Member service representative job in Newport Beach, CA
A fast-growing proptech company located in Newport Beach is seeking a Head of Customer Success. This role involves driving customer activation, adoption, retention, and expansion across SMB and mid-market accounts. Ideal candidates will have 3-6 years of experience in SaaS Customer Success with a strong track record in process-building and data analysis. Competitive compensation includes a base salary and bonus structure, alongside opportunities for professional development. Hybrid work options are available within the LA/OC/SD area.
#J-18808-Ljbffr
$112k-169k yearly est. 1d ago
Looking for a job?
Let Zippia find it for you.
CSR/LOT ATTENDANT
Ace Parking Management, Inc. 4.2
Member service representative job in Irvine, CA
Compensation Range: $19.00 - $20.00 per hour
About Us:
One of the reasons why we are the nation's leading parking management expert is because we recognize that "people" are what makes our company successful. It is this recognition that serves as the foundation and building block for our continued growth and success. Having been in business for over 72+ years, we understand what it means to earn "Every Thank You," which is treating our clients, partners, guests, and team members with utmost respect and courtesy. As one of the largest privately held management companies, we have the experience, passion, and the know-how to withstand the test of time and to disrupt the new marketplace with exploding new technologies. (About Us. Our Legacy)
Culture:
We have a strong, distinctive culture - a culture that is heavily influenced by a shared vision, style, and values. Our company values are the glue that binds our business, clients, and team members. There are some common traits that contribute to our unique culture. Clear values, caring, loyalty, humility, and a deep commitment to community are just a few of them. These characteristics often steer our decision-making and define the way we treat our customers, clients, suppliers, and team members. We guard these values and attributes fiercely.
Accountability:
Assist with office duties, including answering phones and emails.
Assisting customers' with using pay stations or automated ticketing equipment, including obtaining receipts, and credit card payment.
Assisting customers with locating vehicles.
Directing customers to parking areas or parking spaces, using hand signals or flashlights as necessary.
Resolving customer requests, questions, and complaints.
Patrolling parking areas on a golfcart in order to prevent vehicle damage and vehicle or property thefts.
Actively look for ways to assist customers.
What we are looking for:
A valid CA Driver's License
Must be able to stand and walk up to 8 hours per shift.
Must be able to speak clearly, distinctly, and effectively using tact and diplomacy.
Experience dealing with irate customers and resolving customer issues and/or complaints.
An outgoing and enthusiastic personality.
Willingness to do whatever it takes to earn a "Thank You."
What We Can Offer You for All Your Hard Work:
$19 - $20 Per Hour
Medical, dental, vision, life insurance coverage for full-time, eligible employees.
Flexible Spending Accounts for full-time, eligible employees
401k
Vacation/Sick for full-time and part-time employees
Holiday for full-time and part-time employees
Discount programs
Ace Parking is committed to the full inclusion of all qualified individuals. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. As part of this commitment, Ace Parking will ensure that persons with disabilities are provided reasonable accommodation. If reasonable accommodation is needed, please email: ***************************** describing the accommodation.
$19-20 hourly 2d ago
Client Services Representative
Venbrook 3.3
Member service representative job in Irvine, CA
JOB TITLE: Client ServicesRepresentative (CSR) - Employee Benefits
DEPARTMENT: Employee Benefits
CLASSIFICATION: Non-Exempt
LANGUAGE REQUIREMENT: Bilingual English and Spanish
COMPENSATION: Hourly wage: $28.85 - $33.65 Based on experience
COMPANY OVERVIEW:
Venbrook is a privately held insurance brokerage and risk management firm providing tailored solutions across employee benefits, property and casualty, and specialty lines.
Our teams support clients through direct service, accountability, and clear communication.
Our culture emphasizes ownership, collaboration, and trust.
We offer a comprehensive benefits package:
401k with employer match
Medical, dental, vision, life, and disability insurance
Paid Time Off
Paid holidays
Paid sick leave
Professional development opportunities
Flexible work arrangements
JOB SUMMARY:
The Client ServicesRepresentative supports employees and HR contacts with day-to-day benefit inquiries.
You operate in a high-volume, member-facing environment.
You resolve routine issues and escalate complex matters following defined guidelines.
Your work supports a consistent member experience and reduces service interruptions for Account Management teams.
DUTIES/RESPONSIBILITIES:
Employee and Member Support
Serve as the primary contact for benefit inquiries via phone and email
Explain coverage, eligibility, and benefit usage in clear terms
Guide members through carrier portals, mobile applications, and ID card access
Support employees during open enrollment
Provide bilingual support in English and Spanish
Routine Benefits and Claims Support
Process ID card requests and replacements
Confirm provider network participation
Respond to basic claim status inquiries
Verify eligibility and enrollment changes
Add or remove dependents
Provide prescription refill guidance
Address standard open enrollment questions
Issue Identification and Escalation
Identify issues requiring escalation
Route cases to Account Management per internal guidelines
Ensure complete documentation prior to escalation
Maintain ownership until successful handoff is confirmed
Documentation and Collaboration
Document all interactions and outcomes in the CRM system
Track open items through resolution
Partner with Account Managers and Advocacy teams
Identify recurring issues and share trends with leadership
EDUCATION & EXPERIENCE:
Required Skills & Qualifications
· One to three years of experience in employee benefits, insurance
· Bilingual English and Spanish
· Clear written and verbal communication skills
· Ability to manage high call and email volume
· Strong organization and follow-through
· Professional and composed in time-sensitive situations
Preferred Qualifications
· Experience in an employee benefits brokerage or consulting environment
· Knowledge of health and welfare benefit plans
· Experience with CRM or benefits administration platforms
· Working knowledge of Outlook, Word, and Excel
Measures of Success
Timely resolution of routine member issues
Clear and complete escalation documentation
Positive member experience feedback
Reduced disruption to Account Management workflows
$28.9-33.7 hourly 4d ago
Life Science Service Specialist
Shimadzu Scientific Instruments 4.2
Member service representative job in Carlsbad, CA
DescriptionLife Science Service Specialist Location: Los Angeles, CA Salary: $109,000 to $111,000 per year Who are we?
Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environmental monitoring systems in the world. Ground-breaking scientific research, manufacturing ideas and results continue to propel Shimazu's outstanding reputation and "Excellence in Science." People dedicated to our mission have the largest impact on Shimadzu's continued growth and success. Would YOU like to join a diverse team of professionals working together with researchers, scientists and manufacturers to help better lives worldwide?
What can Shimadzu offer YOU?
Our Culture - A work environment that values diversity, inclusion & belonging
Competitive Compensation - Day 1 Benefits & Competitive Salary
Retirement Benefits - Matching 401K & Profit-Sharing Program
Professional Growth - Clear pathways for Career, Leadership and Personal Development
Health Benefits - Flexible Spending/Health Savings Accounts
Work-Life Balance - Generous & Front-Loaded Paid Time Off Plan
Education - Tuition Assistance Program for both graduate and undergraduate levels
Insurance Perks - Pet Insurance, optional Identity theft, legal pre-paid and critical care buy-up insurance benefits, generous company paid life insurance & short-term disability programs
Work Flexibility - Business casual Dress Attire & casual (jeans) Friday!
Employee Engagement - Employee Resource Groups to network, build a sense of community and enhance one's career and personal development
Shimadzu Scientific Instruments is seeking an Life Science Service Specialist to support the installation, maintenance, and repair of our specialized biotech instruments, including MALDI systems, PPSQ, LABNIRS, and related platforms. This is a hands-on, customer-facing role that plays a critical part in helping researchers and scientists perform mission-critical work in labs across the region.
JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO:
Install, troubleshoot, and maintain biotech instrumentation across customer sites
Provide technical training to end users and junior field service engineers
Accurately document system builds, service visits, and part usage
Develop preventive maintenance procedures and contribute technical feedback
Manage and maintain regional parts inventory
Provide timely phone/email-based technical support as needed
Travel by air and car to perform on-site service; overnight travel required
Ensure safety compliance and proper use of PPE per company and client protocols
EDUCATION AND QUALIFICATIONS:
Associate degree in Electrical Engineering or related tech field required
Bachelor's degree in Life Sciences preferred
3+ years of field or in-house instrumentation service experience required
Mechanical, electrical, and customer-facing troubleshooting skills essential
Proficiency in technical documentation and remote support protocols
Must be self-driven and comfortable working independently or with cross-functional teams
At Shimadzu Scientific Instruments, we believe in providing structured career paths that recognize and reward talent. If your expertise surpasses the level specified in the listed position, we offer the flexibility to upgrade positions to better suit your qualifications accompanied by a salary adjustment.
Compensation & Benefits:
This full-time, non-exempt position comes with a comprehensive benefits package. In your first year, you will receive 10 paid vacation days, 8 paid personal days, 8 paid scheduled holidays and 3 paid floating holidays (Residents of California and Puerto Rico will receive state-mandated sick leave instead of personal days). After one year of employment, you will also be eligible for a generous short-term disability program with the company covering 100% of monthly premiums.
The starting salary range for this role is $109,000 to $111,000 annually, paid semi-monthly. As a non-exempt position, you will be eligible for overtime and double time pay, as outlined in our employee handbook. Additional variable compensation may include a discretionary year-end bonus based on overall company performance.
This position includes a company car with a fuel card (with a $55 per pay deduction for personal use), company laptop, and a company-paid cell phone, which remains company property but can be used for personal purposes.
For more details on benefits, please visit **************************
Shimadzu is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Shimadzu via email, the Internet or in any form and/or method without a valid written search agreement in place for this position (and agency was requested to work the requisition) will be deemed the sole property of Shimadzu. No fee will be paid in the event the candidate is hired by Shimadzu as a result of the referral or through other means.
EEO Statement:
Shimadzu Scientific Instruments (SSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please click here.
Qualifications
BehaviorsFunctional Expert - Considered a thought leader on a subject
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Innovative - Consistently introduces new ideas and demonstrates original thinking
Team Player - Works well as a member of a group
Thought Provoking - Capable of making others think deeply on a subject
EducationBachelors of Chemistry (preferred)
Associates of Electrical Engineering (required)
Skills
Instrument Repair (required)
Instrument- MALDI (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$109k-111k yearly 2d ago
Customs Specialist, Senior
ACL Digital
Member service representative job in San Diego, CA
: GTop 3-5 Required Skills (These are not preferred skills. If the candidate does not have these required skills, they will be rejected completely)
1. Advanced Microsoft Excel Skills
2. Experience with Customs Valuation and HTS Classification
3. Strong data analysis/analytic skills using tools like Alteryx, PowerBI, or PivotTables
4. Strong Communication Skills (Written and Verbal)
5. Familiarity with Microsoft Outlook and OneNote
Technologies: What does this temp must know to perform the required job duties(These are not preferred technologies - If they do not have these technologies they will be rejected completely) Microsoft Office Applications (Word, Excel, PowerPoint, Outlook)
Education:
Bachelor's degree required in a business, finance, or technical field.
Physical Requirements (Lifting, outdoor work, travel): Desk-oriented job; ability to sit for long periods of time at a computer.
