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Client Relationship Specialist - Appleton, WI
Charles Schwab 4.8
Member service representative job in Appleton, WI
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
To read more about our client offerings visit: Charles Schwab - Investor Services
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$56k-70k yearly est. 1d ago
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Private Client Specialist
Nicolet National Bank 4.2
Member service representative job in Green Bay, WI
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Private Client Specialist is responsible for delivering superior service to Private clients and assisting Private Client Advisors.
As a Private Client Specialist, you will:
Provide outstanding customer service by:
Maintaining an understanding of all Nicolet Bank services and products.
Answering all calls, text messages and emails in a prompt manner.
Follow through on all client and private client advisor requests.
Develop meaningful relationships with private clients, prospective clients, private client advisors, internal partners, operations, and underwriting.
Primary contact for daily maintenance of accounts and acts as back up to the Private Client Advisor for loan closings for well-established client relationships.
Opens and maintains new personal and business accounts including but not limited to checking, savings, certificates of deposit, health savings accounts and individual retirement accounts.
Orders Debit cards, checks and foreign currency.
Work with wires team for client request for domestic and international wires and ensuring it is completed accurately, safely and promptly as needed.
Understands proper account titling to ensure no disruption to client estate plans.
Enters mortgage and consumer loan applications, conducts credit checks and collection of all underwriting documentation.
Assist clients with managing risk associated with their accounts to help prevent unauthorized activity and fraud exposure.
Review and monitor loan renewals, CD renewals, rate exceptions on deposit accounts and CDs.
Attend department meetings, trainings and continue to develop knowledge of Private Client policies, procedures, products and customer base.
Assist in coordinating customer events and outings.
Provide ongoing client service to contribute to overall department goals of retention and growth.
Assist with all compliance and regulatory requirements to help mitigate risk to the bank and client accounts.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
High School diploma or equivalent required
Associate degree or Bachelor's degree in Business, Finance, or similar program preferred
1-3 years in banking, finance or investment environment
Exceptional Customer Service skills
Ability to multi-task and prioritize work
Ability to work well under pressure and respond appropriately to challenging customer situations
Must be self-motivated and capable of making decisions with limited direction
Strong organizational skills
Knowledge of bank products and ability to cross sell when appropriate
High degree of accuracy and attention to detail
Ability to maintain strict confidentiality
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PT0 & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$34k-39k yearly est. 3d ago
Customer Support Center Representative
Horicon Bank 3.6
Member service representative job in Horicon, WI
Job Description
The Customer Support Center Representative is responsible for providing accurate and efficient service and support to internal and external customers via email, secure message, or telephone communication. Promotes Horicon Bank as a full-service bank; maintains expected standards of customer service, product sales, referrals, and accuracy of account maintenance processed in compliance with Horicon Bank guidelines.
Principal Duties and Responsibilities:
Enthusiastically support the Bank sales function by providing exceptional service to internal and external customers of the Bank.
Promote and sell Horicon Bank products and services through inbound and outbound phone calls.
Assist with questions and inquiries regarding bank products, services, and procedures via telephone, email, or secured messaging.
Review and resolve internal and external bank errors/complaints received via telephone, email, or secured messaging.
Provide operational and sales support to internal customers through a direct support line.
Perform address changes, account maintenance, balance transfers, dormant account reactivation, and file maintenance. Assist customers with electronic and voice banking needs. Assist customers with credit and debit card inquiries, blocks and card maintenance.
Review online applications, process account opening, complete maintenance and provide support for accounts opened via our Digital Branch.
Process routine daily and weekly reports including audits, check back, and maintenance of customer accounts and profiles. Complete workflows requiring maintenance to accounts, RIMS and services.
Prepare documentation and reports of Customer Support Center function activities according to schedule or as requested.
Keep current on various types of fraud trends to protect the bank and our customers from potential fraud losses.
Additional Duties and Responsibilities:
Update knowledge and develop professionally on a continuing basis. Participate in internal and external training and development opportunities as required.
Perform other duties as may be necessary to fulfill the responsibilities of this role, or to assist in other areas of the bank.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to the AML/CFT team.
Knowledge, Skills, and Abilities:
High school diploma and a minimum of two years banking experience required. Previous new account opening experience preferred.
Computer literacy including experience with Office Suite, MS Word, MS Excel, and other computer software products.
Knowledgeable of all bank functions and understanding of bank products and services, including the rules, regulations, policies, and procedures.
Exceptional customer service and excellent verbal and written communication skills are necessary to adequately address customer inquiries and efficiently resolve conflict in the most appropriate manner while positively representing the bank.
Must possess the ability to plan and prioritize work, multi-task, exercise good judgment in all areas of responsibility, safeguard confidential information, and work effectively under pressure.
Ability to analyze data, identify and troubleshoot issues and provide practical solutions.
Working Conditions:
Work is performed in a pleasant office environment with minimal chance for personal injury. Frequent mental concentration is necessary for listening and responding to various situations. Must be able to lift and move up to 20 pounds unassisted. Some twisting, bending, and turning is required. Work hours are generally during normal business hours and may include some evening and weekend hours.
This role description describes the general nature and level of work performed by employee assigned to this role. It does not state or imply that these are the only duties and responsibilities assigned to the role. The employee may be required to perform other job-related duties as requested by management. All requirements are subject to change over time, and to possible modification to reasonably accommodate individuals with a disability.
This role description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs to the employer and requirements of the role change.
$37k-42k yearly est. 10d ago
PreCollege Services Specialist
University of Wisconsin Stout 4.0
Member service representative job in Oshkosh, WI
Current Employees: If you are currently employed at any of the Universities of Wisconsin, log in to Workday to apply through the internal application process.
Position Title:PreCollege Services SpecialistJob Category:Academic StaffEmployment Type:Terminal (Fixed Term) Job Profile:Pre-College Svcs Advising SpecJob Duties:
The PreCollege Outreach and Engagement Liaison serves as a key connector between UW Oshkosh, regional schools, community organizations, and families to advance access to higher education for Wisconsin middle and high school students. This position provides direct student advising, coordinates outreach and engagement efforts, and assists with the delivery of DPI-funded PreCollege Programs (including SMARTS, YES, Pulse Medical, Titan Advantage Program, and others). The Liaison plays a critical role in promoting college readiness, ensuring compliance with grant requirements, and supporting recruitment and retention outcomes for participants transitioning to postsecondary education. This position is funded through the Wisconsin Department of Public Instruction (DPI) PreCollege Scholarship Program Grant, supporting UW Oshkosh's PreCollege outreach and engagement initiatives through June 30, 2027, with continuation dependent on future grant renewals.
Key Job Responsibilities:
Outreach, Recruitment, and Relationship Management
Develop and maintain partnerships with K-12 schools, community-based organizations, tribal and faith-based entities, and parents to increase awareness and participation in UW Oshkosh PreCollege Programs.
