Member service representative jobs in Sonoma, 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)

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

It's your time, make it matter. At Peterson, we partner with our customers to build the future. For over 85 years, our peoples' work has shaped the communities where we live, where we raise our families, and where we thrive. Peterson's legacy permeates every aspect of our communities. From roads and bridges, back-up power at hospitals, fire-fighting, concerts and moving goods; we are everywhere you look. At Peterson, you don't just have a career, you have a purpose. Our family-oriented environment is built on safety, winning, growth, and professional achievement. Hiring and developing exceptional people is critical to our continued success. We have high standards for a good reason: our people represent Peterson, our family, our brand, and our values. You have high expectations too. You are exceptionally motivated, have outstanding skills, and want your work to matter. Peterson offers competitive wages, generous benefits, and promotional opportunities at a family-owned and operated business. It's time to use your skills and passion to do work that matters! Peterson Cat has the immediate need for an eCustomer Support Representative based at our San Leandro, Ca location. JOB DESCRIPTION This position serves as a vital link between Peterson and our valued customers. Responsibilities include sales activities for e-commerce offerings from Peterson to increase online parts revenue and line-item growth by enhancing e-customer support capabilities. Position is responsible for data measurement, achieving key metrics, monthly reports/tracking, and ongoing training support for customers and Product Support Sales Representatives. Also responsible for reaching out to customers, offering product support, and measuring/reporting progress. This position requires the eCustomer Support Representative to be away from the employer's place of business more than 50% of the time interacting with customers at their locations and/or job sites. ESSENTIAL JOB FUNCTIONS The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign the functions to this job at any time due to reasonable accommodation or other reasons. Job functions include the following. Other duties may be assigned. * Promotes the sale and adoption of the full digital suite of customer tools from Caterpillar, including but not limited to Parts.Cat.com online purchasing platform, VisionLink service application, Condition Monitoring Services, Cat Digital, Cat Card, product QR Codes, SIS product subscriptions and Customer Value Agreements (CVA) for Peterson. * Promotes the sale of Cat Electronic Technician (ET) software DPC Training and Peterson University Training courses. * Work with Product Support and Machine Sales Representatives to develop strategies and solutions for customers that increase eCommerce platform knowledge and use. * Create go-to-market strategy for marketing and unassigned customers, within an assigned territory that increase eCommerce platform knowledge and use. * Visit assigned Peterson customer accounts with Product Support Sales Representatives, Machine Sales Representatives and/or e-Customer Support Manager. * Be able to create and communicate the value of Peterson's e-business portfolio to customers in the field and at their job sites. * Makes sales calls on unassigned Peterson customer accounts via phone and in person. * Follow through on the sales process from customer identification, prioritization to collecting purchase orders for software sales and progress on customer PartsStore usage. * Support Sales plans through our websites. * PartsStore implementation, access control, troubleshooting and handling new customer requests. * Provide expanded platform customer training when requested. * Travel to customers at job sites throughout Peterson territory to assist online users at their workstations, testing process from customer's computer. * Must be able to travel more than 50% of time, with occasional overnight travel to customers, job sites, and to company subsidiaries. OTHER JOB FUNCTIONS * Works collaboratively in a team environment with a spirit of cooperation. * Displays excellent communication skills including presentation, persuasion, and negotiation skills required in working with customers/ coworkers, including the ability to communicate effectively and remain calm and courteous under pressure. * Respectfully takes direction from supervisor/manager. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily, safely and in alignment with Peterson's core values. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION and/or EXPERIENCE High School Diploma or General Education Degree (GED); and a minimum of five years of related experience in parts, sales, or service industry, preferably in a heavy industrial environment; or an equivalent combination of education and work experience. Bachelor's Degree from a fully accredited college in Business or other closely related field preferred. CERTIFICATES, LICENSES, REGISTRATIONS Maintain a valid driver's license and satisfactory driving record The annual pay range for this position is: $74,000- $84,000. We also offer a total compensation package in addition to base salary. Peterson Holding Company is committed to equal employment opportunity and affirmative action. Minorities, females, veterans, and individuals with disabilities are encouraged to apply. A drug screen and background check is required.

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!

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

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.

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.

