Customer Service Rep
Member service representative job in Oakland, CA
Temporary Retail Sales Associate
every Saturday - Schedule: 10:30 a.m. - 5:00 p.m.
Salary = $29.91 per hour
Duties and Responsibilities
Greet and welcome visitors; offer helpful directions to a variety of offerings.
Match offerings to the interests and needs of our guests to sell admission and program tickets, memberships, and merchandise through multiple electronic point-of-sale systems.
Offer personalized welcoming experiences that promote belonging and empower participation and connection.
Provide accurate information and answers in a timely manner about exhibitions, programs, facility usage and events to all visitors, document visitor comments and inquiries in appropriate systems
Serve as an advocate for the visitor while simultaneously promoting the welfare of the museum; communicate with a variety of visitors with diverse interests and abilities to ensure a positive museum experience, resolve visitor complaints to the mutual satisfaction of the visitor and the museum
Serve as greeter, event check-in person, ticket-taker, and/or usher at museum-sponsored or private event programs
All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
Customer Service Sales Representative
Member service representative job in Santa Rosa, CA
Summary of Responsibilities:
NeilMed Pharmaceuticals, Inc. is looking for an experienced Customer Service Representative to join our team. This role is based in our Santa Rosa, CA office. This is a fantastic opportunity for a customer-oriented, highly motivated individual who is interested in joining the # 1 brand of over-the-counter saline applications for nasal and sinus care in the US and worldwide.
The Customer Service/Inside Sales Representative will maintain a high level of professionalism while providing support for the Company's sales growth through timely and accurate responses to customer orders, requests and inquiries over the phone and via e-mail. The Customer Service/Inside Representative will ensure that orders are entered, tracked, fulfilled and delivered in a timely manner. In addition, the Customer Service/Inside Sales Representative will place outbound sales calls to existing clients and cold call new clients.
Key Responsibilities:
Respond to customer requests and questions regarding service, products and account information
Respond to customers via phone, fax, mail, and e-mail in a timely and courteous manner
Analyze and rectify customer concerns using established procedures and medical device regulations
Provide appropriate technical and/or product-related information
Place outbound sales calls to new and existing clients
Effectively communicate customer issues and concerns to all applicable internal staff members
Document all contacts, actions, and responses in customer database
Organize and maintain file system; files correspondence and other records
Maintain a current working knowledge of products and/or services
Prepare reports and correspondence as needed
Perform other duties as assigned by supervisor
KNOWLEDGE/EDUCATION
Minimum High School or GED diploma. Bachelor's degree preferred.
JOB EXPERIENCE
Minimum 3 years of related experience
Experience in regulated industry preferred
SKILLS/COMPETENCIES
Courteous and professional manner
Excellent customer service skills
Excellent verbal and written communication skills; ability to effectively communicate with people at all levels and from various backgrounds
Proficient on Microsoft Word and Excel
Commitment to excellence and high standards
Strong organizational skills; able to manage priorities and workflow
Ability to work independently and as a member of a team
Ability to understand and follow written and verbal instructions
Accurate attention to detail
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Solid understanding of company products and services
Benefits
Medical, Dental, and Vision
401k
All California Law PTO
50k Life Insurance (paid by NeilMed)
Wellness & Member Experience Associate
Member service representative job in San Francisco, CA
A leading nonprofit organization is seeking a Membership Associate to enhance the member experience at their San Francisco branch. This role involves engaging with members, managing membership accounts, and ensuring a welcoming and inclusive environment. The ideal candidate will have a high school diploma, customer service experience, and availability during various shifts. The position offers a salary range of $18.67 - $22.00 per hour and the chance to impact the community positively.
#J-18808-Ljbffr
Consumer Financial Services Attorney
Member service representative job in San Francisco, CA
Are you a passionate attorney looking to make a significant impact in consumer financial services? A leading law firm is seeking a talented Associate Attorney to join their dynamic Consumer Financial Services practice group. This exciting opportunity offers flexibility in location and the chance to work with a collaborative team at the forefront of consumer finance litigation.