Coordinate outreach presentations, classroom visits, and participation in statewide precollege fairs and DPI events.
Serve as a campus liaison for the Wisconsin Educational Opportunity Programs (WEOP), DPI, and other partners supporting student access.
Collaborate with UW Oshkosh Admissions and Marketing teams to align PreCollege outreach with institutional recruitment strategies, ensuring consistent branding and messaging.
Partner effectively with Academic areas to ensure quality high impact academic/career experiences are includes in the college exposure initiatives.
Utilize data-driven approaches to identify and prioritize schools with high percentages of students eligible for free/reduced lunch that are also likely to yield to UWO.
Identifies, promotes, and maintains external partnerships to support the pre-college program
Provides support in identifying appropriate fields of study, career options, or programs and refers students to appropriate resources
Program Coordination and Student Support
Assist with the implementation of PreCollege initiatives including residential and commuter programs.
Support the guided application and registration process, ensuring completion of DPI PreCollege Scholarship forms and eligibility verification.
Plan and facilitate workshops on college readiness, financial literacy, and career/academic program exploration.
Provide individualized advising and mentorship to assigned cohorts of students throughout the academic year.
Coordinate tutoring and mentoring assignments for college student staff and serve as a mentor/supervisor for 2-4 student assistants.
Oversee logistics for college tours, residence hall stays, classroom utilization, and field experiences.
Administrative and Institutional Collaboration
Collaborate with university departments (Admissions, Academic Colleges, Financial Aid, Residence Life, and Student Affairs) to enhance precollege programming and transition pathways.
Represent UW Oshkosh at DPI quarterly meetings and UW System PreCollege gatherings.
Contribute to the strategic planning and continuous improvement of PreCollege outreach and engagement strategies.
Perform other duties as assigned to advance the university's commitment to college access and success.
Leads the implementation of program policies and procedures through oversight of day-to-day activities for program staff and student and community volunteers
Grant Compliance, Reporting, and Evaluation
Maintain student records and documentation in accordance with DPI audit and record retention standards.
Track participation, pre/post assessments, and survey outcomes to evaluate program effectiveness.
Assist in preparing mid-year and end-of-year DPI reports, enrollment verification forms (PI-1573A), and final grant documentation.
Support budget monitoring, including supply orders, travel reimbursements, and participant support costs as outlined in the DPI-approved budget.
Ensure full compliance with DPI grant requirements, performance reporting, and documentation as stipulated in the 2025-2027 funding cycle.
Department:
Admissions
Compensation:
Starting at $43,888 and commensurate with experience
Required Qualifications:
Bachelor's degree from an accredited institution.
Demonstrated skills in strong communication, presentation, and relationship-building.
Must have a valid driver's license and the ability to become a university authorized driver at the time of appointment.
Willingness to travel and work evenings/weekends as program needs dictate.
Preferred Qualifications:
Bilingual proficiency (Spanish or Hmong).
Proven experience with DPI PreCollege Scholarship programs or TRIO, GEAR UP, or similar access initiatives.
Demonstrated success in outreach, advising, or student development roles.
Proven familiarity with grant-funded program administration and reporting.
Demonstrated experience collaborating with K-12 educators, counselors, and administrators.
How to Apply:
Applicants must submit the following documents using the online application:
Resume
Cover Letter
*Please use your application materials to speak to each of the qualifications for this position as listed above. Be sure to describe your relevant experience and areas of expertise, using specific examples from your work and education history. Applicants must complete all required fields and attach all required documents prior to submitting the online application.
All final candidates will be asked to provide names, email contact information, and/or phone numbers for three (3) references, with at least one being from a manager or supervisor, during the interview process.
Note: Once you have attached your materials and submitted your application, you will not be able to go into the system and change them.
To Ensure Consideration: Applications received by the end of the day on 01/04/2026 are ensured full consideration. Applications received after that date may be given consideration. Application materials will be evaluated, and the most qualified applicants will be invited to participate in the next step of the selection process. Incomplete and/or late application materials may not receive consideration.
Contact Information:
For questions regarding your application and additional options to apply, contact Human Resources at ********************* or ************.
Legal Notices:
Reasonable Accommodations
UWO provides reasonable accommodations to qualified individuals with disabilities who are employees or applicants for employment. Employment opportunities will not be denied because of the need to make reasonable accommodations for a qualified individual with a disability. If you need assistance or accommodation in applying because of a disability, please contact ****************** or ************. This job announcement and other material on this site will be made available in alternate formats upon request to an individual with a disability.
Confidentiality of Applicant Materials
UWO is a State agency and subject to Wisconsin's Open Records Law. UWO will not, however, reveal the identities of applicants who request confidentiality in writing except as may be required by Wisconsin's Open Records law. In certain circumstances, the identities of "final candidates" and/or the identity of the appointed applicant must be revealed upon request.
CBC & Reference Check Policy
All candidates for employment are subject to a pre-employment screening which includes a criminal background check, work authorization, and verification of education. It will also require you and your references to answer questions regarding sexual violence and sexual harassment.
Annual Security and Fire Safety Report (Clery Act)
For the UWO Annual Security and Fire Safety Reports (i.e., Clery Report), which includes statistics about reported crimes and information about campus security policies, see ************************** or call UWO Police Department, at ************** for a paper copy.
UW is an Equal Opportunity Employer
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, disability, status as a protected veteran, or any other bases protected by applicable federal or State law and UW System policies. We are committed to building a workforce that represents a variety of backgrounds, perspectives, and skills, and encourage all qualified individuals to apply.
$43.9k yearly Auto-Apply 40d ago
Customer Solutions Representative
Village Associates Inc.
Member service representative job in Pulaski, WI
Requirements
Education and Training:
3 - 5 years as a Customer Service Agent or similar
High school diploma or GED
Proven business or life-experience in troubleshooting
Knowledge/Skills/Abilities:
Understands the use of the multi-meters, AC/DC power
Understand troubleshooting PCBAs and electronics systems
Ability to interpret wiring schematics and drawings
Self-starter capable of observing and solving problems using all available resources
Must be able to establish priorities, work independently, and proceed with objectives without supervision
Confidence, tact, patience, politeness, and diplomacy while dealing with complex problems and customers
Strong interpersonal skills in areas of verbal and written communications
High degree of accuracy and attention to detail
Proficiency with Microsoft Office products (Word, Excel, etc.)
