Member service representative jobs in Visalia, CA - 347 jobs

The Customer Service Representative (CSR) is a full-time role responsible for managing Ingredient and Export Customers. This individual will demonstrate exceptional commitment to their accounts as they interact with internal and external partners, in alignment with our commitment to ensure exceptional service. Must be an open communicator, collaborator, and self-starter. Sun-Maid is a world leader for Raisins and dried fruit sales around the world. Sun-Maid is a Grower Cooperative that was founded in 1912 and still running strong 114 years later. Our products can be found in every major grocery store in the USA and Canada, and we export to over 50 countries. Our business is based on our grocery retails items, and as an ingredient supplier to some of the world's largest food manufacturers. The ideal candidate will embrace our progressive culture, which emphasizes growth, innovation, and collaboration. Sun-Maid fosters a positive work environment through team-building activities and company-sponsored events. As one of the premier employers in the Central Valley, we are committed to expanding our team with individuals who share our values. Essential Job Duties: • Primary duty is to manage customer transactions including sales orders, logistics and correspondence. • CSR is the primary contact point for day-to-day transactions, both internal & external. • Communications with customers, brokers, Sun-Maid Sales, Shipping and others is a daily responsibility. Customer management involves the following duties: Set up new Customers as needed Enter and manage customer orders daily Oversee Customer contracts Manage Export bookings & customs paperwork Manage Customer promotions, promotional claims & disputes Obtain and process credit/deduction documentation from Brokers or Customers. Manage broker activities, including processing payments, adjustments and managing deductions Ensure pricing on orders is correct and price lists are maintained Coordinate customer requested returns Prepare/review Customer Export documents including bank drafts, certs of production, organic certificates and quality documents Sun-Maid internal collaboration involves the following duties: Coordinate with Operations for production scheduling of customer specific items to meet demand Notify supervisors and sales teams of Customer issues and assist in resolution. Request freight pricing, coordinate shipment scheduling and freight payment processing with the Transportation team. Work with Demand Management & Whse Reconciliation to help manage inventory at our forward warehouses. Assist Accounts Receivable with short payments or overdue invoices. Ability to handle one's own workload while providing back-up to other team members as needed Ancillary Job Duties: • Support implementation of new business solutions and/or procedures to improve accuracy and efficiency. • Perform additional duties, as needed, by the company. Requirements Education and Experience: Minimum AA degree preferred but not required. Minimum 2 years of customer service experience preferred, ideally in a manufacturing environment. Proficiency in Microsoft Excel, Word and PowerPoint. Strong problem-solving skills, organizational ability, and sound business judgment. Excellent communication skills (written and verbal). Excellent math skills and accounting skills recommended. Ability to manage multiple tasks simultaneously. Collaborative team player with a positive attitude and strong work ethic. Salary Description $22-$26/hr

Accurately process teller transactions, such as deposits, withdrawals, transfers, sale or processing of negotiable instruments, etc. Provides exceptional member service to all members The ability to work at any location as needed. Takes an active role in branch member service programs by greeting all members, learning their names, and meeting their banking needs by introducing credit union products and services. Go the ‘extra mile' to build trust relationships, customer loyalty, and satisfaction. Supports the branch team to achieve service and benchmark goals. Participates in all assigned employee development programs in support of the Credit Union's commitment to our values and mission. Resolves routine issues and directs complex issues to the appropriate management staff member. Balances currency, coins, and checks in cash at the end of shift and compares totaled amounts with data displayed on the core processing system; secures cash. Perform other duties and projects as assigned. Able to meet branch transaction and service benchmarks through goal attainment. Requirements Requirements High school degree or equivalent. Ability to be Bonded Minimum of one year of Hospitality Experience Ability to work Monday- Saturday between the hours of 8:30-6:15 at all branch locations. Ability to maintain regular, punctual attendance consistent with the ADA, FMLA, and other federal, state, and local standards. Self-motivated and excellent communication skills Able to travel to cover other branches for training or staffing as needed. Prior banking and/or credit union experience is preferred. Experience with the core platform, Jack Henry, is preferred. Fluency in Spanish is a plus. Cash Handling experience is a plus. Ensures compliance with all safety, security, and compliance programs, including but not limited to BSA, AML, OFAC, Branch Security, and Safety. Salary Description $18.50 - $20.50

Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************ Job Description Any candidate with healthcare and customer service experience, Hedis exp is plus. Requires High School diploma and 6 months related work experience or an equivalent combination of education and experience. Candidates who have familiarity with medical terminology and with prior HEDIS experience are given preference for this position Additional Information Thanks & Regards Nithisha Prasad **********

Job Description OUR CORE VALUES Valley Strong Credit Union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. POSITION SUMMARY Provides exceptional Member experience throughout our communities. The ideal candidate provides detailed information and promotes credit union products and services to build relationships. Processes monetary transactions within assigned limits, maintains accurate records and balances each day's transactions in accordance with established policies and procedures. Proactively engages with Members to identify products and services designed to assist them in achieving their financial goals. Answers questions and directs Members to appropriate department for specialized services. Team Members are empowered to make the Member experience effortless and seamless. Creates an environment of trust by “doing what's right.” ESSENTIAL DUTIES Processes financial transactions including deposits, withdrawals, transfers, payments, and general ledger entries while maintaining a cash drawer. Provides services to Member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Knowledgeable in all tools, products, and services to provide answers and assistance to Members' questions or concerns. Utilizes basic sales techniques to deepen existing Member relationships, often while processing transactions. Maintains responsibility for all cash controls and follows proper balancing procedures. Identifies Members' needs, cross-sells and refers Members to appropriate business partners. Recommends alternative channels such as online, mobile, and digital solutions. Identifies and reports fraudulent activity to prevent potential loss to credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. Checks acceptance approval within assigned limits. Ensures confidentiality of all Member and credit union information. Efficiently and accurately processes all Member transactions on multiple systems. Reviews and maintains knowledge of products, fees, and policies, and stays current on offerings to make product suggestions with assistance. Understands the role in sales growth and meets branch-assigned and individual goals. Performs other duties as assigned. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. EDUCATION and/or EXPERIENCE High school diploma or general education degree (GED); related experience and/or training; or equivalent combination of education and experience. LANGUAGE SKILLS Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. MATHEMATICAL SKILLS Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. REASONING ABILITY Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. The Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. OTHER SKILLS AND ABILITIES Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures.

As part of an international mid-sized corporation with ambitious growth plans, an innovative mindset and high customer focus, NDS is looking for highly motivated and team-oriented individuals with eagerness to join our journey from good to great. Customer Service Representative Visalia, Ca Overview and Scope: The Customer Service Representative (CSR) position at NDS is critical to the growth, success and strategic objectives of NDS. Provide excellent customer service to maintain and enhance existing business and to obtain new business. This requires that the CSR take personal and complete responsibility for every order to ensure that the customer requirements are met from time of initial order receipt until the product is delivered and the customer is satisfied. Providing support to the sales regions to help insure objectives are met and opportunities become closed sales based on NDS objectives and initiatives. Specific Job Responsibilities and Accountabilities: Sales and Growth Identify upsell and add-on product opportunities by asking probing questions to identify product need. Timely and accurate processing of customer orders; insuring that all job orders contain all components necessary for the customer to execute and complete the installation. Provide first line of technical support insuring customers have accurate product and application knowledge including providing any needed specification data. Coordinate, expedite and track critical orders through delivery with regular communication to the customer. Communication of product promotions to customers through outbound calls. Record complete and accurate information on job leads through inbound calls. Sales region main point of contact for general customer service requests. Document important and crucial customer information into the Salesforce system for follow up and notification to sales team members. Other Support ISR and ISA in providing written job quotes as needed Support ISR and ISA in logging information in the Salesforce as needed Answer inbound calls in a timely and professional manner; meeting customers expectations. Regional point of contact for distributors and sales representatives Daily maintenance of filing and reports; purchase orders, open orders, backorders, suspense Support ISR with Salesforce input and other administrative activities related to closing of sales as needed Generate and processing of profoma invoices Other projects and assignments as designated by Supervisor Keep department manager informed of successes, key information and roadblocks. Competencies and Skills Required: Demonstrate exceptional interpersonal communication and relationship building techniques. Have the ability to work in a diverse and dynamic team environment. Exhibit skills for multitasking, flexibility and quickly adapting and responding to the changing needs and priorities of all customers; internal and external. Demonstrated ability to perform data analysis, problem solve and make recommendations for resolution. Solid aptitude for learning new tools, processes and techniques. Exceptional verbal and written communication skills. Strong organization skills. Minimum Qualifications Demonstration of the competencies and skills listed above. Two or more years of experience in a customer service, sales or call center environment with increasing responsibility. NDS product and business knowledge or experience in a similar industry. Working knowledge of Syspro or similar ERP system. Intermediate or advanced experience with Microsoft programs (i.e. Word, Excel, and PowerPoint). Ability to effectively work cross functionally. Desired Qualifications Bachelor Degree Irrigation or plumbing product design or installation knowledge NDS, a proud member of NORMA Group, is a market leader for solutions in Storm Water Management, Efficient Landscape Irrigation, and Flow Management for residential and commercial markets. Enjoy Speed. Adapt Fast. Don't' hesitate - take action, apply today and join our team! NDS, Inc., 851 N Harvard, Lindsay CA 93247 **********************

Replies within 24 hours Job SummaryThe Member Services Representative will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests.Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Must be able to occassionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. Compensation: $16.50 per hour JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.

Dave & Buster's is different from everywhere else. No two days are ever the same. Time will fly by serving hundreds of people with flexible schedules you can accommodate school or other jobs. Plus, your co-workers are awesome! Dave & Buster's offers an attractive benefits package for many positions, including medical, dental, vision, 401K, FREE GAMES and more. POSITION SNAPSHOT: Our Captain position ensures Guests' initial impressions with Dave & Buster's are positive and welcoming. The Captain's position requires a strong communicator who will guide our Guests through their Midway, retail, game rental and dining experiences. Our Captains also act as an initial point of contact in the enforcement of house policies and maintaining the safety and security of the unit. NITTY GRITTY DETAILS: Delivers an unparalleled Guest experience through the best combination of food, drinks and games in an ideal environment for celebrating all out fun. Acts as an initial point of contact in matters concerning safety and security in all areas: front door, Viewpoints, Midway, bar areas, kitchen and back of house areas, dining areas, private event rooms and restrooms. Acts as ambassador to the building, assisting Guests with all requests and answers questions as needed. Greets Guests with a positive attitude and enthusiasm while performing multiple job functions. Smiles and greets Guests upon entering. Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance and takes prompt corrective action where necessary or suggests alternative courses of action. Provides timely and accurate service while managing wait times and communicating information as needed to Guests, Team Members and Managers. Competently diffuses difficult Guest situations while protecting the integrity and safety of our staff, building and house policies. Assists with the maintenance and upkeep of the Viewpoint and Midway areas. Assists in the cleanliness and organization of the rental equipment. Ensures all billiard supplies are stocked, properly cleaned and maintained to maximize costs and decrease loss. Checks for restocking of necessary supplies. Brings all areas up to standard. Assists in the rental of Billiards and Shuffleboards, maintaining and resetting the area after each use. Assists with the set up and break down of special events functions as directed by management. Provides game assistance by promptly notifying Support Technicians or Management as needed. Assists and directs Guests to Kiosk areas and answer questions as needed. Ensures that our Guests adhere to house policies as outlined and informs management of any issues. Bids farewell to Guests leaving. Ensures everything was satisfactory and invites Guests to return. Assists other Team Members as needed or as business dictates. Maintains a favorable working relationship with all other company Team Members to foster and promote a cooperative and harmonious working climate that will be conducive to maximum Team Member morale, productivity and efficiency/effectiveness. Is dressed in accordance with dress guidelines, looking neat, clean and professional at all times. Must demonstrate ability to read and communicate in English. Must be at least 18 years of age. RequirementsSTUFF OUR ATTORNEYS MAKE US WRITE: The physical demands described here are representative of those that must be met by a Team member 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 position, the Team member will regularly be required to: Work days, nights, and/or weekends as required. Work in environments with both hot and cold temperatures such as freezers and around cooking equipment. Work in noisy, fast paced environment with distracting conditions. Read and write handwritten notes. Lift and carry up to 30 pounds. Move about facility and stand for long periods of time. Walk or stand 100% of shift. Reach, bend, stoop, mop, sweep and wipe frequently. The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position. As an equal opportunity employer, Dave & Buster's is dedicated to our policy of nondiscrimination in all aspects of employment, and we comply with all Federal, State and Local laws regarding nondiscrimination. Dave and Buster's is proud to be an E-Verify Employer where required by law. Salary Compensation is from $16 - $17 per hour Salary Range: 16.9 - 18.4 We are an equal opportunity employer and participate in E-Verify in states where required.

The Member Experience Specialist effectively assesses individual member inquiries and provides solutions to meet member needs and credit union objectives. Provides member education and identify cross selling opportunities with an emphasis on strengthening member relationships. Open various new accounts, process necessary information and educate themembers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.) Use every member contact as an opportunity to advise member about additional services or programs they will benefit from. Assist with wide variety of member services including open/close Shared Certificates, assist members with checkbooks, process credit card/loan applications, solve fraud issues, close accounts, etc. Assist members with opening CD's and educate customers as to penalties, earnings, etc. Explain and expedite the opening, closing, transfer, and rollover of IRA certificates. Set up auto transfers and sign-up members for ACH transfers and wires. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Other duties as assigned. Experience, Education & Skills 2- 4 years of customer service experience 1 year + of similar or related experience, including time spent in financial or sales and service positions. Knowledge and proven ability in troubleshooting issues that may arise with digital technologies including websites High school diploma or GED is required. Ability to analyze and make sound decisions Employee must be professional, dependable, and flexible Maintain enthusiasm towards job functions and duties Maintain thorough knowledge of all Credit Union products and services Ability to evaluate each member's financial situation and cross-sell beneficial products and services Support service and sales objectives; meet monthly, quarterly and annual goals as set forth by management Maintain knowledge of rules and regulations that govern credit unions including but not limited to, BSA, OFAC and Reg. CC. Pay Range and Schedule: This position is a Tier 6, with a pay rate ranging from $22.00- $28.00 per hour The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations Full Time, typically 36-40 hours per week Schedule will be based around branch's hours of operation, which are as follows: Monday to Thursday- 9am to 5:00pm Friday- 9am to 6pm Flexibility to occasionally work early or late hours, typically with advance notice

REQUIRED: YOUTH AGES 16-30 YEARS OLD AND COMPLETION OF SUCCESSFUL YJCP WORKSITE EMPLOYMENT The City of Fresno is excited to offer youth between the ages of 16-30 years old the opportunity to gain valuable work experience in a public sector environment through temporary part-time paid employment in the grant funded One Fresno Youth Jobs Corps Program, as a workforce development program that invests in the next generation of city workers and city leaders. Limited wraparound services are available to remove barriers to employment. The Participant assignments range from working outdoors in the field to working in an indoor setting including carrying out duties that serve our community for 20 hours per week with flexible availability which may include nights and weekends. This exciting opportunity is for up to 6 months. The Requirements To be considered for the One Fresno Youth Jobs Program applicants must complete prerequisites: Step 1) Complete YJCP Interest Form at ********************************* Step 2) Complete one week of 29 soft skill videos with the option of virtual or in-person sessions. Step 3) Successful employment with a YJCP Worksite (up to 6 months) Step 4) Apply for the One Fresno Youth Jobs Program Participant Applicants must be between the ages of 16-30 years old at the time of employment to participate in the grant funded One Fresno Youth Jobs Corps Program. Candidates considered for hire must provide proof of a valid government issued photo ID, satisfactorily complete a Department of Justice fingerprinting. Possession of a valid California Driver's License at the time of employment may be required, depending on assignment. Pursuant to City of Fresno Charter, temporary employment shall not exceed 2,080 hours within 2 fiscal years. These are temporary employment opportunities that do not provide health benefits, or retirement and are not in any way a guarantee of permanent employment. Assignment may end at any time. Selection Process After prerequisites have been completed (see Requirements section), applicants for the YJCP Participant program must submit an official City of Fresno application on-line. Applicants will receive an automatically generated confirmation e-mail upon a successful application submittal. The e-mail is the only proof of submittal. For more information on how to complete an online application, please view "Instruction Guide" on the City's website on the Career Opportunities page here: ****************************************************** or call **************. Completed applications will be reviewed, and candidates will be contacted regarding potential career pathway opportunities in the One Fresno Youth Jobs Corps Program. Equal Opportunity Employer The City of Fresno is an equal opportunity employer. Should you need a special accommodation due to a qualifying disability, please contact the Personnel Department at **************.

JOB TITLE:Member Service Specialist IV DEPARTMENT:Branch Channel Delivery STATUS:Non- Exempt PAY SCALE: $25.00 - $25.00 Hourly GENERAL DESCRIPTION:Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services. TASKS, DUTIES, FUNCTIONS: Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer. Provides Golden 1 services to member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Assesses members needs while processing transactions. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. May be required to take the lead for open and closing responsibilities in the absence of Associate Branch Manager and/or Branch Manager. May be required to run the branch in the absence of the Associate Branch Manager and/or Branch Manager. Activates alarm. Assists Branch management in coaching branch staff to meet or exceed all member service objectives. Verifies signature cards in ECM (Enterprise Content Management). Check acceptance approval within assigned limits. Ensures confidentiality of all member and credit union information. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members' financial service needs to ensure members are provided with meaningful financial solutions. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system. Enroll members in the different channels that Golden 1 uses: online, mobile, etc. Refer member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Processes and approves medallion stamp requests. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what". Overcomes member objections and resistance with a calming and reassuring presence". Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. Comfortable and calm during conflict resolution dialogues. Polished coaching and leadership skills. Delivers feedback in an objective and effective manner. Effective delegation skills; e.g. knows when to delegate and when to lead. Identifies appropriate and inappropriate behaviors and communicates within the appropriate channels. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting, Operations Advisors, Auditing, and Corporate Services/Facilities. Internal conversations are more research focused (e.g., fraud avoidance and account research) Provides assistance to Branch Management in coaching, performance and corrective action conversations with MSS I, II, and III's. Assist management in leading branch meetings, quarterly security meetings, and daily huddles. EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year in a leadership role at another financial institution preferred, plus 1.5+ year in a Member Service Specialist III role preferred. BEHAVIORS: Fosters a positive and engaging work environment. Treating others with courtesy and respect. Inspires others through words and actions and embracing G1's mission, vision and core values. Displays positive, outgoing, and empathetic attitude. Punctual and reliable. Results-orientated. Takes on any task required to meet or exceed all team objectives. Takes the initiative to identify, investigate and resolve member issues, including operational and support situations. Willingness and flexibility in taking on new responsibilities as business requires. Willingness to learn and master new and emerging banking technology. Presents Golden Services (Internal/External). Assumes Positive Intent in all communication. Demonstrates and coaches behaviors that are expected of the team (leadership by example). Supports and demonstrates cohesive leadership within the branch. Adept in resolving conflicts in a professional manner. 4. KNOWLEDGE/SKILLS: Functional: Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, customer service, Loan Auditing/Reporting, and SIG cards. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ. Advanced knowledge in Bridger--Reporting Capability, Card@Once--Reporting Capability, WireExchange--Approval Knowledge, Staff Pro/Cash Tracker, Kiran, Visa Cats, and Performance Pro. PHYSICAL REQUIREMENTS: Prolonged standing throughout the workday. A teller stool is provided as may be needed Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed. LICENSES/CERTIFICATIONS: Certified Notary Public, and successful completion of Medallion certification. THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME. REV. 12/2/2025

Quipt Home Medical is a rapidly growing leader in the provision of clinical respiratory equipment and service in the durable medical equipment industry. We are looking for driven individuals to come grow with us. Customer Service Representative Position Reports To Branch Manager/CSR Director Position Summary As a Customer Service Representative, you are a direct point of contact for any patient, care giver, referral source, or commercial account that contacts us either in person, over the telephone or via the internet, to provide equipment and/or services. All CSSs are able to interact with customers to provide information in response to inquiries about products or services and to handle and resolve any complaints. A CSS is to receive, qualify, and process, according to procedure, all customer orders in a timely, efficient, accurate, and courteous manner. A CSS is often involved in investigating and responding to customer inquiries regarding shipments, products, deliveries and complaints. Let's start with what's important to you. The Benefits..... * Medical Insurance- multiple plans to choose from * Dental & Vision Insurance * Short Term Disability & Long Term Disability Options * Life Insurance * Generous PTO plan * Paid Holidays * 401K * 401K match * Competitive Pay Essential Responsibilities: Have a comprehensive understanding of the following: * All products we carry * Companywide Policies, Procedures, Standards, Specifications, Guidelines and Training Programs * Basic Brightree Functions * Proper Intake Procedures * Insurance Verification and Eligibility * CMN Requirements and Prior Authorizations * Documentation Requirements of the Equipment * Patient's Financial Responsibilities (Deductible, Co-Insurance, Co-Pay, ABN/Upgrade) * Difference Between Verbal, Written and WOPD orders * Complaint Resolution Procedures * Answers the telephone using the company's professional greeting and taking complete, accurate and detailed messages. Transfers callers to appropriate person or voice mail number. * Greets all visitors coming on their arrival. Ensure that they are properly directed to the appropriate personnel who might assist them. * Distributes mail daily and monitors the fax machine for incoming transmissions. Distributes correspondence to appropriate personnel or mailbox depending on the priority of the correspondence. * Qualify orders by identifying the customer's diagnosis and insurance coverage and ensure verification of the necessary insurance reimbursement information to process the third party billing when appropriate. Informs customers of financial responsibility. * Inputs customers' orders or changes into the computer system timely. Processes work order and necessary paperwork as well as prescriptions for physicians. * Arranges for convenient customer delivery/pickup time with patient and/or caregivers. Conveys orders to Clinical Specialists and/or delivery personnel. * Handles customer complaints courteously using appropriate techniques, problem solving skills and follow-up logs. * Audits, confirms and files all deliveries, pick-up or exchange paperwork daily. Reviews various edit reports to assure accuracy. * Tracks active rentals, automatic reorders, and concentrator maintenance, processing in a timely as per policy and procedure. * Obtains appropriate prior authorization number and time frame from appropriate third party payer. Logs information into database. * Obtains verbal and written orders from physicians, discharge planners and other healthcare professionals as needed. * Ensure that all assigned procedures, including but not limited to, billing, posting, insurance, denials, inquiries, orders, and paperwork are processed in an accurate and timely manner. * All patient files and information are maintained and current at all times. * Participates in company training programs * Demonstrates excellent oral and written communication skills with referrals, handling complaints and qualifying orders. * Timely filing of all necessary paperwork into patient charts. * Assist in working various computer reports for quality assurance. * Instruct the customer or caregiver in the proper and safe use of all equipment delivered in the store and provide each customer with the appropriate PIC sheet or other instructional material. Obtain required signatures and provide customers with a copy of the signed Delivery and Customer Information Checklists. * Strict adherence to all company policies and procedures. * Performs schedules hours, staggered shifts in accordance to the needs of the company. * Perform all above duties in other company locations when required. * May perform other duties not specifically listed in this position description as assigned by supervisor. * Continually strive to develop your knowledge and skills in all areas of your job. Requirements Position Qualifications * High School Diploma or equivalent * Previous experience in a Clerical or Customer Service environment * Knowledge of Microsoft Office (Word, Excel) etc. * Proficient general office skills (typing, computer, fax, filing, multiple phone line) * Neat personal appearance with pleasing manner and interpersonal skills · Strong communication skills with capacity to make independent decisions · Medicare/Medicaid and insurance billing, bookkeeping or medical office experience preferred Continuing Education As designated by management to include company in services and off-site training programs as appropriate to industry and position. FLSA Status Non-Exempt Licenses, etc. None

Vie-Del is a major producer of concentrates from grapes and other fruits, brandy, spirits, and wines. We are currently seeking talented candidates to join the Vie-Del Family. We offer a competitive salary and excellent benefits package in an employee-friendly and rewarding environment. SUMMARY: The Order Processing Specialist under limited supervision from the Lead Customer Service Manager will plan, organize, and direct the activities required to receive, schedule, coordinate, and process customer orders for products via phone, email, or direct contact by performing the following duties. DUTIES: 1. Cover Customer Service Department phone lines to write phone orders, answer customer inquiries, record complaints and sell additional products that may meet customers' needs 2. Edit orders received by fax, mail or email for product name, price, nomenclature, terms, conditions and link to any agreement with any existing contracts. Compared to previous orders shipped to that particular customer 3. Input order onto the Telephone Order Pad and enter data into the computer. 4. Submit shipping instructions, release empty rail cars and file claims with the railroad online 5. Keep appropriate personnel, including the company President, advised of customer orders, complaints, product requests and other relevant information, via computer reports, memos and verbal contact, when necessary 6. Keep customer advised of shipping date, anticipated delays, and any additional information needed by customer. 7. Plan and direct the activity involved in the movement of inbound and outbound freight 8. Negotiate and receive freight quotes and ensure timely delivery and receipt of goods 9. Approve incoming freight bills and all UPS and Fed-Ex charges for customers and/or employees 10. Review account receivable and customer payment history to: a) Ensure product is not shipped to customers with overdue accounts, without company President's approval b) Verify that payment terms offered to customer remain appropriate c) Contact past due accounts for payment status d) Deduct incoming payments on weekly Accounts Receivable report. 11. Confer with production, sales, shipping, warehousing, or common carrier personnel to schedule and expedite shipments or trace missing or delayed shipments, including: a) Recommending type of packaging or labeling needed for order b) Follow up on orders to ensure delivery by specified dates. c) Process all necessary documentation for export shipments, ensuring a smooth flow of goods through customs 12. Prepare sales invoice computing price and shipping charge, prepare additional forms required by customer, such as Certificates of Analysis (COA) or Country of Origin and email all required documentation to customer 13. Receive and research customer complaints 14. Prepare shipping orders, bills of lading, etc. and route order to shipping department. Prepare Export papers & email to customers, Customs and carrier 15. Prepare sample request and forwards to lab for shipping. Contact customer for sample approval. Notify Quality Control, Shipping and Production Departments when approved 12/11/2020 Page 2 of 3 16. Maintain files of order documentation, invoices, freight rates, correspondence, etc. 17. Compile statistics and prepare various reports as directed by management 18. Verify carrier has current Certificates of Insurance on record naming Vie-Del Company as additional insured 19. Perform all other duties associated with Customer Service 20. Log shipments off customer contracts 21. Prepare daily and weekly inventory, daily shipping schedules. ADDITIONAL DUTIES: 1. Perform other duties which may be assigned by the President. 2. The company reserves the right at any time, with or without notice, to change this job description, reassign or transfer the employee to another position, or alter or assign additional job responsibilities. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Requires excellent verbal and written communication skills, as well as excellent organizational skills. Ability to type and enter on a personal computer, 10-key by touch. Experience with Windows, Microsoft Word, and Excel is preferred. 1. Education and Experience High School diploma or GED. AA Degree or equivalent preferred and/or two years related experience. Proficiency using Microsoft Word, Excel, and other computer applications is desirable. 2. English Language Skills Ability to read, and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of employees of an organization. Ability to effectively present information, both verbally and in writing. 3. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages. Ability to apply concepts of basic algebra and geometry. 4. Reasoning Ability Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Ability to define problems, collect data, establish facts, and draw valid conclusions. 5. Other Requirements Intermediate or higher level of experience with word processing and spreadsheet applications. Intermediate or higher level of experience with Internet search engines. Typing speed of 40 words per minute or more and ten-key by touch.

Job DescriptionWe are currently seeking an enthusiastic and motivated individual to immediately fill the position of Front Office/Customer Service. Applicants must demonstrate a commitment to client satisfaction by communicating what is necessary in a genuinely friendly and professional fashion. Benefits Listed pay of $k includes base pay. Paid training and ongoing professional development Paid holidays and paid time off. Retirement benefits. Open door policy with your manager. Responsibilities Answer and direct incoming phone calls and be responsible for booking appointments. Manage designers appointment calendars in CRM. Greet visitors and assist with office support needs. Deliver administrative support for office staff, sales team, and production/installation department. Complete general office duties with strong verbal and written communication skills. Requirements No degree is needed. We are looking for candidates with office experience. Proficient in Microsoft Office. Excellent phone etiquette. Strong personal organizational skills. Strong work ethic. Strong verbal and written communication skills. Customer oriented, friendly and enthusiastic. Closets by Design - Overview Closets by Design is a nationally recognized leader in home organizing systems. We design, manufacture, and install a complete line of custom closets, home office furniture, media systems, wall-beds, garage cabinetry and more. Closets by Design - Our Values Serve Others Be a Problem Solver Trust the Process We respond to all candidates within 24 hours and complete hiring in 7 days.

Part-time Description PAY GRADE: 19N PAY RANGE: $19.07 - $29.59/hour DEPARTMENT: Branch Operations Experience the difference with Educational Employees Credit Union, the largest credit union in the Central Valley. Known for its outstanding member service, EECU promotes a positive work environment and supports employee well-being with a competitive benefits package, including a 6% employer contribution to 401k. In 2025, EECU received the Gold Award for Best Credit Union and the Silver Award for Best Place to Work in The Fresno Bee's 2025 Best of Central California People's Choice Awards. No evenings or weekends! The ideal candidate for this position will have a positive attitude, great member service/sales skills and previous experience in the financial industry. Responsibilities of the position include: Accurately process teller transactions (loan payments, transfer of funds, etc.) Thorough knowledge of negotiable instruments such as cash and checks Efficiently and accurately record information Research and resolve members' concerns Cross-sell credit union products and services Efficiently utilize the software systems provided to perform member transactions Requirements Requirements of the position include: Previous cash handling and/or customer service experience Desire to provide outstanding member service Ability to cross-sell Self-motivated Good communication skills Dependable (arrive to work on time as scheduled)

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 38 Customer Service * Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It's your time, 24 hrs or bust, Statement of fact, everybody makes a difference) * Adhere to QIS standards minimum 95%. * Actively contributes to team success through clear, effective communication with co-workers. * Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Sales Support * Meets goal of $110/FTE per month on average. * Assist CSM with internal sales activity for new product and service referrals. * Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. * Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability * Exercise sound judgment to protect Bank assets and control losses. * Assist CSM with Audit readiness of branch. * Coach/train staff. * Meet attendance guidelines. * Respond well to constructive feedback and work to correct any noted concerns. * Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security and Compliance Responsibilities * Adhere to Control Consciousness policies and procedures. * Follow branch security procedures in opening, closing, and branch operations. * Complete regulatory tutorials to ensure understanding of compliance standards and expectations. Answer regulatory questions correctly during Audit/Branch Review. Transaction Accuracy * Meet established standards for accuracy and compliance with policies and procedures. Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PROMOTIONAL GUIDELINES: BSO's are eligible for promotion based upon the following minimum criteria: * Must be in current position for six months. * Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the "Minimum Monthly Referrals" matrix in Chapter 18 of the Operations Manual for current referral criteria. * Must not have been on counseling for same six-month period. * Performance appraisal does not contain a "below expectation" and/or "needs improvement" in any rated category. * CSM may require additional training/classes based upon specific branch need. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. MENTAL DEMANDS: * Accurately count and dispense funds to customer. * Recognize opportunities to cross-sell products. * Respond positively to challenging customers. * Maintain established service standards. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: * Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Requirements EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.90 - $19.21

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification. Use a customer-focused, needs-based review process to educate customers about insurance options. As an Agent Team Member, you will receive... Hourly pay plus commission/bonus Valuable experience Growth potential/Opportunity for advancement within my agency Requirements Sales experience (outside sales or inside sales representative, retail sales associate, or telemarketing) preferred Successful track record of meeting sales goals/quotas preferred Excellent interpersonal skills Excellent communication skills - written, verbal and listening Self-motivated Proactive in problem solving Dedicated to customer service Bilingual - Spanish preferred Life and Health license (must be able to obtain) If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs.

As part of an international mid-sized corporation with ambitious growth plans, an innovative mindset and high customer focus, NDS is looking for highly motivated and team-oriented individuals with eagerness to join our journey from good to great. Customer Service Representative Visalia, Ca Overview and Scope: The Customer Service Representative (CSR) position at NDS is critical to the growth, success and strategic objectives of NDS. Provide excellent customer service to maintain and enhance existing business and to obtain new business. This requires that the CSR take personal and complete responsibility for every order to ensure that the customer requirements are met from time of initial order receipt until the product is delivered and the customer is satisfied. Providing support to the sales regions to help insure objectives are met and opportunities become closed sales based on NDS objectives and initiatives. Specific Job Responsibilities and Accountabilities: * Sales and Growth * Identify upsell and add-on product opportunities by asking probing questions to identify product need. * Timely and accurate processing of customer orders; insuring that all job orders contain all components necessary for the customer to execute and complete the installation. * Provide first line of technical support insuring customers have accurate product and application knowledge including providing any needed specification data. * Coordinate, expedite and track critical orders through delivery with regular communication to the customer. * Communication of product promotions to customers through outbound calls. * Record complete and accurate information on job leads through inbound calls. * Sales region main point of contact for general customer service requests. * Document important and crucial customer information into the Salesforce system for follow up and notification to sales team members. * Other * Support ISR and ISA in providing written job quotes as needed * Support ISR and ISA in logging information in the Salesforce as needed * Answer inbound calls in a timely and professional manner; meeting customers expectations. * Regional point of contact for distributors and sales representatives * Daily maintenance of filing and reports; purchase orders, open orders, backorders, suspense * Support ISR with Salesforce input and other administrative activities related to closing of sales as needed * Generate and processing of profoma invoices * Other projects and assignments as designated by Supervisor * Keep department manager informed of successes, key information and roadblocks. Competencies and Skills Required: * Demonstrate exceptional interpersonal communication and relationship building techniques. * Have the ability to work in a diverse and dynamic team environment. * Exhibit skills for multitasking, flexibility and quickly adapting and responding to the changing needs and priorities of all customers; internal and external. * Demonstrated ability to perform data analysis, problem solve and make recommendations for resolution. * Solid aptitude for learning new tools, processes and techniques. * Exceptional verbal and written communication skills. * Strong organization skills. Minimum Qualifications * Demonstration of the competencies and skills listed above. * Two or more years of experience in a customer service, sales or call center environment with increasing responsibility. * NDS product and business knowledge or experience in a similar industry. * Working knowledge of Syspro or similar ERP system. * Intermediate or advanced experience with Microsoft programs (i.e. Word, Excel, and PowerPoint). * Ability to effectively work cross functionally. Desired Qualifications * Bachelor Degree * Irrigation or plumbing product design or installation knowledge NDS, a proud member of NORMA Group, is a market leader for solutions in Storm Water Management, Efficient Landscape Irrigation, and Flow Management for residential and commercial markets. Enjoy Speed. Adapt Fast. Don't' hesitate - take action, apply today and join our team! NDS, Inc., 851 N Harvard, Lindsay CA 93247 **********************

JOB TITLE: Member Service Specialist III DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $23.00- $23.00 Hourly GENERAL DESCRIPTION:Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services. TASKS, DUTIES, FUNCTIONS: Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer. Provides Golden 1 services to member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance. Assesses members needs while processing transactions. Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system. Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union. Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc. May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above. Activates alarm. Verifies signature cards in ECM (Enterprise Content Management). Check acceptance approval within assigned limits. Ensures confidentiality of all member and credit union information. Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions. Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed. Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members' financial service needs to ensure members are provided with meaningful financial solutions. Mentors and advises MSSI's and MSSII's. Develops coaching and leadership skills by observation and training courses. Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system. Enroll members in the different channels that Golden 1 uses: online, mobile, etc. Refer member's home lending/investment needs to the appropriate business partner through EnAct referrals. Process consumer loan applications and completes the fulfillment of loan when appropriate. Approves signature cards. Audits loan reports and provides coaching as needed to avoid future errors. Provide approvals based on authorized limits as assigned by the Branch Manager. Notarizes member documents (certification of trust, etc.). Collects medallion stamp request information and sends to MSS IV or above for approval. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position. COMMUNICATION & INTERACTIONS: Interacts professionally with members. Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication. Effective listener. Communicates with empathy. Associates member needs based on conversation to G1 products and services. Overcomes basic objection or resistance through conversation. Works as part of a team. Accepts constructive feedback positively and utilize it to help personal and professional development. Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1. Communicates the ""why"", not just the ""how"" or ""what". Overcomes member objections and resistance with a calming and reassuring presence Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience. Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research) EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed. QUALIFICATIONS: EDUCATION: High School or GED required. EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member Service Specialist II or teller role at Golden 1 or another financial institution preferred. BEHAVIORS: Fosters a positive and engaging work environment. Treating others with courtesy and respect. Inspires others through words and actions and embracing G1's mission, vision and core values. Displays positive, outgoing, and empathetic attitude. Punctual and reliable. Results-orientated. Takes on any task required to meet or exceed all team objectives. Takes the initiative to identify, investigate and resolve member issues, including operational and support situations.\ Willingness and flexibility in taking on new responsibilities as business requires. Willingness to learn and master new and emerging banking technology. Presents Golden Services (Internal/External). Assumes Positive Intent in all communication. 4. KNOWLEDGE/SKILLS: Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and customer service. Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager. Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ. PHYSICAL REQUIREMENTS: Prolonged standing throughout the workday. A teller stool is provided as may be needed. Ability to lift up to thirty pounds. Ability to frequently move about the branch to accomplish tasks. Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed. Corrected vision in the normal range. Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed. LICENSES/CERTIFICATIONS: Certified Notary Public, if required for specific branch. REV. 3.8.2023

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products. Weekly Working Hours: 38 Customer Service · Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It's your time, 24 hrs or bust, Statement of fact, everybody makes a difference) · Adhere to QIS standards minimum 95%. · Actively contributes to team success through clear, effective communication with co-workers. · Make outbound service or sales calls via telephone and written correspondence as directed by CSM. Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained. Sales Support · Meets goal of $110/FTE per month on average. · Assist CSM with internal sales activity for new product and service referrals. · Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts. · Cross sell appropriate products and services to clients and prospects. Contributes to Key Initiatives. Decision Making and Accountability · Exercise sound judgment to protect Bank assets and control losses. · Assist CSM with Audit readiness of branch. · Coach/train staff. · Meet attendance guidelines. · Respond well to constructive feedback and work to correct any noted concerns. · Support CSM with teller line coverage and schedules. Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault. Security and Compliance Responsibilities · Adhere to Control Consciousness policies and procedures. · Follow branch security procedures in opening, closing, and branch operations. · Complete regulatory tutorials to ensure understanding of compliance standards and expectations. Answer regulatory questions correctly during Audit/Branch Review. Transaction Accuracy · Meet established standards for accuracy and compliance with policies and procedures. Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required. PROMOTIONAL GUIDELINES: BSO's are eligible for promotion based upon the following minimum criteria: · Must be in current position for six months. · Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria. · Must not have been on counseling for same six-month period. · Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category. · CSM may require additional training/classes based upon specific branch need. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate. MENTAL DEMANDS: · Accurately count and dispense funds to customer. · Recognize opportunities to cross-sell products. · Respond positively to challenging customers. · Maintain established service standards. EQUIPMENT USED TO PERFORM FUNCTIONS: 10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment. DECISION MAKING: · Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation. Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction. Requirements EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $16.90 - $19.21