Member service representative jobs in Tracy, CA

At Theory, we create clothes that matter, that empower and improve the way we live through exceptional fit, fabric, and style. In 1997, Theory was founded in New York on the simple idea that stretch fabrics in tailored clothing could change how we dress and live. Two decades later, we continue to perfect our offering of elevated wardrobe essentials for the ambitious, urban man and woman. From sourcing materials from the best mills in the world, to the innovation and craftsmanship at our atelier in New York's Meatpacking District, the integrity of our process is just as important as our final product. In 2004, Theory was acquired by Fast Retailing, spurring international expansion of the brand. Operating 440 stores worldwide, today Theory is a New York brand with a global mindset. Our customers dream big, achieve goals, and aim for perfection. So do we, and so do our clothes. The Client Specialist is responsible for partnering with the store leader to achieve store sales and maximize profitability through effective management of the store team and implementation of company policies. The Responsibilities: Demonstrate strong business acumen through KPI's; partnering with the store leader to develop and support business driving strategies inclusive of analyzing available sales reports and data. Partner with the store leader to propose events/incentives that will continue to grow the customer base, with particular emphasis on building the local market. Ambitious; proactively seek to exceed/achieve customer expectations to secure an annual $1 million book. Act as a Brand ambassador; an expert in product and craftsmanship. Partner with the SSC CRM team to curate and produce client lists to ensure Tulip Influenced Sales. Continuously seek to enhance customer journey, provide expert knowledge of brand history, product and Theory for Good commitments. Manage client databases; ensure the team maintains constant client communication through utilizing their clienteling tools. Resolve all client problems and complaints quickly and effectively. Partner with SSC to drive VOS initiatives i.e. GWP & retail event marketing. Demonstrate strong planning and organizational skills to proactively contact clientele with the intent to sell in a way that is relevant, timely and meaningful. Actively participate in community/store activities. The Essentials: 5-7 years of proven experience of working in a similar position ideally for a premium or luxury brand. Mandarin Chinese language fluency strongly preferred KPI focused, experience of driving sales to meet or exceed commercial targets. Dynamic interpersonal and communications skills, both verbal and written. Highly- motivated by driving business in a fast-paced, innovative environment. Business owner mindset with an entrepreneurial spirit; able to confidently make and suggest solutions, driving change where appropriate. Independent work ethic, time management skills, and personal accountability. Computer skills to operate a point of sale system, experience with teamwork is a plus. Demonstrable experience of partnering with corporate stakeholders such as Buying and Merchandising, Communications, HR, and Finance. Demonstrable customer management experience, able to drive clienteling initiatives and customer experiences to meet commercial expectations. Working knowledge of (list computer programs we use and spreadsheets). Salary range: $21/hr - $23/hr* *The offered salary or salary range is based on several factors, including, but not limited to, overall experience, relevant experience, education level, certifications, applicable skills and expertise, and location of the position. As an Equal Opportunity Employer, Fast Retailing does not discriminate against applicants or employees because of race, color, creed, religion, sex, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other status or condition protected by applicable federal, state, or local law. For information regarding how we handle your personal information and to exercise your rights under the California Consumer Privacy Act, please see our Privacy Policy at Theory.com and Helmutlang.com. Ensure your Theory job offer is legitimate and don't fall victim to fraud. Theory never seeks payment from job applicants. Feel free to ask your recruiter for a phone call or other type of communication for an interview and ensure your communication is coming from a Theory or sister company email address. For added security, where possible, apply directly through our job posting.

/RESPONSIBILITIES Perform expert leadership skills in the management of staff and coordination of patient care activities. Work collaboratively with all healthcare providers and non-health care providers. Serves as a mentor and role model for all staff. Reports to a Nursing Director or Executive Director. EDUCATION/EXPERIENCE Graduation from an accredited school of nursing with current RN licensure in the State of Texas. BSN is required. National certification (e.g., CCRN, RNC, CEN, CNOR, OCN, ANCC, CAN, CPAN, CFRN, etc.) in related fields is required. Three (3) years of recent, full-time hospital or clinic experience are required. Verification of course completion in accordance with all American Heart Association Basic Cardiac Life Support and Health Care Provider guidelines is required. External applicants must have at least two (2) years in an equivalent management capacity. LICENSURE/CERTIFICATION A current license from the Board of Nurse Examiners of the State of Texas to practice as a registered nurse is required. Must have a current AHA BLS Healthcare Provider or AHA BLS Instructor Provider card.

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.

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

Job Description ***Please note this is a four-month contract*** 100% Onsite in Palo Alto, CA About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage. ✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture. About the role We are seeking a Post Closing Servicing Specialist on a 4-month contract basis (with the possibility of extension depending on business needs). You will be responsible and accountable for all aspects of review, preparation, recording, accuracy timely submission, and maintenance of all Closing Documentation. You will assist in all aspects of internal controls, status, and reporting of all physical and e-recording of all closing documents. In this role, you will work with banks and title companies to resolve issues in recording. You will assist in monitoring the vendors' document recording processes, as well as contribute to internal reporting on the status of the recorded documents. You will also assist in providing Servicing support as needed. This role will report to the Post-Closing Team Lead. Your responsibilities Receive and review physical closing documents. Prepare packets for shipment to custodians. Receive electronic and physical recorded documentation and final title policies. Report issues related to the recording of all closing documents. Regularly liaise with title companies and other vendors involved in the recording process. Work with custodians to resolve any exceptions. Be the first point of contact for document-related inquiries and questions as they arise. Perform other duties as assigned by manager. Cross-train in other functions and assist as needed. About you High School diploma or equivalent. 1-2 years of document handling or processing experience, preferably in real estate or banking. Notary Public certification is preferred. Basic skills in Google Docs and Google Sheets or Microsoft Office equivalent are required. Willing and able to work in the office 5 days a week. Knowledge of real estate documents, title insurance, or escrow functions is a plus. Experience communicating with and interacting with title companies, counties, and external counterparties in the real estate recording process. Willing to learn new systems and processes as the team grows and adapts to new tools and techniques Strong attention to detail, prioritization, and organization skills; able to work at a pace that ensures that established deadlines are met. Ability to handle multiple projects in a fast-paced, hyper-growth environment. Ability to work with cross-functional groups throughout all levels within the organization and participate in the problem-solving process. Desire to continuously improve and a positive, "can-do" approach. Solid verbal and written communication skills. Solid interpersonal and customer service skills. Our benefits NA for contract role Compensation at Point will be determined by skills and experience. Point has identified the expected annual hourly range for this role at this level to be: $21.63 - $28.84 At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. California Consumer Privacy Act Notice

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.

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 ************ *******************************

As one of the first pioneers of earned wage access, our passion at EarnIn is building products that deliver real-time financial flexibility for those with the unique needs of living paycheck to paycheck. Our community members access their earnings as they earn them, with options to spend, save, and grow their money without mandatory fees, interest rates, or credit checks. We're fortunate to have an incredibly experienced leadership team, combined with world-class funding partners like A16Z, Matrix Partners, DST, Ribbit Capital, and a very healthy core business with a tremendous runway. We're growing fast and are excited to continue bringing world-class talent onboard to help shape the next chapter of our growth journey. About the role This job will be a great fit for an individual who is an empathetic customer-obsessed individual who loves to solve problems. As a Fintech company where customer care is an integral function, our success relies highly on effective operations and actionable insights to deliver a world-class customer experience through our 24x7 operations. The member experience associate is a role in our org that will be part of an elite benchmark team. The focus of the team is to become an in-house center of excellence capability that will be responsible for building the future of care at EarnIn. We are looking for advocates who will provide empowering experiences for our customers and drive end-to-end resolutions to our customers while helping us build the processes and procedures behind our service. Member advocates should maintain a high level of professionalism and empathy driving high-value customer experience interactions. Ultimately, you will help establish the future of EarnIn's customer care service by owning the resolution of customer concerns and reporting to the correct teams to eliminate future issues. You will work closely with a team of product managers, product specialists, engineers, and Tier 3 associates. This is an in-office role, 5x a week. (Mountain View, CA), some weekend shift flexibility required. The US base salary range for this full-time position is $65,000 - $75,000 + equity + benefits. Our salary ranges are determined by role, level, and location. What You'll do: Daily responsibilities will include resolving customer problems and complaints, recommending solutions, and guiding customers through product features and functionalities. To be successful in this role, you should be an excellent written and verbal communicator who's able to earn our customers' trust in 240 characters (or less!). Service: Empathetic customer service that is focused on the human as well as solving the problem. Resolve customer questions, concerns, and product issues by engaging the customer resolving using critical thinking Respond to customer concerns on time and empower them during and after your service- the customer should leave much much better after the interaction with you. Monitor, investigate, research, and be proactive about solving problems, and customer issues and identifying areas for improvement and opportunity. Document insights, procedures, and processes that work and share with the team. Identify customer needs and help customers use specific features, understand our products, and maximize their success with our products and services Communicate new products and features to customers Make sure to follow up with customers until problems or issues are resolved. What We're Looking For: 1+ years of experience working in a role that had a direct impact on customer experience and/or customer experience-related operations Bachelor's or equivalent industry experience Empathetic customer service associate focused on the human Great communicator and storyteller who can motivate, influence, and advise others Demonstrated ability to foster collaboration and facilitate teamwork Demonstrated ability to be solution oriented using critical thinking, common sense, and proactive problem solving skills Demonstrated ability to effectively identify, prioritize, and handle multiple work streams simultaneously in a dynamic and rapidly changing environment Hands-on and willing to get hands dirty on execution. Tech-savvy and multiple tool and software power users. Willingness to travel up to 8 weeks per year. Ability to train and lead groups of customer service representatives. #LI-Onsite At EarnIn, we believe that the best way to build a financial system that works for everyday people is by hiring a team that represents our diverse community. Our team is diverse not only in background and experience but also in perspective. We celebrate our diversity and strive to create a culture of belonging. EarnIn does not unlawfully discriminate based on race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity, gender expression, national origin, ancestry, citizenship, age, physical or mental disability, legally protected medical condition, family care status, military or veteran status, marital status, registered domestic partner status, sexual orientation, genetic information, or any other basis protected by local, state, or federal laws. EarnIn is an E-Verify participant. EarnIn does not accept unsolicited resumes from individual recruiters or third-party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or HR team.

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.

Introduction This is a reinstatement, transfer or voluntary demotion opportunity for current and former regularly appointed employees of Alameda County. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission. Appointments by reinstatement following resignation are subject to the probationary period established for the class. You must have been a classified County employee in the same job code or in a job code at the same salary maximum and left the County in good standing. In addition, you must meet the minimum and special qualifications of the specific position. Transfer: You must be a current County classified employee in the same job code or in a job code with the same salary maximum for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. Voluntary Demotion: You must be a current County classified employee in a job code which is at a higher salary maximum than the vacancy for which you are applying. In addition, you must meet the minimum and special qualifications of the specific position. DESCRIPTION THE AGENCY Alameda County General Services Agency (GSA) delivers a host of logistical support services to County agencies and partners from maintenance of facilities and County fleet to energy and environmental management services, capital project management, procurement services, and clean commute and recycling programs. The GSA Community strives not only to provide these services but to also facilitate collaborative and innovative approaches in its efforts. While the GSA Community largely focuses on support services for Alameda County departments and other public agencies, the work has a direct impact on the communities. GSA builds structures such as libraries and youth centers that transform communities, provides opportunities for local businesses, and works towards ensuring that County work practices minimize negative impacts to the environment. GSA employees take great pride in their work and strive to provide the highest-quality service. For more information about the agency, please visit: County of Alameda, General Services Agency. THE POSITION Under administrative direction, to manage and oversee various financial service staff and functions at an agency or departmental level; to serve in a consultative role to management in addressing and resolving financial, revenue, contract, grant and related administrative, programmatic and policy matters; to facilitate the implementation of a wide variety of programs and projects; and to do related work as required. DISTINGUISHING FEATURES Positions in this class normally exercise full management authority for making decisions and implementing programs to facilitate the effective provision of financial, business, administrative, and analytical services to the assigned organizational unit. Areas of responsibility normally include budget development and processing, contract negotiation and administration, grants management, and/or financial planning. In addition, responsibilities may include specified administrative functions such as personnel, purchasing, management and operational analysis and the provision of office and related support. Supervision of professional and paraprofessional staff is also required. This class is distinguished from Administrative Services Officer, which has management level responsibility in the broad administrative services area with financial services being of a secondary nature. It is further distinguished from Administrative/Financial Services Manager, which, as a second-level manager, directs and oversees both administrative and financial services at an agency level or for a large county department with complex, multiple funding sources and contracting and reporting activities. MINIMUM QUALIFICATIONS EITHER The equivalent to three years of full-time experience at the level of or higher than the class of Financial Services Specialist II or Administrative Specialist II in the Alameda County classified service. Completion of the Alameda County Management Academy “Management & Supervision Certificate Program” may be substituted for six (6) months of the required qualifying experience for the internal patterns. OR Education: The equivalent to graduation from a four-year accredited college or university (180 quarter units or 120 semester units) with major coursework in business or public administration, economics, financial management or a field related to the work. (Additional professional-level financial planning and support experience may be substituted for the education on a year-for-year basis.) AND Experience: The equivalent of three years of full-time professional-level experience in independently performing complex financial planning or analysis, budget development and processing, contract negotiation and administration and/or grant management at a level equivalent to or higher than the Alameda County classified service class of Financial Services Specialist II, preferably in a public agency setting. This experience must have included at least one year of supervising the work of others. License: Possession of a valid California Motor Vehicle Operator's license. NOTE: The Civil Service Commission may modify the above Minimum Qualifications in the announcement of an examination. KNOWLEDGE AND SKILLS NOTE: The level and scope of the following knowledge and abilities are related to duties listed under the "Examples of Duties" section of this specification. Knowledge of: • Management principles and practices, including work plan ning, employee supervision and business management. • Financial planning, rate setting and revenue enhancement principles and strategies. • Principles and practices of governmental budget development and administration. • Principles and practices of contract and grant administration. • Financial record-keeping and auditing practices. • Practices and techniques of administrative analysis and report preparation. • Computer applications related to the work. • General administrative principles, including personnel, purchasing and business management. • Office administrative practices and procedures, including records management and the operation of standard office equipment. Ability to: • Serve effectively as a member of a departmental management team. • Manage a variety of financial functions, including budgeting and contracts and grants administration. • Plan, supervise, review and evaluate the work of others, either directly or through subordinate supervision. • Plan and conduct complex financial, revenue and strategic planning analyses. • Provide sound technical advice on financial matters to departmental management. • Conduct and coordinate financial audits. • Monitor legislative and regulation changes and recommend operational and procedural changes as required. • Interpret, explain and apply complex policies, regulations and procedures. • Prepare clear and accurate reports, correspondence, procedures and other written materials. • Represent the department and the County in meetings with others. • Organize and prioritize work and meet critical deadlines. • Exercise sound independent judgment within established policies and guidelines. • Establish and maintain effective working relationships with those contacted in the course of the work. BENEFITS Alameda County offers a comprehensive and competitive benefits package that affords wide-ranging health care options to meet the different needs of a diverse workforce and their families. We also sponsor many different employee discount, fitness and health screening programs focused on overall well being. These benefits include but are not limited to*: For your Health & Well-Being Medical - HMO & PPO Plans Dental - HMO & PPO Plans Vision or Vision Reimbursement Share the Savings Basic Life Insurance Supplemental Life Insurance (with optional dependent coverage for eligible employees) Accidental Death and Dismemberment Insurance County Allowance Credit Flexible Spending Accounts - Health FSA, Dependent Care and Adoption Assistance Short-Term Disability Insurance Long-Term Disability Insurance Voluntary Benefits - Accident Insurance, Critical Illness, Hospital Indemnity and Legal Services Employee Assistance Program For your Financial Future Retirement Plan - (Defined Benefit Pension Plan) Deferred Compensation Plan (457 Plan or Roth Plan) For your Work/Life Balance 12 paid holidays Floating Holidays Vacation and sick leave accrual Vacation purchase program Management Paid Leave** Catastrophic Sick Leave Group Auto/Home Insurance Pet Insurance Commuter Benefits Program Guaranteed Ride Home Employee Wellness Program (e.g. At Work Fitness, Incentive Based Programs, Gym Membership Discounts) Employee Discount Program (e.g. theme parks, cell phone, etc.) Child Care Resources 1 st United Services Credit Union *Eligibility is determined by Alameda County and offerings may vary by collective bargaining agreement. This provides a brief summary of the benefits offered and can be subject to change. ** Non-exempt management employees are entitled to up to three days of management paid leave. Exempt management employees are entitled to up to seven days of management paid leave. Conclusion TO APPLY: Please submit a PDF of your updated Alameda County application to ******************. If you have any questions regarding this announcement, please contact ******************. You are encouraged to apply immediately as this posting is open until filled and may close at anytime. Alameda County 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.

About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required

Job DescriptionAbout the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and long-standing commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local decision-making, and support for regional economic growth through philanthropic initiatives and community engagement. Position Overview The Private Banking Representative serves as a liaison between VIP clients and the financial institution, ensuring exceptional service that fosters lifelong partnerships, delivers innovative solutions, and exceeds client expectations for a world-class experience. This role focuses on high-touch clientele, building and maintaining strong business relationships, and managing high-value accounts. Roles and Responsibilities The Private Banking Representative is responsible for providing exceptional service to high-value clients while adhering to established departmental standards and banking regulations. This role supports daily banking operations, maintains client relationships, and ensures a high level of client satisfaction by offering customized solutions and efficient service. Key Responsibilities: Respond promptly to all incoming correspondence (calls, emails, faxes, voicemails) in accordance with department standards Assist clients with new products and services Open new accounts and recommend appropriate deposit account types Cross-sell Treasury Management Services; prepare setup documentation, onboard clients, and provide ongoing support Research and respond to internal and external inquiries Process a variety of client transactions, including deposits, transfers, and wire transfers Maintain regular client contact regarding overdraft reports, check and wire verifications, returned items, etc. Handle verification of deposit and credit rating requests Manage client supply orders (checks, deposit slips, endorsement stamps, etc.) Cross-sell additional banking products and services based on client needs Complete assigned daily and monthly tasks Participate in and help coordinate department meetings Ensure compliance with banking regulations and departmental standards (e.g., GLBA, BSA, security protocols) Support associates with the setup of additional products and services Perform account maintenance, including client contact and follow-up Prepare and process account change requests Maintain accurate and up-to-date client records in both electronic systems and physical files Complete department supply orders as needed Manage specific monthly assignments (e.g., reconciliations, certifications, client reporting, CDARS) Travel to client sites as needed for account setup, transactions, or maintenance Assist with client and bank-sponsored events as required Escalate client concerns appropriately and in a timely manner Minimum Qualifications: 1-3 years of banking experience; management experience preferred Knowledge of cash/treasury management products such as Positive Pay, ACH, Remote Deposit Capture, Lockbox Services, Online Banking, Bill Pay, and Wire Transfers Ability to recommend and open various types of deposit accounts Proficient in Microsoft Office and comfortable in a Windows-based environment Excellent verbal and written communication skills Strong professional demeanor with the ability to communicate clearly and effectively Highly motivated, disciplined, and self-driven Demonstrated experience providing high-level service to clients, including high-net-worth individuals Problem-solving skills and a customer-focused mindset Ability to obtain signing authority Knowledge of regulatory and audit requirements High school diploma, GED, or equivalent required Powered by JazzHR uhnqb9pLTj

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on 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. Weekly Working Hours: 40 Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. 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 computers, 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: *********************************

Full-time Description Under the direction of the Financial Center Team Leader and/or Assistant Financial Center Team Leader, the Financial Service Representative provides a winning service experience and assumes responsibility for the efficient, effective and accurate processing and performing of transactions for members and non-members including deposits, withdrawals, sale of negotiable instruments, etc. Actively promotes and advises on credit union products and services. In order to safeguard the trust that members place in our institution, the Financial Service Representative is expected to perform his/her job duties accurately, efficiently and with the highest degree of integrity. Reasonable accommodations may be made to enable individuals with disabilities. Essential Functions Include but are not limited to: Responsible for being knowledgeable of and ensuring that service standards, as defined and established by the Credit Union, are actively pursued and routinely achieved in the day to day performance of job duties. Actively supports the Purpose, Values and Strategic Plan of Excite Credit Union. Takes responsibility for individual career development and training and seeks opportunities to learn new skills to further enhance job knowledge. Completes assigned self-study courses in a timely manner. Actively participates in team meetings. Stays abreast of company policies and procedures, promotional campaigns and regulatory compliance related to job functions. Within established levels of authority, inspects and verifies negotiable instruments for deposits, places appropriate account holds, obtains necessary authorizations and performs a variety of other FSR functions as directed and in accordance with established policies and procedures. Responsible for proper operation of a cash drawer and for accurately balancing the cash drawer, checks, all negotiable items and vouchers at the end of his/her work shift. Takes personal responsibility for every service outcome. Answers basic questions from members and effectively communicates the credit union's products, services and membership requirements. Handles all negotiable items, such as cashier's checks, money orders, gift cards and temporary checks, in an accurate and efficient manner. Redeems US Savings Bonds. Performs financial center opening and closing duties as assigned. Meets or exceeds all sales, service and productivity goals to assist the financial center in meeting its goals. Makes effective referrals to other specialists when appropriate. Uses effective communication skills to learn about each member and builds relationships. Actively seeks to uncover “unexpressed” member needs during each interaction. Ensures sales goals do not interfere with doing what is best for the member, the team and the credit union. Ensures follow-up commitments are met. Key Competencies: Member Focus: Makes our members (community, ECU and/or Team) and their needs a primary focus while developing and sustaining productive relationships. Demonstrates the ability and willingness to find out what the member wants and/or needs and acts accordingly while taking the cost, return on investment and core values into consideration when making decisions. Accountability: Demonstrated follow through and ownership for own and delegated projects, work and other duties. Building Trusting Partnerships: Support and build working and collaborative relationships between departments, team leaders and internal/external members to meet ECU goals. Recognizes the contributions from other department and invites representatives to discuss ideas and plans to achieve work goals. Able to receive and provide feedback to and from others while helping others feel valued, appreciated, and included in discussions. Communication: Strong verbal and written communication. Makes favorable impressions by interacting professional with staff, partners and internal/external members that build effective relationships. Compassionate: Allow people to learn from mistakes and show genuine interest in the success of others while promoting their abilities and encouraging new innovative ideas. Flexibility and Adaptability: Maintains effectiveness when experiencing change within work structure, processes, requirements and/or culture. Quickly modifies behavior to deal effectively with changes in the work environment and readily tries new approaches appropriate for the new situations. Is flexible and not persistent with ineffective past practices and behavior. Innovation/Entrepreneurship: Identifies implicit assumptions in the way problems or situation are defined and presented; sees alternative ways to view or define problems without being constrained by past practices. Passionate / Values Based: Keep the organization's vision and values at the forefront of decision-making and action. Communicates the importance of the vision and values while helping others understand their importance. Moves others into action by translating the vision and values into day to day activities and behaviors. Sales and Persuasiveness: Uses appropriate interpersonal styles and communication methods to gain acceptance of product, services and/or ideas from prospects and existing clients, partners and members. Demonstrates flexibility in dealing with the personal/stylistic differences of our existing and potential clients, partners and members. Continuous Learning: Actively identifying new areas for learning; regularly creating and taking advantage of learning opportunities; using newly gained knowledge and skill on the job and learning through their application. Targets leaning needs, seeks to learn and maximize knowledge; takes risks in learning and applies knowledge into practical use to improve and support Excite business objectives. Requirements Required Experience and Education High school diploma or equivalent Minimum 1 year customer-facing experience in a retail environment Experience working in positions with sales/referral goals (team & individual) Previous cash handling experience Demonstrated ability to be fiscally responsible Desirable Experience and Education Previous financial industry experience Bi-lingual skills (English/Spanish) Physical Demands While performing the duties of this job the employee may be required to use hands to finger, handle, or feel; and talk and hear. The employee frequently is required to walk and reach with hands and arms and stand for long periods of time. The employee is required to occasionally sit, stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. Work Environment Performs job duties inside the typical office setting with minimum time in an out of office environment. Team Member will be exposed to moderate stress levels associated with the performance of the job duties described above. There may be extended periods of computer and telephone use while performing job duties. Employee will be intermittently seated, standing and/or walking during the course of a normal business day. While every precaution is taken to avoid exposing employees to dangers in the workplace, working in a financial institution may expose employees to certain hazards in the event of criminal activity including robbery and/or attempted robbery. ***The above statements reflect the general details necessary to describe the principle functions of the position described and shall not be construed as a detailed description of all work requirements that may be inherent in the position. Management retains the discretion to add to or change the duties of the position at any time.*** Salary Description $21-$24/hour DOE

Job Description The Financial Service Representative III is expected to support the overall sales, service and revenue goals of the Credit Union. They will assist in an effective transition of our lending program from the back office to front line staff. They are expected to learn our current end to end loan program and identify gaps in systems utilization, processes and training that will assist in a successful transition. The Financial Service Representative III is expected to work in branches to improve the member experience, support growth and retention efforts by developing new business and assisting the branch management teams in training employees. This primary focus of this role is to work within the branches and lending to identify process improvement in workflows that will simplify the current loan process for front line staff in tandem with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will display a high level of knowledge in our current product offerings and assist in implementations that support building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. The Financial Service Representative III will also perform as a role model by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks in net promoter scores while assisting members in the more consultative complexed transactions. They will work with the Branch Management Teams to develop training and coaching plans as new lending products and additional services are launched. They are expected to adheres to the service promise promotes advocacy and continually focuses on delivery of a personable member experience. They are expected to follow established compliance processes and promote simplicity by providing feedback and input on procedures or processes that appear cumbersome or difficult. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The Financial Service Representative III is expected to have a high level of professionalism and knowledge to assist members and branch staff in handling and resolution of complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also expected to refer and train branch staff in effective referrals to the Wealth Management and Commercial Banking divisions. The FSR III is expected to conduct on sites at Member Companies within specific branch regions. Responsibilities: • Take responsibility and accountability in following all service standards set forth by the credit union. • Act as a supervisor in the absence of branch management. • Achieves minimum sales goals as established by the management. • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans. • Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members' confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions as well as reconciliation. • Assist Branch Management to perform the accurate completion of required branch audit logs. • Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations. • Research and resolve member questions, problems and concerns by telephone, written correspondence or in person • Individual in this position may be pulled to work in other branch as business needs require. • Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 3 years' experience in related disciplines, including exposure members/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution • Previous background in a retail branch environment with effective client relationship building skills • Must be capable of working established hours required by the branch. • Strong organization, excellent written and verbal communications skills, quality service and team orientation required. • Proficient with Microsoft Windows PowerPoint and Excel • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification. • Must be a Notary or have ability to pass Notary test.

***Please note this is a four-month contract*** 100% Onsite in Palo Alto, CA About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage. ✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture. About the role We are seeking a Post Closing Servicing Specialist on a 4-month contract basis (with the possibility of extension depending on business needs). You will be responsible and accountable for all aspects of review, preparation, recording, accuracy timely submission, and maintenance of all Closing Documentation. You will assist in all aspects of internal controls, status, and reporting of all physical and e-recording of all closing documents. In this role, you will work with banks and title companies to resolve issues in recording. You will assist in monitoring the vendors' document recording processes, as well as contribute to internal reporting on the status of the recorded documents. You will also assist in providing Servicing support as needed. This role will report to the Post-Closing Team Lead. Your responsibilities Receive and review physical closing documents. Prepare packets for shipment to custodians. Receive electronic and physical recorded documentation and final title policies. Report issues related to the recording of all closing documents. Regularly liaise with title companies and other vendors involved in the recording process. Work with custodians to resolve any exceptions. Be the first point of contact for document-related inquiries and questions as they arise. Perform other duties as assigned by manager. Cross-train in other functions and assist as needed. About you High School diploma or equivalent. 1-2 years of document handling or processing experience, preferably in real estate or banking. Notary Public certification is preferred. Basic skills in Google Docs and Google Sheets or Microsoft Office equivalent are required. Willing and able to work in the office 5 days a week. Knowledge of real estate documents, title insurance, or escrow functions is a plus. Experience communicating with and interacting with title companies, counties, and external counterparties in the real estate recording process. Willing to learn new systems and processes as the team grows and adapts to new tools and techniques Strong attention to detail, prioritization, and organization skills; able to work at a pace that ensures that established deadlines are met. Ability to handle multiple projects in a fast-paced, hyper-growth environment. Ability to work with cross-functional groups throughout all levels within the organization and participate in the problem-solving process. Desire to continuously improve and a positive, "can-do" approach. Solid verbal and written communication skills. Solid interpersonal and customer service skills. Our benefits NA for contract role Compensation at Point will be determined by skills and experience. Point has identified the expected annual hourly range for this role at this level to be: $21.63 - $28.84 At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.

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 ************ *******************************

Job Description The Financial Service Representative III is expected to support the overall sales, service and revenue goals of the Credit Union. They will assist in an effective transition of our lending program from the back office to front line staff. They are expected to learn our current end to end loan program and identify gaps in systems utilization, processes and training that will assist in a successful transition. The Financial Service Representative III is expected to work in branches to improve the member experience, support growth and retention efforts by developing new business and assisting the branch management teams in training employees. This primary focus of this role is to work within the branches and lending to identify process improvement in workflows that will simplify the current loan process for front line staff in tandem with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will display a high level of knowledge in our current product offerings and assist in implementations that support building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. The Financial Service Representative III will also perform as a role model by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks in net promoter scores while assisting members in the more consultative complexed transactions. They will work with the Branch Management Teams to develop training and coaching plans as new lending products and additional services are launched. They are expected to adheres to the service promise promotes advocacy and continually focuses on delivery of a personable member experience. They are expected to follow established compliance processes and promote simplicity by providing feedback and input on procedures or processes that appear cumbersome or difficult. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The Financial Service Representative III is expected to have a high level of professionalism and knowledge to assist members and branch staff in handling and resolution of complex inquiries regarding all lending programs and processes, Retirement and Fiduciary Accounts Administration. This role is also expected to refer and train branch staff in effective referrals to the Wealth Management and Commercial Banking divisions. The FSR III is expected to conduct on sites at Member Companies within specific branch regions. Responsibilities: • Take responsibility and accountability in following all service standards set forth by the credit union. • Act as a supervisor in the absence of branch management. • Achieves minimum sales goals as established by the management. • Assess member loan needs from start to finish starting with loan type, ancillary product review and submission of application. Finishing with the closing and follow up as needed with consumer and auto loans. • Build member relationships through selling and referring credit union products and services to meet members' financial needs (includes but not limited to, all deposit products, loan products, retirement products, and investment products/services)- through face-to-face, calling efforts and participating in business and community development events. • Maintains knowledge of all Key Point Credit Union products, services, procedures and compliance regulations while staying informed of all policy and procedural changes. • Participate in obtaining individual and team sales and referral goals monthly, quarterly and annually. • Provide training and assistance to branch staff to ensure efficient and effective delivery of products and services to our members. • Adhere to established policies and procedures set forth in controlling cash funds assigned to the position in a cash drawer and/or cash vault. • Maintains members' confidentiality at all times. • Performs teller transactions as requested by members. • Balance cash drawer and perform all end of the day functions as well as reconciliation. • Assist Branch Management to perform the accurate completion of required branch audit logs. • Assist the branch management with the operations of the branch. May include scheduling staff, answering questions on products and services, policies and procedures, or rules and regulations. • Research and resolve member questions, problems and concerns by telephone, written correspondence or in person • Individual in this position may be pulled to work in other branch as business needs require. • Performs other duties as assigned or required to ensure member service standards and company objectives are successfully met. Physical Requirements: (Including lifting, sitting, walking, bending, reaching and squatting % of time in each function) The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. (Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.) While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handles or feel; reach with hands and arms, climb or balance; talk and hear. The employee must occasionally lift and/or move up to 10 lbs. Vision abilities required by this job include close vision, distance vision and color vision, peripheral vision, depth perception and ability to adjust focus. Minimum Requirements: • High School Diploma or equivalent. • 3 years' experience in related disciplines, including exposure members/customer services cash handling, procedures, in depth knowledge of consumer and residential mortgage lending terminology and products. Small business services, Fiduciary Account Administration and in a credit union or other financial institution • Previous background in a retail branch environment with effective client relationship building skills • Must be capable of working established hours required by the branch. • Strong organization, excellent written and verbal communications skills, quality service and team orientation required. • Proficient with Microsoft Windows PowerPoint and Excel • Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification. • Must be a Notary or have ability to pass Notary test.