Mechanical assembly build experience a plus
Motivational, listening, and problem-solving skills
Works well with others in a team environment
Clear and concise, fluent, and positive communication skills
Possess the ability to make good judgment calls in an environment without black-and-white rules
Ability to take on and resolve recurring difficulties with customers and staff
Travel Requirements:
Possible, but not regular, visits to customer locations as well as possible attendance at trade shows
Physical Requirements:
The ability to sit, stand, bend, and twist
$35k-53k yearly est. 36d ago
Sales & Service Representative
MRC Services Co 4.6
Member service representative job in Appleton, WI
MRC Global serves the oil and gas industry across the upstream, midstream and downstream sectors as well as the chemical and gas distribution market sectors worldwide.
Job Purpose
The Sales & ServiceRepresentative is responsible for delivering business-to-business customer service throughout the order process of pipe, valves, and fitting products (PVF). This role involves creating and entering quotes, processing customer orders, and resolving customer issues. It is critical in maximizing customer value while supporting MRC Global's strategies for safety, gross margin growth, and financial/operational performance. The Sales & ServiceRepresentative is responsible for delivering business-to-business customer service throughout the order process of pipe, valves, and fitting products (PVF). This role involves creating and entering quotes, processing customer orders, and resolving customer issues. It is critical in maximizing customer value while supporting MRC Global's strategies for safety, gross margin growth, and financial/operational performance.
Key Duties & Responsibilities
Respond to customer quote requests by sourcing products from inventory or external suppliers.
Build quotes that create customer value and profitability for MRC Global.
Identify and pursue sales opportunities to support overall growth.
Engage proactively with customers, using product knowledge to recommend solutions.
Use MRC Global systems/software for quotes, order processing, vendor POs, and related tasks.
Adhere to customer contract requirements (pricing, freight, delivery, KPIs).
Monitor shipping/delivery status and communicate updates to customers.
Resolve customer concerns using a problem-solving approach.
Ensure quoted products comply with approved manufacturer lists (AML) or specifications.
Reference customer guides and consult with internal/external resources to enhance service.
Handle advanced customer needs (external labor, RMAs, PO changes, special invoicing).
Communicate professionally with customers, suppliers, and coworkers.
Education & Experience
One (1) or more years in a customer-facing role, inside sales, or warehouse services; or recent completion of post-secondary education (Technical/Trade School, Associate or Bachelor's degree), preferably in industrial or sales fields.
Skills & Abilities
Proficient in computer and software use.
Strong communication and knowledge-sharing skills.
Effective in one-on-one and small group presentations.
Detail-oriented with a sense of urgency.
Working Conditions
Frequent driving/traveling.
Regular interaction with others.
Primarily desk/computer-based work.
Ability to sit/stand for extended periods.
For position-specific details regarding the physical and mental demands and working conditions, contact Human Resources.
Reasonable accommodation may be made to enable individuals to perform essential functions.
Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.
California Employee Data Collection Notice
$33k-38k yearly est. Auto-Apply 41d ago
Digital Member Service Representative
Capital Credit Union 4.1
Member service representative job in Green Bay, WI
Upholds the Credit Union's mission of “We do the right thing one member, one employee, and one experience at a time to strengthen the communities we serve” by assisting digital members who prefer digital channels over in-branch visits. This position focuses on processing and onboarding deposit and loan applications submitted online, via video or phone appointments, and through follow-up activities. This position needs to actively promote the member advocacy philosophy, as well as placing an emphasis on enthusiastic quality service while concentrating on building member relationships.
Essential Responsibilities
Assists members in the area of consumer lending by phone, video or online applications. This may include, but is not limited to, taking and closing loan applications and answering member questions.
Assists members in the area of new accounts by phone, video meetings or online applications. This may include, but is not limited to, opening new accounts, answering member questions, and selling and servicing the products and services offered by the Credit Union.
Educates members about digital options and other products Capital Credit Union has to offer. Promotes applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs, including but not limited to all types of consumer loans, debt protection, GAP, share drafts, share certificates, credit cards, home banking, debit cards, and direct deposit. Occasionally talking to members about online banking.
Corresponds with the membership on eligibility requirements for accounts and loans.
Discusses special promotions and makes member referrals to Mortgage Lenders and Capital Investment Group, including arranging member appointments.
May perform miscellaneous duties, including, but not limited to, compiling data for rate surveys, closed account surveys, and outbound members surveys.
Maintains working knowledge of the online banking system
Concentrates on building financial relationships with members, using a member advocacy approach.
Maintains an effective working knowledge, including the technical aspects, of the Credit Union's products and services.
Responsible for the accuracy, follow up, and maintenance of all types of accounts on the computer system.
Interprets key documents and makes decisions based on our policies and member data.
Cross-sells applicable Credit Union products and services to new and existing members, presenting necessary information suited to members' needs.
Assists in preparing procedures and documentation for the position.
May assist in training new employees.
Maintains a strong understanding of the general functions of Credit Union departments and workflows in order to achieve first-call resolution whenever possible.
Necessary Experience and Qualifications
Ability to read, write, and comprehend detailed and technical instructions, short correspondence, and memos; the ability to add, subtract, multiply, and divide using whole numbers, common fractions, and decimals as normally acquired through completion of a high school education.
Ability to operate an on-line computer terminal (including a good working knowledge of Microsoft Office software such as Word and Excel, the core computer system, Velocity & E-Mail), and adding machine as normally acquired through a basic course or one to three months of on-the-job experience.
Comprehensive knowledge of the products, services, and procedures needed to process transactions as normally acquired through three to six months of on-the-job experience.
Ability to concentrate on and pay close attention to detail for over 75% of work time. Must be able to closely examine documentation. Requires a high degree of accuracy.
Analytical ability necessary to research and resolve member problems and determine the appropriate course of action.
Interpersonal skills necessary to deal effectively and efficiently with a diverse group of members in various degrees of stressful situations. Requires strong communication/listening skills to deal diplomatically and effectively with sensitive situations. Demonstrates strong motivation and sales skills.
Ability to exercise a high degree of independent judgment when addressing member concerns. Must be supportive of the overall business objectives.
Ability to stay in one place or work in a confined area for extended periods of time and to move about for up to ten percent of work time in order to distribute correspondence.
Work Environment and Physical Requirements
Office environment with moderate level of noise
Frequent use of telephone, copier, computer, fax machine and other office machines
Prolonged sitting or standing
Frequent mental and visual concentration
The above statements are intended to describe the general nature and level of the work being performed in this position. They are not intended to be construed as an exhaustive list of all responsibilities, duties, or requirements.
Capital Credit Union is an Equal Opportunity Employer. We participate in E-Verify. Click the Learn more about Capital Credit Union link below for more information, as well as information on employee rights under the Family Medical Leave Act and the Employee Polygraph Protection Act.
$30k-34k yearly est. 12d ago
VCD Customer Support Representative
Valley Cabinet Inc.
Member service representative job in De Pere, WI
Valley Cabinet is looking for a detail-oriented, analytical Customer Support Representative with a technical mindset. This role is ideal for someone who enjoys working with specifications, order details, and problem-solving while supporting customers accurately and efficiently.
As a Valley Cabinet Team Member, you'll enjoy:
Short Fridays - finish work at 1pm and get a head start on your weekend.
Full Benefits Package
Health, Dental, Vision, Life, Accident, Critical Illness, Long-Term Disability and Short-Term Disability
Career Growth & Opportunities for Advancement
Bonuses, Paid Time Off, and 8 Paid Holidays
401(k) + Company Contribution
Onsite Nurse
Who we are: Valley Cabinet is a family-owned and operated company providing the finest quality custom wood cabinetry! Our goal is to bring the best out in our people, which will bring the best out in the business. We value culture, people, and safety above all else which has allowed us to be an industry leader for over 60 years!
What you will do: The Customer Support Representative is responsible for providing exceptional support for our customers (Dealers, Designers, and Sales Representative) through timely and accurate entry of sales orders. This position will build and maintain customer accounts while working to manage the lifecycle of the product order. Much of this role will be learning/reading product sheets and modifying cabinet door orders.
Essential Duties and Responsibilities:
*** This is not a typical customer service or sales role! ***
Most of your time each day will be data entry when reviewing, entering, and modifying customer orders.
Provide support via phone and email regarding questions on orders, product information and/or misc. customer inquiries.
Grow your knowledge of the industry, our products, and the manufacturing process.
Build and maintain customer relationships.
Resolve product or service concerns.
What you need:
3 years of experience working in an office environment.
Experience in the cabinet door industry is a plus, but not required.
General understanding and ability to read order sheets.
Strong organizational and time management skills.
Effective customer communication skills including active listening, building rapport, conflict resolution, and empathy when appropriate.
Proficient with Microsoft Office systems.
Job Type: Full-time
$35k-45k yearly est. Auto-Apply 6d ago
Technical Service Representative
Mrinetwork Jobs 4.5
Member service representative job in Ripon, WI
Job Description
Technical ServiceRepresentative in the Midwest
Duties & Qualifications
Must be knowledgeable about water-based and solvent-based liquid coatings and all application methods and equipment used in OEM industrial coating applications.
Excel at troubleshooting, conducting line audits and trials, training, recommending productivity and quality enhancements, and providing responsive customer support in the assigned territory.
Provide technical support to existing and prospective customers, including but not limited to troubleshooting, conducting line audits and trials, implementing SOPs, and data collection programs, and recommending productivity and quality enhancements.
Partner with Sales to set territory plans to achieve annual business objectives.
Coordinate daily and weekly activities to provide technical support to customers and prospects in the territory.
10 years' experience in liquid Industrial Coatings in a field technical capacity.
Degree in a related field.
Reside in either the upper Midwest territory, ideally WI, southern MN, or eastern IA.
Join this dynamic team today and be part of an exciting journey as they push the boundaries of product development and make a real difference in the market.
Apply now to unleash your potential as a Technical ServiceRepresentative!
$37k-44k yearly est. 6d ago
Account Service Representative
Belmark Inc. 4.2
Member service representative job in De Pere, WI
Come Join Our Team as an Account ServiceRepresentative! An effective Account ServiceRepresentative is responsible for providing exceptional customer service to all customers (internal and external) by providing solutions to meet each customers unique requirements. Must excel at working in a fast-paced team environment in which he/she is responsible for effectively communicating with customers, and various internal personnel while delivering world class customer service. This is a customer-facing position that requires superior verbal and written communication skills. Responsible for supporting the sales team by ensuring high customer satisfaction with specific focus in the areas of speed-to-market, service development and quality while supporting Belmarks Mission Statement, Purpose, and Guiding Principles.
Schedule: 8:00AM - 4:30PM, Monday - Friday
* Internal Application Deadline: 1/19/2026 at 4:30PM CST*
What will I do in this role?
* Responsible for following all safety procedures as required by the role, and for nurturing a food safety culture by adhering to all Safe Quality Foods requirements.
* Responsible for developing trust and strong business relationships with both internal and external customers. Must be able to understand and anticipate a customers specific needs and act as their advocate within the organization while demonstrating a sense of urgency and employing critical thinking skills to resolve issues promptly.
* Responsible for effectively navigating and utilizing five core operating systems, along with numerous supporting applications, to successfully perform the role.
* Responsible for participating in continuous learning opportunities while adhering to best practice methodology.
* Responsible for successfully onboarding new customers to Belmark through understanding and communication of Belmarks processes as well as introduction and guidance on customer-facing applications. Ensure all customer-specific records for new and existing accounts are maintained with a high level of accuracy.
* Responsible for assisting in the management of customer projects by due date. Must be able to communicate with customers and appropriate internal teams effectively and proactively regarding project status, activity, timelines, and deliverables using appropriate systems/programs.
* Responsible for managing receipt of art files provided by customers for new and revised items, entering the corresponding information into the Belmark operating system, and managing the art project from receipt of file through proof approval.
* Responsible for managing customer product line assets that are produced at Belmark. This includes managing specs for individual items ensuring up-to-date information is stored in the appropriate Belmark database.
* Responsible for purchase order entry and management. Must be able to prioritize, monitor, and answer questions regarding order status for external and internal customers.
* Responsible for supporting customer visits, press approvals, as well as making presentations to prospective and current customers, as needed.
* Responsible for managing customer complaints as well as communicating complaint resolution information to customers as required.
* Responsible for meeting or exceeding quality and productivity rates within department standards as developed and communicated.
* May occasionally be required to travel with the sales representative to a customers facility. Any travel to a customers facilities is for the purpose of landing new accounts and ensuring the next purchase order is placed with existing accounts.
* May perform other duties as assigned by manager.
Great benefits for the entire family!
* Health, Vision, Dental plan with Wellness discount
* FREE On-site Health Clinic
* Flexible Spending Account
* Life Insurance
* 401(k) and Profit Sharing Plan with 6% match
* Paid vacation AND personal time
* Paid holidays beginning day one
* Employee Assistance Program
* FREE On-site Fitness Center
Knowledge, Skills & Abilities Required:
* Must exhibit excellent interpersonal skills with the knowledge of and the ability to effectively utilize the English language in verbal and written form.
* Ability to operate a computer, a variety of standard office equipment, have working knowledge of Microsoft Office Suite programs.
* Ability to adapt to evolving systems, technologies, and software updates to meet customer needs.
* Ability to add, subtract, multiply, and divide whole numbers, decimals, and fractions.
* Ability to read, comprehend, and follow written and oral instructions.
* Ability to meet deadlines.
* Requires high attention to detail.
* Must be able to resolve problems, handle conflict, and make effective decisions under pressure.
* Ability to prepare written materials, and articulate goals and action plans.
* Ability to give, receive, and analyze information.
* Requires education as is generally acquired through an Associates degree and related work experience, or 3-5 years equivalent work experience. A Bachelors degree is preferred.
* Regular attendance is required, may be required to work some overtime.
* Ability to: stand for 25% of work time; walk for 25% of work time; and sit for 50% of work time.
* Ability to: use hands 60% of work time; reach above shoulder 10% of work time; and lift up to 10 pounds or less 30% of work time.
* Ability to: see clearly at 20 inches or less; and clearly identify and distinguish colors.
Working Conditions:
* Normal office environment.
* Normal manufacturing environment.
* May be some exposure to vibrations, noise, and chemical odors.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word may.
Non-sales job postings are limited to residents in the states of Wisconsin and Arizona only.
Belmark is an Equal Opportunity Employer.
$34k-41k yearly est. 12d ago
Customer Success Representative
Red Line Plastics LLC
Member service representative job in Manitowoc, WI
Are you ready to mold yourself into something great? If you enjoy a challenge, and want to be part of an energetic, forward-thinking team, then Redline is the place for you! We're not your typical workplace - we promise you'll never be bored, and your ideas will always matter.
Why You'll Love Working Here:
Amazing Teammates: Our employees are the best, and we think you'll love working with them!
Work = Fun: We make sure every day is full of energy and excitement.
Flexible & Understanding: Life happens, and we get that-so we're flexible to help you balance it all.
Bonuses? Yes Please!: Crush your goals like a ninja and get rewarded!
Awesome Benefits:
Vacation your 1st year - You can buy extra vacation days!!! / Onsite Nurse / Medical Insurance (with HSA) / Dental / Vision / Life Insurance / Company paid Short & Long Term Disability / 401k / Paid Holidays / Critical Illness / Accident Insurance / EAP / Gym Membership Reimbursement
The Customer Success Representative performs duties with a positive attitude, learning quickly, and paying close attention to details. This person recognizes problems and acts based on natural intuition. In addition to receiving orders and taking a low volume of calls, this person also reaches out to corporate B2B customers to work through issues and manage their expectations as it relates to their orders, quality issues and delivery dates. This person adopts and leads continuous change, including responsibilities that may be outside of the job description. This person possesses the natural desire for continued learning and process improvement.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Plan and implement accurate and timely changes to order entry and sales processes to streamline in relation to efficiency and effectiveness for customers.
Independently manage customer service tasks including calls and emails to insure tasks are completed and inbound calls are answered.
Proficient in Face-To-Face and Verbal Communication Internally and with Customers.
Acts as the customer advocate working internally to meet all customer needs.
Enter orders into Syteline ERP system validating all critical information.
Manage Customer Portals providing Order Acknowledgments, setting up shipment pickups and entering Advance Shipment notices.
Process EDI orders.
Accurately process warranty claims and returns including coordinating freight quotes.
Assess, record, and report possible trends in warrantable issues.
Creatively troubleshoot day to day issues.
Make appropriate decisions keeping the customer's and company's best interests in mind.
Prioritize time sensitive tasks.
Promptly respond to phone and email order status inquiries.
Accurately answer calls from consumers regarding basic product questions.
Accurately Audit Staged Customer Shipments to ensure accuracy of shipments.
Support other departments as needed.
An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. The list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position.
COMPETENCIES:
Ability to perform critical thinking and complex problem solving
Ability to work independently, be a self-starter and meet deadlines
High attention to detail
Ability to work through difficult and complex situations without becoming frustrated
Shows moral courage, integrity, openness and honesty in all dealings
Highly skilled managing internal and external communications (written and verbal)
Excellent skills in Microsoft Office
Strong organizational skills that reflect the ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
Very strong interpersonal skills and the ability to build relationships both internally and externally
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Highly resourceful team-player, with the ability to also be extremely effective independently
Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the high level of customer service and response
Demonstrated ability to achieve high performance goals and meet deadlines in fast paced, high-pressure environment.
Proven track record of proactive communication skills to include following instructions and ability to follow those instructions with minimal to no follow-up
Ability to think outside of the box and apply standard common sense by means of any “reasonable” individual.
Forward thinker who actively sees opportunities to propose solutions
Ability to give day to day work guidance and instruction to team members
PREFERRED and REQUIRED QUALIFICATIONS:
Education: Advanced education is preferred but not required.
Experience and/or Training: 3 to 5 years of prior customer service experience.
Licenses/Certificates: No requirements
Technology/Equipment: Demonstrated knowledge in the use of current technology, Microsoft Office products, and other manufacturing software.
Position is On-Site Only
PHYSICAL and MENTAL DEMANDS:
This position spends most of the time sitting and will occasionally be called to work in the manufacturing plant environment
It is necessary for this position to occasionally climb stairs
15 lbs. occasional lifting
Manual dexterity is required to perform normal day to day functions
Must demonstrate patience to successfully work through frustrating challenges and always present oneself in a calm professional manner
Ability to wear appropriate personal protective equipment when necessary
The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.
WORKING ENVIRONMENT:
The main working environment for this position is the standard climate-controlled office environment.
Occasionally, this position will be exposed to the plant environment. The plant environment is climate controlled as well and may include on occasion, exposure to heat, cold, noise and odors. Personal protective equipment is required in appropriate areas.
The work environment characteristics described here are representative of those an individual would encounter while performing the essential functions of this position.
$35k-53k yearly est. Auto-Apply 2d ago
Toyota Customer Service Consultant
Russ Darrow Group 4.3
Member service representative job in West Bend, WI
Russ Darrow Toyota of West Bend is looking for motivated individuals to join our team! Our passion for our products, loyalty to our customers and dedication to our communities inspires us to be the best. The Darrow Difference is the foundation of our success - and we want you to be a part of it! Are you outgoing, enjoy meeting new people, and have a passion for the latest technology? Are you looking for a fulfilling career and not just another job? At the Russ Darrow Group, we share the same commitment to our employees as we do our customers - after all, a great customer experience is only possible with great employees. What We Offer We believe in investing in our employees' growth and well-being, that's why we provide continuous training, advancement opportunities, competitive compensation, flexible schedules, comprehensive benefits, and employee assistance programs. Our culture emphasizes family values, diversity, and teamwork, ensuring exceptional service through empowered and dedicated team members. No experience? No problem! We're eager to train the right candidates from the ground up. Our top-notch tools and resources will help you succeed! With over five decades of success, our experienced management teams will provide comprehensive training and support from day one. If you're ready to join a team that values community involvement, career development, and a legacy of excellence, we'd love to hear from you!! Summary As a Toyota Customer Service Consultant or service advisor, you'll be responsible for scheduling service work in the service department and for selling additional needed service to customers. The Service Advisor is the dealership's first-line customer-relations and servicerepresentative. Responsibilities Greeting customers promptly Obtaining customer and vehicle information Clearly reporting all vehicle symptoms as described by the customer Determining and recommending needed maintenance base on age, mileage and history of vehicle Prepare a complete and accurate estimate of cost for labor and parts Establish follow up time Monitor the progress of each vehicle throughout the day, and updating customers frequently Verifying that the final invoice reconciles with the work performed on the repair order Explaining all completed work and charges to customers
Qualifications
* Must be a top performer willing to go above and beyond for customers
* Outstanding in sales and follow through
* Must have at least 1 year experience in automobile service write ups
* Self-motivated, organized and driven to succeed
* Must possess valid driver's license
Benefits
* Competitive Compensation Plans
* Full Benefits Package
* Medical, Dental & Vision
* 401k with Company Match
* HSA with Company Contribution
* PTO from day one!!
* Growth and Advancement Opportunities
* Continuous Training and Development
$36k-47k yearly est. 20d ago
Customer Service Representative
Family Services of Northeast Wisconsin 4.0
Member service representative job in Menasha, WI
Are you ready to work for an employer that truly values your contributions and well-being?
At Family Services, we believe in caring for our team as much as we care for the individuals, children, and families we serve. Join our mission-driven organization, where your work makes a meaningful impact on the community every day.
About Family Services
Family Services is a nonprofit organization committed to Protecting, Healing, and Caring for children and families across Northeast Wisconsin. We provide vital support during life's most challenging moments, helping individuals heal, grow, and thrive.
We're Hiring!
We are seeking a Customer ServiceRepresentative to join our team. This full-time position is based out of our Menasha location and is responsible for providing professional and proactive customer service to clients.
Key Responsibilities
Present a professional and positive influence within the Agency and the Office Services team assuring quality customer service.
Comply with agency confidentiality policies.
Responsible for the timely and professional handling of high-volume incoming telephone calls and messages while directing them to the proper individuals.
Have knowledge of agency services and staff in order to properly handle computer appointment schedules efficiently and accurately.
Assist clients at check in, verify client information including insurance verification, keep current data in client files while handling client files in a confidential manner.
Qualifications
Education:
Required: High School diploma/GED
Preferred: Associate's degree
Experience:
Required: 1+ years' office support and customer service experience
Skills and Competencies:
Excellent organizational skills; communication, interpersonal skills. Professional appearance and presentation.
Ability to perform and coordinate multiple tasks and work with minimal supervision.
Typing and data entry skills of 45 wpm are necessary. Experience in Word, Excel programs required.
Proper English usage, spelling and English composition are required.
Demonstrated commitment to diversity, equity, and inclusion.
Ability to manage sensitive information with confidentiality and professionalism.
Why Join Us?
Family Services offers a supportive and collaborative work environment where you can make a meaningful impact every day and help advance our mission to Protect, Heal, and Care. Apply today to join our team and make a difference in the lives of others!
$32k-37k yearly est. 10d ago
Bilingual (English/Spanish) Member Service Representative (20 Hours/Week)
Prospera Credit Union
Member service representative job in Neenah, WI
The ability to speak and write fluently in English and Spanish is required for this opportunity.
Juntos abrimos las puertas de oportunidades para nuestra comunidad! Imagine being able to get answers to your banking and lending questions from someone who speaks the same language as you do. Or, the opposite, not being able to get the help you need to meet your financial goals. At Prospera Credit Union, we want members of all languages to feel valued and find their path to financial success by working with our Bilingual MemberServiceRepresentatives.
If you're fluent in English and Spanish and have prior retail experience, we will provide the opportunity for you to put your energy, skills, and passions to work, helping our members prosper.
Our MemberServiceRepresentative (MSR) is the ultimate multi-tasker, experience-maker and arguably one of the most important roles at the credit union. If you possess a love for people and a flare for precision - this role is for you!
In other words, the MSR is one of our most critical member experience touchpoints; they are the face of the organization and first contact for members. MSRs provide superior service and an awesome experience to all members, offering a full range of products and services through meaningful conversations.
Join us at Prospera Credit Union and become part of a team that is passionately committed to providing personal, tailored financial guidance to each of our members.
At Prospera Credit Union, people aren't just numbers or transactions, and you won't be treated that way either.
We currently have an opportunity as a Part-Time Bilingual Spanish/English MemberService Rep at our Neenah Location:
Starting Pay: Minimum of $18.50
Location: 934 S Green Bay Rd, Neenah, WI 54956
Position type: Part-time (approximately 20 hours per week)
Additional Compensation:
Bilingual Differential: Additional $1.50 per hour for bilingual skills upon successful completion of a Language Proficiency test
Weekend Differential: Additional $1.00 per hour for hours worked on weekends, stackable with bilingual differential
Standard benefits for this 20hr/week role include 401(k) Retirement with 5% matching contributions from Prospera Credit Union.
As a member of our dynamic team, you will be responsible for:
Providing professional, friendly and personalized memberservice during each interaction.
Act as the face of the organization and one of the first points of contact for our members
Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc.).
Creating conversations with members to help identify their needs
Providing information and education about various products and services
Making appropriate referrals, suggestions and referrals to other team members who specialize in different areas such as loans, investments, mortgages, etc.
What could make YOU a great candidate for this opportunity?
A passion for helping people and being part of an awesome team
Excellent verbal communication skills
Strong attention to detail
Customer Service experience
High School Diploma or GED
Ability to hear, assimilate and solve problems quickly, using a memberservice approach
If you are looking for a great opportunity to join a growing team, let's talk!
Prospera Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and the opportunity to work in a fun, friendly, team-oriented atmosphere.
What sets us apart:
Culture of Diversity
Consistent Schedule
No Evening Hours
Great Paid Time Off Benefits
Life is short. Work somewhere awesome!
Prospera Credit Union is an Equal Opportunity and Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran status. Information collected regarding categories as provided by law will in no way affect the decision regarding an employment application.
$18.5 hourly 5d ago
Product Service Specialist
Wisconsin Converting
Member service representative job in Green Bay, WI
, Inc.
For more than 40 years, Wisconsin Converting, Inc. has been a trusted manufacturer of high-quality paper bags for the retail, food service, medical, and e-commerce industries. We proudly produce and ship millions of eco-friendly, fully recyclable, and compostable packaging products every year-supporting both small businesses and national brands. As our business grows, we remain committed to quality, reliability, and exceptional customer partnerships.
Why Join WCI?
If you're a customer service professional with experience in manufacturing, order processing, or production-driven environments, this is an opportunity to put your skills to work in a rewarding and stable industry. As a Product Service Specialist, you'll play a critical role in ensuring orders move accurately and efficiently through our system. You'll work closely with production, sales, and scheduling teams to keep customers informed and operations running smoothly, all within a collaborative, supportive workplace. Success in this role comes from attention to detail and follow-through over time.
What You'll Do
Process and enter customer orders with precision in our ERP system (Epicor).
Verify pricing, discounts, shipping details, and credit status while proactively communicating with customers.
Maintain and update customer accounts and coordinate sample requests.
Troubleshoot order discrepancies, process returns, and partner with production to resolve issues quickly.
Provide responsive support to customers, ensuring a seamless order-to-shipment experience.
Collaborate daily with sales, production, scheduling, and accounting departments.
Support management with updates and participate in key team meetings.
Assist with additional projects and tasks that keep operations moving.
What We're Looking For
High school diploma or equivalent required.
At least 1 year of customer service experience, ideally in a manufacturing, logistics, or production-based environment.
Strong communication, problem-solving, and follow-through skills.
Detail-oriented with the ability to multitask in a fast-paced setting.
Comfortable using computers, ERP or order-entry systems, and office equipment.
Solid math skills and accuracy in data entry.
Team-focused mindset and commitment to excellent customer service.
What We Offer
Consistent Schedule: Monday-Friday, 8-hour shifts.
Time Off: Immediate PTO plus 8 paid holidays.
Health Benefits: Medical, dental, and vision insurance beginning the first of the month after hire.
Retirement Savings: 401(k) with 50% match on the first 6%.
Ready to Take the Next Step?
If you bring manufacturing know-how, strong customer service skills, and a passion for accuracy, we'd love to meet you. Apply today and grow your career with WCI!
$32k-52k yearly est. 60d+ ago
Financial Services Representative - State Farm Agent Team Member
Dexter Smith-State Farm Agent
Member service representative job in Sheboygan Falls, WI
Job DescriptionBenefits:
Hiring bonus
401(k)
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial ServicesRepresentative - State Farm Agent Team Member with Dexter Smith - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
Educate clients about insurance products and recommend appropriate coverage options.
Foster strong client relationships through regular follow-ups and proactive communication.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
Goal-oriented and motivated by achieving measurable results.
Ability to manage multiple priorities and work effectively in a fast-paced environment.
Series 6, 63, 65 or 7 license preferred.
$26k-42k yearly est. 27d ago
Financial Services Representative
Hand To Shoulder Center of Wisconsin Ltd.
Member service representative job in Appleton, WI
Financial ServicesRepresentative
ANSWERS TO: Billing Team Leader
SUPERVISORY RESPONSIBILITY: None
WORK HOURS: Full-time, Monday through Friday 8:00 a.m. - 5:00 p.m., 40 hours per week
POSITION DESCRIPTION:
Join our dynamic specialty medical practice as a Financial ServicesRepresentative, where you'll serve as a key liaison, assisting patients with account payments and managing all aspects of patient and insurance billing. In this role, you will:
Facilitate patient payment coordination with clarity and professionalism.
Oversee insurance billing processes to ensure accuracy and timely reimbursements.
Address billing inquiries and support patients in navigating financial aspects of their care.
Maintain compliance with billing regulations while optimizing efficiency.
ESSENTIAL DUTIES AND RESPONSIBILITIES: (not limited to):
Communicate with patients about their accounts via verbal and written correspondence. This role requires frequent telephone conversations.
Prepare surgical estimates.
Set up payment plans with patients.
Process patient credit card payments.
Work with attorney offices for resolution of patient accounts.
Review monthly delinquency report.
Refer delinquent accounts to collection.
Review bankruptcy notices.
Call insurance companies.
SKILLS NEEDED:
Work well in a team environment.
Have basic knowledge of insurance plans (HMO, PPO, etc.) contracts, claims and payment processes.
Have excellent computer and telephone skills.
Have basic knowledge of medical office practices, terminology, and abbreviations.
Have excellent communication/customer service. Must be able to clearly and precisely communicate with doctors, nurses, therapists, co-workers and patients.
Adhere to OSHA, HIPAA, and MEDICARE guidelines.
REQUIRED EDUCATION:
High school or Equivalent
REQUIRED EXPERIENCE:
1 to 20+ years
BENEFITS INCLUDE:
Health and Wellness Insurance (health, vision, dental), Disability Insurance (short-term and long-term), Life Insurance, Paid Time Off (vacation, sick and holiday), 401K/Profit Sharing plan.
$26k-41k yearly est. Auto-Apply 60d+ ago
Member Service Associate
Greater Green Bay YMCA 4.4
Member service representative job in Green Bay, WI
Under the general supervision of the MemberService Director, the MemberService Associate is responsible for delivering exceptional customer service to all members and guests through in-person, phone, and digital interactions. This role exists to foster positive relationships, support engagement and retention, and ensure a welcoming and efficient experience as the initial point of contact for the YMCA.
Schedule for this position will be 40 hours/week Monday - Friday. The Full-Time MemberServices Staff will assist with opening the facility 2 days/week.
Employment Type: Full-time (30+ hours per week, eligible for the Y's full benefit package including medical, dental, vision, life and disability insurance and retirement) ESSENTIAL FUNCTIONS:
Deliver outstanding customer service by greeting and engaging members and guests in a friendly and professional manner, responding promptly to inquiries and concerns to create a welcoming and supportive environment.
Accurately process membership and program transactions by completing registrations, payments, and adjustments in Daxko, ensuring financial accuracy and compliance to maintain trust and operational integrity.
Maintain secure facility access by verifying member check-ins, enforcing scan-in procedures, and monitoring entry points to ensure safety and proper building use.
Conduct engaging facility tours by sharing information about YMCA programs, services, and membership benefits to connect prospective members with opportunities that meet their goals and interests.
Support member engagement and retention by initiating courtesy calls, assisting with promotions, and following up on member alerts or account concerns to build long-term relationships and encourage continued participation.
Ensure safety, security, and compliance by following YMCA policies, responding to emergencies, and documenting incidents accurately to protect members, staff, and property.
Collaborate with cross-departmental teams by communicating program updates, membership policies, and payment details to ensure seamless service and operational consistency.
Promote YMCA mission and community impact by sharing fundraising opportunities and encouraging member participation in initiatives that support the Y's charitable goals.
QUALIFICATIONS:
High school diploma or equivalent required.
Minimum six months of experience in customer service, sales, or administrative support preferred.
Strong administrative, organizational, and computer skills with keen attention to detail.
Effective communication skills in person, on the phone, and in writing.
CPR and First Aid certification within 60 days of hire; completion of annual safety and compliance trainings as required.
Working knowledge of customer service principles and cash handling procedures.
COMPETENCIES:
Accountability: Takes ownership of decisions, actions, and results. Follows through on commitments and accepts responsibility. Completes assigned tasks on time and accepts feedback without defensiveness. Adheres to established policies and procedures.
Communication: Listens attentively and asks thoughtful questions to understand member needs; clearly conveys information and connects members with appropriate YMCA services.
Problem Solving: Responds calmly and resourcefully to member issues, identifying effective solutions within YMCA policies to ensure a positive outcome.
Independence: Works confidently and efficiently with minimal supervision, using available resources to resolve inquiries and maintain service excellence.
Trustworthiness: Demonstrates reliability and integrity through honest communication, accurate transactions, and adherence to confidentiality standards.
Relationship Building: Creates meaningful connections by showing empathy, respect, and genuine interest in members' well-being, contributing to a welcoming and inclusive environment.
WORK ENVIRONMENT & PHYSICAL DEMANDS:
Work performed primarily in a lobby or office environment.
Frequent movement around the facility to assist members, monitor access, and perform opening/closing duties.
Occasional light cleaning or setup/breakdown of equipment.
Must be able to lift up to 30 pounds, move quickly in emergencies, and respond as a trained safety responder.
Evening, weekend, and rotating shifts required; occasional travel to other YMCA locations may occur.
This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of responsibilities, duties, or qualifications. Additional tasks may be assigned as needed to support organizational goals. Employees must be able to perform the essential functions of the position, with or without reasonable accommodation.
$25k-33k yearly est. 9d ago
Financial Services Representative - State Farm Agent Team Member
Tiona Petrouske-State Farm Agent
Member service representative job in Green Bay, WI
Job DescriptionBenefits:
401(k) matching
Paid time off
ROLE DESCRIPTION: As a Financial ServicesRepresentative - State Farm Agent Team Member with Tiona Petrouske - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
Consult customers with financial planning and investment options.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
3+ years of experience in financial services.
Analytical and communication skills.
FINRA Series 6 and 65 licenses preferred.
$26k-41k yearly est. 29d ago
Account Service Representative
Belmark Inc. 4.2
Member service representative job in De Pere, WI
Job Description
Come Join Our Team as an Account ServiceRepresentative!
An effective Account ServiceRepresentative is responsible for providing exceptional customer service to all customers (internal and external) by providing solutions to meet each customers' unique requirements. Must excel at working in a fast-paced team environment in which he/she is responsible for effectively communicating with customers, and various internal personnel while delivering world class customer service. This is a customer-facing position that requires superior verbal and written communication skills. Responsible for supporting the sales team by ensuring high customer satisfaction with specific focus in the areas of speed-to-market, service development and quality while supporting Belmark's Mission Statement, Purpose, and Guiding Principles.
Schedule: 8:00AM - 4:30PM, Monday - Friday
*Internal Application Deadline: 1/19/2026 at 4:30PM CST*
What will I do in this role?
Responsible for following all safety procedures as required by the role, and for nurturing a food safety culture by adhering to all Safe Quality Foods requirements.
Responsible for developing trust and strong business relationships with both internal and external customers. Must be able to understand and anticipate a customer's specific needs and act as their advocate within the organization while demonstrating a sense of urgency and employing critical thinking skills to resolve issues promptly.
Responsible for effectively navigating and utilizing five core operating systems, along with numerous supporting applications, to successfully perform the role.
Responsible for participating in continuous learning opportunities while adhering to best practice methodology.
Responsible for successfully onboarding new customers to Belmark through understanding and communication of Belmark's processes as well as introduction and guidance on customer-facing applications. Ensure all customer-specific records for new and existing accounts are maintained with a high level of accuracy.
Responsible for assisting in the management of customer projects by due date. Must be able to communicate with customers and appropriate internal teams effectively and proactively regarding project status, activity, timelines, and deliverables using appropriate systems/programs.
Responsible for managing receipt of art files provided by customers for new and revised items, entering the corresponding information into the Belmark operating system, and managing the art project from receipt of file through proof approval.
Responsible for managing customer product line assets that are produced at Belmark. This includes managing specs for individual items ensuring up-to-date information is stored in the appropriate Belmark database.
Responsible for purchase order entry and management. Must be able to prioritize, monitor, and answer questions regarding order status for external and internal customers.
Responsible for supporting customer visits, press approvals, as well as making presentations to prospective and current customers, as needed.
Responsible for managing customer complaints as well as communicating complaint resolution information to customers as required.
Responsible for meeting or exceeding quality and productivity rates within department standards as developed and communicated.
May occasionally be required to travel with the sales representative to a customer's facility. Any travel to a customer's facilities is for the purpose of landing new accounts and ensuring the next purchase order is placed with existing accounts.
May perform other duties as assigned by manager.
Great benefits for the entire family!
Health, Vision, Dental plan with Wellness discount
FREE On-site Health Clinic
Flexible Spending Account
Life Insurance
401(k) and Profit Sharing Plan with 6% match
Paid vacation AND personal time
Paid holidays beginning day one
Employee Assistance Program
FREE On-site Fitness Center
Knowledge, Skills & Abilities Required:
Must exhibit excellent interpersonal skills with the knowledge of and the ability to effectively utilize the English language in verbal and written form.
Ability to operate a computer, a variety of standard office equipment, have working knowledge of Microsoft Office Suite programs.
Ability to adapt to evolving systems, technologies, and software updates to meet customer needs.
Ability to add, subtract, multiply, and divide whole numbers, decimals, and fractions.
Ability to read, comprehend, and follow written and oral instructions.
Ability to meet deadlines.
Requires high attention to detail.
Must be able to resolve problems, handle conflict, and make effective decisions under pressure.
Ability to prepare written materials, and articulate goals and action plans.
Ability to give, receive, and analyze information.
Requires education as is generally acquired through an Associate's degree and related work experience, or 3-5 years equivalent work experience. A Bachelor's degree is preferred.
Regular attendance is required, may be required to work some overtime.
Ability to: stand for 25% of work time; walk for 25% of work time; and sit for 50% of work time.
Ability to: use hands 60% of work time; reach above shoulder 10% of work time; and lift up to 10 pounds or less 30% of work time.
Ability to: see clearly at 20 inches or less; and clearly identify and distinguish colors.
Working Conditions:
Normal office environment.
Normal manufacturing environment.
May be some exposure to vibrations, noise, and chemical odors.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word “may”.
Non-sales job postings are limited to residents in the states of Wisconsin and Arizona only.
Belmark is an Equal Opportunity Employer.
$34k-41k yearly est. 10d ago
Learn more about member service representative jobs
How much does a member service representative earn in Oshkosh, WI?
The average member service representative in Oshkosh, WI earns between $21,000 and $38,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Oshkosh, WI
$28,000
What are the biggest employers of Member Service Representatives in Oshkosh, WI?
The biggest employers of Member Service Representatives in Oshkosh, WI are: