Member service representative jobs in Vallejo, CA

A leading nonprofit organization is seeking a Membership Associate to enhance the member experience at their San Francisco branch. This role involves engaging with members, managing membership accounts, and ensuring a welcoming and inclusive environment. The ideal candidate will have a high school diploma, customer service experience, and availability during various shifts. The position offers a salary range of $18.67 - $22.00 per hour and the chance to impact the community positively. #J-18808-Ljbffr

/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.

Agriculture Customer Service Rep (On-site at St. Helena) Investing in You, join a 100-year-old, family-owned leader in Ag - and grow with us! Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment. “We know the confidence gap can get in the way of meeting spectacular candidates, so please don't hesitate to apply - we'd love to hear from you.” Are you customer-focused with an attention to detail? Are you proficient with computers and Windows applications? Do you have a positive outlook and excellent communication skills? Are you highly organized with an ability to multitask and prioritize assignments? If so, we want to hear from YOU! This is an in person role based at our office. General Purpose and Scope of Position: This position provides administrative clerical support and is a team member in the interactions and interface between customers, the field sales team, and operations support to ensure excellent service and overall customer satisfaction. It also provides clerical assistance in order processing and inventory management. Key Skills and Abilities Include:ALL High School Diploma or equivalent Proficiency with computers to an intermediate level utilizing Microsoft Windows, Windows applications, and ERP order entry systems. JD Edwards practice and process training will be provided Knowledge of mathematical concepts and the ability to apply such concepts as fractions, percentages, and ratios to practical application with accuracy Bilingual in English and Spanish required Ability to sit at a desk and/or computer terminal to perform writing and/or keying/typing information for protracted periods of time Mobility to move freely across uneven terrain both indoors and outdoors safely Key Personal Attributes Include: Strong interpersonal and effective communication skills (verbal, written, and utilizing all media (phone, e-mail, text) for interaction with customers and fellow employees including the ability to maintain a positive and professional working relationship with peers, management, and support resources, with a constant commitment to teamwork and exemplary customer service Practical organization skills with strong attention to detail along with the ability to multi-task and prioritize multiple assignments Ability to respond professionally to common inquiries or complaints from sales staff and other employees, customers, regulatory agencies, suppliers, etc. Reads, writes, and speaks the English language fluently Specific Responsibilities and Key Deliverables Include: Assists with electronic order entry and processing (sales order, shipping documents, invoicing) utilizing JD Edwards Enterprise Resource Planning (ERP) software Responds to customer sales inquiries in a timely, accurate, and appropriate manner As part of the support team, document and process product use recommendations as required Utilizing JDE, enter and process customers' orders as requested. Meet or exceed timelines established under Timely Transaction Processing policy (TTP) Submit and code bills and invoices to our AP department for payment. Work closely with the Sales and Operations team to maintain adequate inventory levels to meet customer needs. Order product as required. Conduct monthly inventory cycle counts and annual full inventory reconciliations. Assist Sales Team inaccurate customer pricing and quickly resolve any inquires or concerns Prepare standard use and sales reports as well as any custom reports as requested by management, sales, and customer Assist branch manager with paperwork for onboarding new employees and maintaining employee DOT files. Assists other office team members in administrative tasks to ensure quality customer service, meeting deadlines, and sales support Supports Sales and/or Operations Manager as requested Our Commitment to Diversity & Inclusion: Diversity of people, cultures, opinions, and ideas makes us all stronger. From leadership commitment to employee buy-in, we know that creating an inclusive environment and providing opportunities for all employees to reach their full potential is a shared responsibility. Wilbur-Ellis is a company you can be proud to call your employer Wilbur-Ellis markets and distributes agricultural products, animal feed specialty chemicals, and food ingredients. A privately held and consistently profitable company, we employ more than 4,000 people throughout North America and Asia-Pacific. Wilbur-Ellis is for and about people Wilbur-Ellis has enjoyed over 100 years of success and growth, all thanks to our people. Our employees are both leaders and team players who thrive on creativity, entrepreneurial spirit, and a dedication to quality work, our customers, and each other. Wilbur-Ellis invests in the industry's best workforce Wilbur-Ellis invests heavily in our employees by offering skill development and training, competitive compensation and benefits, and a tradition of promoting from within for a broad range of career opportunities. And we foster a supportive, people-first work environment. Job category: General Administration and Other

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 Responsibilities Are you dependable? Are you looking for more? If you answered yes then Pharmacyclics is looking for you! We are an industry-leading and continuously growing company, and the right individual can grow with us! We're looking to add enthusiastic Customer Service Reps / Associate / Specialist for full-time and part-time positions immediately! We're seeking empathetic individuals who can support management and also interact with our vendors & customers while providing and maintaining quality, “best-in-class” customer service. We offer a competitive compensation and benefits package including health, dental, vision, life insurance, paid time off and 401k. When you join Pharmacyclics as a Customer Service Rep, you will have the opportunity to make a difference in the life of customers. Essential Duties: Process orders, forms, applications, and requests. Keep records of customer interactions, transactions, comments and complaints. Communicate with customers and vendors through various channels. Respond promptly to customer inquiries and provide feedback on the efficiency of the customer service process. Acknowledge and resolve customer complaints. Ensure customer satisfaction and provide exceptional customer support. Salary: $18.50 to $22.00 /hour. Based on Performance and Experience. Apply today for an opportunity to be a part of a great team with an innovative company! ***NB: Candidates applying should send a resume to our HR desk ***[email protected]*** and we will get back in touch ASAP! Skills Required Requirements: High school diploma, general education degree or equivalent. Ability to stay calm when customers are stressed or upset. Ability to multi-task, prioritize, and manage time effectively. Customer orientation and ability to adapt/respond to different types of characters. Ability to meet required goals and quotas. Positive and service-oriented attitude.

***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.

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.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the Market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the complex through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: Education and/or Experience Bachelor's degree required or equivalent education Previous industry experience Active Series 7, 8 (or 9 and 10), and 66 (or 63 and 65) Other licenses as required for the role or by management Knowledge/Skills Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the Market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: Market Business Service Officer Direct reports: Support Professionals WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $120,000 - $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

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

Appointment Type * Probationary 1 Bargaining Unit * Unit 7 - CSUEU - Clerical and Administrative Support Services 1 Job Search Category/Discipline * Safety 1 Time Basis * Full Time 1 Workplace Type (Exclude Inst Fac) * On-site (work in-person at business location) 1 PTOC Community Service Specialist - (Community Service Specialist) - University Police Apply now Job no: 552070 Work type: Staff Location: San Francisco Categories: Unit 7 - CSUEU - Clerical and Administrative Support Services, Probationary, Full Time, Safety, On-site (work in-person at business location) Working Title Community Service Specialist SF State University San Francisco State is an Equal Opportunity Employer and does not discriminate against persons on the basis of race, religion, color, ancestry, age, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, National origin, sex, sexual orientation, covered veteran status, or any other protected status. Reasonable accommodations will be provided for qualified applicants with disabilities who self-disclose by contacting the Senior Human Resources Manager. Applicants may visit titleix.sfsu.edu for more information on SF State's policy prohibiting discrimination, and how to file an online report using the procedures under Executive Order 1096 Revised. Inquiries can be directed to the campus Title IX Coordinator and Discrimination, Harassment, and Retaliation Administrator by calling ************** or emailing ***************. San Francisco State is a 100% Smoke/Vapor-Free Campus. Smoking or Vaping of any tobacco/plant-based substance is not permitted on any University properties. The person holding this position may be considered a "mandated reporter" under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. This position may be a "designated position" in the California State University's Conflict of Interest Code. The successful candidate accepting this position may be required to file Conflict of Interest forms subject to the regulations of the Fair Political Practices Commission. Department University Police Appointment Type This is a one-year probationary position. Time Base Full-Time (1.0 FTE) Work Schedule Schedule to be arranged by supervisor. Anticipated Hiring Range $3,461.00.00 - $4,567.00 Per Month; ($41,532.00 - $54,804.00 Annually) Position Summary The Community Service Specialist serves as a visible security presence on the campus, and within its buildings as assigned, performs security services such as patrolling campus on foot, bike or vehicle to protect campus community and visitors, provides public safety support and assistance to campus police, enforces campus ordinances and parking regulations, and issues citations to violators. Incumbent also provides information to the University Police Department (UPD) regarding any unusual occurrences and/or activities on and around campus. Position Information Security Services: Patrol campus on foot, bike or vehicle to protect campus community and visitors from such hazards as fire, theft, vandalism, trespassing and other crimes. Assist in the enforcement of campus rules and regulations, report hazardous conditions, checking, opening and securing campus facilities, coordinating and testing campus alarm systems. Public Safety Support: Provide support and assistance to UPD by providing back-up dispatch support, managing property and evidence, maintaining records, providing training on crime prevention awareness, supporting drug identification programs, performing Live Scan and Ink Card fingerprinting, participating in emergency response teams and responding to emergency situations and taking incident/accident reports and responding to these situations, as needed. Parking Support: Enforce parking rules and regulations through issuing and selling parking permits, patrolling parking lots, and issuing citations for parking and other standing violations, as appropriate. Appear in court for parking related citations and directing vehicle and pedestrian traffic during peak hours, special events, and emergencies. Campus Community Support: Assist in the physical logistics for campus special events and emergencies. Provide general information and assistance to the public and provide escort and citizen assistance, as needed. Other duties as assigned. Minimum Qualifications Entry into this classification requires high school level reading and writing abilities, and possession of a California Driver's License. The nature of the duties may also require successful completion of a background check, physical and and/or the ability to attend Police Officers Standards & Training (POST) programs related to public safety support and dispatch activities. Knowledge of and the ability to learn how to use the applicable public safety related equipment and systems are essential. A high school diploma or equivalent and three to six months related experience would normally achieve these entry qualifications. * Working knowledge of applicable procedures and regulations related to campus security, public safety, and parking. * Working knowledge of alarm and radio systems. * Ability to detect and respond appropriately to potential hazardous or crime situations. * Ability to observe and recall details and incidents. * Ability to act and resolve parking and traffic problems. * Ability to write standard incident reports in a clear and concise manner. * Ability to interact effectively with a wide range of individuals including the campus community, general public and law enforcement personnel. * Ability to handle sensitive situations with tact and confidentiality. Preferred Qualifications * At least 1 year of experience as a security officer. * Must be dependable, trustworthy and willing to respond to work on call if needed. * Keep uniform inspection ready: polished, clean, and neat. * Knowledge of campus operating and emergency procedures. Required/License/Certification * Incumbent must pass a medical examination and background check, and possess a valid California Drivers' License. * The person holding this position is considered a 'mandated reporter' under the California Child Abuse and Neglect Reporting Act and is required to comply with the requirements set forth in CSU Executive Order 1083 Revised July 21, 2017 as a condition of employment. Environmental/Physical/Special Must be able to work indoors and/or outdoors and feel comfortable working in a police environment. May be required to work evenings and/or weekends depending on department staffing needs. Must be able to stand for long periods of time, walk for long periods of time, climb stairs, lift, open doors, and assist police officers as requested. Must be able to react to emergencies and be able to communicate effectively. Act as a first level mediator of disputes and be the eyes and ears for the UPD. Must be able to competently interact with a culturally and ethnically diverse population of students, faculty and staff and visitors/guests. Pre-Employment Requirements This position requires the successful completion of a background check. Eligibility to Work Applicants must be able to provide proof of US Citizenship or authorization to work in the United States, within three business days from their date of hire. Benefits Threaded through our Total Compensation package is a commitment to Bridging Life's Transitions. SF State is committed to providing our employees with a comprehensive program that rewards efforts that are appreciated by your colleagues, students and the customers we serve. We offer a competitive compensation package that includes Medical, Dental, Vision, Pension, 401k, Healthcare Savings Account, Life Insurance, Disability Insurance, Vacation and Sick Leave as well as State Holidays and a dynamic Fee Waiver program, all geared towards the University's commitment to attract, motivate and retain our employee. CSUEU Position (For CSUEU Positions Only) Eligible and qualified on-campus applicants, currently in bargaining units 2, 5, 7, and 9 are given hiring preference. Additional Information SF STATE IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (i.e. H1-B VISAS). Thank you for your interest in employment with California State University (CSU). CSU is a state entity whose business operations reside within the State of California. Because of this, CSU prohibits hiring employees to perform CSU-related work outside of California with very limited exception. While this position may be eligible for occasional telework, all work is expected to be performed in the state of California, and this position is assigned to on-campus operations. CSU strongly encourages faculty, staff, and students who are accessing campus facilities to be immunized against COVID-19. The systemwide policy can be found at ******************************************************* The Human Resources office is open Mondays through Fridays from 8 a.m. to 5 p.m., and can be reached at **************. Please note that this position, position requirements, application deadline and/or any other component of this position is subject to change or cancellation at any time. Advertised: Oct 13 2025 Pacific Daylight Time Applications close:

Job Description Rio Rock Acai Cafe in Kentfield, CA is looking for one customer service to join our 9 person strong team. We are located on 860 College Ave. Our ideal candidate is attentive, punctual, and engaged. Responsibilities Greet customers and make them feel at home Answer any questions the customers may have Assist Customers in preparing their orders Clean work area as needed to maintain a tidy work environment Respond to all complaints in a friendly and professional manner Qualifications Friendly attitude even when dealing with disgruntled employees Responsible and proven ability to maintain scheduling commitments Ability to problem solve quickly concerns customers may have Good communication skills with customers We are looking forward to reading your application.

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 Sonoma. 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. * Bilingual Spanish speaking skills are required! * 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.

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.

Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries. DUTIES AND RESPONSIBILITIES: ~ Provide quality service to members and other employees ~ Provide explanation for all types of new share and loan accounts. ~ Cross-sell all credit union products and services. ~ Establish or make changes for payroll deductions and/or direct deposits. ~ Provide account balance information. ~ Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners ~ Mail out loan applications, rate sheets and other pertinent information. ~ Open sub savings accounts and money market accounts. ~ Accept and review consumer and auto loan applications for completeness. ~ Process mail and answer phones. ~ Perform other duties as assigned. PREREQUISITES FOR POSITION EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred. SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime. Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.

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 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.

A community-focused nonprofit organization in San Francisco is seeking a Membership Associate to enhance member experiences and provide customer support. This role involves engaging with members, managing accounts, and promoting inclusivity within the facilities. Ideal candidates will have a high school diploma, 6 months of customer service experience, and proficiency in Office 365. This position offers a competitive hourly rate ranging from $19.50 to $24.00. #J-18808-Ljbffr