Vehicle Service Specialist
Member service representative job in Lake Forest, CA
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Are you looking to reach your full potential? Do you enjoy meeting new people and working in a team environment? Whether you are looking for a part-time job with flexible hours, or a full-time career with excellent advancement opportunities, Henley Companies, the largest franchisee of Valvoline Instant Oil Change, is proud to offer you the tools necessary to succeed.
We welcome all types of talent - no matter your background or experience. Wherever your confidence level is, we'll make sure you're trained in the services we offer including changing oil, check/filling vehicle fluids or inspecting/replacing lights and wipers. Our team of trainers are equipped to lead you through the path of self-made success. That's why we do not require any experience in our service centers! It doesn't matter if you're a recent high-school grad, a well-seasoned professional looking for a change, a veteran transitioning back into civilian life or somewhere in the middle.
THE TOOLS WE'LL PROVIDE TO YOU
Paid on-the-job training
No late evenings - Most locations close by 7pm
Competitive pay set at $21.50 per hour
Now offering Earned Wage Access through DailyPay!
Promoting from within - 95% of upper-level management started out in an entry-level position
Safety Shoes, Uniforms & Personal Protective Equipment (PPE)
Tuition Reimbursement
Employee Discount - 50% off most services for up to 2 vehicles
Medical, Dental, Vision, and 401(k) Savings plan
*Terms and conditions may apply and benefits may differ depending on location
Responsibilities
Provide exceptional customer service and address any concerns or questions.
Perform oil changes, filter replacements, and lubrication services for vehicles.
Inspect vehicles for any potential issues or areas that require attention.
Conduct basic maintenance tasks such as tire rotations and fluid level checks.
Basic computer knowledge/aptitude
Keep track of inventory and ensure all supplies are readily available.
Maintain a clean and organized work environment.
Follow safety protocols and guidelines to ensure a safe working environment.
Requirements
Attention to detail and ability to follow instructions.
Excellent problem-solving skills
Strong customer service and communication skills
Ability to work in a fast-paced environment and handle multiple tasks.
Able to learn and follow the VIOC SuperPro process for all services.
Achieve SuperPro certification.
Must have reliable transportation.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions of the job
Inspecting and replacing car lights and wipers.
Check fluid levels and add fluids to vehicle when necessary.
Inspect/replace engine air filter and cabin air filter.
Add oil to engine in the proper amount based on specifications of vehicle make/model.
Able to remove/rotate/lift/reinstall tires for tire rotation service.
Lubricate necessary components of the chassis/driveline.
Perform additional services on cooling systems and transmissions.
Perform second checks by visually verifying and performing proper callouts to ensure all necessary services have been performed correctly.
Able to move from bay to bay to perform services on multiple vehicles.
Frequently ascends/descends stairs/catwalks/stepstools to retrieve vehicle parts (filters, wipers, etc.) or perform services top side or underneath the vehicle (drain oil, replace filter, differential services, lubrication)
Able to work for extended periods of time with arms above your head when performing services underneath the vehicle on a catwalk.
Constantly positions self to perform required services under the hood, related to tires, or on catwalk working underneath the vehicle.
Able to move/transport items up to approximately 50 pounds.
Able to work with tools to perform duties in tight sometimes hard to reach areas.
Communicate verbally and receive verbal communication to ensure services are performed accurately, safely and in the proper order.
Environment
In this position you will be subject to environmental conditions. Activities occur inside and outside and in varying temperature conditions.
In this position you will be subject to noise. There is sufficient noise to cause the worker to shout in order to be heard above ambient noise level.
In this position you will be subject to hazards. Includes a variety of conditions including but not limited to proximity to moving mechanical parts, moving vehicles, electrical current, exposure to high heat, and exposure to chemicals.
In this position you will be subject to atmospheric conditions. One or more of the following conditions that may affect the respiratory system or skin: fumes, odors, dust, mists, gases, restricted ventilation.
In this position you will be required to function in narrow aisles or passageways such as catwalks.
The above description is not intended to be an "all-inclusive" list of the duties and responsibilities of the job described, nor is it intended to be such a listing of the skills and abilities required to do the job. Rather, it is intended only to describe the general nature of the job.
Henley Companies and its affiliates are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to
race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, or any other characteristics protected by law.
We participate in the E-Verify program.
#GN0049#
Customer Experience Lead
Member service representative job in Los Angeles, CA
Reports to: VP of Operations
Type: Full-Time
About Us
Olive Ateliers is a fast-growing, founder-led lifestyle brand entering a pivotal next chapter. What began as a business rooted in sourcing and retailing vintage objects from around the world is now evolving into a design-led home furnishings company, with rapidly expanding proprietary collections produced through a trusted network of global partners. As we grow from a cult-favorite retail concept into a nationally recognized luxury consumer brand, we're building the operational engine that will power this next exciting phase of growth.
The Opportunity
We're hiring a visionary Customer Experience Lead to shape the future of Olive Ateliers' end to end customer journey. This is a career defining role for someone who wants to build a CX function from the ground up, elevating and scaling the customer experience of a brand known for being far from average. You will work closely with our VP of Operations to define how exceptional care comes to life for our customers and set the standard for warmth, precision, and hospitality as we grow.
As Customer Experience Lead, you will champion the quality, humanity, and consistency of every interaction while building the systems and processes that make great work repeatable. Your focus will include elevated communication, deep product expertise, thoughtful post purchase support, and seamless delivery coordination, all designed to create moments that consistently feel above and beyond.
This role is deeply cross functional, connecting Sales and Operations to create clarity, eliminate friction, and deliver an experience as thoughtfully crafted as the pieces we offer. As Olive Ateliers scales, this role will expand in impact and responsibility, opening the door to meaningful leadership growth.
Responsibilities
Customer Care & Communication
Establish and uphold Olive Ateliers' CX standards, tone, and service expectations across all channels, ensuring brand voice is reflected in every touchpoint.
Create clear escalation routines and guide cross-functional teams through complex customer issues to ensure efficient, thoughtful resolution.
Manage all customer inquiries across all current and future customer channels, including email, text, chat, phone, social, and any potential marketplace platforms.
Track, prioritize, and resolve tickets and related inquiries within SLA standards.
Product Expertise & Sales Support
Serve as the primary resource for customer-facing product knowledge, ensuring accurate, elevated information is documented and shared to support the broader guest experience across Operations and Sales.
Provide knowledgeable, consultative responses to product inquiries (dimensions, finishes, availability) and order inquiries, ensuring customers and sales teams feel guided and informed.
Leverage Warehouse inventory systems and physical point-of-access to provide real-time product availability updates, supporting seamless sales and customer experience.
Manage product holds with accuracy, maintaining confidence in our internal processes.
Process Development & Growth
Build and maintain a comprehensive knowledge base (FAQs, policies, product details).
Recommend and regularly roll out improvements to Gorgias macros and automations.
Collaborate with Sales, Marketing, and Operations teams to align service policies and processes.
Lead ongoing refinement of customer policies, support workflows, and service standards in partnership with Sales, Marketing, and Operations leadership.
Support the continuous improvement roadmap for the customer journey as we expand.
Leadership & Collaboration
Model Olive Ateliers' service standards and coach internal partners on customer-first practices.
Act as the voice of the customer in cross-functional meetings, ensuring clarity, consistency, and elevated experience across departments.
Collaborate with the VP of Operations on service strategy, customer policies, and continuous improvement initiatives.
Spearhead future CX team development by helping to define roles, onboarding, documentation, and training as CX headcount expands.
This is a hands on, player coach role: you will be in the work every day while building the standards, systems, and future team that will scale it.
Requirements
3+ years of experience in customer experience, client services, account management, or operations support, ideally within a fast growing or premium consumer brand.
Proven ability to deliver exceptional customer care with warmth, clarity, and hospitality; you know how to make people feel heard and supported.
Demonstrated ability to lead cross-functional initiatives and influence partners across Sales, Operations, Logistics, and Warehouse without formal authority.
Strong analytical skills with the ability to interpret customer trends, identify root causes, and translate insights into actionable process improvements.
Ability to create structure in ambiguity, build scalable processes, and bring consistency to a rapidly evolving environment.
Experience with Shopify required; familiarity with Gorgias strongly preferred.
Comfort working within a fast paced support or CRM platform environment.
Outstanding written and verbal communication skills with a customer-first mindset; you can adjust tone effortlessly while maintaining brand voice.
Genuine passion for helping people, solving problems thoughtfully, and elevating every touchpoint of the customer journey.
Must be based in Los Angeles and able to work onsite at Commerce.
Ability to lift up to 30 lbs manually (or with appropriate equipment).
This role is ideal for a hands-on, proactive, and insights-driven individual who thrives in a fast-paced environment and is excited to help define the future of customer experience at Olive Ateliers.
Compensation & Benefits
$70-80k salary, commensurate with experience and capabilities
Long-term incentive program aligned with company growth
401k: Generous employer match (eligibility requirements and vesting applies)
Subsidized company health benefits
$500 Olive Ateliers shopping credit per quarter
40% off retail merchandise
Accrued PTO Vacation & Sick Days
A dynamic work environment with long-term growth opportunities
Customer Service Representative
Member service representative job in Beverly Hills, CA
An employer is looking for a Patient Access Representative within a call center environment in the Beverly Hills, CA area. This person will be responsible for handling about 50+ calls per day for multiple primary care offices across Southern California. The job responsibilities include but are not limited to: answering phones, triaging patients, providing directions/parking instructions, contacting clinic facility to notify if a patient is running late, scheduling and rescheduling patients' appointments, verifying insurances, and assisting with referrals/follow up care. This position is fully on-site until fully trained and passing multiple assessments (typically around 2-3 months of working - depending on performance) where it will then go remote. Must be able to work any/all shifts between 7am-7pm Monday-Friday.
MUST HAVES:
HS Diploma
2+ years healthcare call center experience OR front desk experience at doctor's office with multiple physicians
Proficient in EHR/EMR software
2+ years experience scheduling patient appointments for multiple physicians
40+ WPM typing speed
PLUSES:
Proficient in Epic software
Experience verifying insurances
Basic experience with Excel and standard workbooks
Experience with Genesis phone system
Compensation: $24/hr
Exact compensation may vary based on several factors, including skills, experience, and education.
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
Customer Service Representative
Member service representative job in Los Angeles, CA
About Us:
AZAZIE stands as the leading direct-to-consumer (DTC) e-tailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options.
Job Summary:
Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels.
*
Please note:
We are only recruiting local candidates at this time to accommodate an in person schedule.
