Member service representative jobs in Salinas, CA - 528 jobs
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Now100
Member service representative job in San Jose, CA
Job Title: CRM Lead
Required Skills
5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion).
Solid understanding of customer service operations and CRM/contact center best practices.
Strong communication, stakeholder management, and onsite leadership skills.
Ability to create detailed functional and technical documentation.
Experience managing projects in cross-functional enterprise environments
Preferred Skills:
Oracle certifications (e.g., Oracle B2C Service Certified).
Familiarity with scripting (JavaScript, PHP) in Oracle Service Cloud.
Experience with middleware/integration tools (e.g., MuleSoft, Oracle Integration Cloud).
Understanding of customer experience analytics and reporting (e.g., Oracle BI, Genesys reporting).
$121k-180k yearly est. 2d ago
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Senior Client Services Consultant (San Jose, CA)
Magnit
Member service representative job in San Jose, CA
Posted Friday 9 January 2026 at 11:00
Who We Are
Magnit is the future of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our clients' success. It can adapt quickly to regional or industry economic shifts, and provides the speed, scale, flexibility, transparency, and expertise required to meet an organization's contingent workforce management, talent strategy and broader organization goals. At Magnit, you'll work with passionate colleagues who collaborate and deliver meaningful results that positively transform the largest companies around the globe.
About the Role
This is a hybrid role working onsite 3 days per week in San Jose, CA.
The Sr. Client Services Consultant is an onsite leadership role and acts as the primary escalation point for the client and junior staff members in the absence of the Program Manager. Depending on the size of the onsite team, the Sr. CSC responsibility may be limited to one product (payroll, business validation, or staffing desk) or may span over multiple product lines and staff supervisory duties.
What You Will Do
Follow, maintain, and update the SOP “Standard Operating Procedures” for day-to-day procedures. Ensure the team is following operational procedures per the SOP.
Handle first line escalations and problem resolution; identify and resolve employee relations issues ensuring timeliness and adherence to appropriate laws and regulations.
Depending on the size of the team, the Sr CSC's scope of responsibilities may be limited to one product (payroll, compliance or staffing desk) or may span over multiple product lines.
Engage in and lead Business Development activities. When appropriate introduce new Magnit service lines to client managers. Work with OM/PM to identify opportunities to grow Magnit's business.
Ensure agreed screening and pre-employment checks take place in line with client requirements. Maintain accurate and complete records for all in-scope workers.
Manage the end-to-end engagement of client-sourced talent with your client group including ensuring the worker is correctly processed through Magnit payroll.
Efficiently manage the relationship and performance of the approved staffing desk suppliers; identify suitable new suppliers to ensure smooth service delivery.
Assist OM/PM in staff development, new staff orientation, and training.
Utilize Magnit's proprietary software, Magnit VMS, to facilitate all required processes.
Work with Program Manager to carry out ad hoc and structured training on co-employment for client groups as required.
Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews; generate all required weekly reports to both client and Magnit on a timely basis.
Contribute to team effort by accomplishing related results as needed.
What You Will Need
Bachelor's degree in business, Human Resources, or a related field or equivalent work experience.
5+ years of experience supporting a Management Service Provider (MSP) program performing duties such as recruitment services, staff augmentation, payroll, SOW.
Advanced proficiency in a VMS platforms (e.g., Magnit VMS, Fieldglass, Beeline) required.
Proven track record managing complex client accounts or high-volume staffing/payroll programs.
Experience working directly with senior client stakeholders and vendors to deliver strategic workforce solutions.
Strong command of Microsoft Office, particularly Excel and PowerPoint for reporting and client presentations.
Demonstrated ability to lead initiatives, mentor junior team members, and drive operational improvements.
Detail-oriented, self-motivated, and proactive in identifying and solving problems.
Compensation: Salary range is $70,000-$80,000 USD annually. Salary rates are based on experience, skills, and geographical location.
What Magnit will Offer You
At Magnit, you'll be joining an innovative, high-growth environment and can quickly make an impact to help transform the largest companies in the world. You will work with passionate colleagues who collaborate and deliver. Magnit offers all employees the opportunity for growth and development, and we want individuals to fulfill their potential and blaze their own trails!
Magnit will offer you a competitive benefits package, including unlimited PTO, medical, dental, and vision coverage, retirement planning, as well as discounts and perks for tickets, travel, merchandise and more! Magnit encourages employees to participate in giving back, and we will match employee contributions to favorite charities and support corporate volunteering hours to make a difference in your community!
If this role isn't for you
Stay in touch, we will let you know when we have new positions on the team. To see a complete list of our open career opportunities please visit
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To do our best work we need different viewpoints. Therefore, we celebrate diversity and embrace inclusion.
As an equal opportunity employer, we are dedicated to building a team that represents a variety of backgrounds, perspectives, and skills. We strive to ensure that we maintain a positive and enriching work environment for all.
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$70k-80k yearly 3d ago
Community Based Services Specialist
Santa Clara Family Health Plan 4.2
Member service representative job in San Jose, CA
Salary Range: $74,557 - $111,835 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change.
FLSA Status:Non-exempt Department:Community Based Programs Reports To:Manager, SDOH or Manager, Community Based Case Management
Employee Unit: Employees in this classification are represented by Service Employees International Union (SEIU) Local No. 521
GENERAL DESCRIPTION OF POSITION
The Community Based Services Specialist serves as the lead, primary contact, and liaison for developing, supporting and monitoring the network of public and community based providers and vendors delivering Enhanced Care Management (ECM), Community Supports (CS), and/or other activities, programs or special projects addressing social determinants of health.
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below.
Develop and maintain updated knowledge of community based services, and capacity across Santa Clara County and support identification and assessment of ECM and/or CS provider network gaps.
Recommend for initial and ongoing needs to support ECM and/or CS delivery system and operational infrastructure including data exchange, workforce training and capacity building.
Support ECM and/or CS authorization and delivery process in accordance with DHCS-developed service definitions, eligibility criteria and reporting requirements.
Oversee the development and management of the ECM, SDOH and/or CS provider network including:
Serve as a knowledge and resource expert for ECM, CS and/or SDOH provider network operations.
Establish and manage positive and productive working relationships with all public and community-based providers and vendors delivering services to members under ECM, CS or SDOH projects.
Receive, research and respond to inquiries and issues that are raised by or impacting providers in a timely fashion and in collaboration with appropriate business units.
Proactively communicate and collaborate with providers to identify problem patterns, track and trend issues, prepare recommendations for potential service improvement opportunities and develop tools and processes to improve communication and other processes
Oversee collaboration with internal business units, particularly Provider Network Operations, Health Services Department, Finance and Claims, regarding provider communication, training and support and to ensure payments are made in accordance with vendor agreement terms.
Schedule, conduct and report on regular site visits with each provider as required and coordinate and host at least one annual meeting with providers.
Conduct orientation and ongoing training and education to community service providers and office staff including technical assistance, development of presentations and other written guidance or materials, in-person sessions, webinars and/or calls as needed.
Assist in the preparation of promotional materials for the public, website or newsletters. Oversee provider compliance with required ECM and/or CS trainings and technical assistance including in-person sessions, webinars, and/or calls as necessary.
Establish and oversee a program for communicating and tracking ECM and/or CS provider compliance with vendor agreement scope of work, key operational and financial objectives, and quality and performance metrics.
Maintain accurate and timely documentation of provider contacts in compliance with NCQA standards, DHCS, DMHC and CMS regulatory requirements.
Contribute to the development of ECM and/or CS pricing including recommending changes in pricing subsystems.
Support the Department Manager in generating reports and performing special projects. Troubleshoot with providers to address issues related to submission of claims and encounter data for ECM and/or CS services.
Understand and track applicable regulatory and reporting requirements.
Ensure accuracy and regulatory compliance for all materials or documents.
Attend off-site meeting or events as necessary.
Perform other related duties as required or assigned.
REQUIREMENTS - Required (R) Desired (D)
The requirements listed below are representative of the knowledge, skill, and/or ability required or desired.
Bachelor's Degree in public health, social welfare or related field; or equivalent experience, training, or coursework. (R)
Minimum two years of progressively responsible and direct work experience working with the essential duties and responsibilities described above. (R)
Demonstrated experience leading/managing projects, initiatives, and/or leading or directing the work of others. (R)
Knowledgeable in the field of home and community-based services and community resource networks and a particular interest in working to address health disparities and addressing the needs of low-income communities.
A deep understanding of SDOH that impact Santa Clara County and community members. (R)
Ability to think creatively and work strategically, to help develop and implement innovative solutions yielding measurable results to the organization. (R)
Ability to think creatively and strategically, gather and analyze data, organize and write reports, organize work efficiently. (R)
Ability to understand, interpret, and apply applicable rules and regulations, and establish and evaluate priorities. (R)
Advanced working knowledge and proficient with Microsoft Suite applications, and the ability to operate all applicable software. (R)
Excellent oral and written communication skills, including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments and outside entities over the telephone, in person or in writing.(R)
Ability to effectively facilitate meetings and deliver information/presentations to management, regulators, or staff (R).
Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R)
Ability to take initiative and exercise good judgment when making decisions within the scope of the position. (R)
Ability to comply with all SCFHP policies and procedures. (R)
Ability to perform the job safely with respect to others, to property, and to individual safety. (R)
Maintenance of a valid California driver's license and acceptable driving record, in order to drive to and from offsite meetings or events; or ability to use other means of transportation to attend offsite meetings or events. (R)
Knowledge of the community-based delivery system and managed care. (D)
Project Management Professional (PMP) certification (D)
WORKING CONDITIONS
Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to regular contact with co-workers, managers, external partners, and vendors, in person, by telephone, and via work-related electronic communications.
PHYSICAL REQUIREMENTS
Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation:
Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R)
Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R)
Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R)
Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R)
Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R)
Reasoning Requirements:ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person, by telephone, and electronically, throughout a typical workday; attention to detail. (R)
ENVIRONMENTAL CONDITIONS
General office conditions. May be exposed to moderate noise levels.
EOE
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$74.6k-111.8k yearly 2d ago
Customer Success Associate
Us ENT Partners
Member service representative job in San Jose, CA
US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers.
Role Description
This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives.
Qualifications
Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field
2-4 years of experience in a healthcare, operations, analytics, or consulting environment
Strong Excel and data visualization skills (Power BI, Tableau, or similar)
Familiarity with healthcare supply chain, group purchasing, or provider operations preferred
Strong attention to detail, project management skills, and ability to meet deadlines
Excellent written and verbal communication skills
Self-starter with the ability to thrive in a fast-paced, hybrid team environment
Why US ENT?
Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.
$37k-59k yearly est. 4d ago
Customer Specialist
Taylor Farms 4.5
Member service representative job in Salinas, CA
The Customer Champion will serve as the primary contact for Taylor Farms California FSQA and QA/Customer relations. This entry-level role supports daily operations at our cut vegetable facility, including process improvements, employee training, quality monitoring and reporting, data analysis, new product and equipment launches, and other tasks essential for safe and consistent business operations. The position provides exposure to all areas of plant operations, from receiving to shipping. Candidates should be patient and motivated to develop leadership skills for future growth within the company. Seasonal travel between Salinas, CA and Yuma, AZ required.
Responsibilities will include, but not limited to:
Investigate complaints, prepare corrective action reports, and respond promptly to the customer.
May involve direct contact with restaurant locations.
Responsible for audit preparedness, audit execution and corrective action follow ups.
Coordinate and calibrate facility personnel. Will be responsible for collecting and sending samples for cuttings.
Provide timely communication regarding any supply or quality concerns and collaborate on strategies to ensure continuous plant operations.
Multi-task between day-to-day responsibilities and longer-term projects.
Do what needs to be done to get the job done safely and with quality top of mind.
Qualifications:
No prior work experience but must possess a strong interest in pursuing a career within the produce industry.
Proficient in basic computer operations.
English proficiency required; Spanish is beneficial but not mandatory.
Bachelor's degree or equivalent qualification.
$33k-40k yearly est. 5d ago
Service Specialist - Part Time
Bass Pro Shops 4.3
Member service representative job in San Jose, CA
The Service Specialist assists in all aspects of Service Department operations including unit inventory procedures, pre-delivery inspection (PDI) and delivery orientation. Position may also assist customers requiring service or warranty repairs for t Part Time, Specialist, Service Manager, Operations, Delivery, Retail, Management
$33k-39k yearly est. 2d ago
Member Experience Associate-bilingual Spanish preferred
Aaa Ncnu
Member service representative job in Salinas, 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
.
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.
Branch Hours; M-F 9am-6pm, S 9am-5pm Pay is $24.50/hr + Commission
This is a full-time, onsite, 5 day a week position at AAA in Salinas. Saturday work is required!
Bilingual in Spanish preferred.
ESSENTIAL FUNCTIONS
Performs fundamental customer interactions including MemberServices 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
MemberServices
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 MemberServices 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 AND 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 & 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.
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.
The below is per California Fair Pay Act, for the Salinas location; Pay is $24.50/hr + Commission
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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.
$45k-106k yearly est. Auto-Apply 9d ago
Customer Service Representative Sales Associate
Santa Cruz Appliance Repair
Member service representative job in Santa Cruz, CA
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Company parties
Dental insurance
Employee discounts
Free food & snacks
Free uniforms
Health insurance
Training & development
Job Summary
Santa Cruz Appliance Repair is looking for a Customer ServiceRepresentative to join our team! As a Customer ServiceRepresentative, you are a key member of the team and represent our members on client support calls. You are responsible for handling service requests and customer complaints. Exemplifying our code of values, you show respect and courtesy to all customers and employees.
This position is right for you if you are self-motivated, energetic, and enjoy helping people. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis.
Responsibilities:
Help customers with appliance sales purchase
Receive incoming calls in a professional and courteous manner
Perform marketing and sales functions to sell additional work and earn business
Complete work orders, return customer calls, and respond to customer complaints
Perform other duties as needed which may include cross-training in related positions
Qualifications:
Strong written and verbal communication skills
Detail-oriented with strong data entry skills
Positive Attitude
Team player who can work independently
Able to lift 75 lbs.
Benefits/Perks
Full time position with benefits
Growth and Career Advancement Opportunities
Great Working Environment
401(k) matching
Health and dental
Aflac supplemental insurance
Paid holidays and paid sick
$39k-54k yearly est. 31d ago
Administrative Services Specialist
California State University System 4.2
Member service representative job in San Jose, CA
Reporting to the Senior Director of Resources and Operations, the Administrative Services Specialist provides leadership and business solutions for the School's highly complex online and in-person programs. This position oversees the financial and day-to-day operations of the School providing direction to faculty, staff, and students. The position also provides direct support to the Director and Associate Director and serves as a key technical advisor, providing information, expertise, and recommendations to implement strategic objectives for the short-term and long-term goals of the department and programs. The incumbent initiates and distributes confidential and critical communications with University and external stakeholders, and identifies needs and creates solutions for the department related to staffing, finance, and programmatic needs.
Key Responsibilities
* Oversee complex department financial information for various funds including Operating Fund, PaCE Fund, Trust Fund, SSETF Fund, Research Foundation Funds, and University Advancement endowed and non-endowed funds.
* Reconcile and maintain all funds based on university and state policies and procedures.
* Analyze budget information, address issues, and initiate corrections via University software and tools
* Develop and implement policies, procedures, and systems for efficient operations.
* Prepare periodic, mid-year, and year-end budget projection reports
* Audit travel reimbursements, monitor recruitment events budget
* Serve as Property Manager and oversee scholarships, including tracking, establishing, and processing awards.
* Resolve staffing issues, prepare evaluations, monitor work performance.
* Track and approve payroll, time taken, and HR expense adjustments
Knowledge, Skills & Abilities
* Ability to communicate with constituents in a professional and respectful manner.
* Knowledge of State, CSU, and University policies and procedures in order to provide expertise and leadership.
* Knowledge and ability to analyze, interpret, compile, apply, integrate, and present complex data and information.
* Knowledge and ability to advise management regarding policies, procedures, and the impact of data at hand.
* Knowledge and ability to apply CSU and FIRMS-GAAP accounting principles.
* Knowledge of organizational and operating structures and functional areas, and their impact on campus and off-campus structures.
* Ability to use multiple application systems and databases for data analysis, research, report preparation, and execution of projects.
* Excellent written and verbal communication skills across multiple formats.
* Ability to inform, negotiate, persuade, and achieve goals.
* Ability to work strategically under minimal supervision.
* Knowledge and skill in project management.
* Ability to provide work lead direction to administrative staff.
* Ability to address issues using research and analysis to provide solutions
Required Qualifications
* A bachelor's degree and/or equivalent training
* Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs
Preferred Qualifications
* Demonstrated success with financial and audit projects, from planning through reporting, with a strong background in data analysis within a higher education or complex organizational setting.
* Experience with CSU systems, including CSU financial, travel, and procurement policies, or comparable higher education/state systems.
* Experience developing and monitoring grant pre-award and post-award budgets, endowments, and scholarships, including financial tracking, reporting, and liaison responsibilities.
* Proficiency in PeopleSoft/Oracle, OnBase, Adobe, Google Workspace, MS Office, DocuSign, and other database/administrative support tools.
* Experience preparing and analyzing complex budget projections, including forecasting revenues, mandatory costs, and expenses
Compensation
Classification: Administrative Analyst/Specialist - Exempt II
Anticipated Hiring Range: $7,059/month - $7,500/month
CSU Salary Range: $5,314/month - $7,741/month
San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary.
Application Procedure
Click Apply Now to complete the SJSU Online Employment Application and attach the following documents:
* Resume
* Letter of Interest
Application screening has been extended to January 4, 2026. This position is open until filled.
Contact Information
University Personnel
*************
************
CSU Vaccination Policy
The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at ****************************************************** and questions may be sent to *************.
Additional Information
Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis.
The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire.
SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS)
All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity.
Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification:
Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at **************************************************************** The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at ************ or by email at ************************.
Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at ******************************************************************* The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at ************ or by email at **********************.
Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director.
Equal Employment Statement
San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment.
Advertised: Dec 23 2025 Pacific Standard Time
Applications close:
$5.3k-7.7k monthly Easy Apply 60d+ ago
Bilingual Spanish Member Experience Associate
AAA Northern California, Nevada and Utah Insurance Exchange 4.1
Member service representative job in San Jose, 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 San Jose Brokaw. You will work 5 days a week including EVERY SATURDAY! A Bilingual Spanish speaking Team Member is REQUIRED!
ESSENTIAL FUNCTIONS
* Performs fundamental customer interactions including MemberServices 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
* MemberServices
* 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 MemberServices 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 AND 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 & 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.
* Bilingual Spanish speaking skills are REQUIRED!
* Preferred Qualifications
* Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets.
* Customer Service experience.
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.
#LI-ML1
* 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.
$44k-89k yearly est. Auto-Apply 60d+ ago
Business Service Officer
15 Ms Investment Mgmt
Member service representative job in Scotts Valley, 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 Market 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 Market 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 Market
Knowledge of Firm's Risk & Compliance policies
Ability to think strategically
Reports to:
Market Business Service Officer
Direct reports:
Support Professionals
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 - $160,000 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).
$120k-160k yearly Auto-Apply 60d+ ago
Customer Service Representative
Fastsigns 4.1
Member service representative job in San Jose, CA
Get involved in the fast-paced sign and graphic design industry by joining the #1 sign franchise in the USA. FASTSIGNS of San Jose is looking for a creative, personable and outgoing customer servicerepresentative who can manage signage and design projects from concept to creation.
Primary Responsibilities Include:
* Serve as the first point-of-contact for walk-in, telephone and on-line clients.
* Respond to customer inquiries with product recommendations and pricing information.
* Create detailed production plans for graphic designer and production crew.
* Assist with quality control of sign products to ensure customer satisfaction.
* Provide administration support such as customer invoicing, store open/close, daily reports, etc.
This position is considered full-time, 40 hours/week with shift hours of 9am - 6pm, Monday through Friday and weekends off. Benefits include medical/dental, paid vacation, sick pay and paid holidays. Ideal candidates will be friendly, enthusiastic, organized and have strong verbal, telephone and written communication skills. Creativity and an "eye for design" is a plus!
View our website at *********************
View our portfolio at *********************************
Compensation: $19.00 - $21.00 per hour
$19-21 hourly 60d+ ago
Member Services Representative
Crunch-Bay Area
Member service representative job in San Jose, CA
Job DescriptionBenefits:
401(k)
Flexible schedule
Training & development
Reports to:
Manager
Requirements:
Fluent in English
Proficient reading and writing skills
Computer Skills
Special Skills:
Strong customer service skills
Responsibilities:
Membership Sales
Greet all members & guests with a smile and wish them well as they exit the club
Check in all members and guests in accordance with company procedures
Facilitate any messages on club software at member check-in
Answer phones in courteous, helpful, professional manner
Communicate special events to members and guests
Maintain an atmosphere, which makes members feel welcome
Facilitate all member requests or forward to a manager
Maintain professional disposition at all times
Sell retail products
Schedule memberservices: tanning, etc
Facilitate payment of memberservices in accordance with company procedures
Know club facility, services, and schedules
Maintain a clean and organized work area
Assist in all projects as delegated by club management
Follow all policies and procedures in the Employee Handbook
Opening and closing duties
Meetings:
Monthly or Weekly Department Meetings Employee Training Meetings
$33k-46k yearly est. 10d ago
Member Service Representative
Saber Fitness
Member service representative job in San Jose, CA
We invite you to join the Team that empowers people to live a healthy lifestyle through a culture committed to feeling good! Are you excited about health and wellness? Do you thrive in upbeat, energetic environments? Planet Fitness is the fastest growing fitness franchise in the nation! With over 2,000 locations worldwide, we are always looking to add new individuals to our roster.
The MemberServicesRepresentative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
Greet members, prospective members and guests, providing exceptional customer service.
Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
New member sign-up.
Take prospective members on tours.
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Assist in maintaining the neatness and cleanliness of the club.
Qualifications/Requirements
Customer service background preferred.
Basic computer proficiency.
A passion for fitness and health.
Upbeat and positive attitude!
Punctuality and reliability is a must.
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
Strong listener with the ability to empathize and problem solve.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter toxic chemicals during shift.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
$33k-46k yearly est. Auto-Apply 60d+ ago
Planet Fitness - Member Services Representative - Part Time - Gould Plaza
Taymax Group
Member service representative job in San Jose, CA
San Jose (Gould), CA1035 E Capitol Expy, San Jose, CA 95121, United States of America Pay : $18.45 - $19.00
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
We are looking for a MemberServicesRepresentative to join our team! This position will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.
Essential Duties and Responsibilities
• Greet members, prospective members and guests, providing exceptional customer service.
• Handle all front desk related activities including:
Answer phones in a friendly manner and assist callers with a variety of questions.
Check members into the system.
Take prospective members on tours.
Sign up new members calculating rates and monthly payment amounts.
Assist the Club Manager in counting out the drawer as needed.
• Facilitate needed updates to member's accounts.
• Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Club Manager as needed.
• Assist in maintaining the neatness and cleanliness of the club.
Completing daily assigned within first hour of your shift.
Helping complete priority cleaning list each day.
Completing walk-around and bathroom checks periodically.
Helping complete any special cleaning projects as needed.
• Other duties and responsibilities based on club needs.
Qualifications
• Must be 18 years of age or older.
• High School diploma/GED equivalent required.
• Customer service background preferred.
• Basic computer proficiency.
• Punctuality and reliability are a must.
• Ability to work independently as well as part of a team.
• A positive, upbeat attitude and a passion for fitness and health!
• Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
• Strong listener with the ability to empathize and problem solve.
• Demonstrate diplomacy in all interactions while using appropriate behavior and language.
Physical Demands
• Continual standing and walking during shift.
• Continual talking in person or on the phone during shift.
• Must be able to occasionally lift up to 50 lbs.
• Will occasionally encounter toxic chemicals during shift.
About Us
Taymax Group, LP is a multi-unit franchisee of Planet Fitness, which is one of the largest and fastest-growing franchisors and operators of fitness clubs in North America. Taymax owns and operates over 175 clubs in California, Texas, Pennsylvania, Tennessee, Alabama, Florida, Georgia, and Ontario and the Atlantic Provinces in Canada, and has plans to double its club count over the next 5 years. Taymax is one of the largest and fastest-growing franchisees in the Planet Fitness system, consistently experiencing double digit growth per year. Taymax is backed by Trilantic North America, a New York-based private equity firm managing $9.9 billion of aggregate capital commitments. Taymax has been the recipient of several prestigious awards from the franchisor including Developer of the Year in 2016, 2018, and 2019 and Franchisee of the Year in 2018. Taymax's corporate office is located in Salem, New Hampshire.
With more than 2,000 locations, Planet Fitness (NYSE: PLNT) is one of the largest and most popular fitness chains in the world. Planet Fitness possesses a highly recognized brand in the high-value, low-price segment of the market. Its core mission is to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which it calls the Judgement Free Zone . More than 90% of Planet Fitness stores are owned and operated by independent franchisees, like Taymax.
NOTE: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest in a position with Taymax Group.
Taymax Group is an equal opportunity employer in the terms and conditions of employment. We believe in providing an inclusive and diverse workplace environment and welcome talent from all backgrounds and perspectives. Our success is directly related to our people and as a company, we strive to foster an inclusive and diverse environment where we all work toward our common goal; to enhance people's lives by providing a high-quality fitness experience in a welcoming, non-intimidating environment, which we call the Judgement Free Zone. This commitment applies to all candidates and employees regardless of race, color, ethnicity, citizenship, place of origin, creed, religion, age, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability and any other protected characteristic.
Taymax Group welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection process. If you are a person with a disability and require accommodation in order to successfully submit an application, please contact Human Resources at ****************** to make an accommodation request.
Note to Applicants: We have been made aware of an increasing number of hiring fraud schemes across numerous platforms. Taymax Group never requires advance payments of any kind for computer equipment or any other purpose at the start of employment. Any request for you to provide payment information during the application process is part of a fraud scheme. Further, we recommend that you do not provide sensitive personal information (SSN, DOB, driver's license number) as part of the initial application process.
$18.5-19 hourly Auto-Apply 42d ago
Financial Services Representative - State Farm Agent Team Member
Burch Boehner-State Farm Agent
Member service representative job in San Jose, CA
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
321 S Monroe St
San Jose, CA 95128
Full-time | In-office
About Me:
Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients.
Position Overview:
I am seeking a Financial ServicesRepresentative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills.
Key Responsibilities:
Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities
Prospect new business through financial conversations and relationship-building
Manage and support new and existing clients financial portfolios
Collaborate with the financial team to maintain a professional and enjoyable work environment
Utilize financial discussions to prospect, retain, and grow the client base
Stay current on financial products and industry regulations
Ensure compliance with licensing requirements and company policies
Required Qualifications:
Securities Industry Essentials (SIE) license
Series 6 and Series 63 licenses
Experience in retail sales with clients placing IRAs, 529 plans, or similar products
Strong interpersonal and communication skills
Ability to work effectively in an in-office, client-facing setting
Preferred Qualifications:
Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required
Licensing and training for P/C and L/H insurance will be provided
Compensation & Benefits:
Starting minimum base salary (dependent on experience): $52,000
Expected annual income (base + commission + bonus): $75,000$95,000*
Additional income potential based on ability to increase sales across all product lines
Medical, Dental, Vacation, Paid Time Off (PTO), Holidays
401(k) plan with company matching
Our Core Values:
Integrity
Mutual Respect
Transparency
Compassion
Accountability
Exceptional Customer Interaction
Commitment to Work Together
$52k-95k yearly 6d ago
Chat Customer Representative
Feed My People Food Bank 3.9
Member service representative job in San Jose, CA
We are seeking a dedicated and empathetic A chat support agent Representative to join our team. The ideal candidate will be responsible for providing exceptional customer support via phone, email, or live chat. As a representative, you will play a crucial role in ensuring that our customers receive the best possible experience, resolving their issues promptly and efficiently.
The online chat representative may provide technical support, resolve customer service inquiries, or offer additional forms of real-time problem-solving
Qualifications:
Love for customers and their experience with a product
Analytical skills and ability to leverage data to drive decision-making
Excellent communication and interpersonal skills
Demonstrated ability to build and maintain strong relationships with customers and internal stakeholders
Experience with customer support ticketing systems and CRM platforms
Knowledge of customer support metrics and industry best practices
Able to integrate technology-based solutions that improve the customer experience (AI, Chat, Self-serve portals)
Able to help customers on weekends if needed
Key Responsibilities:
They're responsible for answering customer questions that come in via the website(s)
Live chat agents need to be able to provide concise information to customers. Chat is all about quick responses and accessibility so agents need to be able to answer questions effectively and efficiently.
Customers commonly use live chat to reach out with a problem. This could be to do with a faulty product, shipping issues, service complaints all sorts. And its the job of the live chat agent to fix the issue.
You might think that soft skills are less important for a web-based role than they are for other, face-to-face customer service jobs. But its not enough to Acrobatically answer questions in live chat.
So, another of the live chat agent responsibilities is to make the conversations they have with customers meaningful. And that requires soft skills.
As such, another of the live chat agent responsibilities is to identify such major pain points. Then, they need to flag them to a liaison who will convey the information to other departments. In this way, live chat agents are part of developing and improving the products and services the business offers.
Complete training
Beyond cross-training on other channels, broader customer service training is another key part of a chat agents job. Live chat agents commonly undergo on-the-job training. Typically, this includes technical training, policy training, soft skills training, and the like.
While the company should provide this training, its the responsibility of the agent to engage with the opportunity to touch up and improve their skills.
Applicant Location: USA ONLY
$30k-34k yearly est. 60d+ ago
Financial Service Rep II
Keypoint Credit Union 4.0
Member service representative job in San Jose, CA
Job Description
The Financial ServiceRepresentative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events.
The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days.
Responsibilities:
• Achieves minimum Sales goals as established by the management.
• Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans.
• Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events.
• Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
• Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
• Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
• Maintains members' confidentiality at all times.
• Performs teller transactions as requested by members.
• Balance cash drawer and perform all end of the day functions as well as reconciliation.
• Individual in this position may be pulled to work in other branch as business needs require.
Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus.
Minimum Requirements:
• High School Diploma or equivalent.
• 2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution.
• Must be capable of working established hours required by the branch.
• Strong organization, verbal communications skills, quality service and team orientation required.
• Basic PC skills are desired.
• Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.
$30k-38k yearly est. 24d ago
Member Experience Associate-bilingual Spanish preferred
AAA Northern California, Nevada and Utah Insurance Exchange 4.1
Member service representative job in Capitola, 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
.
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.
Branch Hours; M-F 9am-6pm, S 9am-5pm Pay is $24.50/hr + Commission
This is a full-time, onsite, 5 day a week position at AAA in Salinas. Saturday work is required! *Will be asked to start work at 8:30am*
Bilingual in Spanish preferred.
ESSENTIAL FUNCTIONS
* Performs fundamental customer interactions including MemberServices 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
* MemberServices
* 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 MemberServices 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 AND 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 & 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.
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.
The below is per California Fair Pay Act, for the Salinas location; Pay is $24.50/hr + Commission
* 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.
$44k-89k yearly est. Auto-Apply 9d ago
Financial Service Rep II
Keypoint Credit Union 4.0
Member service representative job in San Jose, CA
Job Description
The Financial ServiceRepresentative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events.
The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days.
Responsibilities:
Achieves minimum Sales goals as established by the management.
Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans.
Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events.
Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes.
Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually.
Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault.
Maintains members' confidentiality at all times.
Performs teller transactions as requested by members.
Balance cash drawer and perform all end of the day functions as well as reconciliation.
Individual in this position may be pulled to work in other branch as business needs require.
Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function)
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus.
Minimum Requirements:
High School Diploma or equivalent.
2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution.
Must be capable of working established hours required by the branch.
Strong organization, verbal communications skills, quality service and team orientation required.
Basic PC skills are desired.
Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.
$30k-38k yearly est. 15d ago
Learn more about member service representative jobs
How much does a member service representative earn in Salinas, CA?
The average member service representative in Salinas, CA earns between $28,000 and $54,000 annually. This compares to the national average member service representative range of $21,000 to $45,000.
Average member service representative salary in Salinas, CA
$39,000
What are the biggest employers of Member Service Representatives in Salinas, CA?
The biggest employers of Member Service Representatives in Salinas, CA are: