Member service representative jobs in Watsonville, CA - 933 jobs

Job Title: CRM Lead Required Skills 5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion). Solid understanding of customer service operations and CRM/contact center best practices. Strong communication, stakeholder management, and onsite leadership skills. Ability to create detailed functional and technical documentation. Experience managing projects in cross-functional enterprise environments Preferred Skills: Oracle certifications (e.g., Oracle B2C Service Certified). Familiarity with scripting (JavaScript, PHP) in Oracle Service Cloud. Experience with middleware/integration tools (e.g., MuleSoft, Oracle Integration Cloud). Understanding of customer experience analytics and reporting (e.g., Oracle BI, Genesys reporting).

Posted Friday 9 January 2026 at 11:00 Who We Are Magnit is the future of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our clients' success. It can adapt quickly to regional or industry economic shifts, and provides the speed, scale, flexibility, transparency, and expertise required to meet an organization's contingent workforce management, talent strategy and broader organization goals. At Magnit, you'll work with passionate colleagues who collaborate and deliver meaningful results that positively transform the largest companies around the globe. About the Role This is a hybrid role working onsite 3 days per week in San Jose, CA. The Sr. Client Services Consultant is an onsite leadership role and acts as the primary escalation point for the client and junior staff members in the absence of the Program Manager. Depending on the size of the onsite team, the Sr. CSC responsibility may be limited to one product (payroll, business validation, or staffing desk) or may span over multiple product lines and staff supervisory duties. What You Will Do Follow, maintain, and update the SOP “Standard Operating Procedures” for day-to-day procedures. Ensure the team is following operational procedures per the SOP. Handle first line escalations and problem resolution; identify and resolve employee relations issues ensuring timeliness and adherence to appropriate laws and regulations. Depending on the size of the team, the Sr CSC's scope of responsibilities may be limited to one product (payroll, compliance or staffing desk) or may span over multiple product lines. Engage in and lead Business Development activities. When appropriate introduce new Magnit service lines to client managers. Work with OM/PM to identify opportunities to grow Magnit's business. Ensure agreed screening and pre-employment checks take place in line with client requirements. Maintain accurate and complete records for all in-scope workers. Manage the end-to-end engagement of client-sourced talent with your client group including ensuring the worker is correctly processed through Magnit payroll. Efficiently manage the relationship and performance of the approved staffing desk suppliers; identify suitable new suppliers to ensure smooth service delivery. Assist OM/PM in staff development, new staff orientation, and training. Utilize Magnit's proprietary software, Magnit VMS, to facilitate all required processes. Work with Program Manager to carry out ad hoc and structured training on co-employment for client groups as required. Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews; generate all required weekly reports to both client and Magnit on a timely basis. Contribute to team effort by accomplishing related results as needed. What You Will Need Bachelor's degree in business, Human Resources, or a related field or equivalent work experience. 5+ years of experience supporting a Management Service Provider (MSP) program performing duties such as recruitment services, staff augmentation, payroll, SOW. Advanced proficiency in a VMS platforms (e.g., Magnit VMS, Fieldglass, Beeline) required. Proven track record managing complex client accounts or high-volume staffing/payroll programs. Experience working directly with senior client stakeholders and vendors to deliver strategic workforce solutions. Strong command of Microsoft Office, particularly Excel and PowerPoint for reporting and client presentations. Demonstrated ability to lead initiatives, mentor junior team members, and drive operational improvements. Detail-oriented, self-motivated, and proactive in identifying and solving problems. Compensation: Salary range is $70,000-$80,000 USD annually. Salary rates are based on experience, skills, and geographical location. What Magnit will Offer You At Magnit, you'll be joining an innovative, high-growth environment and can quickly make an impact to help transform the largest companies in the world. You will work with passionate colleagues who collaborate and deliver. Magnit offers all employees the opportunity for growth and development, and we want individuals to fulfill their potential and blaze their own trails! Magnit will offer you a competitive benefits package, including unlimited PTO, medical, dental, and vision coverage, retirement planning, as well as discounts and perks for tickets, travel, merchandise and more! Magnit encourages employees to participate in giving back, and we will match employee contributions to favorite charities and support corporate volunteering hours to make a difference in your community! If this role isn't for you Stay in touch, we will let you know when we have new positions on the team. To see a complete list of our open career opportunities please visit *************************************************** To do our best work we need different viewpoints. Therefore, we celebrate diversity and embrace inclusion. As an equal opportunity employer, we are dedicated to building a team that represents a variety of backgrounds, perspectives, and skills. We strive to ensure that we maintain a positive and enriching work environment for all. #J-18808-Ljbffr

Salary Range: $74,557 - $111,835 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status:Non-exempt Department:Community Based Programs Reports To:Manager, SDOH or Manager, Community Based Case Management Employee Unit: Employees in this classification are represented by Service Employees International Union (SEIU) Local No. 521 GENERAL DESCRIPTION OF POSITION The Community Based Services Specialist serves as the lead, primary contact, and liaison for developing, supporting and monitoring the network of public and community based providers and vendors delivering Enhanced Care Management (ECM), Community Supports (CS), and/or other activities, programs or special projects addressing social determinants of health. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below. Develop and maintain updated knowledge of community based services, and capacity across Santa Clara County and support identification and assessment of ECM and/or CS provider network gaps. Recommend for initial and ongoing needs to support ECM and/or CS delivery system and operational infrastructure including data exchange, workforce training and capacity building. Support ECM and/or CS authorization and delivery process in accordance with DHCS-developed service definitions, eligibility criteria and reporting requirements. Oversee the development and management of the ECM, SDOH and/or CS provider network including: Serve as a knowledge and resource expert for ECM, CS and/or SDOH provider network operations. Establish and manage positive and productive working relationships with all public and community-based providers and vendors delivering services to members under ECM, CS or SDOH projects. Receive, research and respond to inquiries and issues that are raised by or impacting providers in a timely fashion and in collaboration with appropriate business units. Proactively communicate and collaborate with providers to identify problem patterns, track and trend issues, prepare recommendations for potential service improvement opportunities and develop tools and processes to improve communication and other processes Oversee collaboration with internal business units, particularly Provider Network Operations, Health Services Department, Finance and Claims, regarding provider communication, training and support and to ensure payments are made in accordance with vendor agreement terms. Schedule, conduct and report on regular site visits with each provider as required and coordinate and host at least one annual meeting with providers. Conduct orientation and ongoing training and education to community service providers and office staff including technical assistance, development of presentations and other written guidance or materials, in-person sessions, webinars and/or calls as needed. Assist in the preparation of promotional materials for the public, website or newsletters. Oversee provider compliance with required ECM and/or CS trainings and technical assistance including in-person sessions, webinars, and/or calls as necessary. Establish and oversee a program for communicating and tracking ECM and/or CS provider compliance with vendor agreement scope of work, key operational and financial objectives, and quality and performance metrics. Maintain accurate and timely documentation of provider contacts in compliance with NCQA standards, DHCS, DMHC and CMS regulatory requirements. Contribute to the development of ECM and/or CS pricing including recommending changes in pricing subsystems. Support the Department Manager in generating reports and performing special projects. Troubleshoot with providers to address issues related to submission of claims and encounter data for ECM and/or CS services. Understand and track applicable regulatory and reporting requirements. Ensure accuracy and regulatory compliance for all materials or documents. Attend off-site meeting or events as necessary. Perform other related duties as required or assigned. REQUIREMENTS - Required (R) Desired (D) The requirements listed below are representative of the knowledge, skill, and/or ability required or desired. Bachelor's Degree in public health, social welfare or related field; or equivalent experience, training, or coursework. (R) Minimum two years of progressively responsible and direct work experience working with the essential duties and responsibilities described above. (R) Demonstrated experience leading/managing projects, initiatives, and/or leading or directing the work of others. (R) Knowledgeable in the field of home and community-based services and community resource networks and a particular interest in working to address health disparities and addressing the needs of low-income communities. A deep understanding of SDOH that impact Santa Clara County and community members. (R) Ability to think creatively and work strategically, to help develop and implement innovative solutions yielding measurable results to the organization. (R) Ability to think creatively and strategically, gather and analyze data, organize and write reports, organize work efficiently. (R) Ability to understand, interpret, and apply applicable rules and regulations, and establish and evaluate priorities. (R) Advanced working knowledge and proficient with Microsoft Suite applications, and the ability to operate all applicable software. (R) Excellent oral and written communication skills, including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments and outside entities over the telephone, in person or in writing.(R) Ability to effectively facilitate meetings and deliver information/presentations to management, regulators, or staff (R). Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R) Ability to take initiative and exercise good judgment when making decisions within the scope of the position. (R) Ability to comply with all SCFHP policies and procedures. (R) Ability to perform the job safely with respect to others, to property, and to individual safety. (R) Maintenance of a valid California driver's license and acceptable driving record, in order to drive to and from offsite meetings or events; or ability to use other means of transportation to attend offsite meetings or events. (R) Knowledge of the community-based delivery system and managed care. (D) Project Management Professional (PMP) certification (D) WORKING CONDITIONS Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to regular contact with co-workers, managers, external partners, and vendors, in person, by telephone, and via work-related electronic communications. PHYSICAL REQUIREMENTS Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation: Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R) Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R) Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R) Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R) Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R) Reasoning Requirements:ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person, by telephone, and electronically, throughout a typical workday; attention to detail. (R) ENVIRONMENTAL CONDITIONS General office conditions. May be exposed to moderate noise levels. EOE (function () { 'use strict'; social Share.init(); })();

US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.

Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision

Green Team of San Jose, a Waste Connections company, is looking for ahigh energy Customer ServiceRepresentativeto join our team in San Jose, CA!Previous waste experience would be a huge plus ! The schedule will be Monday-Friday 8 hour shift between the hours of 7am and 6pm. The starting pay for this position is $40/hour.The pay range for this job category is $40-42/hour. We also offer great family benefits, 401k with a company match, paid vacation time, etc.! Why you should join us! CULTURE: It's a Great place to work! We work in an environment where empowered, self-directed All-stars know what they do is important. INTEGRITY: Our definition is "saying what you will do and then doing it!" We keep our promises to our customers and our employees. DUTIES AND RESPONSIBILITIES: Work in conjunction with other departments to resolve customer disputes & demonstrate the ability to become proficient in the use of proprietaryoperational systems. Interviews customers and records interview information into computer forcustomer service, talks with customers by phone and in person, to receiveordersforinstallation, turn on, discontinuance, or change in service. Fills out contract forms, determines charges for service requested, collectsdeposits, prepares change of address records and issues discontinuanceorders. Demonstrate effective use ofsoftware applications, at a minimum MS Word and Excel proficient. Delivers services to customers in a manner that promotes goodwill. Interacts with customers and Waste Connections employees to determine service requirements and resolve problems or complaints. Work in a fast paced,cooperative, high call volume environment. Solicit sale of new or additional services. Key Responsibilities: Troubleshoot and resolve customer concerns while maintaining a positive attitude. Professionalism: Ability to handle difficult situations with professionalism andempathy. Cover for the reception desk when necessary. WORKING CONDITIONS AND PHYSICAL EFFORT: Work environment is an office setting. Areas are clean, ventilated, and well lighted. OurCustomer ServiceReps normally have their own workstation or cubicle space and are equipped with a telephone, headset, and computer. CSRcall areas can be noisy and work may be repetitious and stressful, with little time in between calls, while still providing excellent service. Some calls are evaluated to ensurehigh standards. Also, long periods spent sitting,typing, or looking at a computer screen are common. Coaching& Feedback: CSRs will receive regular feedback andcoachingto ensure continuous improvement and excellent service delivery. MINIMUM JOB REQUIREMENTS: Bilingual Requirement: Bilingual (English/Spanish) preferred but not required. This position does not include additional pay for bilingual skills. Ability to read, write, comprehend and communicate in English. High school diploma or equivalent preferred. 2 years of Customer Serviceexperience. Experience with MS Word, Excel, and Email preferred .Typingand10-key skillsare required. Excellent organization and communication skills. Ability to analyze and solve problems. Gather data, compile information, and prepare reports. To be considered for any of our current openings you must complete an application at************************* Application information and additional instructions can be found once you select your position of interest. We offer excellent benefits including medical, dental, vision, flexible spending account, long term & short term disability, life insurance, 401K retirement and unlimited opportunities to "Connect with Your Future". Waste Connections is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to disability or protected veteran status.

Company Canon U.S.A., Inc. Requisition ID 33769 Category Facilities Type Full-Time Workstyle Full-Time On Site About the Role Responsible for prompt delivery of various on-site work assignments, providing customer service and ultimately, customer satisfaction. Your Impact Main Responsibilities: - Promptly informs supervisor of potential problems or customer concerns. - Promptly reviews and responds to management and client requests via emails, phone calls, text messages and verbal. - Strong focus on providing good customer service. - Contributes to the creation of the Site Procedure Guide to ensure all account processes are properly recorded. - Responsibilities may include Copy/Print Production/Copy Center, Copier Maintenance, Mail/Courier Services, Reception/Office Services, Shipping/Receiving, Inventory Services, Warehouse, File Room/Records File Services based on assigned location. - Attends cross-functional trainings to ensure ability to provide coverage when short-staffed. - Site responsibility and location of coverage may change based on client and/or division needs. Mail/Courier Services: -Responsible for prompt and accurate receiving, sorting, delivery, pick up, and processing of all courier items, interoffice mail, newspapers, magazines and all classed of United States Postal Services mail. -Tracks courier and accountable items (FedEx, UPS, Certified Mail, etc). -Researches and routes unidentified and generic mail. -Receives, logs, delivers and tracks messenger items. -Responds to customer requests. -Performs routine upkeep of equipment. -Records and tracks customer inquiries and fulfillment of requests. About You: The Skills & Expertise You Bring Please note: this is a customer-facing role, and requires compliance with customer policies and protocols, which may include COVID-19 vaccination and other measures relating to COVID-19. HS Diploma, GED, or equivalent experience required, plus less than one year of related experience. - Basic computer skills/technical knowledge. - Ability to multitask and prioritize in order to meet deadlines. - Good customer service and communication skills. - Ability to work with minimal supervision. - Ability to work OT as needed. - Required to take all necessary steps to obtain security and/or other clearances required by customers to enter the customers' premises. - May require driving between multiple client locations, may also require a personal vehicle (valid driver's license and acceptable driving record necessary). - Ability to lift up to 50lbs. - Ability to spend extended periods of time standing, bending, walking, reaching, and pulling while performing duties. We are providing the anticipated hourly rate for this role: $17.20 to 23.37 hourly. Company Overview About our Company - p { font-size: 18px; } Canon U.S.A., Inc., is a leading provider of consumer, business-to-business, and industrial digital imaging solutions to the United States and to Latin America and the Caribbean markets. With approximately $28.5 billion in global revenue, its parent company, Canon Inc., as of 2024 has ranked in the top-10 for U.S. patents granted for 41 consecutive years*. Canon U.S.A. is dedicated to its Kyosei philosophy of social and environmental responsibility. To learn more about Canon, visit us at ***************** and connect with us on LinkedIn at company/canonusa. Who We Are Where Talent Fosters Innovation. Do you want your next professional experience to be filled with purpose and opportunity, world-class team members, and impactful work? Driven by our mission of exceeding customer expectations with our technologies and enriching the lives of our local communities and staff, we are a phenomenal team working collaboratively toward common goals. Our employees have a strong work ethic, creativity, and a cooperative spirit. We believe in integrity, respect, empowerment, and making a difference in the communities we serve. There is a strong sense of pride in what we do individually and together as a team. Join us and discover what it means to work for a global digital imaging leader with an unparalleled reputation for quality and innovation. What We Offer You'll be joining a leader in digital imaging and innovation with an immense opportunity to make an impact and create your own rewarding career. We demonstrate commitment to our employees by offering a full range of rewards, including competitive compensation and benefits. And Even More Perks! -Employee referral bonus -Employee discounts -"Dress for Your Day" attire program (casual is welcome, based on your job function) -Volunteer opportunities to give back to our local community -Swag! A Canon welcome kit and official merch you can't get anywhere else *Based on weekly patent counts issued by United States Patent and Trademark Office. All referenced product names, and other marks, are trademarks of their respective owners. Canon U.S.A., Inc. offers a competitive compensation package including medical, dental, vision, 401(k) Savings Plan, discretionary profit sharing, discretionary success sharing, educational assistance, recognition programs, vacation, and much more. A more comprehensive list of what we have to offer is available at about-us/life-at-canon/benefits-and-compensation We comply with all applicable federal, state and local laws, regulations, orders and mandates, including those we may be required to follow as a federal government contractor/subcontractor. You must be legally authorized to work in the United States. The Company will not pursue or support visa sponsorship. All applicants must reside in the United States at the time of hire. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. If you are not reviewing this job posting on our Careers' site about-us/life-at-canon, we cannot guarantee the validity of this posting. For a list of our current postings, please visit us at about-us/life-at-canon. #CUSA Workstyle Description Full-Time On Site - This position requires full-time presence at your assigned office(s)/worksite(s)/territory on your scheduled work days. Posting Tags #PM-19 #LI-RH2 Need help finding the right job? We can recommend jobs specifically for you! Click here to get started.

The Customer Champion will serve as the primary contact for Taylor Farms California FSQA and QA/Customer relations. This entry-level role supports daily operations at our cut vegetable facility, including process improvements, employee training, quality monitoring and reporting, data analysis, new product and equipment launches, and other tasks essential for safe and consistent business operations. The position provides exposure to all areas of plant operations, from receiving to shipping. Candidates should be patient and motivated to develop leadership skills for future growth within the company. Seasonal travel between Salinas, CA and Yuma, AZ required. Responsibilities will include, but not limited to: Investigate complaints, prepare corrective action reports, and respond promptly to the customer. May involve direct contact with restaurant locations. Responsible for audit preparedness, audit execution and corrective action follow ups. Coordinate and calibrate facility personnel. Will be responsible for collecting and sending samples for cuttings. Provide timely communication regarding any supply or quality concerns and collaborate on strategies to ensure continuous plant operations. Multi-task between day-to-day responsibilities and longer-term projects. Do what needs to be done to get the job done safely and with quality top of mind. Qualifications: No prior work experience but must possess a strong interest in pursuing a career within the produce industry. Proficient in basic computer operations. English proficiency required; Spanish is beneficial but not mandatory. Bachelor's degree or equivalent qualification.

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities. The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent. Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations. Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Employee discounts Free food & snacks Free uniforms Health insurance Training & development Job Summary Santa Cruz Appliance Repair is looking for a Customer Service Representative to join our team! As a Customer Service Representative, you are a key member of the team and represent our members on client support calls. You are responsible for handling service requests and customer complaints. Exemplifying our code of values, you show respect and courtesy to all customers and employees. This position is right for you if you are self-motivated, energetic, and enjoy helping people. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis. Responsibilities: Help customers with appliance sales purchase Receive incoming calls in a professional and courteous manner Perform marketing and sales functions to sell additional work and earn business Complete work orders, return customer calls, and respond to customer complaints Perform other duties as needed which may include cross-training in related positions Qualifications: Strong written and verbal communication skills Detail-oriented with strong data entry skills Positive Attitude Team player who can work independently Able to lift 75 lbs. Benefits/Perks Full time position with benefits Growth and Career Advancement Opportunities Great Working Environment 401(k) matching Health and dental Aflac supplemental insurance Paid holidays and paid sick

Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud. If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the

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 Menlo Park. You will work 5 days a week including two (2) SATURDAYs! 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 AND 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 & Certification 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. 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; 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. 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. Customer Service experience. 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 and able to travel between locations regularly, including Saturdays. Must be available to work in different branch locations, and work on Saturdays. This is primarily an office job. Physical requirements include standing, sitting, bending and lifting (up to 15 pounds). Approximately 98% of time is spent using a video display terminal. Works in a variety of office environments where standing, walking or sitting at a desk, table or computer workstation for extended periods of time may be required. Approximately 50-80 percent of time spent on the job involves a personal computer. Works in an office environment where standing and walking or sitting at a desk, table or computer workstation for extended periods of time. Must be available to work in different branch locations, and work on Saturday's. May travel by car, plane or other form of transportation to attend business meetings. - 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.

***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.

Reporting to the Senior Director of Resources and Operations, the Administrative Services Specialist provides leadership and business solutions for the School's highly complex online and in-person programs. This position oversees the financial and day-to-day operations of the School providing direction to faculty, staff, and students. The position also provides direct support to the Director and Associate Director and serves as a key technical advisor, providing information, expertise, and recommendations to implement strategic objectives for the short-term and long-term goals of the department and programs. The incumbent initiates and distributes confidential and critical communications with University and external stakeholders, and identifies needs and creates solutions for the department related to staffing, finance, and programmatic needs. Key Responsibilities * Oversee complex department financial information for various funds including Operating Fund, PaCE Fund, Trust Fund, SSETF Fund, Research Foundation Funds, and University Advancement endowed and non-endowed funds. * Reconcile and maintain all funds based on university and state policies and procedures. * Analyze budget information, address issues, and initiate corrections via University software and tools * Develop and implement policies, procedures, and systems for efficient operations. * Prepare periodic, mid-year, and year-end budget projection reports * Audit travel reimbursements, monitor recruitment events budget * Serve as Property Manager and oversee scholarships, including tracking, establishing, and processing awards. * Resolve staffing issues, prepare evaluations, monitor work performance. * Track and approve payroll, time taken, and HR expense adjustments Knowledge, Skills & Abilities * Ability to communicate with constituents in a professional and respectful manner. * Knowledge of State, CSU, and University policies and procedures in order to provide expertise and leadership. * Knowledge and ability to analyze, interpret, compile, apply, integrate, and present complex data and information. * Knowledge and ability to advise management regarding policies, procedures, and the impact of data at hand. * Knowledge and ability to apply CSU and FIRMS-GAAP accounting principles. * Knowledge of organizational and operating structures and functional areas, and their impact on campus and off-campus structures. * Ability to use multiple application systems and databases for data analysis, research, report preparation, and execution of projects. * Excellent written and verbal communication skills across multiple formats. * Ability to inform, negotiate, persuade, and achieve goals. * Ability to work strategically under minimal supervision. * Knowledge and skill in project management. * Ability to provide work lead direction to administrative staff. * Ability to address issues using research and analysis to provide solutions Required Qualifications * A bachelor's degree and/or equivalent training * Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs Preferred Qualifications * Demonstrated success with financial and audit projects, from planning through reporting, with a strong background in data analysis within a higher education or complex organizational setting. * Experience with CSU systems, including CSU financial, travel, and procurement policies, or comparable higher education/state systems. * Experience developing and monitoring grant pre-award and post-award budgets, endowments, and scholarships, including financial tracking, reporting, and liaison responsibilities. * Proficiency in PeopleSoft/Oracle, OnBase, Adobe, Google Workspace, MS Office, DocuSign, and other database/administrative support tools. * Experience preparing and analyzing complex budget projections, including forecasting revenues, mandatory costs, and expenses Compensation Classification: Administrative Analyst/Specialist - Exempt II Anticipated Hiring Range: $7,059/month - $7,500/month CSU Salary Range: $5,314/month - $7,741/month San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary. Application Procedure Click Apply Now to complete the SJSU Online Employment Application and attach the following documents: * Resume * Letter of Interest Application screening has been extended to January 4, 2026. This position is open until filled. Contact Information University Personnel ************* ************ CSU Vaccination Policy The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at ****************************************************** and questions may be sent to *************. Additional Information Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis. The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire. SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS) All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity. Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at **************************************************************** The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at ************ or by email at ************************. Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at ******************************************************************* The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at ************ or by email at **********************. Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director. Equal Employment Statement San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Advertised: Dec 23 2025 Pacific Standard Time Applications close:

Job DescriptionBenefits: 401(k) matching Bonus based on performance Dental insurance Health insurance Opportunity for advancement Paid time off Training & development 321 S Monroe St San Jose, CA 95128 Full-time | In-office About Me: Through myself and my team, we provide personalized financial solutions to our clients. We specialize in retirement planning and investment products, helping individuals secure their financial futures. In addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. Position Overview: I am seeking a Financial Services Representative with experience in one-on-one retail sales to join my team. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products. This is an in-office, client-facing role requiring excellent communication and relationship-building skills. Key Responsibilities: Conduct comprehensive financial reviews with existing clients to identify retirement and investment opportunities Prospect new business through financial conversations and relationship-building Manage and support new and existing clients financial portfolios Collaborate with the financial team to maintain a professional and enjoyable work environment Utilize financial discussions to prospect, retain, and grow the client base Stay current on financial products and industry regulations Ensure compliance with licensing requirements and company policies Required Qualifications: Securities Industry Essentials (SIE) license Series 6 and Series 63 licenses Experience in retail sales with clients placing IRAs, 529 plans, or similar products Strong interpersonal and communication skills Ability to work effectively in an in-office, client-facing setting Preferred Qualifications: Additional licenses such as Property & Casualty (P/C) or Life & Health (L/H) insurance licenses are a plus but not required Licensing and training for P/C and L/H insurance will be provided Compensation & Benefits: Starting minimum base salary (dependent on experience): $52,000 Expected annual income (base + commission + bonus): $75,000$95,000* Additional income potential based on ability to increase sales across all product lines Medical, Dental, Vacation, Paid Time Off (PTO), Holidays 401(k) plan with company matching Our Core Values: Integrity Mutual Respect Transparency Compassion Accountability Exceptional Customer Interaction Commitment to Work Together

Job Description The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of knowledge of KPCU products and building relationships with members that result in repeat and referral business, primarily within our Member Companies and existing membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while assisting members in transaction processing, loans and new accounts. Follow established compliance processes and procedures. Support growth objectives by representing the Credit Union and developing long term relationships at KeyPoint sponsored business and community events. The FSR II is expected to have a high level of professionalism and knowledge to assist members in complex inquiries that include residential, consumer loan inquiries and booking, Retirement, Fiduciary Accounts and referrals to the Wealth Management and Commercial Banking Divisions. The FSR II is to expect to attend on sites at Member Companies and contribute to the growth within and act as a role model to co-workers by cross-training team members and recommending process improvements to the Branch Manager that contribute towards overall organizational improvements. May be required to apply for or renew a notary commission within 30 days. Responsibilities: 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. 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. Individual in this position may be pulled to work in other branch as business needs require. 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. 2 years experience in related disciplines, including exposure to members/customer services cash handling, procedures, loans, primarily residential, business services, Fiduciary Account Administration and operations, in a credit union or other financial institution. Must be capable of working established hours required by the branch. Strong organization, verbal communications skills, quality service and team orientation required. Basic PC skills are desired. Must be a NMLS (Nationwide Mortgage Licensing System) certified or ability to obtain NMLS certification.

US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.

Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision

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.