What You'll Do
Handle complex consumer finance litigation matters
Represent clients in cases involving FDCPA, FCRA, and RESPA
Draft pleadings, motions, and briefs
Conduct legal research and analysis
Participate in depositions and court appearances
Collaborate with partners and other attorneys on case strategy
What You'll Need
J.D. from an accredited law school
At least 3 years of experience in consumer finance litigation
Active bar membership and good standing in Texas, Virginia, California, Nevada, New Mexico, or Oklahoma (additional state admissions a plus)
Strong academic and professional credentials
Excellent written and verbal communication skills
Ability to work independently and as part of a team
Why You'll Love Working Here
Flexible work location options
Collaborative and supportive work environment
Opportunity to work on cutting-edge consumer finance cases
Clear path for professional growth and development
Competitive salary and comprehensive benefits package
Join a firm that values collegiality, creativity, and professional growth. This role offers the chance to refine your legal skills, build expertise, and make a meaningful impact in consumer financial services law.
If you're ready to take your legal career to the next level, we want to hear from you. Apply now to be part of our exceptional team!
Auto-ApplyMember Service Associate
Member service representative job in Petaluma, CA
Essential Functions
Sales & Service
• Provide exceptional member service to all Members, volunteers, internal employees, and service providers. • Explain products and services to Members to meet their needs. Cross-sells RCU, RCU Investment Services, RCU Insurance Services and RCU Auto Services products and services. • Establish basic products and services for Members. • Provide information to Members' questions or directs them to the appropriate person or department for assistance. • Safeguard Member information and ensure confidentiality by following established policy and procedures.
Transactions
• Complete Members' transactions accurately and efficiently using established policies and procedures. • Balance cash, checks, and maintain proper documentation.
Teamwork and Other Functions
• Attend and contribute to departmental meetings. • Perform branch opening and closing duties. • Perform other duties as assigned. • Complete orders for Credit Union forms and supplies. • Participate in Credit Union committees.
Customer Service Reps / Associate / Specialist
Member service representative job in San Francisco, CA
Job Responsibilities
Are you dependable?
Are you looking for more?
If you answered yes then Pharmacyclics is looking for you!
We are an industry-leading and continuously growing company, and the right individual can grow with us! We're looking to add enthusiastic Customer Service Reps / Associate / Specialist for full-time and part-time positions immediately! We're seeking empathetic individuals who can support management and also interact with our vendors & customers while providing and maintaining quality, “best-in-class” customer service.
We offer a competitive compensation and benefits package including health, dental, vision, life insurance, paid time off and 401k. When you join Pharmacyclics as a Customer Service Rep, you will have the opportunity to make a difference in the life of customers.
Essential Duties:
Process orders, forms, applications, and requests.
Keep records of customer interactions, transactions, comments and complaints.
Communicate with customers and vendors through various channels.
Respond promptly to customer inquiries and provide feedback on the efficiency of the customer service process.
Acknowledge and resolve customer complaints.
Ensure customer satisfaction and provide exceptional customer support.
Salary: $18.50 to $22.00 /hour. Based on Performance and Experience.
Apply today for an opportunity to be a part of a great team with an innovative company!
***NB: Candidates applying should send a resume to our HR desk ***[email protected]*** and we will get back in touch ASAP!
Skills Required
Requirements:
High school diploma, general education degree or equivalent.
Ability to stay calm when customers are stressed or upset.
Ability to multi-task, prioritize, and manage time effectively.
Customer orientation and ability to adapt/respond to different types of characters.
Ability to meet required goals and quotas.
Positive and service-oriented attitude.
PWM Business Service Officer
Member service representative job in San Francisco, CA
Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Complex Business Service Officer (CBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Complex Sales and Risk teams to ensure execution in all aspects of the business and further support the CBSO with delivering on service initiatives.