Key Words: Any key words, job titles or competitors that our suppliers can be on the lookout for? Keywords: Import, Export, Trade Compliance, Import Compliance, Classification, Broker, Compliance, Accounting, Finance, Computer Science, Data Analyst
Job Description:
This position is within the Customs & Indirect Tax department and will focus on supporting global import compliance initiatives. This role will be primarily responsible for global import HS classification support of Qualcomm's chip and hardware products, ensuring the business groups comply with Global Trade and regulatory requirements. This position will work closely with program/product management, engineering, R&D, and other Global Trade colleagues to strategically drive and implement jurisdiction and classification processes throughout the product development lifecycle within these groups. This role will also drive continuous improvement in processes and technology of import compliance, from identifying/solving complex classification challenges, to collaborating on remediation of identified risk areas / process gaps between the business stakeholders and Global Trade. Effective verbal, written and presentation skills are needed as the position requires significant interaction with senior management across multiple functions.
Required Competencies
Natural problem-solving skills are necessary to own the process and maintain required data flows.
Fact-finding and analysis are critical parts of the job.
Strong written and verbal communication skills are required.
Demonstrated experience in working independently with minimal supervision.
Minimum Qualifications
Bachelor's degree required in a business, finance, or technical field.
Strong computer skills and advanced knowledge of Microsoft Word, Excel, Outlook, OneNote, PowerPoint, and Teams applications.
Experience in international customs procedures (classification and valuation).
Preferred Qualifications
Experience in the semiconductor industry is a plus.
Experience in the consumer electronics industry is a plus.
Experience in finance or accounting is a plus.
Experience with a trade compliance system is a plus.
Experience with trend analysis or being able to manipulate large sets of data to provide useful/critical analysis to senior management
Experience in HTS/Schedule B classification.
Hybrid Work Environment. Preferably PST, but CST is okay. EST, no.
1 panel interview
Monday through Friday, 8:30am to 5:30pm standard 8-hour work day PST.
Temp position with possibility to roll over to full-time employee status as we currently have an open and approved REQ for FTE.
Comments for Suppliers:
$38k-66k yearly est. 4d ago
Customer Service Representative
Kellyconnect | Contact Center Solutions
Member service representative job in Irvine, CA
For those who want to keep growing, learning and evolving. We at KellyConnect hear you, and we're here for you! We're seeking a customer servicerepresentative to work at a premier employer centrally located in Irvine, California. Sound good? Take a closer look below. You owe it to yourself to consider this great new opportunity.
Schedule/Compensation Details: Attractive hybrid work solution that offers the best of both worlds
Office Rotation: Tuesday/Thursday & every other Friday
Must live in commutable distance to Irvine, California
Work from Home Rotation: Monday/Wednesday & every other Friday
Competitive pay rate- $26
Why should you apply:Medical and dental benefits
Opportunity to gain valuable experience.
Enjoy a positive and supportive work environment.
Paid training to ensure you have the skills & knowledge to succeed.
What's a typical day as a Customer ServiceRepresentative? You'll be:
Processing product complaints through queues and other communication channels.
Maintaining a positive experience while investigating complaints in a timely and courteous manner.
Accurately updating databases with pertinent details & product information.
Escalating issues based on severity to appropriate levels as needed.
Ensuring confidentiality of caller and proprietary information by following procedures set forth for handling complaints.
This job might be an outstanding fit if you:
Have a high school diploma or equivalent.
Have at least 3 years of customer service experience and call center experience
Have strong problem- solving and organizational skills.
Are able to work in a fast-paced environment.
Are able to work a hybrid work schedule comprised of weekly office & remote requirements.
What happens next:
Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.
Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Customer ServiceRepresentative today.
About Kelly
Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life-just ask the 300,000 people we employ each year.
Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.
Acerca de kelly
El trabajo lo cambia todo. Y en Kelly, estamos obsesionados con dónde te puede llevar. Para nosotros, se trata de algo más que simplemente aceptar su próxima oportunidad laboral. Es el combustible que impulsa cada próximo paso de tu vida. Es el efecto dominó que cambia y mejora todo para su familia, su comunidad y el mundo. Es por eso que, aquà en Kelly, estamos dedicados a brindarle oportunidades ilimitadas para enriquecer su vida; solo pregúntele a las 300,000 personas que empleamos cada año.
Kelly Services se enorgullece de ser un empleador que ofrece igualdad de oportunidades de empleo y acción afirmativa. Damos la bienvenida, valoramos y aceptamos la diversidad en todos los niveles y estamos comprometidos a construir un equipo que incluya una variedad de orÃgenes, comunidades, perspectivas y habilidades. En Kelly, creemos que cuanto más inclusivos seamos, mejores servicios podemos brindar. Las solicitudes de adaptaciones relacionadas con nuestro proceso de solicitud pueden dirigirse al Centro de conocimiento de recursos humanos de Kelly. Kelly cumple con los requisitos de las leyes locales y estatales de Oportunidad Justa de California. Una condena no excluye automáticamente a las personas del empleo.
$26 hourly 4d ago
Customer Service Representative
Vaco By Highspring
Member service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to serve as a key point of contact for customers. This role is ideal for someone who enjoys helping others, solving problems, and providing a positive experience while working in a fast-paced, team-oriented environment.