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 Ramon. Saturday availability is a must. Team Members may be asked to support a neighboring Branch within a reasonable distance, whether or not their home Branch is open on Saturday Essential Functions Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to: Member Experience Member Services Concierge DMV/MVD Auto Travel Unlicensed Insurance Services Smart Home Security Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need. Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities. Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location. Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment. Knowledge & Skills Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction. Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations. Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business. Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require. Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. Education & Experience/Licenses & Certifications Minimum Qualifications High School Diploma/GED 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required; customer service experience is strongly preferred. Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers. Drive for Results: Focuses on desired end results, takes steps necessary to meet deliverables in on time, and continues to move forward toward goal achievement. Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message. Teamwork: Develop quality relationships with peers, leaders and internal partners; while supporting communal focus and collaboration of Members First. Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations. Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs. Preferred Qualifications Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets. Working Environment/ Minimum Physical Requirements Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required. Must be flexible with work shifts, including Saturdays. Approximately 50-80% of time is spent using a personal computer. Must be available to work in different branch locations. This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). #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.

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.

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Duration 10 months with possibility of contract extension Pay Rate $20/hr The Condo/Co-op Work Flow Coordinator will work within the Project Review Office (PRO) within the client's site. The candidate will be responsible for completing detailed reviews of Condominium and Cooperative project documentation received from the Retail, and Private Banking channels which includes, but is not limited to - Appraisals, Budgets and Financial Statements/1120s, By-Laws, Covenants, Conditions & Restrictions (CC&Rs), Insurance Declarations, Leasehold Agreements, Offering Plans (& Amendments) and Project Questionnaires. Accurate analysis and data entry of key project information in the Condo/Co-op Project databases is required. The Condo/Co-op Work Flow Coordinator will consult with internal and external business partners to assist in determining if a project or individual loan requests meet eligible Condo/Co-op classifications and product specifications. In addition, you will communicate project status (approval, suspense, denial) to appropriate individuals and uphold fair lending practices of Bank of America, while meeting targets for productivity, quality and customer satisfaction. The Condo/co-op Specialist will contact Condo/Co-op Management companies, Developers, Sponsors, and Condo/Co-op Boards to obtain additional information, as required. Qualifications Minimum of 5+ years of mortgage project underwriting, condo/co-op project review or related experience Analytical skills and computer skills Excellent written and verbal communication/interpersonal skills Must have excellent teamwork orientation and the ability to work independently in a fast moving environment Strong analytical, decision making, and attention to detail skills Processing or underwriting Condo or Co-op transactions Analyzing Corporate tax returns and/or Financial Statements Analyzing appraisals Familiarity with Fannie Mae and Freddie Mac credit policy Ability to communicate well in difficult situations Additional Information To know more on this opportunity, please contact: Laidiza Gumera ************ *******************************

Company DescriptionJobs for Humanity is collaborating with Upwardly Global and with Westamerica Bank to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: Westamerica Bank Job Description Operational Branch Services Officer SEBASTOPOL, CA Sebastopol Branch Job Type: Full-time Description: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Customer Service: - Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It's your time, 24 hrs or bust, Statement of fact, everybody makes a difference) - Adhere to QIS standards minimum 95%. - Actively contributes to team success through clear, effective communication with co-workers. - Make outbound service or sales calls via telephone and written correspondence as directed by CSM. - Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Sales Support: - Meets goal of $110/FTE per month on average. - Assist CSM with internal sales activity for new product and service referrals. - Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. - Cross sell appropriate products and services to clients and prospects. - Contributes to Key Initiatives. Decision Making and Accountability: - Exercise sound judgment to protect Bank assets and control losses. - Assist CSM with Audit readiness of branch. - Coach/train staff. - Meet attendance guidelines. - Respond well to constructive feedback and work to correct any noted concerns. - Support CSM with teller line coverage and schedules. - Under the direction of the CSM, provide support with daily operational tasks. - Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security and Compliance Responsibilities: - Adhere to Control Consciousness policies and procedures. - Follow branch security procedures in opening, closing, and branch operations. - Complete regulatory tutorials to ensure understanding of compliance standards and expectations. - Answer regulatory questions correctly during Audit/Branch Review. Transaction Accuracy: - Meet established standards for accuracy and compliance with policies and procedures. - Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: - Good customer relations and basic math skills required. PROMOTIONAL GUIDELINES: - BSO's are eligible for promotion based upon the following minimum criteria: - Must be in current position for six months. - Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria. - Must not have been on counseling for the same six-month period. - Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category. - CSM may require additional training/classes based upon specific branch need. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. - The employee is required to walk and stand for long periods of time. - The employee is required to occasionally reach, sit, stoop, kneel or crouch. - The employee may occasionally lift and/or move up to 25 pounds. - Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. - The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. - While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. - The noise level in the work environment is usually moderate. MENTAL DEMANDS: - Accurately count and dispense funds to customers. - Recognize opportunities to cross-sell products. - Respond positively to challenging customers. - Maintain established service standards. EQUIPMENT USED TO PERFORM FUNCTIONS: - 10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: - Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Requirements: Good customer relations and basic math skills required.

Why Work For Us? * Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position * 401k Matching - $1 for $1 company match up to 6% of eligible earnings per pay period * Benefits - Medical, Dental, Vision, wellness program and more! * Paid Holidays * Paid Time Off - Team Members accrue paid time off monthly. Depending on position, an additional 24 hours per year are earmarked for volunteer activities. * Collaborative Environment - AAA will value your contribution to providing exceptional service to our members * Free AAA Classic Membership * AAA Product Discounts * Tuition Reimbursement Program Additional Details: Competitive hourly base + commissions . Summary The Member Experience Associate is primarily responsible for delivering outstanding service and value to our Members through genuine care, personal service, and meeting needs and expectations across multiple branch locations. In addition to delivering service, MEAs are directly accountable for achieving individual sales targets. While their contributions support the overall branch success, they are measured as individual contributors. This position rotates between branches depending on business needs. Member Experience Associates must have strong customer service orientation, adaptability, and active listening skills to identify unmet Member needs in varied environments. They must quickly learn and adjust to multiple product lines, services, and systems in order to provide seamless service wherever assigned. This is a full-time, onsite, 5-day a week role that requires working EVERY Saturday out of the month. Essential Functions * Performs fundamental customer interactions including Member Services and product sales; must be knowledgeable and proficient with AAA products and services and adhere to branch operations in accordance with standard operating procedures and compliance including, but not limited to: * Member Experience * Member Services * Concierge * DMV/MVD * Auto Travel * Unlicensed Insurance Services * Smart Home Security * Responsibilities may include all seven fundamental skills as well as growth skills, dependent on branch need. * Performs fundamental customer interactions including Member Services and product sales, with accountability for meeting individual sales goals. Must be knowledgeable and proficient with AAA products and services, and consistently apply consultative sales techniques to uncover needs, present solutions, and close opportunities. * Promotes AAA products and services to Members to achieve individual and branch goals, reinforcing the value of Membership regardless of location. * Understands and anticipates Member needs, identifies and recommends relevant solutions, and demonstrates flexibility in adapting solutions to each branch environment. Knowledge & Skills * Customer Service: Professional and friendly attitude, problem-solving resolution, ability to quickly adapt to different branch teams and Member bases; Agility in modifying communication style to provide high communication effectiveness; Increases value of Membership with each interaction. * Sales: Demonstrates strong sales skills with a proven ability to meet or exceed goals in prior roles. Active listener, adaptable thinker, and strong communicator who can uncover needs, present solutions, and close sales while maintaining consistency across locations. * Uses strong product knowledge and sales skills to identify customer-specific needs, generate new sales, and retain existing business. * Strives to become cross-functional across all seven fundamental skills and growth skills, building the ability to flex between service and sales responsibilities as branch needs require. * Technical: Proficient with multiple computer systems and applications; ability to quickly adapt to varying system configurations or processes across branches. Strong knowledge of all AAA products, services, operations while demonstrating fiduciary accountability. * Operational Excellence: Ensures process implementation and compliance with standard operating procedures in all assigned branches, ensures efficiencies on end to end flow to meet objectives; engage in daily activities to meet the larger purpose and goals. Education & Experience/Licenses & Certifications * Minimum Qualifications * High School Diploma/GED * 2-4 years of work experience, with at least 1 year in a sales role. Sales experience is required; customer service experience is strongly preferred. * Backgrounds in insurance, retail, hospitality, service industries, or call centers are highly valued, to include work in sales, hospitality, insurance, retail, service industries or call centers. * Drive for Results: Focuses on desired end results, takes steps necessary to meet deliverables in on time, and continues to move forward toward goal achievement. * Communicate Effectively: Clearly conveys information and ideas to individuals or groups in a manner that engages the audience and helps them understand and retain the message. * Teamwork: Develop quality relationships with peers, leaders and internal partners; while supporting communal focus and collaboration of Members First. * Must demonstrate adaptability, willingness to travel, and flexibility to cover shifts at multiple locations. * Current & valid Driver's License required; bonding/fingerprinting and P&C licensing may be required depending on branch needs. * Preferred Qualifications * Demonstrated success working with defined sales standards and goals, consistently meeting or exceeding targets. * Bilingual Spanish or Chinese professional are a plus! Working Environment/ Minimum Physical Requirements * Works in a variety of branch office environments where standing, walking, or sitting at a desk, table, or computer workstation for extended periods of time may be required. * Must be flexible with work shifts, including Saturdays. * Approximately 50-80% of time is spent using a personal computer. * Must be available to work in different branch locations. * This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). #LI-ML1 "Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records." * Starting rates vary by region. Ranges start from $23.00 up to $26.95 hourly. This role is subject to an incentive plan that includes commissions. We expect most employees to earn between $270 - $3,500 in incentives annually, contingent on performance.