DUTIES and RESPONSIBILITIES:
People Management and Communication
Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures
Lead, mentor, and supervise a team of Support and Service Professionals
Promote cross-training, learning, development and recognition of Service and Support Professionals within the Complex
Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals
Partner with CBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution
Maintain strong relationships with key partners within the Branch, Complex, Region and Home Office including participation in team meetings, regional and national calls
Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs
Manage and oversee Support Professionals coverage for Financial Advisors in the Branch
Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements
Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion
Operational Oversight
Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies
Facilitate and manage resolution of client inquiries/requests
Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates
Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies
Additional operational oversight may be required
Administer other duties as delegates by the Complex Business Service Officer
"
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
Bachelor's degree required or equivalent education
Previous industry experience
Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65)
Other licenses as required for the role or by management
Knowledge/Skills
Effective written and verbal communication skills
Strong attention to detail
Ability to prioritize and resolve complex needs and escalate as necessary
Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies
Evidence of strong leadership and talent development capabilities
Previous supervisory experience preferred
Exceptional organizational and time management skills
Exceptional conflict resolution skills
Ability to manage relationships, motivate and lead groups of people at various levels throughout the Complex
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
Complex Business Service Officer
Direct reports:
Support Professionals
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser.
Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
Auto-ApplyBranch Service Officers
Member service representative job in Sebastopol, CA
Company DescriptionJobs for Humanity is collaborating with Upwardly Global and with Westamerica Bank to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life.
Company Name: Westamerica Bank
Job Description
Operational Branch Services Officer SEBASTOPOL, CA Sebastopol Branch
Job Type: Full-time
Description: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Under direct supervision:
Provides quality service to customers.
Promotes sales of Bank services and products.
Weekly Working Hours: 40
Customer Service:
- Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It's your time, 24 hrs or bust, Statement of fact, everybody makes a difference)
- Adhere to QIS standards minimum 95%.
- Actively contributes to team success through clear, effective communication with co-workers.
- Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
- Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Sales Support:
- Meets goal of $110/FTE per month on average.
- Assist CSM with internal sales activity for new product and service referrals.
- Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
- Cross sell appropriate products and services to clients and prospects.
- Contributes to Key Initiatives.
Decision Making and Accountability:
- Exercise sound judgment to protect Bank assets and control losses.
- Assist CSM with Audit readiness of branch.
- Coach/train staff.
- Meet attendance guidelines.
- Respond well to constructive feedback and work to correct any noted concerns.
- Support CSM with teller line coverage and schedules.
- Under the direction of the CSM, provide support with daily operational tasks.
- Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security and Compliance Responsibilities:
- Adhere to Control Consciousness policies and procedures.
- Follow branch security procedures in opening, closing, and branch operations.
- Complete regulatory tutorials to ensure understanding of compliance standards and expectations.
- Answer regulatory questions correctly during Audit/Branch Review.
Transaction Accuracy:
- Meet established standards for accuracy and compliance with policies and procedures.
- Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits.
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
- Good customer relations and basic math skills required.
PROMOTIONAL GUIDELINES:
- BSO's are eligible for promotion based upon the following minimum criteria:
- Must be in current position for six months.
- Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
- Must not have been on counseling for the same six-month period.
- Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category.
- CSM may require additional training/classes based upon specific branch need.
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 the 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 may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers.
- The employee is required to walk and stand for long periods of time.
- The employee is required to occasionally reach, sit, stoop, kneel or crouch.
- The employee may occasionally lift and/or move up to 25 pounds.
- Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
WORK ENVIRONMENT:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting.
- While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts.
- The noise level in the work environment is usually moderate.
MENTAL DEMANDS:
- Accurately count and dispense funds to customers.
- Recognize opportunities to cross-sell products.
- Respond positively to challenging customers.
- Maintain established service standards.
EQUIPMENT USED TO PERFORM FUNCTIONS:
- 10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
DECISION MAKING:
- Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Requirements: Good customer relations and basic math skills required.
Home Service Specialist (Condo/Coop)
Member service representative job in Concord, CA
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Duration 10 months with possibility of contract extension
Pay Rate $20/hr
The Condo/Co-op Work Flow Coordinator will work within the Project Review Office (PRO) within the client's site. The candidate will be responsible for completing detailed reviews of Condominium and Cooperative project documentation received from the Retail, and Private Banking channels which includes, but is not limited to - Appraisals, Budgets and Financial Statements/1120s, By-Laws, Covenants, Conditions & Restrictions (CC&Rs), Insurance Declarations, Leasehold Agreements, Offering Plans (& Amendments) and Project Questionnaires. Accurate analysis and data entry of key project information in the Condo/Co-op Project databases is required.
The Condo/Co-op Work Flow Coordinator will consult with internal and external business partners to assist in determining if a project or individual loan requests meet eligible Condo/Co-op classifications and product specifications. In addition, you will communicate project status (approval, suspense, denial) to appropriate individuals and uphold fair lending practices of Bank of America, while meeting targets for productivity, quality and customer satisfaction. The Condo/co-op Specialist will contact Condo/Co-op Management companies, Developers, Sponsors, and Condo/Co-op Boards to obtain additional information, as required.
Qualifications
Minimum of 5+ years of mortgage project underwriting, condo/co-op project review or related experience
Analytical skills and computer skills
Excellent written and verbal communication/interpersonal skills
Must have excellent teamwork orientation and the ability to work independently in a fast moving environment
Strong analytical, decision making, and attention to detail skills
Processing or underwriting Condo or Co-op transactions
Analyzing Corporate tax returns and/or Financial Statements
Analyzing appraisals
Familiarity with Fannie Mae and Freddie Mac credit policy
Ability to communicate well in difficult situations
Additional Information
To know more on this opportunity, please contact:
Laidiza Gumera
************
*******************************
Easy ApplyCustomer Service at Rio Rock Acai Cafe
Member service representative job in Kentfield, CA
Job Description
Rio Rock Acai Cafe in Kentfield, CA is looking for one customer service to join our 9 person strong team. We are located on 860 College Ave. Our ideal candidate is attentive, punctual, and engaged.
Responsibilities
Greet customers and make them feel at home
Answer any questions the customers may have
Assist Customers in preparing their orders
Clean work area as needed to maintain a tidy work environment
Respond to all complaints in a friendly and professional manner
Qualifications
Friendly attitude even when dealing with disgruntled employees
Responsible and proven ability to maintain scheduling commitments
Ability to problem solve quickly concerns customers may have
Good communication skills with customers
We are looking forward to reading your application.
Member Experience Associate
Member service representative job in San Francisco, CA
Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more!
* Paid Holidays
* Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
* Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
* Free AAA Classic Membership
* AAA Product Discounts
* Tuition Reimbursement Program
Additional Details: Competitive hourly base + commissions
.
Summary
The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, MEAs are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned.
This is a full-time, onsite, 5-day a week role that requires working EVERY Saturday out of the month.
Essential Functions
* Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to:
* Member Experience
* Member Services
* Concierge
* DMV/MVD
* Auto Travel
* Unlicensed Insurance Services
* Smart Home Security
* Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need.
* Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities.
* Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location.
* Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment.
Knowledge & Skills
* Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction.
* Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations.
* Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business.
* Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require.
* Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability.
* Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals.
Education & Experience/Licenses & Certifications
* Minimum Qualifications
* High School Diploma/GED
* 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required; customer service experience is strongly preferred.
* Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers.
* Drive for Results: Focuses on desired end results, takes steps necessary to meet deliverables in on time, and continues to move forward toward goal achievement.
* Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
* Teamwork: Develop quality relationships with peers, leaders and internal partners; while supporting communal focus and collaboration of Members First.
* Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations.
* Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs.
* Preferred Qualifications
* Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets.
* Bilingual Spanish or Chinese professional are a plus!
Working Environment/ Minimum Physical Requirements
* Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required.
* Must be flexible with work shifts, including Saturdays.
* Approximately 50-80% of time is spent using a personal computer.
* Must be available to work in different branch locations.
* This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds).
#LI-ML1
"Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records."
* Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.
Auto-ApplyCommunity Service Specialist - (Community Service Specialist) - University Police
Member service representative job in San Francisco, CA
Appointment Type * Probationary 1 Bargaining Unit * Unit 7 - CSUEU - Clerical and Administrative Support Services 1 Job Search Category/Discipline * Safety 1 Time Basis * Full Time 1 Workplace Type (Exclude Inst Fac) * On-site (work in-person at business location) 1
PTOC
Community Service Specialist - (Community Service Specialist) - University Police
Apply now Job no: 552070
Work type: Staff
Location: San Francisco
Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Probationary, Full Time, Safety, On-site (work in-person at business location)
Working Title
Community Service Specialist
SF State University
San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager.
Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling ************** or emailing ***************.
San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties.
The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission.
Department
University Police
Appointment Type
This is a one-year probationary position.
Time Base
Full-Time (1.0 FTE)
Work Schedule
Schedule to be arranged by supervisor.
Anticipated Hiring Range
$3,461.00.00 - $4,567.00 Per Month; ($41,532.00 - $54,804.00 Annually)
Position Summary
The Community Service Specialist serves as a visible security presence on the campus, and within its buildings as assigned, performs security services such as patrolling campus on foot, bike or vehicle to protect campus community and visitors, provides public safety support and assistance to campus police, enforces campus ordinances and parking regulations, and issues citations to violators. Incumbent also provides information to the University Police Department (UPD) regarding any unusual occurrences and/or activities on and around campus.
Position Information
Security Services:
Patrol campus on foot, bike or vehicle to protect campus community and visitors from such hazards as fire, theft, vandalism, trespassing and other crimes. Assist in the enforcement of campus rules and regulations, report hazardous conditions, checking, opening and securing campus facilities, coordinating and testing campus alarm systems.
Public Safety Support:
Provide support and assistance to UPD by providing back-up dispatch support, managing property and evidence, maintaining records, providing training on crime prevention awareness, supporting drug identification programs, performing Live Scan and Ink Card fingerprinting, participating in emergency response teams and responding to emergency situations and taking incident/accident reports and responding to these situations, as needed.
Parking Support:
Enforce parking rules and regulations through issuing and selling parking permits, patrolling parking lots, and issuing citations for parking and other standing violations, as appropriate. Appear in court for parking related citations and directing vehicle and pedestrian traffic during peak hours, special events, and emergencies.
Campus Community Support:
Assist in the physical logistics for campus special events and emergencies. Provide general information and assistance to the
public and provide escort and citizen assistance, as needed.
Other duties as assigned.
Minimum Qualifications
Entry into this classification requires high school level reading and writing abilities, and possession of a California Driver's License. The nature of the duties may also require successful completion of a background check, physical and and/or the ability to attend Police Officers Standards & Training (POST) programs related to public safety support and dispatch activities. Knowledge of and the ability to learn how to use the applicable public safety related equipment and systems are essential. A high school diploma or equivalent and three to six months related experience would normally achieve these entry qualifications.
* Working knowledge of applicable procedures and regulations related to campus security, public safety, and parking.
* Working knowledge of alarm and radio systems.
* Ability to detect and respond appropriately to potential hazardous or crime situations.
* Ability to observe and recall details and incidents.
* Ability to act and resolve parking and traffic problems.
* Ability to write standard incident reports in a clear and concise manner.
* Ability to interact effectively with a wide range of individuals including the campus community, general public and law enforcement personnel.
* Ability to handle sensitive situations with tact and confidentiality.
Preferred Qualifications
* At least 1 year of experience as a security officer.
* Must be dependable, trustworthy and willing to respond to work on call if needed.
* Keep uniform inspection ready: polished, clean, and neat.
* Knowledge of campus operating and emergency procedures.
Required/License/Certification
* Incumbent must pass a medical examination and background check, and possess a valid California Drivers' License.
* The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect
Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July
21, 2017 as a condition of employment.
Environmental/Physical/Special
Must be able to work indoors and/or outdoors and feel comfortable working in a police environment. May be required
to work evenings and/or weekends depending on department staffing needs. Must be able to stand for long periods of
time, walk for long periods of time, climb stairs, lift, open doors, and assist police officers as requested. Must be able to
react to emergencies and be able to communicate effectively. Act as a first level mediator of disputes and be the eyes and
ears for the UPD. Must be able to competently interact with a culturally and ethnically diverse population of
students, faculty and staff and visitors/guests.
Pre-Employment Requirements
This position requires the successful completion of a background check.
Eligibility to Work
Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire.
Benefits
Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve.
We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee.
CSUEU Position (For CSUEU Positions Only)
Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference.
Additional Information
SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS).
Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations.
CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19. The systemwide policy can be found at *******************************************************
The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at **************.
Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time.
Advertised: Oct 13 2025 Pacific Daylight Time
Applications close:
Part-Time Financial Services Representative - Alameda
Member service representative job in Alameda, CA
Let's get you a career.
We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us!
At 1st United Credit Union, we are committed to improving the quality of life for our members and communities we serve across the East Bay and Tri-Valley areas.
Reporting to the Retail Branch Manager, the Financial Services Representative's primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner. They will assist potential and current members in opening new memberships, introducing loan products and ability to transition a member/non-member to the appropriate employee as necessary.
Primary Responsibilities:
Performs advanced transactions such as retirement accounts, loan signings, membership account maintenance, online banking and mobile banking. Ensure branch documents are completed, imaged and audited
Performs transactions using our core system as requested by members. Provide recommendations or feedback to management for process improvement. Utilize credit union resources to assist with member inquiries or perform credit union processes.
Supports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members
Assists with branch opening and closing procedures including cash replenishment and servicing of cash devices. May also assist from time to time at other branch locations or departments as needed
Completes all required training and compliance courses. Supports and participates in Volunteerism and Credit Union activities
Other duties as assigned
Prerequisites:
Must be available to work on Saturdays
Excellent written and oral communication skills
Strong organizational, problem-solving, and analytical skills
Detail oriented
Basic knowledge of MS Office Suite
This position requires at least one year of similar customer service experience
High School diploma or equivalent
Hourly Wage will range from $22.75/hour to $29.00/hour. Wages posted are for grades 6F through 7F and will depend on experience.
1st United Credit Union is an Equal Opportunity Employer
Director, Services Specialist Sales, Test & Learn
Member service representative job in San Francisco, CA
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director, Services Specialist Sales, Test & Learn
Mastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle,
Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence.
Summary:
As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment.
The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance.
Job Responsibilities:
- Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals
- Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities
- Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals
- Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.)
- Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals
- Ability to seamlessly partner across our Services sales and consulting teams
- Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking
- Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite
All About You
- Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise
- Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred
- Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients
- Ability to thrive and build robust pipeline with limited lead generation support
- Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues
- Revenue management experience
- Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
\#AI3
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Pay Ranges**
Purchase, New York: $141,000 - $197,000 USD
Member Experience Associate
Member service representative job in Lakeport, CA
Why Work For Us?
Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position
401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period
Benefits - Medical, Dental, Vision, wellness program and more!
Paid Holidays
Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
Free AAA Classic Membership
AAA Product Discounts
Tuition Reimbursement Program
Additional Details: Competitive hourly base + commissions
.
Summary
The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, the Member Experience Associate are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned.
Essential Functions
Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to:
Member Experience
Member Services
Concierge
DMV/MVD
Auto Travel
Unlicensed Insurance Services
Smart Home Security
Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need.
Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities.
Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location.
Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment.
This will be an onsite role at our Lakeport branch, 5 days a week, $23/hour + commission. Must be open to working Saturdays. A bilingual Spanish professional is a plus!
Knowledge & Skills
Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction.
Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction.
Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations.
Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business.
Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require.
Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability.
Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals.
Education & Experience / Licenses & Certification
Minimum Qualifications
High School Diploma/GED
2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required.
Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers.
Drive for Results: Focuses on desired end results; takes steps necessary to meet deliverables in on time; Continues to move forward toward goal achievement.
Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
Teamwork: Develop quality relationships with peers, leaders and internal partners.
Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations.
Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs.
Preferred Qualifications
Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets.
Customer Service experience.
Bilingual in Spanish preferred, not required.
Working Environment/ Minimum Physical Requirements
Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required.
Must be flexible with work shifts and able to travel between locations regularly, including Saturdays.
Must be available to work in different branch locations, and work on Saturdays.
This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds).
Approximately 98% of time is spent using a video display terminal. Works in a variety of office environments where standing, walking or sitting at a desk, table or computer workstation for extended periods of time may be required.
