retail sales with clients placing IRAs, 529 plans, or similar products Strong interpersonal and communication skills Ability to work effectively in an in-office, client-facing setting Preferred Qualifications: Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required Licensing and training for P/C and L/H insurance will be provided Compensation & Benefits: Starting minimum base salary (dependent on experience): $52,000 Expected annual income (base + commission + bonus): $75,000$95,000* Additional income potential based on ability to increase sales across all product lines Medical, Dental, Vacation, Paid Time Off (PTO), Holidays 401(k) plan with company matching Our Core Values: Integrity Mutual Respect Transparency Compassion Accountability Exceptional Customer Interaction Commitment to Work Together
    $52k-95k yearly 16d ago
  • Financial Services Representative

    Sanfranciscofcu

    Member service representative job in San Francisco, CA

    Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries. DUTIES AND RESPONSIBILITIES: ~ Provide quality service to members and other employees ~ Provide explanation for all types of new share and loan accounts. ~ Cross-sell all credit union products and services. ~ Establish or make changes for payroll deductions and/or direct deposits. ~ Provide account balance information. ~ Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners ~ Mail out loan applications, rate sheets and other pertinent information. ~ Open sub savings accounts and money market accounts. ~ Accept and review consumer and auto loan applications for completeness. ~ Process mail and answer phones. ~ Perform other duties as assigned. PREREQUISITES FOR POSITION EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred. SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime. Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.
    $33k-54k yearly est. 60d+ ago
  • Financial Service Rep II

    Keypoint Credit Union 4.0company rating

    Member service representative job in San Jose, CA

    Job Description The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days. Responsibilities: • Achieves minimum Sales goals as established by the management. • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans. • Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members' confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions as well as reconciliation. • Individual in this position may be pulled to work in other branch as business needs require. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) 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 frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution. • Must be capable of working established hours required by the branch. • Strong organization, verbal communications skills, quality service and team orientation required. • Basic PC skills are desired. • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.
    $30k-38k yearly est. 4d ago
  • Technical Services Representative

    Carlisle Construction Materials

    Member service representative job in San Jose, CA

    The Account Technical Services Representative is responsible for leading and providing technical service and support on polyurethane products and equipment to key accounts within Carlisle Polyurethane Systems. This role requires a considerable amount of travel. Duties And Responsibilities Technical Support & Cross-Functional Coordination Act as a technical support for both site operations and Carlisle R&D regarding product challenges, quality concerns, or design updates. Communicate recommended changes to Account Manager on product design, QC standards, or technical requirements that may impact performance, quality, or production timelines. Develop and implement training, verbally, written and physically in both equipment and application of polyurethane products. Assist leadership with SOPs and product documentation updated Other duties as assigned Equipment, Operations & Quality Control Monitor equipment performance and ensure repairs, maintenance, and spare parts inventory meet Carlisle's standards and required timeframes. Provide support for equipment operations, including troubleshooting equipment issues and ensuring corrective actions. Conduct periodic and random QC inspections to ensure adherence to required quality standards. Document all product or equipment performance issues and support formal Root Cause Analysis (RCA). Required Knowledge/Skills/Abilities Applied experience in polyurethane/polyurea products, equipment, and applications. Knowledge of equipment operations, basic troubleshooting, and maintenance coordination. Proactive problem-solving and ability to make fast, sound decisions in dynamic environments. High attention to detail and accuracy in documentation and reporting. Strong understanding of production processes, quality control, and safety protocols. Demonstrated record of influencing key internal and external stakeholders in the design process. Must be willing to travel up to 75% of the time. Must have a passport with the ability to travel outside the US. High School Diploma or Equivalent
    $46k-80k yearly est. 1d ago
  • Customer Service Representative

    Bedrosians Tile and Stone 4.1company rating

    Member service representative job in San Jose, CA

    You are the face of the company. You have the opportunity to build relationships with clients and provide solutions to ensure their vision is realized and enhance their buying experience. Customer Service Representatives are responsible for assisting all customer segments including retail, contractor, fabricator and wholesale. You are responsible for providing information about our products including availability, price, applications, limitations, and installation recommendations. You are also responsible for order entry, purchase order (P/O) processing and receiving, and freight quotes. As a customer service representative you will act as the liaison between Bedrosians and our customer. You have an energetic and enthusiastic personality and pay close attention to detail. You uphold the highest standards of service and aim to please customers and resolve any issues with win/win solutions. You are positive, helpful, and know how to listen and clearly communicate with your customers. Duties Work cooperatively in team environment Greet and assist customers with selections and follow-through on their orders Enter orders, follow-up on back-orders, invoice orders, and follow proper pick-up procedures Answer phone inquiries including over the phone orders Assist with stock checks, pricing, freight quotes and processing orders Process P/O's and receivings for product lines Develop basic understanding of design and color Resolve customer service issues Multitask and prioritize work through effective time management Maintain a neat and organized workspace Work within the framework of the company's defined policies, procedures, goals, and directives. Any other duties required of the position Please note: in some of our smaller locations, there may be a crossover of duties among Warehouse Associate, Customer Service, and/or Showroom Sales Representative positions. These crossover duties may include but are not limited to: Gain knowledge of all current and new product lines Enter orders, follow-up on back-orders, invoice orders, and follow proper pick-up procedures Follow proper pulling, packing, strapping, staging, unloading, shipping and receiving protocol Comply with all safety policies and protocols Minimum Qualifications High School Degree or equivalent Excellent email and computer skills Positive attitude Excellent and professional phone skills Excellent verbal English communication skills Detail-oriented Self-motivated and proactive'willing to take the extra step! Demonstrate integrity, professionalism, and perseverance Possess a flexible work schedule Ability to lift up to 65 lbs. Prior customer service experience is a plus Bi-lingual in Spanish a plus Company Overview In 1948, Bedrosians began providing tile and setting materials to contractors and builders in Central California. Today we have nearly 40 branches located throughout California, Arizona, Colorado, Nevada, Utah, Washington, Oregon, Idaho, North Carolina, and Florida with a national and international customer base. Our growth has made Bedrosians one of the largest independent porcelain tile and stone importers and distributors in the United States. Values We value our associates, customers, and vendors. As a result, we will acknowledge exemplary performance, provide developmental and opportunities for growth and foster lasting relationships. Bedrosians is an Equal Opportunity Employer that promotes, for the health of its employees, a Drug-Free Workplace philosophy. This job posting does not constitute an offer of employment and is not an employment contract. To be considered for this position please complete a quick 3 minute application through our Careers page: *****************************************
    $32k-39k yearly est. 4d ago

Learn more about member service representative jobs

How much does a member service representative earn in Oakland, CA?

The average member service representative in Oakland, CA earns between $28,000 and $54,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.

Average member service representative salary in Oakland, CA

$39,000

What are the biggest employers of Member Service Representatives in Oakland, CA?

The biggest employers of Member Service Representatives in Oakland, CA are:
  1. Crunch Fitness
  2. Asian Health Services
  3. Alameda Alliance for Health
  4. Pair
  5. Oportun
  6. Fastsigns International
  7. Planet Fitness
  8. Crunch-Bay Area
  9. Taymax
  10. Visit The YMCA of The East Bay Today With 5 Central Locations
Job type you want
Full Time
Part Time
Internship
Temporary