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:

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

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.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 40 Essential Functions: Customer Service * Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference) * Adhere to QIS standards minimum 95%. * Actively contributes to team success through clear, effective communication with Co-workers. * Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Sales Support * Meets goal of $110/FTE per month on average. * Assist CSM with internal sales activity for new product and service referrals. * Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. * Cross sell appropriate products and services to clients and prospects. * Contributes to Key Initiatives. Decision Making and Accountability * Exercise sound judgment to protect Bank assets and control losses. * Assist CSM with Audit readiness of branch. * Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. * Coach / train staff. * Meet attendance guidelines. * Respond well to constructive feedback and work to correct any noted concerns. * Support CSM with teller line coverage and schedules. * Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security * Adhere to Control Consciousness policies and procedures. * Follow branch security procedures in opening, closing, and branch operations. Transaction Accuracy * Meet established standards for accuracy and compliance with policies and procedures. * Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits Compliance Responsibilities * Complete regulatory tutorials to ensure understanding of compliance standards & expectations. * Answer regulatory questions correctly during Audit/Branch Review. Promotional Guidelines: BSO's are eligible for promotion based upon the following minimum criteria: * Must be in current position for six months. * Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria. * Must not have been on counseling for same six-month period. * Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category. * CSM may require additional training/classes based upon specific branch need. Work Environment: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. Equipment Used To Perform Functions: 10-key machine, Microsoft based computer, Fax & photocopier, ATM, tube system for drive-up window, Branch Capture equipment. Decision Making: (Give examples of decisions and recommendations made by incumbent) * Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. * Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Supervisory Responsibility: (List number of subordinates) Directly Supervised: -0- Supervised by Subordinates: -0- Financial Impact: Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank. Requirements MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. MENTAL DEMANDS: * Accurately count and dispense funds to customer. * Recognize opportunities to cross-sell products. * Respond positively to challenging customers. * Maintain established service standards. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $18.02 - 23.51

**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

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.

Essential Functions Member Service • Provide superior service that meets RCU Service Standards and Values to Members and team members of Redwood Credit Union. • Provide general support processing for check and ACH processing. • Monitor and analyze high risk transactions and alerts to prevent fraud in MDC and ATM deposit channels. • Make effective decisions to restrict accounts as needed to prevent fraud and losses to the Credit Union. • Analyze check deposit trends and patterns to provide better Member experiences. • Perform detailed review of check image processing, corrections, and adjustments. • Analyze ACH mismatch report and appropriately block unauthorized transactions. • Support, balance and reconcile Lockbox processing and payment corrections. • Accurately process sensitive financial transactions for accounting department, payroll, wires, and GL entries. • Process corrections and adjustments to accounts and loans. • Coordinate and balance exception payrolls with employers. Monitor payroll calendar and work with employers to resolve issues or delays. • Process foreign collections and exchange rate conversions. • Research and resolve Members' problems and complaints. • Provide problem resolution and direction to other departments and branches regarding Member inquires, concerns and issues. • Post, balance, and maintain daily work with proper documentation. • Scan Electronic Services forms and documents for long-term retention. • Process Electronic Services mail and supply orders. • Maintain and destroy branch capture checks for RCU. Department and Branch Support & Other Functions • Support and answer the Electronic Services phone que. • Assist with projects. • Cross train in Electronic Services department to provide phone support to Members and Branches. Assist as back-up during vacation or illness when needed. • Train branches and staff as needed in Electronic Services processes and procedures. • Create and maintain procedures. • Perform other duties as assigned