The employee will come into San Jose location 4 times a week.
Schedule:
Monday - Friday, 7:30AM- 4:30PM
Responsibilities:
Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours.
Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us.
Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns.
Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively.
Competency and initiative to meet and exceed the department metrics and individual performance goals.
Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry.
Skills/Talents you have:
Analytical, problem solver and critical thinker.
Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy.
Team player that is willing to take initiative to support customers, other agents and supervisors.
Adaptability to thrive in a fast-paced ever changing work environment.
Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers.
Positive attitude with a desire to learn and share ideas in a collaborative work environment.
Clear and concise communicator within customer interactions and across different departments.
Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results.
Excellent time management skills.
Customer-focused with strong interpersonal and tech savvy skills.
Qualifications:
Customer Service Experience: 1 year (Preferred)
Fluency in English. Additional languages a bonus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application)
Experience with AI Intercom, Slack or other CRM software is a plus.
Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software.
Excellent written and oral communication skills.
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs.
Customer-focused and can demonstrate mastery of customer service skills.
Ability to maneuver between multiple tasks.
Benefits:
100% Medical, Dental, Vision, Life insurance offered after a 60-day probationary period
Paid vacation days and sick leave
Paid Holidays + Floating Holidays
401k
Free snacks and drinks in office
Employee discount
Company engagement events
Monthly departmental CS appreciation lunches
Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision.
Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. 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.
Wholesale Customer Service Representative
Member service representative job in Los Angeles, CA
Founded in 2008 by Los Angeles native Jeff Abrams, Rails has grown from a small label - started with just a single hat - into a full collection of women's and men's apparel. Sold at top international retailers and worn by a loyal following of celebrities and tastemakers, the brand has come to define a new classic heritage and relaxed sensibility. Rails is sold in 30 countries by more than 1000 retailers, including its own flagship stores in New York, San Francisco, Newport Beach, Paris, London and Amsterdam.
Summary:
Rails is looking for a Wholesale Customer Service Representative with a proven ability to consistently deliver excellent customer service to boutique clients and find creative solutions to all customer issues.
Key Responsibilities:
Managing customer inquiries, primarily from RAILS' boutique clients
Contacting domestic accounts for shipping approvals, order statuses, and adjustments
Tracking inventory for OTS orders and allocating inventory to accounts
Building and maintaining strong relationships with RAILS' wholesale accounts and account executives
Consistently providing excellent customer service
Troubleshooting and resolving problems in a timely manner
Reviewing return and exchange requests
Working cross functionally with other departments across the organization as needed to resolve client issues
Additional responsibilities as required
Requirements:
Minimum 1 year of experience providing customer service, primarily for wholesale customers
Apparel industry experience
Experience with NetSuite a plus
Excellent verbal and written communication skills - must be able to maintain consistent and organized communication with customers and sales staff
Strong computer skills - intermediate Microsoft Office and Google experience at a minimum; must be able to work in an ERP system, and export/create/manipulate data in Excel formats
Customer centric with positive attitude at all times
Independent and driven for personal and professional success
Ability to work successfully in both a group setting and independently
Creative thinker who is organized and efficient
Customer Experience Associate, CX2
Member service representative job in El Segundo, CA
Title: Customer Experience Associate, CX2
Reports to: Customer Experience Manager
WHO WE ARE
Wolf & Shepherd is designed to equip professionals to win in all aspects of their lives through comfortable fashionable footwear. The concept came from the problem professionals face, going to and from work in athletic shoes just to avoid the common discomfort found in a quality dress shoe. As a fast-growing lifestyle brand, we are on a mission to debunk the myth that classically styled shoes can't have modern technology comforts.
WHAT WE NEED
We are looking for a Customer Experience Associate, CX2 to assist in the all-important responsibilities of caring for our customers' needs, managing partners, building customer loyalty, and representing the brand. This role will be responsible for providing exceptional customer service while maximizing revenue within our sales environment.
JOB TYPE This is a full-time, nonexempt position.
TASKS & RESPONSIBILITIES
Your responsibilities are inclusive of the following but are not limited to:
Expertly address questions via phone, email and chat providing answers that are quick and easy to understand
Assist Management in policy updates for the department based on current business needs
Support the Customer Experience Associates during the department manager's absence
Support management in process execution to monitor orders, inventory, return and exchanges
Support department in addressing functionality issues and implementing process improvements
Engage with customers by email, phone, and chat to answer product questions, resolve ordering issues, or to provide sizing guidance.
Adopt the Wolf & Shepherd's voice and tone to convey our brand and personality, and ensure a pleasant customer experience.
Collaborate with the Team to streamline our customer service processes and policies to ensure continuous improvement.
Communicate customer feedback and insights to Management, to better understand trends and customer preferences.
SKILLS & EXPERIENCE
Must be highly organized with strong attention to detail.
Strong verbal and written communication skills.
Ability to maintain a friendly and professional demeanor in a fast paced environment.
Must be knowledgeable and adhere to rules and regulations, while maintaining a kind and accommodating attitude.
REQUIREMENTS & QUALIFICATIONS
Minimum of 3 years of direct customer experience work.
Strong knowledge of Excel, Shopify, Zendesk
Strong interpersonal and communications skills, and independent work ethic.
Excellent time management skills and organizational abilities.
A positive, outgoing, high energy and entrepreneurial personality.
