Client Budget Specialist
Member Service Representative job in Provo, UT
Job Description
Join Wasatch Behavioral Health as a Full-Time Client Budget Specialist and take part in a dynamic and rewarding environment! Located at our South Provo office in Provo, Utah, this role puts you at the forefront of health care administration, where your attention to detail and organizational skills will make a significant impact. Embrace the excitement of working onsite, fostering collaboration and innovation within a team that values safety and integrity. Don't miss your chance to be part of a forward-thinking organization that celebrates flexibility, energetic teamwork, and professional growth!
SCHEDULE: Monday-Friday 8:00am-5:00pm
Wage: $18.86 to $23.90 per hour
BENEFITS
Medical, Dental, Vision (PEHP)
Health Savings Account, Flexible Spending Account
401(k), Life Insurance
Competitive Salary, and Paid Time Off
Let us introduce ourselves
You could not find a more exceptional fit for your career than Wasatch Behavioral Health! As a local government agency, we are committed to provide access to mental health services to everyone in our community. Wasatch Behavioral Health needs kind and motivated people to best support our clients and clinicians. If you have some experience or education, or even just an interest in the field of Mental/Behavioral Health, come join us!
Essential Responsibilities and duties:
Assists in the development of assigned case client's financial plan; educates and instructs regarding RPS policy, practices and procedures; meets individually to determine and assess various budgetary needs, including bill payments, debts, etc.; creates a personal-needs funds distribution schedule; work closely with the client's treatment team to ensure appropriate use of clients funds with regards to meeting client's most urgent needs and wants.
Log into utcourts.gov website to access client's court fines; print off current month's fine statement; create check request for fines; sign and submit to RPS for payment; call Utah County Jail or local courts to verify client's fines; set up monthly payment arrangements. Negotiate with debt collection agencies and client's creditors for settlement offers/monthly payment plans, lower interest rates, etc.
Works closely with RPS staff to submit check requests and direct client disbursements in order to pay client obligations in a timely manner and by the due date.
Works as part of an interdisciplinary treatment team to wrap mental health services (including financial services) around clients in order to promote client recovery in mental illness. This includes formal and informal staffing, attendance at team meetings, performing necessary personal services including running client errands and responding to requests for services from the clients' treatment team.
Assists to monitor diagnosis, goals and progress notes related to individual clients; assists with document reviews to assure compliance with record keeping requirements, policies, and outside audit regulations.
Assists professional staff in the transportation of client to various locations to receive special professional care; assures safety of the clients and follows established control procedures to prevent or minimize crisis situations; assists with crisis intervention.
Responds to telephone calls, screens calls, determines appropriate action and establishes contact with case manager and crisis staff as needed.
MINIMUM QUALIFICATIONS:
High school diploma or GED;
AND
Two (2) years post high school education in social work, psychology, business, finance or a related field; or one year related experience; or an equivalent combination of related education and experience
Required Knowledge, Skills, and Abilities:
Some knowledge of personal finances and psychology; evaluation and various forms of counseling; client counseling processes, techniques, and methods; basic teaching techniques.
Ability to perform under adverse crisis situations; communicate verbally and in writing; develop and maintain effective working relationships with executives, professionals, administrators, and the public, meet or exceed productivity standard set by the agency.
Special Qualifications:
Documented education or experience in finance or other related areas is preferred.
Work Environment:
Work performed in a clinical setting with appropriate climate controls. Tasks require variety of physical activities, occasionally involving muscular strain, related to walking, standing, stooping, sitting, and reaching. Hearing, talking and seeing essential to successful completion of typical duties. Common eye, hand, finger dexterity exist. Mental application utilizes memory for details, complex instructions, emotional stability, creative problem solving. Elements of hazard uncertainty exist in the normal course of performing duties associated with providing mental health services.
Employment at Wasatch Behavioral Health is contingent upon successful completion of a drug screen, motor vehicle record review and criminal background check. After hire you must complete and receive a Criminal Background Clearance (BCI) from Utah State Office of Licensing. Upon receipt of a conditional offer of employment in the position, you must provide an official copy of licensure or certification.
Job Posted by ApplicantPro
Marketing Automation & CRM Specialist
Member Service Representative job in Draper, UT
Job Description
Job Title: Marketing Automation & CRM Specialist Location: Draper, UT Job Type: Full-time
Company: Village Capital & Investment LLC
Introduction:
Village Capital is a well-established mortgage company committed to delivering a quick, efficient, and quality mortgage loan process to our customers and business partners. We are a nationwide mortgage lender specializing in FHA, VA, USDA Loans. Our Headquarters are located in Henderson NV. We are a lender/servicer, who works with loan originators, brokers, and correspondents to offer our customers great rates and good terms.
Key Responsibilities:
Develop, test, and maintain automated marketing workflows (email, SMS, retargeting) based on user behavior and funnel stages.
Manage CRM segmentation, scoring models, and lifecycle rules to support marketing campaigns.
Collaborate with sales and compliance teams to ensure workflows are aligned with business goals and regulations.
Build and optimize lead forms, landing page integrations, and data routing processes.
Troubleshoot automation errors and continuously improve workflow performance.
Train internal teams on CRM best practices and new features.
Partner with a Marketing Analyst to measure automation performance and conversion metrics.
Ensure compliance with opt-in/opt-out preferences, contact rules, and privacy laws (CAN-SPAM, TCPA).
Basic Qualifications:
Bachelor's degree in Marketing, Business, or a related field or equivalent experience.
Hands-on experience with marketing automation platforms (e.g., HubSpot, Marketo, ActiveCampaign) and CRM systems (e.g., Salesforce, Zoho, etc.).
Proficiency in campaign building, segmentation logic, lead scoring, and lifecycle workflows.
Strong analytical skills to monitor workflow performance, troubleshoot issues, and optimize conversion.
Knowledge of data privacy regulations (CAN-SPAM, TCPA, GDPR) and compliance best practices.
Prior mortgage experience preferred.
Benefits:
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance
Final Paragraph:
If you are looking for an opportunity to contribute to a growing organization that values your skills and expertise, we want to hear from you. At Village Capital & Investment LLC, we believe in fostering a supportive and inclusive work environment that encourages professional growth. Apply today to take the next step in your career with us!
Salesperson/Customer service representative
Member Service Representative job in Spanish Fork, UT
Job DescriptionBenefits:
401(k)
401(k) matching
Bonus based on performance
Competitive salary
Employee discounts
Opportunity for advancement
Paid time off
At Big O Tires, we strive to be the preferred tire and auto service retailer in every community while making Big O Tires a great place to work. We offer affordable benefits, profit sharing bonuses, paid time off, a family oriented work environment, and all you need to be successful. Join our team today!
POSITION SUMMARY
As an Automotive Salesperson for Big O Tires, you will focus on enhancing the customer experience, building loyalty, and maximizing sales. If you have a service sales background, a proven track record in sales, and are highly committed to delivering the best service experience to our guests, we would like to talk with you. This is a high-volume, fast-paced environment that requires the ability to multi-task, maintain a friendly and professional demeanor, with superb customer service and communication skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Build customer satisfaction and loyalty by providing the best guest experience
Achieve a thorough knowledge of all products, services, warranties and maintenance issues
Keep up to date through training and vendor publications
Adhere to the Big O Tire policies and procedures
Assist other sales or service associates as needed in an effort to exceed our customers' expectations
Help maintain the appearance and cleanliness of the building and perimeter areas
Assist in receiving or transferring goods and maintenance of the inventory including unloading trucks and warehouse stocking
Maintain showroom merchandise
Follow all safety practices as outlined in policy and procedures
Sales of tires and service-related needs
QUALIFICATIONS
Strong auto service & tire sales knowledge
Good leadership abilities and team building
Excellent customer service and communication skills
Strong organizational skills
Proficient at preventive maintenance sales
Maintain professional appearance at all times
Have problem solving abilities and be a self-starter
Multi-tasking abilities
We are an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, creed, color, age, sex, religion or national origin. We are committed to building a culturally diverse faculty.
Customer Service Specialist
Member Service Representative job in Lehi, UT
Duration - 7 months
Job Title:-Eligibility Associates
Hybrid - 2 days office (Wednesday - Thrusday) 3 day WFH
Exchange a high volume of files per day with customers, networks, and partners, and are looking for people to manage the operation, quality, and scaling of our data management systems. Through your experiences at Collective Health, you will be an important part of improving the member healthcare experience by operating and scaling our data operations platform. You will report to the Senior Manager, Eligibility Operations.
What you'll do:
● Investigate and resolve daily ticketing questions, exceptions, and errors
● Investigate and resolve partner discrepancy reports
● Data management activities, client reporting, and assist with audits
● Obtain and maintain outlined daily productivity goals while meeting quality standards
Your skills include:
Required skills:
● Experience with collaboration
● Work within defined service levels and maintaining high productivity/accuracy
● Excellent Internal and external client/partner communication
● EDI experience - Nice to have: working with healthcare data; data operations/data management
● Experience working within the healthcare industry
● Basic SQL knowledge- Preferred
● Experience working with HR Systems-Preferred
● Experience working with carriers-Preferred
● Experience with US healthcare systems
● Ability to follow predefined processes and communicate issues immediately as they
arise
Pay Rate:- $21.00/hr.- $27.95/hr.
Customer Success Representative
Member Service Representative job in Lehi, UT
BoomCloud helps dental and healthcare practices generate recurring revenue and reduce PPO dependence through our innovative membership plan platform. We're a fast-growing, bootstrapped SaaS company with a mission to transform practice profitability and patient loyalty.
🎯 The Role
This isn't your typical CS role. We're looking for an Account Executive-minded Customer Success Rep - someone who thinks like a closer but operates like a long-term partner. You'll drive results by helping practices successfully adopt BoomCloud, activate quickly, and grow their account value over time.
This role is perfect for someone with sales DNA, but who thrives in retention, education, and strategic relationship building.
💼 What You'll Do
• Own a book of business and act as the strategic advisor for each account
• Guide practices through onboarding and ensure rapid member activation within 30-60 days
• Identify growth opportunities and initiate upsell/expansion conversations confidently
• Host onboarding sessions, growth strategy calls, and QBRs to ensure clients are scaling successfully
• Troubleshoot adoption issues and offer clear, assertive guidance to keep practices on track
• Track account health, adoption metrics, and membership growth KPIs
• Collaborate with sales, support, and product teams to drive account outcomes
💪 You're a Fit If You Are…
• 80% AE-minded: You sell ideas, drive conversations, and grow accounts without being pushy
• Assertive, clear, and confident - you guide, not just support
• Detail-oriented and process-driven; you never drop the ball
• Consultative by nature: you ask the right questions and help solve big-picture business problems
• Obsessed with activation, retention, and growth
• Passionate about recurring revenue, business transformation, and customer ROI
📊 What Success Looks Like
• 90%+ customer retention
• 70% member activation within first 60 days
• $X/month in upsell or expansion revenue from your accounts
• Clear progress toward each client's membership revenue goals
🧠 Requirements
• 2-3+ years in SaaS customer success, account management, or AE roles
• Proven ability to upsell, retain, and grow B2B accounts
• Strong communicator with high emotional intelligence
• Familiarity with CRM systems (HubSpot, Salesforce, etc.)
• Comfortable managing 40-60 accounts at once with clear structure
🌟 Bonus Points
• Experience in dental, optometry, or healthcare SaaS
• Background in subscription, recurring revenue, or membership-based businesses
• Familiar with tools like Appcues, Bonjoro, or Loom
🚀 Why Join BoomCloud?
• We're a bootstrapped, profitable SaaS company with a bold mission
• You'll be part of a high-performance team with strong core values:
Ownership Junky • Creative Psycho • Performance Maniac • Team Rockstar • Productivity Freak
• We reward execution, not excuses
• Your ideas and results won't just be heard - they'll shape our next stage of growth
Customer Service Specialist
Member Service Representative job in Payson, UT
Working closely with sales, production and shipping teams, communicate directly with assigned customers to ensure customer orders are correct, on time, and complete to drive continuous improvement in customer satisfaction.
Responsibilities:
Working closely with internal sales, production and shipping teams, communicate directly with customers using phone, in person, and electronically (email, fax, etc.) to receive and correctly enter order(s) for products; create and communicate revisions; issue discontinuance orders.
Obtain artwork approvals, create customer-specific material orders; monitor, track, and communicate timely any changes effecting the customer order with relevant internal group(s), material vendors and the customer.
Complete contract forms, determine product charges, prepare any and all order-related documentation (ex: address changes).
Investigate and resolve issues preventing completion of orders, including customer complaints related (ex: billing discrepancies, product concerns, shipping delays, etc.)
Solicit sale of new or additional product(s).
Experience:
1-3 years in a customer-facing/direct customer contact role preferred.
Understanding of manufacturing business process, preferably.
Customer Care Professional
Member Service Representative job in South Jordan, UT
Job Responsibilities:
Handle high-volume incoming calls related to financial accounts with accuracy, efficiency, and exceptional service.
Provide support for cash management products, online/mobile platforms, and general account or financial inquiries.
Consistently meet key performance metrics in a fast-paced contact center environment.
Deliver professional, client-focused service with strong communication and problem-solving skills.
Work effectively in a team-oriented setting, demonstrating flexibility, multitasking, and adaptability to change.
Preferred Qualifications:
College degree
Previous experience in a contact center or customer service environment
Client Experience Specialist
Member Service Representative job in Salt Lake City, UT
Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist to work in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed' individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on.
This temporary position supports our busiest time of year, Giving Season.
The hours are demanding, please expect to work overtime in November and December.
We request that you do not take extra vacation days in November, December and January.
You will be off Thanksgiving, Christmas and New Year's Day as major holidays.
The Expertise We're Looking For
Bachelor's degree preferred
Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment
The Purpose of Your Role
Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It's more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that!
The Skills You Bring
Your proficient verbal and written communication skills required
Your very best problem- solving skills with excellent follow through
Your strong organizational skills, planning and time management
You are able to proficiently multi-task in a Windows based environment
You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.
Your flexibility for overtime as requested (especially December - Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday
The Value You Deliver
Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits
Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.
Interact with other internal Charitable business units as needed
Employing good sound judgment in decision making or problem resolution
Deliver a great customer experience with each interaction
How Your Work Impacts the Organization
The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.
WORK-FROM-HOME Customer Product Support - $25-$45 per hour - No Experience
Member Service Representative job in Murray, UT
Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.
We guarantee 15-25 hours per week with an hourly pay of between $25 / hr. and $45 / hr., depending on the In-Home Usage Test project.
No experience required.
There is no payment required in order to apply or to work as an In-Home Usage Tester. You don't have to buy products or pay for shipping, everything is paid by our company.
In-Home Usage Testers are considered independent contractors, we pay weekly every Wednesday by direct deposit or by cheque.
We are a consulting firm that specializes in product testing and product development work. We design and conduct In-Home Usage Testing (IHUT) locally and nationally to provide actual user feedback in real-time to companies and market research firms to evaluate products to ensure proper product certification and greater market access.
It is important to note that during your application process, reputable market research companies will determine your demographics and consumer profile to establish what products would be suitable for you to test.
Market research companies that partner with us will use questionnaires to identify and target certain types of consumers, to ensure that the right participants are engaged and to achieve the representative sample needed.
Participation in these product testing and consumer panels is always free, secure and private. In-Home Usage Testing is a quick, easy and fun way to make extra cash by telling big brands what you think about their upcoming products and services in the American market.
Main Duties :
Properly document In-Home Usage Tests as instructed in the In-Home Usage Test Daily Schedule (screenshots, audio recordings, videos, product journal entries, etc.)
Take care of the product being tested and use it responsibly
Read and strictly follow the In-Home Usage Test Daily Schedule provided with each product testing project (may include tasks such as unpacking, reading instructions, journal entries, online or mobile feedback, usage of product for a certain amount of time, writing reviews, taking pictures, etc.)
Some In-Home Usage Tests projects may require participants to use MFour’s Mobile In-Home Use Test Technology (cutting-edge smartphone technology to capture Point-of-Emotion® insights to gain unparalleled depth of responses)
There are times when the product being tested may be discussed in a private chat room that is opened by a market research firm
Write reviews as requested in the In-Home Usage Test Daily Schedule for each project
Requirements :
Ability to follow specific instructions
Excellent attention to detail and curious spirit
Be able to work 15-25 hours per week and commit to a certain routine
Have access to a computer and a reliable internet connection
Have access to a digital camera or cell phone that takes pictures -Be honest and reliable -Good communication skills are an asset -18 years or older
A paid Product Tester position is perfect for those looking for an entry-level opportunity, flexible or seasonal work, temporary work or part-time work.
The hours are completely flexible and no previous experience is necessary.
Benefits :
Very competitive pay rate
Weekly pay
Work around your own schedule
Learn about an exciting industry
Telecommute (you can work from home, work or school)
Most of the time you can keep the product you tested
Japanese Interpreter / Language Services Specialist
Member Service Representative job in Salt Lake City, UT
+ Provide interpretation/translation to various meetings/projects to support Otsuka's global initiatives involving Otsuka staff, partner companies, outside consultants, and vendors. + Provide Japanese cultural training to Otsuka US and affiliates. Also offer expertise in Japanese culture and language to various organizational initiatives.
+ Liaise with language service vendors to arrange external linguists and oversee successful assignment completion.
+ Contribute to department operations by monitoring service metrics and generating monthly reports.
+ Manage user administration of subscribed systems and tools and monitor usage.
+ Support various department projects and initiatives, including the implementation of the most up-to-date language technologies and solutions, and process improvement.
**Qualifications**
Required
+ Minimum bachelor's degree
+ 2+ years of experience in the interpretation/translation industry
+ Strong capability in different modes of interpretation and translation including simultaneous interpretation, consecutive interpretation, whispering, and sight translation
+ Fluency in Japanese and English with comprehensive understanding of Japanese and American cultures and their differences
+ Excellent oral, written, and interpersonal communication skills
+ Have initiative and proactively strive for superior customer services and outcomes
+ Ability to build and maintain effective relationships and partnerships with internal customers and global key stakeholders
+ Ability to handle sensitive or confidential information
+ Ability to identify and solve problems effectively with creative or innovative solutions
+ Ability to work independently and collaboratively while adhering to well-defined and well-established departmental procedures and processes
+ Ability to manage multiple tasks simultaneously in a fast paced and fast changing environment
+ Up to 5% domestic travel may be required based upon business needs
Preferred
+ Master's degree in interpretation
+ Experience in pharmaceutical, biotech, or medical industry
+ Experience with a global work environment
**Competencies**
**Accountability for Results -** Stay focused on key strategic objectives, be accountable for high standards of performance, and take an active role in leading change.
**Strategic Thinking & Problem Solving -** Make decisions considering the long-term impact to customers, patients, employees, and the business.
**Patient & Customer Centricity -** Maintain an ongoing focus on the needs of our customers and/or key stakeholders.
**Impactful Communication -** Communicate with logic, clarity, and respect. Influence at all levels to achieve the best results for Otsuka.
**Respectful Collaboration -** Seek and value others' perspectives and strive for diverse partnerships to enhance work toward common goals.
**Empowered Development -** Play an active role in professional development as a business imperative.
Minimum $86,661.00 - Maximum $119,130.00, plus incentive opportunity: The range shown represents a typical pay range or starting salary for candidates hired to perform the work. Other elements may be used to determine actual salary such as the candidate's job experience, specific skills, and comparison to internal incumbents currently in role. This information is provided to applicants in accordance with states and local laws.
**Company benefits** : Comprehensive medical, dental, vision, prescription drug coverage, company provided basic life, accidental death & dismemberment, short-term and long-term disability insurance, tuition reimbursement, student loan assistance, a generous 401(k) match, flexible time off, paid holidays, and paid leave programs as well as other company provided benefits.
Come discover more about Otsuka and our benefit offerings; ********************************************* .
**Disclaimer:**
This job description is intended to describe the general nature and level of the work being performed by the people assigned to this position. It is not intended to include every job duty and responsibility specific to the position. Otsuka reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Otsuka is an equal opportunity employer. All qualified applicants are encouraged to apply and will be given consideration for employment without regard to race, color, sex, gender identity or gender expression, sexual orientation, age, disability, religion, national origin, veteran status, marital status, or any other legally protected characteristic.
If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation, if you are unable or limited in your ability to apply to this job opening as a result of your disability. You can request reasonable accommodations by contacting Accommodation Request (EEAccommodations@otsuka-us.com) .
**Statement Regarding Job Recruiting Fraud Scams**
At Otsuka we take security and protection of your personal information very seriously. Please be aware individuals may approach you and falsely present themselves as our employees or representatives. They may use this false pretense to try to gain access to your personal information or acquire money from you by offering fictitious employment opportunities purportedly on our behalf.
Please understand, Otsuka will **never** ask for financial information of any kind or for payment of money during the job application process. We do not require any financial, credit card or bank account information and/or any payment of any kind to be considered for employment. We will also not offer you money to buy equipment, software, or for any other purpose during the job application process. If you are being asked to pay or offered money for equipment fees or some other application processing fee, even if claimed you will be reimbursed, this is not Otsuka. These claims are fraudulent and you are strongly advised to exercise caution when you receive such an offer of employment.
Otsuka will also never ask you to download a third-party application in order to communicate about a legitimate job opportunity. Scammers may also send offers or claims from a fake email address or from Yahoo, Gmail, Hotmail, etc, and not from an official Otsuka email address. Please take extra caution while examining such an email address, as the scammers may misspell an official Otsuka email address and use a slightly modified version duplicating letters.
To ensure that you are communicating about a legitimate job opportunity at Otsuka, please only deal directly with Otsuka through its official Otsuka Career website ******************************************************* .
Otsuka will not be held liable or responsible for any claims, losses, damages or expenses resulting from job recruiting scams. If you suspect a position is fraudulent, please contact Otsuka's call center at: ************. If you believe you are the victim of fraud resulting from a job recruiting scam, please contact the FBI through the Internet Crime Complaint Center at: ******************* , or your local authorities.
Otsuka America Pharmaceutical Inc., Otsuka Pharmaceutical Development & Commercialization, Inc., and Otsuka Precision Health, Inc. ("Otsuka") does not accept unsolicited assistance from search firms for employment opportunities. All CVs/resumes submitted by search firms to any Otsuka employee directly or through Otsuka's application portal without a valid written search agreement in place for the position will be considered Otsuka's sole property. No fee will be paid if a candidate is hired by Otsuka as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.
Brokerage Services Specialist
Member Service Representative job in Salt Lake City, UT
Under general supervision, performs a variety of specialized and custom tasks to provide administrative support for a team of sales professionals. Maintain confidentiality of Sales, Marketing, Client, and proprietary information and data in all communications. Position requires in-depth knowledge of Sales and Marketing administrative and operational policy and procedure and general business practices and procedures.
Essential Job Duties:
Participates in the formulation and strategy for marketing properties and expanding business.
Creates and produces electronic and/or direct marketing campaigns for sale or lease of properties to include customized property information materials, comparable market analyses, market and industry research, and targeted mailing lists.
Assesses team and client needs to determine appropriate methodology, format, and medium in creating marketing and presentation materials.
Supports Sales team members in the implementation of business marketing strategies for clients upon closing of sale.
Manages and updates marketing infrastructure which may include a database system, intranet, and external web site, including data on all prospects.
Determines data requirements and provides direction to a centralized function within the Sales team environment and/or Research, Financial Analysis, Marketing, etc.
Conceptualizes and develops the design of flyers, property brochures, proposals or offering memoranda for the purpose of closing sales.
Develops and catalogs business intelligence for assigned sales team.
Sources Investment properties and brokerage investors by researching local and national databases. Tracks and reports on investor responses and communications.
Audits and manages the update and maintenance of office transactions to include listings and sales.
Analyzes competitive and industry information and provides data and recommendations to the team.
Provides client services that enhance and expand business.
Actively participates in client meetings.
Conducts property tours for clients; shows space and discusses property specifications.
Regularly Interfaces with client, resolving complex issues, providing technical, marketing, or other information as requested.
Responds to pricing and/or non-routine or more complex inquiries and develops proposals in collaboration with team members.
May perform other duties as assigned.
Skills, Education and Experience:
Bachelor's Degree in Marketing, Communications, Business or related field preferred.
Current real estate sales license for State where work is performed.
5+ years experience in progressively responsible professional level marketing, sales, or communication jobs.
3+ years experience in the Real Estate industry preferred.
Demonstrates creativity and professionalism in presenting marketing and sales data for a diversified audience.
Advanced Microsoft Office Suite and website software skills.
Excellent organizational, communication (written, oral, telephone), customer service and public relations skills required.
Highly developed presentation skills; demonstrated ability to present materials and some complex information effectively in both one-on-one and group situations.
Demonstrates problem solving, decision making, and analytical skills.
Ability to prioritize, and manage multiple tasks, and meet stringent deadlines.
Must possess excellent oral, written and interpersonal skills; Ability to speak clearly and persuasively, as well as listen and respond well to inquiries. Demonstrate high level of group presentation skills and effectively present numerical data.
Able to work cohesively in a team environment.
Able to maintain confidentiality and integrity of data being reviewed by internal and external clients.
Focus on problem solving, mathematical analysis and project management.
Knowledge of accounting and business law helpful.
Should have advanced knowledge in Microsoft Office software and Project Management software.
Utah Driver's License in good standing.
Must have reliable personal vehicle with appropriate car insurance.
May perform other duties as assigned
Salary: $45,000 - $60,000 annually
The expected base salary for this position ranges from $45,000 to $60,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).
Working Conditions: Normal working conditions with the absence of disagreeable elements
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.
Full-time Member Service Representative (English/Spanish Preferred)
Member Service Representative job in Provo, UT
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:
12 paid holidays
A positive atmosphere and co-workers who truly care
Benefits, perks, and discounts worth a double-take
Competitive compensation
Enjoyable activities and wellness initiatives
Schedule: Monday - Friday 8:45-5:45, as well as rotating Saturdays 8:45-2:15.
We delight in taking excellent care of our members. Here is how you can help us accomplish that...
We are looking for people who love people. We are in the people business helping individuals with their financial needs!
Are you driven by a purpose?
Do you have energy, passion, and enthusiasm for your work and enjoy helping others?
Can you do common things in an uncommon way?
Are you proactive and like to solve problems by thinking outside the box? Can you show empathy and concern for a member's frustrations and partner with them to resolve their questions?
Are you relentless in your pursuit of delivering an exceptional member experience?
Are you comfortable in a financial environment, and do you have the aptitude to discuss and recommend financial products and solutions to a member?
In summary, we are looking for friendly, enthusiastic, and professional people who enjoy serving. We will teach you everything else you need to know!
Here are some opportunities to look forward to when working at Deseret First...
Opening new accounts and providing support and guidance with lending opportunities
Educating on and proposing credit union products and services that provide solutions to member's financial needs.
Accurately and efficiently processing members' financial transactions, including transferring money to member accounts, posting transactions, and maintaining member records.
Owning the member experience in the branch for each member interaction to provide the best possible "Deseret First experience".
Consistently looking for opportunities to build the branch business through member referrals, community involvement, and increasing members' wallet share of Deseret First products and services.
Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation or any other characteristic protected by law.
Starting at $18/hr
Payment Center Representative
Member Service Representative job in American Fork, UT
Job Description
Why Xpress Bill Pay
Xpress Bill Pay (a Springbrook Software company) is an online nationwide company that provides fast, secure, and convenient online bill payment solutions. Founded in 2005 and located in American Fork, Utah, Xpress Bill Pay has developed an innovative web-based online payment system. This system makes it easy for large and small organizations to offer online bill payment to their customers via credit cards, debit cards or electronic fund transfers. The Company is fast growing with over one million registered users. We also offer accounting software that enables our payment portal to connect to our customers' in-house accounting software.
We offer employees a culture that emphasizes performance, productivity, and collaboration. You will be empowered and engaged working with like-minded individuals who are driven and passionate about contributing to a market-leading software organization with proven technology.
If you are motivated by the idea of delivering on the promise of solving for a new era of more efficient, open, and innovative governance and the opportunity to join an organization that provides a solid career path and promotions from within, then we'd love to hear from you.
Where You Fit:
The Payment Center Representative provides technical support and customer services (online payments and basic -intermediate technical support tickets) to our customers over phone and email.
This position is not eligible for remote work. Because of Payment Card Industry (PCI) Standards we require candidates in office at 108 South 700 East, American Fork, Utah.
Must be bilingual (Spanish/English).
Responsibilities:
Respond to customer queries in a timely and accurate way, via phone or email, adhering to Xpress Bill Pay policies and best practices.
Work with customers using credit cards or bank checks for payments over the phone.
Become an expert on the XBP system for end users
Help end-users set up accounts online on the XBP website.
Uses Xpress Bill Pay ticketing system to create, track, and/or update details on the specifics of client issue(s).
Enter pertinent case data into the CRMs (Freshdesk) to track client issues.
Determine the urgency of issues for each client case and escalate where necessary.
Update our internal databases with information about technical issues, internal process documentation knowledge base articles, and useful discussions with customers.
Share feature requests and effective workarounds with team members.
Maintain general awareness of Xpress Bill Pay security and privacy policies.
Report any security incident or suspected security incident to the Xpress Bill Pay Incident Response Team
Required Qualifications
One year's experience providing customer support via phone and email.
Call-Center experience
Bilingual (Spanish/English)
Strong customer service skills with the ability to work independently or with minimal supervision.
Organized, positive attitude and a team player.
Ability to work with others in researching and resolving issues. Prepare reports for internal and external
Desired Qualifications
Understanding and experience working in the Payments area.
Prior experience working in a municipal/local government, water billing, or electric billing agency is a plus.
Mobile app specialist
Applicants must have the unrestricted ability to work in the United States (sponsorship will not be offered).
Xpress Bill Pay is an Equal Opportunity Employer. Xpress Bill Pay does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need.
Teller / Financial Services Representative
Member Service Representative job in West Valley City, UT
Job Description
Join Our Team as a Part-Time Member Service Representative (Teller) for Our Northern Branches!
Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine!
At Cyprus Credit Union, our team is at the heart of everything we do. We're committed to fostering a culture where every employee feels valued, supported, and empowered to succeed.
Our mission is to be the most loved credit union-for our employees, members, community, and environment. That's why we offer:
Competitive pay with opportunities for bonuses and incentives.
A bilingual pay increase for English/Spanish speakers.
Comprehensive benefits, including health, dental, vision, life insurance, and more.
Retirement savings plans like 401k.
Generous PTO from day one, with additional time off for your birthday and volunteer work.
Tuition reimbursement for ongoing education and professional development.
A vibrant, inclusive environment focused on community impact and sustainability.
It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2024!
What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact.
What You'll Do:
Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities.
Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations.
Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future.
Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being.
Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience.
Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support.
Your Skills & Experience:
Education: A high school diploma or equivalent (or work release papers).
Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members.
Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals.
Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success.
Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation.
Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment.
Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives.
Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge!
Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community,
apply today
!
Service Center Representative
Member Service Representative job in Provo, UT
Identify and resolve the member needs while providing outstanding member service over the phone. This position requires cross selling credit union products and services that fit the member's needs.
1. Assumes responsibility for the effective and professional performance of member service functions.
a. Actively and enthusiastically cross sells credit union products and services.
b. Performs account maintenance and account changes as needed.
c. Processes a variety of electronic funds transfers such as ACH, Wires, and Card Payments.
d. Presents and explains Credit Union services and products to members and assists in meeting their financial needs.
e. Provides necessary tools for account use such as check orders, debit cards, credit cards, and access to online banking.
f. Answers questions and solves problems for members by listening to concerns, collecting data, securing answers and reporting results to the inquiring party.
g. Completes the account opening process as well as the account closure process.
h. Identifies and resolves the member's needs while providing outstanding member service over the phone.
i. Prevents fraud through proper member verification.
j. Provides account services to members by receiving deposits and loan payments, issuing withdrawals, performing monetary transfers, and selling cashier's checks.
k. Performs card maintenance and research through the Visa system.
l. Processes member disputes.
m. Stays current and complies with all UCCU policies/procedures including security protocol by participating in the employee certification program.
2. Assumes responsibility for establishing and maintaining effective, professional business relations with members.
a. Resolves member requests and questions promptly and courteously.
b. Keeps members informed of Credit Union products and services.
c. Maintains and projects the Credit Union's professional reputation.
3. Assumes responsibility for establishing and maintaining effective coordination and working relationships with area personnel and management.
a. Completes required paperwork and records accurately and promptly.
d. Attends meetings and trainings as required.
4. Assumes responsibility for related duties as required or assigned.
a. Actively and professionally cross sells Credit Union products and services.
b. Ensures that work area is clean, secure, and well maintained.
c. Exudes caring and professional attitude in all interactions with members, prospective members and coworkers.
PERFORMANCE MEASUREMENTS
1. Member services functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures.
2. Good business relations exist with members. Member problems or questions are courteously and promptly resolved.
3. Good working relationships and coordination exist with area personnel and Management. Appropriate assistance is provided to area staff as needed.
4. Required reports and documentation are accurate, complete, and timely.
5. The Credit Union's professional reputation is maintained and conveyed.
6. Works a regular and predictable schedule.
QUALIFICATIONS
EDUCATION/CERTIFICATION: High school graduate or equivalent.
REQUIRED KNOWLEDGE: Thorough knowledge of teller functions and credit union products, services, and policies.
Understanding of member bookkeeping procedures.
EXPERIENCE REQUIRED: Previous related experience is helpful.
SKILLS/ABILITIES: Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Ability to operate related computer applications and business equipment including 10-key and telephone.
Solid math and bookkeeping abilities.
PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information.
FINGER DEXTERITY: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
REPETITIVE MOTION: Movements frequently and regularly required using the wrists, hands, and/or fingers.
AVERAGE VISUAL ABILITIES: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.
PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.)
WORKING CONDITIONS
NONE: No hazardous or significantly unpleasant conditions (such as in a typical office).
MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables.
MATHEMATICS ABILITY: Ability to perform very simple algebra.
LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and
encyclopedias.
Ability to prepare memos, reports, and essays using proper punctuation, spelling and
grammar.
Ability to communicate distinctly with appropriate pauses emphasis; correct punctuation (or
sign equivalent), and variation in word order; using present, perfect, and future tenses.
INTENT AND FUNCTION OF S
s assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well constructed s are an integral part of any effective compensation system.
All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.
Customer Service Representative
Member Service Representative job in South Jordan, UT
Job Title: Customer Support Representative
Pay Rate: $21/hour (W2)
Remote Start: Begin your journey with remote training and onboarding for the first 4-5 weeks.
In-Office Transition: After training, this role will require working onsite 5 days per week to build team synergy and provide hands-on support.
Hybrid Option: Enjoy a flexible hybrid schedule (3 days in-office, 2 days remote) after 6 months of successful service.
Job Summary:
We are seeking highly motivated and service-driven Client Support Service Professionals to join our client. As a Customer Support Representative, you will be the first point of contact for clients, delivering accurate information and high-quality support related to financial services and account management.
Key Responsibilities:
Handle incoming phone calls and provide support for a range of client service inquiries.
Assist clients with Cash Management products, online and mobile account access, and general financial inquiries.
Deliver world-class service in a high-volume, fast-paced, and team-oriented environment.
Meet or exceed key performance metrics such as customer satisfaction, accuracy, and call resolution.
Adapt quickly to new procedures, tools, and workflows.
Collaborate closely with teammates and management to ensure client satisfaction.
Preferred Qualifications:
Previous customer service or call center experience, ideally in financial services.
Strong communication and problem-solving skills.
Comfortable navigating multiple systems and digital tools.
Proven ability to thrive in a team environment and handle a fast-paced workload.
Commitment to delivering an exceptional client experience.
Benefits Info
Russell Tobin offers eligible employee's comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance and employee discounts with preferred vendors.
Client Relations Associate
Member Service Representative job in South Jordan, UT
This role focuses on handling written client complaints and senior investor concerns in compliance with regulatory requirements. As a Client Relations Analyst, you'll investigate, research, and formally respond to client issues through written communication, ensuring that each case is handled professionally and meets firm policies.
Key Responsibilities:
Investigate and resolve a high volume of client complaint cases.
Write formal responses to communicate the firm's decisions.
Ensure all handling of complaints meets regulatory and compliance standards.
Support other operational tasks such as:
Processing settlements
Managing client privacy opt-out requests
Answering incoming calls
Take on additional projects as needed.
Ideal Candidate Will Have:
Strong writing and communication skills
Attention to detail and ability to manage multiple cases
Familiarity with compliance and financial service regulations is a plus
Ability to work onsite full time
Part-time Member Service Representative (English/Spanish Preferred)
Member Service Representative job in Orem, UT
There's a reason we've won so many awards for being one of the best companies to work for! We invite you to apply to join our family, and here's what's in it for you:
12 paid holidays
A positive atmosphere and co-workers who truly care
Benefits, perks, and discounts worth a double-take
Competitive compensation
Enjoyable activities and wellness initiatives
Schedule: Monday - Friday 1:00-6:15pm, as well as rotating Saturdays 8:45 - 2:15 (time off Tue, Wed, or Thurs when scheduled Saturday).
We delight in taking excellent care of our members. Here is how you can help us accomplish that...
We are looking for people who love people. We are in the people business helping individuals with their financial needs!
Are you driven by a purpose?
Do you have energy, passion, and enthusiasm for your work and enjoy helping others?
Can you do common things in an uncommon way?
Are you proactive and like to solve problems by thinking outside the box? Can you show empathy and concern for a member's frustrations and partner with them to resolve their questions?
Are you relentless in your pursuit of delivering an exceptional member experience?
Are you comfortable in a financial environment, and do you have the aptitude to discuss and recommend financial products and solutions to a member?
In summary, we are looking for friendly, enthusiastic, and professional people who enjoy serving. We will teach you everything else you need to know!
Here are some opportunities to look forward to when working at Deseret First...
Opening new accounts and providing support and guidance with lending opportunities
Educating on and proposing credit union products and services that provide solutions to member's financial needs.
Accurately and efficiently processing members' financial transactions, including transferring money to member accounts, posting transactions, and maintaining member records.
Owning the member experience in the branch for each member interaction to provide the best possible "Deseret First experience".
Consistently looking for opportunities to build the branch business through member referrals, community involvement, and increasing members' wallet share of Deseret First products and services.
Deseret First Credit Union is proud to be an Equal Opportunity Employer, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex, age, national origin, disability veteran status, pregnancy, sexual orientation or any other characteristic protected by law.
Starting at $18/hr
Teller / Financial Services Representative
Member Service Representative job in West Valley City, UT
Join Our Team as a Part-Time Member Service Representative (Teller) for Our Northern Branches! Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine!
At Cyprus Credit Union, our team is at the heart of everything we do. We're committed to fostering a culture where every employee feels valued, supported, and empowered to succeed.
Our mission is to be the most loved credit union-for our employees, members, community, and environment. That's why we offer:
* Competitive pay with opportunities for bonuses and incentives.
* A bilingual pay increase for English/Spanish speakers.
* Comprehensive benefits, including health, dental, vision, life insurance, and more.
* Retirement savings plans like 401k.
* Generous PTO from day one, with additional time off for your birthday and volunteer work.
* Tuition reimbursement for ongoing education and professional development.
* A vibrant, inclusive environment focused on community impact and sustainability.
It's no surprise we've been recognized as one of the BEST credit unions to work for from 2020 to 2024!
What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact.
What You'll Do:
Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities.
Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations.
Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future.
Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being.
Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience.
Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support.
Your Skills & Experience:
Education: A high school diploma or equivalent (or work release papers).
Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members.
Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals.
Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success.
Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation.
Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment.
Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives.
Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge!
Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community, apply today!
Centerville Part Time PM Financial Service Representative
Member Service Representative job in Centerville, UT
Job Description
Join Our Team as a Part-Time Member Service Representative (Teller) for Our Centerville Branch!
Are you passionate about developing meaningful relationships and helping others achieve their financial goals? Do you thrive in a dynamic relationship-focused environment that emphasizes building connections, fostering, professional growth, and teamwork? If you're ready to make an impact with a respected financial institution that prioritizes its members and employees, this is your chance to shine!
At Cyprus Credit Union, our team is the heart of everything we do. We're dedicated to creating a culture where every employee feels valued, supported, and inspired to succeed. That's why we offer:
Competitive pay with opportunities for bonuses and incentives.
A bilingual pay increase for English/Spanish speakers.
Comprehensive benefits, including health, dental, vision, life insurance, and more.
Retirement savings plans like 401k.
Generous PTO from day one, with additional time off for your birthday and volunteer work.
Tuition reimbursement for ongoing education and professional development.
A vibrant, inclusive environment focused on community impact and sustainability.
It's no surprise we've been recognized as one of the BEST credit unions to work for from since 2020!
What Makes Working at Cyprus Special? As a Member Service Representative, you're more than just a teller-you're a trusted partner in our members' financial journeys. You'll build relationships, educate members about our products and services, and ensure every interaction leaves them feeling valued and supported. Through our innovative "career pathing" programs, we'll help you grow your skills, advance your career, and make an impact.
What You'll Do:
Be a Financial Guide: Engage members in meaningful conversations to uncover their financial goals, challenges, and opportunities.
Promote Solutions: Share our diverse suite of products and services, such as savings accounts, loans, and investment options, tailored to help members achieve their unique financial aspirations.
Educate and Empower: Help members understand the value of our offerings and how they can make informed decisions for a secure financial future.
Drive Member Success: Offer proactive solutions to address immediate needs and anticipate future opportunities, creating a pathway for long-term financial well-being.
Execute Transactions: Perform deposits, withdrawals, transfers, and other transactions with care and accuracy, ensuring a seamless experience.
Be a Trusted Partner: Build and nurture strong relationships with members, becoming their go-to resource for financial advice and support.
Your Skills & Experience:
Education: A high school diploma or equivalent (or work release papers).
Service Mindset: You excel at connecting with people, understanding their needs, and presenting tailored solutions. Previous experience in customer service or sales is a plus, highlighting your ability to deliver exceptional results and create value for members.
Relationship Builder: You have a natural ability to establish trust, build lasting relationships, and genuinely care about helping members achieve their financial goals.
Persuasive Communicator: Strong communication skills that allow you to clearly explain products and services, inspire confidence, and motivate members to take action toward their financial success.
Empathetic Listener: You know how to ask the right questions, actively listen, and respond with solutions that resonate with each member's unique situation.
Team Player with a Positive Attitude: Enthusiasm for collaborating with colleagues and contributing to a supportive, dynamic team environment.
Passion for Helping Others: A genuine desire to guide members toward financial solutions that enrich their lives.
Your Schedule: This part-time role offers a set schedule: Monday-Friday, 1:00 PM - 6:15 PM, with some Saturdays required from 8:45 AM - 2:15 PM. Enjoy your evenings and Sundays free to recharge!
Why Wait? Your Future Starts Here! At Cyprus Credit Union, we believe in fostering an environment where both our members and employees can thrive. If you're ready to be part of a team that celebrates success, encourages growth, and makes a difference in the community,
apply today
!