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 Representative
Member service representative job in San Jose, CA
About Us:
AZAZIE stands as the leading direct-to-consumer (DTC) e-tailer, providing an array of bridal gowns, bridesmaid dresses, evening wear, and accessories. Designed in Los Angeles, AZAZIE disrupts the traditional wedding industry by presenting made-to-order gowns at an affordable price point. The brand is dedicated to promoting body-positive fashion, ensuring that all dresses, available in sizes 0-30, are meticulously cut and sewn to order. Explore our website, where you'll find hundreds of bridal and bridesmaid gowns and dresses, spanning over 80+ enticing color options.
Job Summary:
Azazie is looking for a self motivated and driven Customer Service Representative to join our growing team! In this role you will be responsible for providing a positive and efficient customer experience by educating customers on product knowledge, policies and services. We are seeking out top talent candidates that are highly engaged with our customers by productively providing the solutions in response to questions, concerns, and complaints through our chat, phone and email channels.
*
Please note:
We are only recruiting local candidates at this time to accommodate an in person schedule.
The employee will come into San Jose location 4 times a week.
Schedule:
Monday - Friday, 7:30AM- 4:30PM
Responsibilities:
Proactively monitor and de-escalate situations involving unhappy customers by clarifying the information, communicating best next steps and providing solutions within 24-48 hours.
Responding efficiently and accurately to customers through showing Azazie cares, listening to their concerns and ensuring they have a memorable experience shopping with us.
Navigate knowledge based platforms within: AI Intercom, Company Website, Content Management System, ERP and Happy Returns.
Strong attention to detail with ensuring accuracy in information provided and in recording customer details in order to maintain customer satisfaction and resolve issues effectively.
Competency and initiative to meet and exceed the department metrics and individual performance goals.
Implementation of utilizing software, databases, and tools appropriately to provide exceptional customer service within our DTC industry.
Skills/Talents you have:
Analytical, problem solver and critical thinker.
Ability to manage multiple channels of communication, tickets and customer conversations leading with Azazie cares and empathy.
Team player that is willing to take initiative to support customers, other agents and supervisors.
Adaptability to thrive in a fast-paced ever changing work environment.
Aptitude in maintaining comprehensive knowledge of the AZ CS policies, procedures and SOPs for our customers.
Positive attitude with a desire to learn and share ideas in a collaborative work environment.
Clear and concise communicator within customer interactions and across different departments.
Ability to build positive and long term customer relationships that reflect in positive customer satisfaction survey results.
Excellent time management skills.
Customer-focused with strong interpersonal and tech savvy skills.
Qualifications:
Customer Service Experience: 1 year (Preferred)
Fluency in English. Additional languages a bonus, but not required (please note if you have skills in Spanish, Mandarin, or French in your application)
Experience with AI Intercom, Slack or other CRM software is a plus.
Experience navigating websites/browsers and using chat software (ex./ Slack); quickly navigating. between chat and other company tools such as our CRM and phone software.
Excellent written and oral communication skills.
Proficient in Microsoft Office (Word, Excel, Outlook, and PowerPoint) as well as Google Docs.
Customer-focused and can demonstrate mastery of customer service skills.
Ability to maneuver between multiple tasks.
Benefits:
100% Medical, Dental, Vision, Life insurance offered after a 60-day probationary period
Paid vacation days and sick leave
Paid Holidays + Floating Holidays
401k
Free snacks and drinks in office
Employee discount
Company engagement events
Monthly departmental CS appreciation lunches
Physical Requirements: While performing the functions of this job, the employee is regularly required to sit; frequently required to talk or hear; and occasionally required to stand, walk, use hands to finger, handle, or feel, reach with hands and arms, stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close, distance and color vision.
Azazie, Inc. provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements. Azazie, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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)
Client Specialist - Livermore
Member service representative job in Livermore, CA
At Theory, we create clothes that matter, that empower and improve the way we live through exceptional fit, fabric, and style. In 1997, Theory was founded in New York on the simple idea that stretch fabrics in tailored clothing could change how we dress and live.
Two decades later, we continue to perfect our offering of elevated wardrobe essentials for the ambitious, urban man and woman. From sourcing materials from the best mills in the world, to the innovation and craftsmanship at our atelier in New York's Meatpacking District, the integrity of our process is just as important as our final product.