PERKS & BENEFITS
We are committed to offering our employees a challenging and rewarding work environment, opportunities for growth and development, benefits, and a competitive compensation package.
Health, vision, and dental benefits program
401(k) plan
Paid time off
Sick pay
Frequent free meals and snacks and company-sponsored gatherings
Wolf & Shepherd shoes and more
Customer Service Representative
Member service representative job in Santa Fe Springs, CA
As the department's first responder, the Tier 1 Customer Service Agent is crucial for building and maintaining the company's positive reputation. The role requires a high level of professionalism while assisting customers within our Zendesk ticketing system via phones, emails, text messages, and chat. Responsibilities also include, but are not limited to, processing customer returns, issuing refunds, handling claims, creating package replacements, supporting store associates, guiding customers through their shopping experience, troubleshooting technical issues, and triaging issues with other departments.
Essential Job Functions:
Provide amazing (above and beyond) service across multiple channels
Provides exceptional customer service leveraging strong problem solving and professional communication skills
Ensures all customer service assigned cases/activities are brought to resolution and properly communicated to the customer
Uses problem solving skills and works with internal resources to analyze requests/data and determine root causes of issues
Documents every customer service interaction in Shopify and Zendesk as appropriate for the interaction
Adheres to Customer Service procedures to handle escalation process for tier 2/3
Works as a team member and reports issues to management that are important to area/process improvement.
Uses appropriate judgment in upward communication regarding department or employee concerns.
Meets performance expectations (KPIs) by achieving or exceeding departmental goals and objectives such as quality and productivity measures (AHT, CSAT, etc…)
Continuously adhering to our Quality Assurance standards
Contributes to team effort to help achieve department objectives
Provide knowledgeable answers to questions about products, pricing and availability.
Become a product expert and understand each customer's needs to provide real, effective solutions and deliver exceptional customer service.
Job Qualifications/Requirements:
Knowledge of Zendesk is a plus
Available during business hours, including evenings and weekends.
Be a creative problem solver
Comfortable working in a high stress fast changing environment
Polite, friendly attitude to deal pleasantly with customers and agents
Cheerful, engaged, and uplifting tone during customer interactions
Reliable in Attendance & Punctuality
Ability to work under deadlines
Strong multi-tasking skills
Type 45 WPM
Clear and articulate speaking voice
Command of the English language
Bilingual in Spanish a plus
Computer/Internet skills/Word/Excel
Mathematical skills
Organizational Skills
HS Diploma
Physical Demands: Sitting at a desk/computer all day. The environment is fast paced, and indoor temperature conditions apply.
WINDSOR EQUAL OPPORTUNITY EMPLOYER
Member Experience Associate (Temporary)
Member service representative job in Orange, CA
Member Experience Associate
External Description:
Alignment Healthcare was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.
By becoming a part of the Alignment Healthcare team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.
Alignment Healthcare is seeking a passionate, highly motivated, and detail-oriented member experience associate to join the member experience team in our Orange, CA office. The member experience associate will assist plan members with their concerns or complaints and provides the necessary information and education to resolve concerns.
General Duties and Responsibilities:
(May include but are not limited to)
Explain plan's procedures, protocols, benefits, services, and any other necessary information to the members who call or visit the member experience department.
Facilitate member requests for changes with network provider changes, transportation requests, or any other member request for assistance as appropriate.
Answer all incoming member phone calls within the department's goal time frame.
Document every incoming call during the call with pertinent details (i.e., caller name, contact info, reason for call, action taken, resolution, etc.)
Respond to complaints against the health plan and its contracted facilities by utilizing the departments Complaint / Grievance Policy and Procedure.
Make all attempts to resolve all member dis-enrollment / cancellation requests, complaint / grievances, and assist the member with their questions or concerns and following up as appropriate.
Assist with member outreach programs and implementations as needed.
Foster good corporate relations by practicing good customer service principles (i.e., positive attitude, helpful, etc.)
Perform other duties as assigned by manager.
Minimum Requirements:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Minimum Experience:
1-3 months related experience and/or training; or equivalent combination of education and experience.
Two years' customer service/telemarketing experience.
Medical front office experience.
Direct sales or related experience, preferably in the Medi-Cal, Commercial, or Medicare Managed Care industry.
Education/Licensure:
High school diploma or general education degree (GED); one to three months related experience and/or training; or equivalent combination of education and experience.
Associate degree (AA) degree (preferred).
Other:
Knowledge of Medi-Cal, Commercial, and Medicare Managed Care Plans.
Bilingual (English / Spanish) preferred.
Language skills: Able to read and interpret documents such as safety rules, operating and maintenance instructions and procedure manuals. Able to write routine reports and correspondence. Able to speak effectively before groups of customers or employees of the organization.
Mathematical skills: Able to add and subtract two-digit numbers and to multiply and divide with 10's and 100's. Able to perform these operations using units of American money and weight measurement, volume, and distance.
Reasoning skills: Able to apply common sense understanding to carry out detailed but un-involved written or verbal instructions. Able to deal with problems involving a few concrete variables in standardized situations.
Computer skills: Strong computer skills.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Essential Physical Functions:
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 sit; use hands to finger, handle, or feel and talk or hear.
The employee is frequently required to walk; stand; reach with hands and arms.
The employee is occasionally required to climb or balance and stoop, kneel, crouch, or crawl.
The employee must occasionally lift and/or move up to 20 pounds.
Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran.
If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact ******************.
City: Orange
State: California
Location City: Orange
Schedule: Full Time
Location State: California
Community / Marketing Title: Member Experience Associate (Temporary)
Company Profile:
Alignment Healthcare was founded with a mission to revolutionize health care with a serving heart culture. Through its unique integrated care delivery models, deep physician partnerships and use of proprietary technologies, Alignment is committed to transforming health care one person at a time.
By becoming a part of the Alignment Healthcare team, you will provide members with the quality of care they truly need and deserve. We believe that great work comes from people who are inspired to be their best. We have built a team of talented and experienced people who are passionate about transforming the lives of the seniors we serve. In this fast-growing company, you will find ample room for growth and innovation alongside the Alignment community.
EEO Employer Verbiage:
On August 17, 2021, Alignment implemented a policy requiring all new hires to receive the COVID-19 vaccine. Proof of vaccination will be required as a condition of employment subject to applicable laws concerning exemptions/accommodations. This policy is part of Alignment's ongoing efforts to ensure the safety and well-being of our staff and community, and to support public health efforts. Alignment Healthcare, LLC is proud to practice Equal Employment Opportunity and Affirmative Action. We are looking for diversity in qualified candidates for employment: Minority/Female/Disable/Protected Veteran. If you require any reasonable accommodation under the Americans with Disabilities Act (ADA) in completing the online application, interviewing, completing any pre-employment testing or otherwise participating in the employee selection process, please contact ******************.
Easy ApplyCustomer Success Representative
Member service representative job in Industry, CA
Come join a winning Team! Since 1970 Plastic Express has met the bulk trucking, bulk terminal, packaging, and warehousing needs of the plastics industry. Our strategic locations, modern systems, and dedicated employees allow us to provide custom tailored logistical solutions to fulfill the most challenging needs of our customers. Plastic Express operates from 22 full-service facilities, more than 40 bulk terminals, and 52 railcar terminals offering more than 8,500 railcar spots across the country. We are located near 9 major ports in the U.S. and rely heavily on our rail infrastructure to handle imports /exports as well as regional distribution. At many of the Plastic Express sites, we also handle some non-plastic commodities, which include; paper rolls, steel, building materials and other dry bulk materials. Plastic Express owns and operates roughly 250 trucks, with approximately 250 trailers performing full bulk truck distribution business. Plastic Express is headquartered in Houston, TX and has over 600 employees nationwide. Our goal has always been to exceed our customer's expectations, and our can do-attitude is what differentiates us from the competition.
Plastic Express employees have always been our key to success and total customer satisfaction. We are always looking for dependable & talented business professionals that will help us to grow and to continue our “Can Do” tradition.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Job Summary:
This position reports to the Customer Success Manager. A "hybrid" Customer Service position involving significant interaction with external and internal customers to provide "best in class" service to a customer base comprised of Fortune 500 companies and other small enterprises. The ideal candidate has experience and the proven ability to manage the customer's day to day logistics/warehouse/transportation needs in a high pace/high transaction, team-oriented service environment. Attention to detail and strong proofreading abilities are necessary skills. Experience with SAP or web-based TMS/WMS/OMS operating systems is essential for success. The Customer Success Representative (CSR) will work closely with and provide prompt feedback to: Sales and Marketing, Accounting, Human Resources and company executives. During the course of business, the CSR is not to share any confidential information with anyone other than their direct manager or Executives of Plastic Express.
Essential Functions/Duties:
Process customer bulk trucking and packaging orders from various sources, email, SAP, Web based portals, EDI
Input customer orders into TMS/WMS system with accuracy and speed.
Prepare end of day reports
Answer phones, forward calls and take messages
Research information when needed
Maintain inventory by checking for any discrepancies
Assist in customer inventory reviews
Monitor “Open Order” process of customers to make sure all orders are being updated
Assist the CSR Manager with special assignments as needed
Maintain and monitor delivery in Plastic Express data base
Notify management immediately anytime orders are missed/moved
Track daily/weekly/monthly all activities on the customers' open order reports; ensure they are completed and updated properly
Notify management of any discrepancies
Monitor and maintain the Open Order Report in the Warehouse database
Review customer orders to ensure 100% accuracy
Contact CS Manager with any questions on orders
Qualifications:
Required Education and Experience
2+ years of experience in customer service (in the transportation industry preferred)
Type 40wpm+ with 100% accuracy
Preferred Education and Experience
College degree
Knowledge of bulk commodities industry rates and terms
Physical Demands
While performing the duties of this job, the employee is regularly required to see, talk and hear. The employee is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms.
Must be able to lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds.
Prolonged periods sitting at a desk and working on a computer
Licenses/Certificates:
None
Skills:
Proven interpersonal skills; relationship development and management
Ability to work independently and as part of team
Ability to recognize onsite risk factors and take appropriate action with firmness and tact
Demonstrated proficiency with Microsoft Office products at the following levels:
Word, Excel, Outlook: Intermediate level of skill
PowerPoint: Basic level of skill
Global and cultural awareness
Ability to multitask, prioritize and work under stress
Highest quality written and verbal communication skills
Willingness to be cross-trained in other departments
Professional, friendly phone presence
Additional Job Details:
Supervisory Responsibility:
This position has no direct reports.