Approximately 50-80 percent of time spent on the job involves a personal computer.
Works in an office environment where standing and walking or sitting at a desk, table or computer workstation for extended periods of time. Must be available to work in different branch locations, and work on Saturday's. May travel by car, plane or other form of transportation to attend business meetings.
-
Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.
Auto-ApplyOperational Branch Services Officer
Member service representative job in Sonoma, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Weekly Working Hours: 40
Essential Functions:
Customer Service
* Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference)
* Adhere to QIS standards minimum 95%.
* Actively contributes to team success through clear, effective communication with Co-workers.
* Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Sales Support
* Meets goal of $110/FTE per month on average.
* Assist CSM with internal sales activity for new product and service referrals.
* Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
* Cross sell appropriate products and services to clients and prospects.
* Contributes to Key Initiatives.
Decision Making and Accountability
* Exercise sound judgment to protect Bank assets and control losses.
* Assist CSM with Audit readiness of branch.
* Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
* Coach / train staff.
* Meet attendance guidelines.
* Respond well to constructive feedback and work to correct any noted concerns.
* Support CSM with teller line coverage and schedules.
* Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security
* Adhere to Control Consciousness policies and procedures.
* Follow branch security procedures in opening, closing, and branch operations.
Transaction Accuracy
* Meet established standards for accuracy and compliance with policies and procedures.
* Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits
Compliance Responsibilities
* Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
* Answer regulatory questions correctly during Audit/Branch Review.
Promotional Guidelines:
BSO's are eligible for promotion based upon the following minimum criteria:
* Must be in current position for six months.
* Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria.
* Must not have been on counseling for same six-month period.
* Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category.
* CSM may require additional training/classes based upon specific branch need.
Work Environment:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
Equipment Used To Perform Functions:
10-key machine, Microsoft based computer, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
Decision Making: (Give examples of decisions and recommendations made by incumbent)
* Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
* Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Supervisory Responsibility: (List number of subordinates)
Directly Supervised: -0-
Supervised by Subordinates: -0-
Financial Impact:
Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank.
Requirements
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Good customer relations and basic math skills required.
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 the 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 may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
MENTAL DEMANDS:
* Accurately count and dispense funds to customer.
* Recognize opportunities to cross-sell products.
* Respond positively to challenging customers.
* Maintain established service standards.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description
$18.02 - 23.51
Financial Services Representative
Member service representative job in San Francisco, CA
Financial Services Representative
REPORTS TO: Branch Manager
SALARY RANGE: Level 14
PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries.
DUTIES AND RESPONSIBILITIES:
~ Provide quality service to members and other employees
~ Provide explanation for all types of new share and loan accounts.
~ Cross-sell all credit union products and services.
~ Establish or make changes for payroll deductions and/or direct deposits.
~ Provide account balance information.
~ Preform account maintenance, including name changes names, addresses, telephone
numbers and add joint owners
~ Mail out loan applications, rate sheets and other pertinent information.
~ Open sub savings accounts and money market accounts.
~ Accept and review consumer and auto loan applications for completeness.
~ Process mail and answer phones.
~ Perform other duties as assigned.
PREREQUISITES FOR POSITION
EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred.
SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime.
Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.
Electronic Services Specialist I
Member service representative job in Napa, CA
Essential Functions
Member Service
• Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. • Provide general support processing for check and ACH processing. • Monitor and analyze high risk transactions and alerts to prevent fraud in MDC and ATM deposit channels. • Make effective decisions to restrict accounts as needed to prevent fraud and losses to the Credit Union. • Analyze check deposit trends and patterns to provide better Member experiences. • Perform detailed review of check image processing, corrections, and adjustments. • Analyze ACH mismatch report and appropriately block unauthorized transactions. • Support, balance and reconcile Lockbox processing and payment corrections. • Accurately process sensitive financial transactions for accounting department, payroll, wires, and GL entries. • Process corrections and adjustments to accounts and loans. • Coordinate and balance exception payrolls with employers. Monitor payroll calendar and work with employers to resolve issues or delays. • Process foreign collections and exchange rate conversions. • Research and resolve Members' problems and complaints. • Provide problem resolution and direction to other departments and branches regarding Member inquires, concerns and issues. • Post, balance, and maintain daily work with proper documentation. • Scan Electronic Services forms and documents for long-term retention. • Process Electronic Services mail and supply orders. • Maintain and destroy branch capture checks for RCU.
Department and Branch Support & Other Functions
• Support and answer the Electronic Services phone que. • Assist with projects. • Cross train in Electronic Services department to provide phone support to Members and Branches. Assist as back-up during vacation or illness when needed. • Train branches and staff as needed in Electronic Services processes and procedures. • Create and maintain procedures. • Perform other duties as assigned
Home Service Specialist (Condo/Coop)
Member service representative job in Concord, CA
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Duration 10 months with possibility of contract extension
Pay Rate $20/hr
The Condo/Co-op Work Flow Coordinator will work within the Project Review Office (PRO) within the client's site. The candidate will be responsible for completing detailed reviews of Condominium and Cooperative project documentation received from the Retail, and Private Banking channels which includes, but is not limited to - Appraisals, Budgets and Financial Statements/1120s, By-Laws, Covenants, Conditions & Restrictions (CC&Rs), Insurance Declarations, Leasehold Agreements, Offering Plans (& Amendments) and Project Questionnaires. Accurate analysis and data entry of key project information in the Condo/Co-op Project databases is required.
The Condo/Co-op Work Flow Coordinator will consult with internal and external business partners to assist in determining if a project or individual loan requests meet eligible Condo/Co-op classifications and product specifications. In addition, you will communicate project status (approval, suspense, denial) to appropriate individuals and uphold fair lending practices of Bank of America, while meeting targets for productivity, quality and customer satisfaction. The Condo/co-op Specialist will contact Condo/Co-op Management companies, Developers, Sponsors, and Condo/Co-op Boards to obtain additional information, as required.
Qualifications
Minimum of 5+ years of
mortgage project underwriting
,
condo/co-op project review
or related experience
Analytical skills and computer skills
Excellent written and verbal communication/interpersonal skills
Must have excellent teamwork orientation and the ability to work independently in a fast moving environment
Strong analytical, decision making, and attention to detail skills
Processing or
underwriting Condo or Co-op transactions
Analyzing Corporate tax returns and/or Financial Statements
Analyzing appraisals
Familiarity with
Fannie Mae and Freddie Mac credit policy
Ability to communicate well in difficult situations
Additional Information
To know more on this opportunity, please contact:
Laidiza Gumera
************
*******************************
Easy ApplyMember Experience Associate
Member service representative job in Pinole, CA
Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more!
* Paid Holidays
* Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities.
* Collaborative Environment - AAA will value your contribution to providing exceptional service to our members
* Free AAA Classic Membership
* AAA Product Discounts
* Tuition Reimbursement Program
Additional Details: Competitive hourly base + commissions
.
Summary
The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, MEAs are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned.
This is a full-time, onsite position @ AAA Pinole which may include Saturday work.
Essential Functions
* Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to:
* Member Experience
* Member Services
* Concierge
* DMV/MVD
* Auto Travel
* Unlicensed Insurance Services
* Smart Home Security
* Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need.
* Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities.
* Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location.
* Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment.
Knowledge & Skills
* Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction.
* Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations.
* Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business.
* Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require.
* Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability.
* Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals.
Education & Experience/Licenses & Certifications
* Minimum Qualifications
* High School Diploma/GED
* 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required; customer service experience is strongly preferred.
* Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers.
* Drive for Results: Focuses on desired end results, takes steps necessary to meet deliverables in on time, and continues to move forward toward goal achievement.
* Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message.
* Teamwork: Develop quality relationships with peers, leaders and internal partners; while supporting communal focus and collaboration of Members First.
* Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations.
* Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs.
* Preferred Qualifications
* Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets.
Working Environment/ Minimum Physical Requirements
* Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required.
* Must be flexible with work shifts, including Saturdays.
* Approximately 50-80% of time is spent using a personal computer.
* Must be available to work in different branch locations.
* This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds).
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* Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.
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