Key Responsibilities
Respond to customer inquiries via phone, email, and/or chat in a professional and timely manner
Resolve customer questions, concerns, and issues while ensuring a high level of satisfaction
Document customer interactions accurately in internal systems
Process orders, returns, account updates, or service requests as needed
Collaborate with internal teams (sales, operations, billing, etc.) to resolve escalated issues
Follow established processes, policies, and service standards
Identify opportunities to improve the customer experience
Qualifications
1-3+ years of experience in customer service, call center, or client support roles
Strong communication and interpersonal skills
Ability to remain calm, professional, and solution-oriented
Basic computer proficiency and ability to learn new systems quickly
Strong attention to detail and follow-through
Nice to Have
Experience in a high-volume or phone-based support environment
Familiarity with CRM or ticketing systems (Salesforce, Zendesk, etc.)
Bilingual skills a plus
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 1d ago
Customer Service Representative
Lori Long-State Farm Insurance Agent
Member service representative job in San Diego, CA
```html
About the Company - Established State Farm Agent in Rancho Bernardo area looking for a licensed and experienced Part-Time Customer ServiceRepresentative to provide outstanding service to our customers. This is an in-office position.
Preferred Skills:
Property and Casualty Licensed
Experienced in the insurance industry
Strong communication skills
Friendly, reliable and smart
Detail oriented
Ability to work well in an office environment
Pay range and compensation package - Based on experience.
Equal Opportunity Statement: We are committed to diversity and inclusivity in our hiring practices.
```
$31k-41k yearly est. 10h ago
Resident Service Specialist - Brand New Lease-Up Apartment Community
UDR, Inc. 4.5
Member service representative job in Riverside, CA
UDR, Inc. and its affiliated companies are seeking a Resident Service Specialist to join our team at a brand-new, lease-up apartment community located in Riverside, CA.
Do you thrive on crafting an amazing customer experience and providing satisfying solutions to customers? Do you want to be a "Care Hero" and it's your job to save the customer's day?
As a Resident Service Specialist, you ensure our residents are provided a seamless move-in experience and an enhanced lifestyle during their residency.
Essential Job Functions:
Move-In Coordination
Ensure each new resident has a move-in orientation conducted by appointment.
New residents are contacted within seven days of move-in to ensure they are satisfied and to report any issues.
OneSite Responsibilities
Scan all required move-in documents into OneSite.
Oversee Pending Tasks.
Customer Service Administration
Guide walk-in traffic and minimize the wait time.
Handle any walk-in resident concerns with the Resident Service Manager and/or Community Director.
Ensure that all voicemails, texts, emails and other resident and community communications are checked and responded to within established time guidelines.
Organize incoming packages systematically and distribute as needed.
Utilize CRM to effectively manage resident relations, service requests and resident communications.
Property Condition oversight
Walk through the move-in ready apartment to ensure they meet standards prior to orientation.
Walk through all amenities daily to ensure they are stocked and in good condition.
Walk problematic areas that are raised by residents on the day they are reported to ensure deficiencies are addressed. Follow-up with the service team until resolved.
Provide superior customer service to internal and external customers.
Back-Up coverage
Receive and greet visitors to the community and answer prospects, residents, and customer inquiries as well as phone calls.
Research and prepare any reports, memos, letters, resident correspondence, and other documents using word processing, spreadsheet, database, or presentation software at the direction of the Resident Services Manager or Community Director.
Complete market summary and comp reports as directed.
Comply with all Company policies and procedures related to employment.
Commit to Living the UDR Values each day in every action taken when executing the essential functions of the job.
Perform Resident Service Manager duties in the absence of the Resident Service Manager.
Perform other duties as assigned or as necessary.
Experience, Knowledge and Skills:
Multi-family and/or hospitality operations experience
Experience working in an office setting
Customer service experience
Ability to handle conflict management effectively
Strong phone etiquette and customer relationship management skills
Education:
High school or equivalent required
Associate degree in business administration or equivalent, is preferred.
Career Development and Advancement:
We offer ongoing education opportunities to encourage the skillset development of our employees and have a validated culture of enhancing the growth and advancement of their individual career goals. We believe our employees are the organization's most important asset.
Exceptional Benefits:
We offer a comprehensive benefit package, apartment rental discount, company matched 401(k), vacation and personal time (up to 10 vacation days, 6 sick days, 4 personal days, and 2 floating holidays per year) plus company observed holidays, discounts to live in our best-in-class communities, tuition reimbursement, company sponsored events, community service days, and our annual President's Club held in Las Vegas, honoring our associates for their exceptional customer service and operational excellence.
Benefits Offered:
Medical, Dental, Vision Plans
Medical Flexible Spending Account
Dependent Care Spending Account
Lifestyle Spending Account
Supplemental Term Life Insurance
Voluntary Cancer Insurance
Supplemental Short-Term Disability Insurance / AD&D Insurance
Voluntary Long Term Care Insurance
401(k) Plan with company match
Hourly Range:
$27/hr. - $30/hr., depends on experience
About UDR, Inc.
UDR, Inc., an S&P500 company, is one of the nation's largest owners and managers of residential apartment communities. Become a part of a company that is the industry leader of transformational change and operational innovation!
UDR Inc. is an Equal Employment Opportunity Employer.
UDR is proud to provide equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
UDR is committed to providing and maintaining a diverse workforce and an inclusive work environment with equitable access and opportunity for associates to participate, grow, and reach their full potential.
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.
$27-30 hourly 3d ago
Order Specialist
Employbridge 4.4
Member service representative job in Irvine, CA
Order Management Specialist I needed for a manufacturing company in Irvine, CA!
*Direct Hire Opportunity*
Pay: $27-$33/hr. with a 15% bonus opportunity
Schedule: In person M-F 7am or 8am start
The Order Management Specialist I processes customer orders accurately and supports timely fulfillment by coordinating with internal teams. This role ensures all order activity is documented in CRM systems and helps resolve basic order issues.