In 2004, Theory was acquired by Fast Retailing, spurring international expansion of the brand. Operating 440 stores worldwide, today Theory is a New York brand with a global mindset. Our customers dream big, achieve goals, and aim for perfection. So do we, and so do our clothes.
The Client Specialist is responsible for partnering with the store leader to achieve store sales and maximize profitability through effective management of the store team and implementation of company policies.
The Responsibilities:
Demonstrate strong business acumen through KPI's; partnering with the store leader to develop and support business driving strategies inclusive of analyzing available sales reports and data.
Partner with the store leader to propose events/incentives that will continue to grow the customer base, with particular emphasis on building the local market.
Ambitious; proactively seek to exceed/achieve customer expectations to secure an annual $1 million book.
Act as a Brand ambassador; an expert in product and craftsmanship.
Partner with the SSC CRM team to curate and produce client lists to ensure Tulip Influenced Sales.
Continuously seek to enhance customer journey, provide expert knowledge of brand history, product and Theory for Good commitments.
Manage client databases; ensure the team maintains constant client communication through utilizing their clienteling tools.
Resolve all client problems and complaints quickly and effectively.
Partner with SSC to drive VOS initiatives i.e. GWP & retail event marketing.
Demonstrate strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful.
Actively participate in community/store activities.
The Essentials:
5-7 years of proven experience of working in a similar position ideally for a premium or luxury brand.
Mandarin Chinese language fluency strongly preferred
KPI focused, experience of driving sales to meet or exceed commercial targets.
Dynamic interpersonal and communications skills, both verbal and written.
Highly- motivated by driving business in a fast-paced, innovative environment.
Business owner mindset with an entrepreneurial spirit; able to confidently make and suggest solutions, driving change where appropriate.
Independent work ethic, time management skills, and personal accountability.
Computer skills to operate a point of sale system, experience with teamwork is a plus.
Demonstrable experience of partnering with corporate stakeholders such as Buying and Merchandising, Communications, HR, and Finance.
Demonstrable customer management experience, able to drive clienteling initiatives and customer experiences to meet commercial expectations.
Working knowledge of (list computer programs we use and spreadsheets).
Salary range: $21/hr - $23/hr*
*The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position.
As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law.
For information regarding how we handle your personal information and to exercise your rights under the California Consumer Privacy Act, please see our Privacy Policy at Theory.com and Helmutlang.com.
Ensure your Theory job offer is legitimate and don't fall victim to fraud. Theory never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from a Theory or sister company email address. For added security, where possible, apply directly through our job posting.
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
PLM Documentation & Change Order Specialist
Member service representative job in Fremont, CA
This is a long-term onsite role in Fremont, CA 94538. Mon-Fri Regular shift.
Looking for Documentation and Change Order (ECR/ECO) specialist responsible for the engineering change control process as part of PLM. Beyond generating and processing Change Orders, duties will include data mining, POC for change-related escalations, managing trackers, inter-department reports, and CIP activities in a high-paced environment.
Top Skills:
CAD Tools: NX, SolidWorks, or Creo
PLM Systems: Teamcenter, Enovia, Windchill, or Agile
Qualifications
Drafting using Siemens NX CAD
Change management using Teamcenter PLM
Ability to operate efficiently and effectively in a fast-paced environment
Thorough understanding of change management and configuration management practices
Ability to work required overtime to support manufacturing needs and requests from our customers.
Strong attention to detail and uncompromising dedication to quality
Superior verbal and written communication skills
Exceptional organization skills
Demonstrated analytical abilities with strong attention to detail
Excellent follow-through
Must be driven and self-motivated, as well as a team player
Ability to multitask and work well under pressure
Experience in resolving scheduling conflicts and accommodating last-minute changes with competing priorities.
Solid Microsoft Office Suite skills, especially in Excel (Pivot Tables, Vlookup, Formatting, Graphing), also MS Teams, PowerPoint, and Word
iPLM/SAP experience (preferred)
Team center and NX Experience (preferred)
Responsibilities:
Generates and manages Change Orders (CO) through closure
Performs documentation research for all parts/assemblies to be included in the Engineering Change Order to ensure accuracy, completeness, and adherence to change control policies/procedures and design drafting standards. Makes decisions, provides recommendations, and/or escalates based on the needs of the situation
Supports NPI PMs (New Product Introduction Program Managers) on a daily basis for Engineering Change Order activities
Interfaces with Engineers and Designers on design solutions for BOMs that align with lean manufacturing requirements
Responsible for aligning key collaborators to drive solutions in alignment with cutin strategies, E&O, and effectivities
POC for Change Control processes in Engineering
Monitor and prioritize tasks to ensure efficient and timely change cut in
Process part numbers, bills of material, and change orders, which include preparation for the change control board, review for clarity, errors, proper approval routing, accuracy, and completeness
Track documents from initiation to final approval
Tracking and reporting on document review progress
Develop, track, and report key metrics
Generate and manage documentation in support of ISO standards, including revisions and releases
Update drawing from model changes
Support the engineering and design team on drawing and spec updates
Facilitate Design review meetings and act as a coordinator
Capture Key decisions, action items, and send detailed meeting minutes
Our Client is a Fortune 350 company that engages in the design, manufacturing, marketing, and service of semiconductor processing equipment.
Care Coordinator PRN
Member service representative job in Pleasanton, CA
/RESPONSIBILITIES
Perform expert leadership skills in the management of staff and coordination of patient care activities. Work collaboratively with all healthcare providers and non-health care providers. Serves as a mentor and role model for all staff. Reports to a Nursing Director or Executive Director.
EDUCATION/EXPERIENCE
Graduation from an accredited school of nursing with current RN licensure in the State of Texas. BSN is required. National certification (e.g., CCRN, RNC, CEN, CNOR, OCN, ANCC, CAN, CPAN, CFRN, etc.) in related fields is required. Three (3) years of recent, full-time hospital or clinic experience are required. Verification of course completion in accordance with all American Heart Association Basic Cardiac Life Support and Health Care Provider guidelines is required. External applicants must have at least two (2) years in an equivalent management capacity.
LICENSURE/CERTIFICATION
A current license from the Board of Nurse Examiners of the State of Texas to practice as a registered nurse is required. Must have a current AHA BLS Healthcare Provider or AHA BLS Instructor Provider card.
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-ApplyCustomer 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.
Technical Services Representative
Member service representative job in San Leandro, CA
Triumvirate Environmental, one of the largest environmental services firms in North America, is seeking a Technical Services Representative for our San Leandro, CA office.
This highly motivated individual will be responsible for delivering operational and administrative excellence to support our sales and technical services teams-ensuring that every customer interaction is efficient, accurate, and leaves a lasting impression.
Triumvirate Environmental provides leading organizations in the higher education, life sciences, healthcare, and advanced manufacturing sectors with diverse services and expertise to assist them with compliance management. At Triumvirate Environmental, we strive to WOW both our employees and our customers. Our unique culture fosters growth, development, education, and creativity.
This position reports to the Technical Services Manager. This role is onsite and is based out of our (Insert Location) office.
Essential responsibilities:
Coordinate jobs with customers and prepare appropriate paperwork, including the paperwork associate with our trucking process and associated weights
Create and distribute invoices with quotes for services, such as lab packs, lab moves, and others
Field incoming calls from prospective and existing customers as needed. Satisfying customer needs may involve a direct response from information and knowledge already possessed, obtaining information for response, or directing customer to someone capable of responding
Assist Sales and Technical Services staff with job scopes and the coordination of bids, proposals, and quotations
Assist Sales team with administrative tasks related to maintaining and growing customer base, including customized waste profiling and shipment report generation
Organize and control all job folders and customer master files. This includes ensuring all paperwork is filed properly, and retrieving files for job costing purposes
Provide Quality Control by contacting customers, post-service, to conduct surveys
Attend all sales meetings and other necessary meetings
Provide technical support to Inside and Outside Sales representatives and customers
Assist with the approval of OSS, lab pack, and other job folders
Order and maintain inventory of office supplies
Track some office budgetary items
All other duties as assigned
Basic qualifications:
Bachelors degree in Environmental Science or industry related experience
Ability to work as a team player
Determination/eagerness to learn about the environmental health & safety field
Creativity in solving unique problems
Leadership experience/potential
Strong communication, analytical, technical, and organizational skills
Intermediate skills with Microsoft Office products (Word, Excel, Outlook, and PowerPoint)
Must be eligible to work in the United States without future sponsorship
Must have a reliable form of transportation
#LI-Onsite
#LI-NF1
Besides Health, Dental and Vision Insurance, we contribute to a 401k, offer a generous tuition reimbursement program, TONS of safety training for some positions with opportunities for external trainings and certifications, Mentorship & Career Succession Planning, Relocation Opportunities, Auto/Home insurance discounts, pet assistance discount plans, discounted movie passes & more!
To learn more about our business, culture, and the exciting work that we are doing in the industry, find us on LinkedIn, Instagram (@triumvirateenvironmental), or our website!
Triumvirate Environmental is committed to a diverse and inclusive workplace. As an Equal Opportunity Employer (EOE), Triumvirate does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Individuals with Disabilities and Protected Veterans are encouraged to apply.
If you have a disability and need accommodation during the application and hiring process, please contact us at *********************************** or call us at ************. The requirements listed above are representative of the knowledge, skill, and/or ability required. To view our California Privacy Notice and Policy, click here.
Actual starting base pay may vary based on factors such as education, experience, skills, location and budget.
Pay Range$32-$32 USD
Auto-ApplyPost Closing Servicing Specialist - Contract
Member service representative job in Palo Alto, CA
***Please note this is a four-month contract***
100% Onsite in Palo Alto, CA
About Point
✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.
✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage.
✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers.
✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.
✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.
About the role
We are seeking a Post Closing Servicing Specialist on a 4-month contract basis (with the possibility of extension depending on business needs). You will be responsible and accountable for all aspects of review, preparation, recording, accuracy timely submission, and maintenance of all Closing Documentation. You will assist in all aspects of internal controls, status, and reporting of all physical and e-recording of all closing documents. In this role, you will work with banks and title companies to resolve issues in recording. You will assist in monitoring the vendors' document recording processes, as well as contribute to internal reporting on the status of the recorded documents. You will also assist in providing Servicing support as needed. This role will report to the Post-Closing Team Lead.
Your responsibilities
Receive and review physical closing documents.
Prepare packets for shipment to custodians.
Receive electronic and physical recorded documentation and final title policies.
Report issues related to the recording of all closing documents.
Regularly liaise with title companies and other vendors involved in the recording process.
Work with custodians to resolve any exceptions.
Be the first point of contact for document-related inquiries and questions as they arise.
Perform other duties as assigned by manager.
Cross-train in other functions and assist as needed.
About you
High School diploma or equivalent.
1-2 years of document handling or processing experience, preferably in real estate or banking.
Notary Public certification is preferred.
Basic skills in Google Docs and Google Sheets or Microsoft Office equivalent are required.
Willing and able to work in the office 5 days a week.
Knowledge of real estate documents, title insurance, or escrow functions is a plus.
Experience communicating with and interacting with title companies, counties, and external counterparties in the real estate recording process.
Willing to learn new systems and processes as the team grows and adapts to new tools and techniques
Strong attention to detail, prioritization, and organization skills; able to work at a pace that ensures that established deadlines are met.
Ability to handle multiple projects in a fast-paced, hyper-growth environment.
Ability to work with cross-functional groups throughout all levels within the organization and participate in the problem-solving process.
Desire to continuously improve and a positive, "can-do" approach.
Solid verbal and written communication skills.
Solid interpersonal and customer service skills.
Our benefits
NA for contract role
Compensation at Point will be determined by skills and experience. Point has identified the expected annual hourly range for this role at this level to be:
$21.63 - $28.84
At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation.
Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.
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:
Member 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 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.
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
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
Commercial Services Specialist II (Manheim)
Member service representative job in Hayward, CA
Company Cox Automotive - USA Job Family Group Vehicle Operations Job Profile Commercial Services Specialist II Management Level Individual Contributor Flexible Work Option No remote option; must work at a specified Cox location Travel % No Work Shift Day Compensation
Hourly base pay rate is $23.51 - $35.24/hour. The hourly base rate may vary within the anticipated range based on factors such as the ultimate location of the position and the selected candidate's knowledge, skills, and abilities. Position may be eligible for additional compensation that may include commission (annual, monthly, etc.) and/or an incentive program.
Job Description
* Primary point of contact for resolving client issues for accounts ranging from simple to highly complex, broad scope accounts, collaborating with the national sales team, physical site representatives, corporate Commercial Services post-sale team, Arbitrators and various stakeholders.
* Assists with customer care issues and respond to dealer and commercial client inquiries, problems, or concerns in a professional manner, escalating as necessary. Develops a positive relationship with assigned clients, seeking to understand their vehicle requirements and helping them understand auction processes, vehicle availability and processes for sale, preparation, and delivery.
* In coordination with national account representative, follows account specific procedures to prepare and audit sale vehicle run process including managing run order, scheduling, providing notice to customer account, vehicle repairs, accurate charge posting (pre-sale and limited post-sale), reporting, invoicing, etc.
* Monitors vehicle sales processes and liaise with auctioneers in lane, department managers, national commercial sales teams, mechanic shops, and operations to ensure efficient vehicle preparation and auction block representation to include both initial runs and re-runs on sale day.
* Examines vehicles within the sales lineup, utilizing Auto Check to verify that inventory meets necessary specifications, identifying any missing vehicles, and collaborating with account representatives to ensure that vehicles are prepared for sale, complete with suitable imaging and announcements.
* Coordinates vehicle transportation, ensuring timely delivery and resolution of emerging issues.
* Reviews Condition Reports to capture required announcements (Structural, Flood, True Miles Unknown, AS IS - NAAA guidelines for miles and age), Branded Title, Manufacturer's Buyback, etc.
* Educates and upsells national clients on complementary company products and services to ensure client satisfaction.
* Works with other Manheim departments regarding post-sale activities, AR, and on other matters.
* Generates file jackets for client audits containing condition reports and all invoices for performed work and transportation.
* Responsible for efficiently coordinating redemptions, involving scheduling with consumers for vehicle pickup, facilitating payments, and ensuring proper documentation, all while delivering exceptional customer service and resolving issues with professionalism.
* Serves as a liaison between clients and the Title Shared Services Center (TSSC) to ensure timely receipt of negotiable titles.
* Collaborates with Accounts Receivable department to post accurate charges; process and send invoices as needed; and actively pursue collections.
* Demonstrates effective prioritization skills by understanding the role of assigned tasks within the comprehensive lifecycle of auctioned cars.
* Demonstrates professionalism and sincere appreciation for the business relationships that have been established amongst the client and Manheim.
Qualifications:
Minimum:
* High School Diploma/GED and 3 years' experience.
* The right candidate could also have a different combination, such as any level degree/certification beyond a HS diploma/GED in a related discipline;
* or 5 years' experience in a related field.
* Strong verbal and written skills required.
* Ability to build strong business relationships required.
* Problem solving and de-escalation skills required.
* Strong organizational skills required.
Preferred:
* Bachelor's degree in a related discipline preferred.
* Strong knowledge of Salesforce, AS400, Workbench and Excel preferred.
* Previous experience as a Commercial Services Specialist preferred.
Drug Testing
To be employed in this role, you'll need to clear a pre-employment drug test. Cox Automotive does not currently administer a pre-employment drug test for marijuana for this position. However, we are a drug-free workplace, so the possession, use or being under the influence of drugs illegal under federal or state law during work hours, on company property and/or in company vehicles is prohibited.
Benefits
Employees are eligible to receive a minimum of sixteen hours of paid time off every month and seven paid holidays throughout the calendar year. Employees are also eligible for additional paid time off in the form of bereavement leave, time off to vote, jury duty leave, volunteer time off, military leave, and parental leave.
About Us
Through groundbreaking technology and a commitment to stellar experiences for drivers and dealers alike, Cox Automotive employees are transforming the way the world buys, owns, sells - or simply uses - cars. Cox Automotive employees get to work on iconic consumer brands like Autotrader and Kelley Blue Book and industry-leading dealer-facing companies like vAuto and Manheim, all while enjoying the people-centered atmosphere that is central to our life at Cox. Benefits of working at Cox may include health care insurance (medical, dental, vision), retirement planning (401(k)), and paid days off (sick leave, parental leave, flexible vacation/wellness days, and/or PTO). For more details on what benefits you may be offered, visit our benefits page. Cox is an Equal Employment Opportunity employer - All qualified applicants/employees will receive consideration for employment without regard to that individual's age, race, color, religion or creed, national origin or ancestry, sex (including pregnancy), sexual orientation, gender, gender identity, physical or mental disability, veteran status, genetic information, ethnicity, citizenship, or any other characteristic protected by law. Cox provides reasonable accommodations when requested by a qualified applicant or employee with disability, unless such accommodations would cause an undue hardship.
Applicants must currently be authorized to work in the United States for any employer without current or future sponsorship.
Auto-ApplyFinancial 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.
SalesForce Functional SME for Service Center
Member service representative job in Pleasanton, CA
Relevant Experience (Yrs) : 10+ Years
10+ years of relevant consulting
Extensive experience in writing BRD, Functional Specification documents, and project management
Worked effectively and closely with several project managers to co-ordinate, track and monitor project progress and status
Extensive experience in conducting Feasibility Studies, Gap Analysis and Root Cause Analysis (RCA)
In-depth understanding of the capabilities and constraints of CRM application
Experience in solution design, implementation and testing of the CRM applications
Applied knowledge of CRM and the Service
Must have good experience in business analysis, group facilitation, software design ,development and Testing
Qualifications
Preferred Experience
Consultant Certification is a plus
Contact Center Business Process / Sales Process
Knowledge on Healthcare/Insurance Industry Call Center experience would be beneficial
Experience with CRM Projects especially with SFDC implementation a huge plus
Additional Information
Job Status: Full Time
Eligibility: EAD GC or GC or US Citizens
Share the Profiles to ********************************
Contact: ************
Keep the subject line with Job Title and Location
Easy ApplyFinancial Service Rep III
Member service representative job in San Jose, CA
Job Description
The Financial Service Representative III is expected to support the overall sales, service and revenue goals of the Credit Union. They will assist in an effective transition of our lending program from the back office to front line staff. They are expected to learn our current end to end loan program and identify gaps in systems utilization, processes and training that will assist in a successful transition. The Financial Service Representative III is expected to work in branches to improve the member experience, support growth and retention efforts by developing new business and assisting the branch management teams in training employees. This primary focus of this role is to work within the branches and lending to identify process improvement in workflows that will simplify the current loan process for front line staff in tandem with training branch staff on consultative cross-selling during loan set ups.
The Financial Service Representative III will display a high level of knowledge in our current product offerings and assist in implementations that support building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership.
The Financial Service Representative III will also perform as a role model by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks in net promoter scores while assisting members in the more consultative complexed transactions. They will work with the Branch Management Teams to develop training and coaching plans as new lending products and additional services are launched. They are expected to adheres to the service promise promotes advocacy and continually focuses on delivery of a personable member experience. They are expected to follow established compliance processes and promote simplicity by providing feedback and input on procedures or processes that appear cumbersome or difficult. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events.
The Financial Service Representative III is expected to have a high level of professionalism and knowledge to assist members and branch staff in handling and resolution of complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also expected to refer and train branch staff in effective referrals to the Wealth Management and Commercial Banking divisions. The FSR III is expected to conduct on sites at Member Companies within specific branch regions.
Responsibilities:
• Take responsibility and accountability in following all service standards set forth by the credit union.
• Act as a supervisor in the absence of branch management.
• 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.
• Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members.
• 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.
• Assist Branch Management to perform the accurate completion of required branch audit logs.
• Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations.
• Research and resolve member questions, problems and concerns by telephone, written correspondence or in person
• Individual in this position may be pulled to work in other branch as business needs require.
• Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met.
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.
• 3 years' experience in related disciplines, including exposure members/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution
• Previous background in a retail branch environment with effective client relationship building skills
• Must be capable of working established hours required by the branch.
• Strong organization, excellent written and verbal communications skills, quality service and team orientation required.
• Proficient with Microsoft Windows PowerPoint and Excel
• Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.
• Must be a Notary or have ability to pass Notary test.