Work Environment:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and printers/scanners.
Position Type/Expected Hours of Work:
This is a full-time, in-person position. Days of work are Monday through Friday.
Travel:
Little to no travel is expected for this position.
Compensation:
$22.00 per hour, based on experience.
Benefits and Perks:
Family health benefit packages - after 90 days
Vacation pay - after 90 days
Holiday pay - after 90 days
Company matching 401k retirement program - after 90 days
Duties and responsibilities may be added, deleted and/or changed at any time at the discretion of management.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
In line with Plastic Express' Environmental Promise, the hired individual is expected to enthusiastically support all facets of Operation Clean Sweep; specifically, making a conscious effort to prevent pellet, flake and powder loss into the environment and ensure any spills are swiftly and effectively cleaned up.
Auto-ApplyCustomer Solutions Representative 2
Member service representative job in Irwindale, CA
Job Description
Associate\'s degree in business or equivalent combination of education, training and experience. Typically possesses three to five years experience resolving problems for customers and answering customer questions regarding Company programs, policies, and procedures. Demonstrated ability to tactfully resolve moderately complex issues. Under limited supervision, processes incoming orders. Receives, evaluates, and answers customer inquiries (phone or correspondence) of a moderately complex nature. Tasks require some judgment. Typically requires a high school education or equivalent and three to five years experience. Normally reports to the Customer Service Supervisor. (Add software requirements) Excellent organizational skills, high attention to detail and exceptional customer services skills required.
Day-to-Day Responsibilities/Workload
Responsible for clearing payment exceptions pertaining to the electronic payment channels: Electronic Funds Transfer; Authorized Payment Agencies; Direct Payment; Electronic Data Interchange; Quick Check; Credit/Debit Card; and .com.
Helps to resolve payment inquiries received by customers directly and through system generated orders.
Utilizes internal and external tools designed towards researching payments and determining their intended destination.
Works with s banking relationships and vendors to return unidentified payments to the originator when necessary.
Completes a daily reconciliation between SAP-ISU and the General Ledger using Bank deposit data to validate accurate financial reporting.
Issues customer refund drafts for lost, stolen, or uncashed refunds. Works to process fraud documents with the appropriate internal groups.
Required Skills/Attributes
Three (3) years of experience in customer service and resolving customer inquiries.
Ability to change course when an urgent matter arises.
Good Written, Verbal and Communication Skills
Ability to communicate complex issues well both in writing and verbally
Desired Skills/Attributes
Experience with SAP applications
Experience with the payment processes and/or banking knowledge.
Ability to apply logic to a scenario and pull upon previous occurrences
Education Requirement
A. High School Diploma or Equivalent
Correctional Services Officer (Part-Time)
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):
The following three selection components (#2 Physical Agility Examination, #3 Oral Interview Examination and #4 Background Review) are all consolidated in one full day of testing.
1. 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 2025 CO PAT Dates: 02/20/25, 03/25/25, 04/24/25, 05/20/25, 06/26/25, 07/24/25, 08/21/25, 09/25/25, 10/23/25, 11/20/25, 12/18/25
2. ORAL INTERVIEW EXAMINATION: (Qualifying) will evaluate experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass the interview.
3. BACKGROUND REVIEW: (Qualifying) prepare personal statement, receive background packet and meet with background investigator.
4. REACT Test: (Qualifying) 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.
5. COMMANDER/MANAGER ORAL INTERVIEW: (100%) will evaluate each candidate's experience, training and personal qualifications for the position. Candidates need a score of 70% or higher to pass the interview.
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.
Easy ApplyMember Service Representative (Full-Time) - Inglewood
Member service representative job in Inglewood, 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.
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
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: 3451 W Century Boulevard Suite B-3, Inglewood, California 90303
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 ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-ApplyCommercial Services Specialist II (Manheim)
Member service representative job in Fontana, CA
Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Commercial Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % No Work Shift Day Compensation
Hourly base pay rate is $23.51 - $35.24/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.
Job Description
What You'll Do:
* Provide comprehensive support to numerous account holders.
* Proactively identifying enhancement opportunities.
* Running and analyzing reports for trends and compliance.
* This critical role, tailored to high-revenue locations, underscores the importance of accountability and excellence due to the significant financial implications of managing key, highly complex client accounts.
* Offer comprehensive, direct support and communication to numerous account holders, understanding their requirements and challenges while communicating potential issues.
* In coordination with national account representative, follow account-specific procedures to prepare and audit sale vehicle run process including run order, scheduling, providing notice to customer account, vehicle repairs, accurate charge posting (pre-sale and limited post-sale), reporting, invoicing, etc.
* Accountable to monitor vehicle sales processes, communication with stakeholders and accuracy to ensure an overall positive client experience for the client.
* Develop positive relationships with clients, seeking to understand their vehicle requirements and helping them understand auction processes, vehicle availability and processes for sale, preparation, and delivery.
* Examine vehicles within the sales lineup, utilizing different programs to verify that inventory meets necessary specifications, identifying any missing vehicles, and collaborating with account representatives to ensure that vehicles are prepared for sale, complete with suitable imaging and announcements.
* Coordinate vehicle transportation, ensuring timely delivery and resolution of emerging issues.
* Review Condition Reports to capture required announcements (Structural, Flood, True Miles Unknown, AS IS - NAAA guidelines for miles and age), Branded Title, Manufacturer's Buyback, etc.
* Ensure file jackets for client audits include proper documentation and invoicing.
* Serve as a liaison between clients and all auction departments.
* Collaborates with Accounts Receivable department to post accurate charges; process and send invoices as needed; and actively pursue collections.
* Demonstrate effective prioritization skills by understanding the role of assigned tasks within the comprehensive lifecycle of auctioned cars.
* Demonstrate professionalism and sincere appreciation for the business relationships that have been established amongst the client and Manheim.
* Ability to work in a fast-paced environment, receptive to change and able to multitask.
* Commitment to providing excellent customer service required.
Who you are:
Minimum Requirements:
* High School Diploma/GED and 3 years' experience in a related field or 5 years' experience in a related field required.
* Prior clerical or administrative experience required.
* Proficiency in Microsoft Excel required.
* Must be able to operate adding machines and other office equipment (i.e., copier, fax machine, etc.).
* Ability to sit or stand for prolonged periods of time.
* Safe drivers needed; valid driver's license required.
Preferred Requirements:
* 1 - 3 years of clerical or administrative experience in the automotive industry preferred.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Auto-ApplyPersonal Banker/Financial Services Representative (Santa Ana)
Member service representative job in Santa Ana, CA
The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members' needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals.
Principal Accountabilities (95%):
Member Experience:
Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services.
Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person.
Provides timely closing of loans through consistent follow-up of loan approvals.
Directly responds to member's inquiries timely and accurately via telephone, mail, email, or an internal referral.
Develop, expand and retain member relationship in order to increase member satisfaction.
Adhere to CCU's Member Experience Playbook, SLA's and Corporate initiatives.
Follow the retail branch's escalation process.
Opens new accounts:
Explains account type, product, or service to member.
Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc.
Interviews member to determine appropriate product/account/service to establish.
Complies with all positive identification regulations for establishing new account holders.
Analyzes existing account relationships in order to identify potential services and/or account sales opportunities.
Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships.
Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services.
Develops and maintains a follow-up program for expanding multiple account relationships.
Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts.
Originates and funds consumer loans:
Recommends appropriate products and services to members.
Conducts interview with members relating to loan request.
Cross-sells consumer loan protection products and services.
Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved.
Communicates the loan disposition to member (approved, counter-offer, denied).
Creates loan documents and obtains member signature(s).
Disburses new loan and completes follow-up tasks.
Discusses and refers Business Loans.
Completes tasks and responsibilities relating to enhancing member relationships to increase member service.
Business Development:
Develop existing and new member relationships - expanded client base thru business development, on-sites, and community and networking events.
Attends onsite events.
Other Accountabilities (5%):
Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices.
Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork.
Must consistently report to work on time, as scheduled.
Complete all BAI trainings and classroom courses.
Performs other duties as assigned.
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, duties, and skills required.
Position Requirement and Qualifications:
Abilities:
Must be skilled in the following areas:
Strong communication (written and verbal).
Provide excellent member service both internally and externally.
Proven sales and service results.
Strong time management and organizational skills.
Knowledge, Education, Certifications, Licenses:
High School education or equivalent.
Knowledgeable in new accounts and lending policies and procedures.
Solid knowledge of sales and referral technique a must.
Working knowledge of personal computers also required.
Experience:
Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent.
Working Conditions and Physical Demands:
Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union's Employee Handbook & Resource Guide.
EOE
Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m.
40 hours/week
Financial Services Representative - State Farm Agent Team Member
Member service representative job in San Marino, CA
Job DescriptionBenefits:
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Derek Tsu - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of insurance products 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.
Assist customers with portfolio management and asset allocation.
Conduct financial reviews and recommend appropriate products.
Maintain compliance with financial regulations.
QUALIFICATIONS:
Experience in financial services preferred.
Analytical and communication skills.
FINRA Series 7 and 63 licenses preferred.
Ability to relate to a customer.
Goal-oriented and motivated by achieving measurable results.
Financial Service Representative III
Member service representative job in Lynwood, CA
Role
Provide exceptional service at all times. Discuss account options, cross sell credit union products and services at each opportunity, and meet or exceed all sales & service scorecard goals. Open new accounts, certificates, IRAs, process and fund installment loans, and open end loans.
Major Duties and Responsibilities
Identifies cross sell opportunities and cross-sells all C.U. products and services, including
account related products such as, but not limited to, credit life, credit disability, MBI,
GAP, AD&D, etc. Perform necessary file maintenance to set up accounts and services.
10% Assists members with opening and closing savings, checking, certificates, IRAs and other
depository service accounts (limited cash handling). Perform necessary file maintenance to
set up accounts and services.
Assist members and potential members with loan requests, takes loan applications, process
loan documents for in-person closing or shipment via mail, including preparation of loan records
and data set up on computer system. Review any conditions required for loan approval with
member and obtain necessary documentation. Forward exceptions to a Loan
Officer if automatic system approval is not received. Follow up on unclosed member loans
that cannot be completed at initial meeting. Assures that appropriate records are maintained
and required reports are prepared. Collect and forward taxes on all vehicle loans.
Set up and input file maintenance for check orders, payroll deduction, automatic transfers
and ACH origination.
Monitors lobby activity to ensure prompt, professional service. Performs all duties within
procedures, policies, and SCU's Universal Performance Standards. Performs other related
duties as assigned.
Knowledge and Skills
Experience: One year of similar or related experience in financial services, preferably in a credit union or banking environment. Experience in member service, loan processing, and/or financial sales required
Education: A high school diploma or GED.
Interpersonal Skills: The ability to motivate or influence others is a material part of the job, requiring a significant
level of diplomacy and trust. Obtaining cooperation (internally and/or externally) is an
important part of the job.
Other Skills: Must be fulent in spanish.Exceptional sales skills. PC proficient, able to operate a computer keyboard and 10-key calculator.
Hours & Location:
St. Francis Express Office
3628 E. Imperial Hwy. STE 106
Lynwood, CA 90262
Hours:
Monday - Friday: 8:00 a.m. - 4:00 p.m.
Closed daily: 11:30 a.m. to 12:00 p.m.
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
Southland Credit Union is an Equal Opportunity Employer.
Salary Minimum USD $30.53/Hr. Salary Maximum USD $45.79/Hr.
Auto-ApplyFinancial Service Representative I
Member service representative job in Palos Verdes Estates, CA
reports on-site. Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner.
Duties and Responsibilities:
* Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
* Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, ("BSA"), Anti-Money Laundering Act ("AML"), and Office of Foreign Assets Control Regulations ("OFAC"). This includes understanding any responsibilities outlined under the Bank's BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements
* Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
* Generate new business to assist in meeting established production and profitability goals of the branch
* Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients' financial needs
* Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
* Refer client opportunities to internal and external sales partners to meet client financial needs
* Provide ongoing relationship servicing with existing clients
* Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
* Respond to clients' inquiries and requests regarding accounts
* Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc.
* Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc.
* Notary Commission - serve as one of the branch team Notaries
* Regular and consistent attendance required
* Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
* Palos Verdes Estates, CA: $48,300 - $52,000 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
* High school diploma or equivalent required; Associate/Bachelor's Degree preferred
* A minimum of 1 to 2 years of financial service industry experience is required
Skills:
* Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
* Working knowledge and understanding of all bank products and services required
* General Mathematics and Accounting
* Must be able to assess any given situation, make decisions, and bring to a successful resolution
* Must be experienced in the effective use of one or more core banking deposit and new account software
* Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc.
Approximate Time Allocation:
25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
75% = Sales/Client Service, Lobby Management
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. 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, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.
Financial Services Representative State Farm Agent Team Member
Member service representative job in Glendora, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Employee discounts
Flexible schedule
Paid time off
Training & development
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities
Use a customer-focused, needs-based review process to educate customers about insurance options.
Work with the agent to establish and meet marketing goals.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
As an Agent Team Member, you will receive...
Hourly pay plus commission/bonus
Paid time off (vacation and personal/sick days)
Flexible hours
Growth potential/Opportunity for advancement within my agency
Simple IRA
Requirements
Successful track record of meeting sales goals/quotas preferred
Excellent communication skills - written, verbal and listening
Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams
Self-motivated
Ability to make presentations to potential customers
Ability to assess customer needs and conduct effective interviews
Knowledge of financial services products
Ability to explain complex financial issues in understandable terms
Bilingual - Mandarin preferred
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
Bachelor's degree required
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Member Service Representative (Full-Time) - Inglewood
Member service representative job in Inglewood, 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.
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
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: 3451 W Century Boulevard Suite B-3, Inglewood, California 90303
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 ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Auto-ApplyFinancial Service Representative I
Member service representative job in Palos Verdes Estates, CA
reports on-site.
Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner.
Duties and Responsibilities:
Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates
Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, (“BSA”), Anti-Money Laundering Act (“AML”), and Office of Foreign Assets Control Regulations (“OFAC”). This includes understanding any responsibilities outlined under the Bank's BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements
Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.)
Generate new business to assist in meeting established production and profitability goals of the branch
Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients' financial needs
Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients
Refer client opportunities to internal and external sales partners to meet client financial needs
Provide ongoing relationship servicing with existing clients
Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
Respond to clients' inquiries and requests regarding accounts
Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc.
Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc.
Notary Commission - serve as one of the branch team Notaries
Regular and consistent attendance required
Perform other duties as assigned
Salary Range: The salary range budgeted for this position represents the Company's good faith minimum and maximum range for this role at the time of posting. The compensation offered to a candidate may vary depending on several factors, including a candidate's qualifications, skills, competencies, experience, and location.
Geographic Location:
Palos Verdes Estates, CA: $48,300 - $52,000 (Annually)
Applicants must have current work authorization when accepting a First Foundation Inc. position. Currently, we cannot sponsor or take over the sponsorship of an Employment Visa.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
High school diploma or equivalent required; Associate/Bachelor's Degree preferred
A minimum of 1 to 2 years of financial service industry experience is required
Skills:
Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community
Working knowledge and understanding of all bank products and services required
General Mathematics and Accounting
Must be able to assess any given situation, make decisions, and bring to a successful resolution
Must be experienced in the effective use of one or more core banking deposit and new account software
Must have satisfactory working knowledge and proficiency with Word, Excel, Outlook, PowerPoint, etc.
Approximate Time Allocation:
25% = Risk Management, Operations, Compliance, Training, Meetings, etc.
75% = Sales/Client Service, Lobby Management
Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. 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, and the ability to adjust focus. This job description is subject to change at any time.
First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.