Key Responsibilities
Process and manage customer orders in SAP
Track all customer interactions in Microsoft Dynamics CRM
Verify pricing, availability, and delivery timelines
Communicate order confirmations, updates, and basic inquiries
Coordinate with sales, logistics, and warehouse teams
Identify and escalate order discrepancies or delays
Maintain accurate order records and documentation
Assist with order-related reporting as needed
Qualifications
High school diploma or equivalent (Associate's degree preferred)
0-2 years of experience in order processing, customer service, or related roles
Proficiency in Microsoft Office (Excel, Word, Outlook), Teams, and Dynamics CRM
Strong attention to detail, organization, and multitasking skills
Clear written and verbal communication skills
Familiarity with ERP systems (SAP preferred)
Work Environment
On-site, office-based role
Standard business hours with flexibility during peak periods
Regular use of computers and office equipment
$27-33 hourly 1d ago
Member Associate
Navy Federal Credit Union 4.7
Member service representative job in San Diego, CA
To provide diverse administrative support to Navy Federal Investment Services (NFIS) phone operations, digital chat, and Financial Advisors (FAs). To provide information regarding Navy Federal Investment Services (NFIS) products and services to clients/potential clients, third parties (e.g., merchants, financial institutions, etc.) and employees through various media channels. To establish a positive member experience, optimal satisfaction, and retention; meet growth goals while ensuring compliance to federal, state and agency regulations, industry standards, and Navy Federal processes, procedures, and standards. Works under supervision.
Responsibilities
Respond promptly and appropriately to member telephone, digital chat, and all forms of communications inquiries (e.g., account status, address change requests, password resets, update member files, etc.)
Assist in responding to client inquiries through various media channels; verify Customer Personal Identity (CPI) during client interaction
Execute first call resolution through research and follow-up; may redirect calls to other NFIS staff, NF business units, and vendors
Assist in establishing and maintaining client relationships; determine client needs, overcome objections and/or transfer to appropriate registered staff or designated area
Independently and proactively make outbound calls to members, wholesalers, and back-office personnel to resolve rejected paperwork issues; schedule, confirm and track referrals and appointments
Assess and determine appropriate resolution/response to challenging and/or sensitive situations using appropriate and tactful customer service communications
Review client account(s) and activities, assess needs, apply targeted questions to research, respond to inquiries, create cross servicing opportunities, and increase product penetration
Identify account irregularities, potential fraud and abuse, governed by Bank Secrecy Act (BSA)/Anti- Money Laundering (AML); document/inform management and/or other appropriate areas of potential security breach
Assist with account set up and changes, prepare account portfolio reviews and financial plans, and ensure recordation and retention following NFIS and industry processes and procedures
Prepare and review client paperwork and post appointment, ensure paperwork is accurate, complete, and current with industry and agency regulations
Stay abreast of federal, industry and/or agency regulations, Navy Federal security updates, fraud alerts, NFIS compliance, policies and procedures, new products and services, system changes, and current marketing efforts
Schedule, coordinate, and track expenditure, new business, and appointment results from various marketing initiatives
Assist in training and onboarding n
Qualifications
Self-motivated, results driven, team player with strong ability to collaborate with others
Experience in an administrative support capacity, preferably in customer service or financial services
Familiarity with financial transactions/processing, lending practices, principles, and compliance/regulations
Knowledge and use of multiple systems to reference/record account information and conversations regarding member interactions, needs, and account activities
Familiarity with investment products, services, processes, requirements, and systems
Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes
Advanced customer service and relationship management skills
Ability to remain calm and courteous under pressure while dealing with internal and external members/customers
Effective skill building relationships with staff, management, vendors, and members through rapport, trust, diplomacy, and tact
Ability to interpret and explain regulations, instructions, and procedures
Effective skill exercising initiative and using good judgment to make sound decisions
Effective organizational, planning and time management skills
Effective research, analytical, and problem-solving skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in comprehending, analyzing, applying, and communicating complex written legal documents
Effective skill maintaining accuracy with attention to detail and meeting deadlines
Experience with managing multiple priorities independently and/or in a team environment to achieve goals
Effective verbal and written communication skills
Effective skill navigating multiple screens and PC applications and adapting to new technologies
Effective word processing and spreadsheet software skills
Desired Qualifications
Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience
Working knowledge of Navy Federal/NFIS products and services
Working knowledge of Navy Federal/NFIS's functions, philosophy, organization, programs, policies, and procedures
FINRA Series 7, combination of NASAA Series 63/65or 66 registration and state Life & Health Insurance License
Hours: Monday - Friday, 8:30AM - 5PM Hybrid
Location: 820 Follin Lane, Vienna, VA 22180 | 5550 Heritage Oaks Dr. Pensacola, FL 32526 | 9999 Willow Creek Road San Diego, CA 92131 | 141 Security Drive, Winchester, VA 22602 | 11270 Saint Johns Industrial Parkway South, Jacksonville, FL 32246 | 9001 Airport Freeway, Suite 925, North Richland Hills, TX 76180 | 4 Concourse Parkway, Suite 100, Sandy Springs, GA 30328 |295 Bendix Rd, Suite 250, Virginia Beach, VA 23452 | 25 Kaneohe Bay Drive Suite 220, Kailua, HI 96734
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$49k-81k yearly est. 2d ago
Client Service Officer III
United Business Bank 4.2
Member service representative job in Irvine, CA
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities.
The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
$40k-54k yearly est. 4d ago
CSR/Associate Broker
South Bay Search 4.0
Member service representative job in Irvine, CA
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customer service, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 60d+ ago
Customer Loyalty Retention Specialist
Corkys Pest Control 3.6
Member service representative job in San Marcos, CA
Essential Duties and Responsibilities
Be the first point of contact for customers wanting to cancel services.
Engage with customers to identify cancellation reasons and offer tailored solutions.
Communicate the value of services to reinforce customer commitment.
Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn.
Track retention metrics, including save rates and customer feedback.
Keep detailed records of all interactions in CRM systems.
Collaborate with internal departments to resolve customer issues efficiently.
Follow up with customers to ensure satisfaction post-resolution.
Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently.
Handle all interactions with empathy and professionalism.
Meet or exceed monthly retention KPIs, such as customer saves and call quality.
Participate in ongoing training to stay updated on company services and policies.
Utilize Microsoft Teams, Outlook, and other relevant tools.
Perform additional duties as assigned.
Customer Engagement
Connect with customers proactively through phone and email.
Build strong relationships by understanding their needs and preferences.
Issue Resolution
Address customer inquiries and concerns with professionalism and urgency.
Work with internal teams to resolve issues efficiently.
Upselling & Cross-Selling
Identify opportunities to recommend additional services or products.
Educate customers on the benefits of enhanced offerings.
Customer Feedback
Collect and share customer insights to support service improvements.
$34k-44k yearly est. Auto-Apply 60d+ ago
Audi Technologist and Customer Retention Specialist
Hoehn Motors 2.9
Member service representative job in Carlsbad, CA
Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales.
Essential Duties:
Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle.
Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions.
Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager.
Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies.
Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously.
Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products.
Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates.
Attends sales meetings.
Maintains professional appearance and workspace.
Sells and delivers professional service when needed in the sales department
Processes sales paperwork in accordance with dealership policies
Keeps up-to-date on new Audi products and services within the industry.
Will be responsible for clean and tidy showroom and vehicle display.
Approaches and greets overflow sales prospects in a timely manner.
Exhibits a high level of commitment to customer satisfaction.
We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success!
Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways.
· Guaranteed hourly wage
· Volume / Unit bonuses
· Flex scheduling featuring 2 full days off every week plus an early and a late day
· You will receive a wide range of benefits including FULL medical, dental, and vision insurance
· Discounts and an associate pricing program on vehicles, parts and service
· Support for continuing education and personnel development are included
$35k-44k yearly est. 60d+ ago
Correctional Services Officer (Part-Time)
City of Santa Ana, Ca 4.7
Member service representative job in Santa Ana, CA
The City of Santa Ana is looking for individuals who are results-oriented, possess great attitude, demonstrate creativity and innovation, work efficiently, show a record of success and have a passion for public service. Having highly talented employees provides the best service to our community.
DEFINITION
Under general supervision of full-time staff, performs duties related to booking, monitoring and maintaining order among inmates in a direct supervision jail facility.
This part-time classification is distinguished by the need to exercise independent judgment and initiative in the performance of duties within specific areas of responsibility in a Type II jail facility that uses a "direct supervision" inmate management philosophy. Incumbents will work independently under the indirect supervision of designated full-time jail or police department personnel.
Note: CalPERS (CA PUBLIC EMPLOYEES' RETIREMENT SYSTEM) retired annuitants are not eligible for this position.
* Assists in monitoring the conduct of inmates in a variety of custodial situations within a jail facility.
* Performs inmate intake processes by searching, accepting property, checking criminal history records, booking, issuing clothing, fingerprinting and photographing inmates.
* Ensures that inmate property is recorded and safely secured.
* Escorts inmates to housing modules from attorney visits, medical visits, and inmates returning from court.
* Escorts and directs inmates to recreational, operational and rehabilitative activities; observes interaction and verbally or physically intervenes if necessary.
* Assists in ensuring that the facility is clean, well-maintained and secure.
* Monitors condition of jail facility, identifies hazards or maintenance issues and refers matters requiring attention to appropriate personnel.
* Receives, resolves or attempts to resolve complaints or requests from inmates; refers matters to supervisors.
* Completes appropriate records such as assignment logs, transfer and release paperwork, etc.
* Responds appropriately to inquiries regarding inmates.
* Receives and checks incoming and outgoing mail and correspondence.
* Observes and directs activities during inmate visits.
* Enforces jail rules and prepares written documentation concerning incidents or violations.
* Controls or assists in monitoring access to attorney rooms and visiting areas within the facility.
* Assists in processing inmates for court appearances as necessary.
* Operates department vehicle to pick up medications from local pharmacies, as needed.
* Operates manual and electronic jail security systems.
* Provides escort services for maintenance staff and other service providers within the jail facilities.
* Performs administrative tasks updating classification or housing information, serving subpoenas, processing paperwork and preparing memos and reports.
* Assists in ensuring that operations comport to applicable state and federal laws concerning the confinement and security of inmates as well as other administrative regulations, judicial rulings, and Police Department manuals, policies and regulations.
* Performs other related functions as assigned.
Sufficient training, education, and/or experience to demonstrate the skills and abilities listed below; successful completion of pre-employment process including comprehensive background investigation with no felony convictions; 18 years of age at the time of application.
Skill in: Exercising safe and effective communication skills; basic typing and computer use.
Ability to: Maintain security, control and custody of inmates; provide clear and direct instructions on rules, regulations and procedures; interact with people of varied social, economic and cultural backgrounds; develop and maintain accurate records and prepare thorough but concise reports: utilize various management information systems and automation tools to maintain and access information and electronic communications via desktop computer systems and computer networks; make decisions on effective courses of action in emergency situations; establish and maintain effective working relationships with others; work effectively under minimal supervision.
NOTE: Must possess and maintain a valid California Class C driver's license as a condition of employment.
Tattoo Policy: Tattoos shall not be visible while employees are on-duty. If you have any visible tattoos on or behind the ear, on the hands or fingers, on the neck or head that cannot be covered by a standard collared uniform shirt, you do not meet our tattoo policy and you will not be able to continue in the selection process. If you have any questions regarding the tattoo policy, please contact Background Unit Supervisor, Sergeant Daniel Baek via e-mail *******************
Candidates will be required to attend and successfully complete an eight-week correctional officer training academy. Attendance dates are to be determined.All applicants are required to complete and submit a City application form and answer the supplemental questionnaire online. Resumes or faxed copies will not be accepted in lieu of the City online application. To apply, click on the "Apply" link located at the top of this page. New users must create an account first. Click on this link for instructions on how to set up your account and apply for the first time: Online Employment Application Guide.
Applications, as well as responses to the supplemental questionnaire, will be reviewed by the Human Resources Department and Police Department. A Personal History Statement and Background Investigative Questionnaire, completed by candidates prior to the end of the selection process, will also be reviewed by the Police Department. Applicants that possess the most recent and pertinent qualifications will be invited to continue in the selection process, which includes (may be administered/scored in a different order than what is listed below):
1. REACT Test: (50%) includes multiple-choice video simulations and computer administered test in which candidates must complete the following four components: a video-based human relations test, a reading test, a math test and a report writing test. Testing takes approximately 2 hours. The examination is administered by the National Testing Network. PLEASE DO NOT TAKE THE REACT EXAM UNTIL YOU RECEIVE AN E-MAIL STATING THAT YOU MEET THE MINIMUM QUALIFICATIONS. Candidates need a score of 75% or higher on the Video Section, 70% or higher on the Count Section, and 80% or higher on the Reading Section to pass this examination.
The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated inone full day of testing.
2. PHYSICAL AGILITY EXAMINATION:(Qualifying) will evaluate each applicant's physical strength, agility and endurance in the following timed components:
* 1.5 MILE RUN : The 1.5 mile run must be completed within 14 minutes to pass the City of Santa Ana physical agility test.
* 50 YARD SPRINT: Sprint on a straight track within 30 seconds.
* OBSTACLE COURSE: Complete the following: Start 15 yards back from the beginning of flight of stairs or bleacher steps, walk or jog the 15 yards, climb up 10 steps, return down the stairs and jog or run back to the original starting point within 30 seconds.
* BODY DRAG: Lift and drag 165-pound lifelike dummy 20 feet within 20 seconds.
Each of the above events are timed. Candidates must successfully complete all four events to pass the physical agility test.
Tentative 2026 CO PAT Dates: 02/19/26, 03/12/26, 04/23/26, 05/21/26, 06/25/26, 07/23/26, 08/27/26, 09/24/26, 10/22/26, 11/19/26, 12/17/26
3. ORAL INTERVIEW EXAMINATION: (50%) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination.
4. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator.
5. BACKGROUND INVESTIGATION AND MANAGEMENT ORAL INTERVIEW:(Qualifying) candidates will be investigated regarding employment, neighborhood conduct, references, financial stability, criminal history, driving history, educational history, and other related factors. Management will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass this examination.
6. POLYGRAPH EXAMINATION:(Qualifying) candidates will take a polygraph examination designed to determine the truthfulness of the candidate's responses about his/her qualifications and suitability as a Correctional Officer.
7. PSYCHOLOGICAL EVALUATION: (Qualifying) candidates will be interviewed by a licensed psychologist to assess the candidate's behavior and character to determine if an individual is at significant risk for employment problems as a Correctional Officer.
BILINGUAL ORAL FLUENCY EXAM:(If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process.
BILINGUAL ORAL FLUENCY EXAM: (If applicable) Applicants interested in receiving bilingual pay must be fluent in both English and any one of the following languages: Spanish, Chinese, Korean, Vietnamese, and other languages designated by the Orange County Registrar of Voters. Candidates do not need to pass this examination in order to continue in the selection process.
Applicants must pass every component of the selection process in order to be further considered.
NOTE: Prior to appointment, candidates will undergo a thorough backgrounds process, polygraph assessment, psychological suitability evaluation, and medical examination to determine minimum acceptable physical qualifications. Once appointed, candidates will be required to attend and successfully complete an eight-week, full-time Correctional Officer training academy within the one-year probationary period.
The City of Santa Ana is an equal opportunity employer. If you consider yourself a person with a disability, you may contact us regarding providing reasonable accommodation.
$40k-52k yearly est. Easy Apply 18d ago
Financial Service Representative I (Vista)
San Diego County Credit Union 4.4
Member service representative job in Vista, CA
Job Description
The position of Financial ServiceRepresentative I is established to provide prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members' needs and increase member satisfaction. Maintain quality service standards set by the organization.
Minimum Qualifications (Education, Experience, Skills)
High school diploma or equivalent.
One year of banking experience to include: knowledge of member interviewing techniques, ability to identify and offer/refer products and services to meet members' financial needs; or 2 years of relevant finance related experience; or 6 months of SDCCU member facing work experience may be considered.
Demonstrated ability and thorough knowledge of and a willingness to actively promote products and services.
General knowledge of Credit Union and/or financial institution loan policies and procedures preferred.
Demonstrated professional human relations, communication and organizational skills.
College level math and financial calculation skills.
Basic level computer skills, including MS Office applications (Word, Excel, Outlook)
Professional appearance and demeanor.
Essential Duties and Responsibilities
Interview members and potential members to determine their financial needs and aid in selecting appropriate products and services.
Identify and offer products and services to members to meet their financial needs and/or refer the member to an appropriate representative or partner. Participate in campaigns, contests, member outreach efforts, meetings and one on ones with management. Meet established performance goals as assigned.
Accurately record and track all member interactions, referrals and sales, following policy and procedure and maintaining integrity in all actions.
Provide an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; respond to member inquiries on the phone and in person.
Responsible for keeping abreast of current policies, procedures and new products; follow new procedures.
Prepare documentation for new accounts, loans and/or card issuance, ensuring adherence to legal requirements and Credit Union policies and procedures.
Ensure loan files are complete and accurate with appropriate and thorough comments, along with recommendations to aid in loan decision.
Relay loan decision to member along with loan terms and conditions providing financial counsel and alternatives, as needed.
Provide timely closing of loans through consistent follow-up of loan approvals.
Ensure operational integrity through consistent and timely audits of loan and new account files and documentation with all member interactions.
Ensure operational integrity through consistent and timely audits of loans, new account files and obtaining proper documentation with all member interactions.
Accurately record and track all member interactions, following policy and procedure and maintaining integrity in all actions.
Participate in business development activities including participating in orientations and offsites.
Contribute to the overall branch performance by providing guidance to co-workers as directed by management.
Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures.
Other Duties and Responsibilities
Act as an MSR or Receptionist as directed by management.
Support management in community development activities.
Maintain safe deposit boxes, as applicable.
May be required to work weekends and/or extended hours, to include offsite events.
Perform other duties as assigned.
Physical Demands and Work Environment
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 use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Monday-Friday: 8:30am/5:30pm (Occasional early arrival 8-8:15)
Saturday - 8:30am/2:30pm (Rotating)
Sunday - OFF
Full Time - 40 hours per week
$28k-33k yearly est. 10d ago
Customer Service Representative
Vaco By Highspring
Member service representative job in Irvine, CA
Our client is seeking a dependable and customer-focused Customer ServiceRepresentative to support daily operations and deliver a high level of service to customers. This role requires strong communication skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.
Key Responsibilities
Provide professional and courteous customer support via phone and email
Respond to customer inquiries, service requests, and issues in a timely manner
Maintain accurate records and documentation related to customer interactions
Coordinate and communicate effectively with internal teams to ensure customer needs are met
Follow established policies and procedures to maintain service quality and consistency
Track open items and ensure timely follow-up and resolution
Assist with administrative tasks as needed to support daily operations
Qualifications
Positive, professional, and customer-focused attitude
Strong interpersonal and communication skills (verbal and written)
Ability to multitask and manage changing priorities
Ability to remain calm and effective in a fast-paced or high-pressure environment
Strong organizational skills and attention to detail
Reliable follow-through and time management skills
Proficiency in Microsoft Word, Excel, and Outlook
Preferred Skills
Prior customer service or administrative experience
Experience working in a team-oriented environment
Ability to quickly learn new systems and processes
Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Additional disclaimer: Unless otherwise noted in the job description, the position Vaco/Highspring is filing for is occupied. Please note, however, that Vaco/Highspring is regularly asked to provide talent to other organizations. By submitting to this position, you are agreeing to be included in our talent pool for future hiring for similarly qualified positions. Submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. Further assessment of candidates beyond this initial phase within Vaco/Highspring will be otherwise assessed by recruiters and hiring managers. Vaco/Highspring does not have knowledge of the tools used by its clients in making final hiring decisions and cannot opine on their use of AI products.
$32k-41k yearly est. 3d ago
Member Service Representative (Full-Time) - Rancho del Oro
Navy Federal Credit Union 4.7
Member service representative job in Oceanside, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
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
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 4180 Avenida de La Plata, Oceanside, California 92056
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 .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$34k-43k yearly est. 4d ago
CSR/Associate Broker
South Bay Search 4.0
Member service representative job in Irvine, CA
Job Description
Entry-Level Associate Broker/CSR - Irvine, CA (In-Office)
No Prior Insurance Experience Needed
An established wholesale insurance brokerage is expanding its Irvine office and looking to add an Entry-Level Associate Broker to support a high-performing team. This is an excellent opportunity for someone eager to build a long-term career in the specialty insurance (E&S) space.
What You'll Do:
Support senior and inside brokers with day-to-day servicing tasks
Handle policy issuance, processing, and documentation
Learn how to build submissions and market accounts to carriers over time
Gain exposure to a wide variety of E&S accounts and client types
What We're Looking For:
No prior insurance experience required - open to motivated entry-level candidates
Backgrounds in sales, customer service, or office administration are a plus
Must be ambitious, detail-oriented, and eager to learn
Strong communicator who thrives in a collaborative, in-office environment
Compensation:
Base: Competitive Salary
Bonus potential after initial ramp-up period
Opportunity for long-term career growth within a fast-paced brokerage team
Location:
100% in-office - Irvine, CA
Ideal for someone who values team culture, energy, and hands-on learning
If you're looking to get your foot in the door of the insurance industry and grow within a dynamic, relationship-driven environment, this is an opportunity to build the foundation of a successful career.
$43k-59k yearly est. 27d ago
Learn more about member service representative jobs
How much does a member service representative earn in Oceanside, CA?
The average member service representative in Oceanside, CA earns between $27,000 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 Oceanside, CA
$38,000
What are the biggest employers of Member Service Representatives in Oceanside, CA?
The biggest employers of Member Service Representatives in Oceanside, CA are: