Member service representative jobs in Wyoming, MI

About the Role We are seeking a Customer Support Sales Representative “CSR” to drive sales growth and deliver exceptional service in the West Michigan market. This role is ideal for a results-driven professional with a passion for building strong customer relationships, identifying sales opportunities, and providing tailored solutions in the material handling industry. As a key member of our sales team, you will be responsible for driving new business, managing existing accounts and ensuring customer satisfaction through consultative selling. A Day in the Life of a CSR: Serve as the primary point of contact for existing customers, ensuring satisfaction and repeat business. Conduct regular check-ins, follow-ups, and business reviews to identify new sales opportunities. Provide support and product recommendations based on customer requirements. Meet or exceed monthly and quarterly sales targets for both product and service sales. Identify new business opportunities within assigned territory. Generate quotes, proposals, and contracts in our company CRM Process sales orders and coordinate delivery, service scheduling, and follow-up. Work closely with Territory Managers, Service Teams, and Parts Departments to ensure seamless customer experiences. Utilize CRM tools to track customer interactions, sales pipeline, and performance metrics. Provide market awareness and competitor feedback to improve sales strategies. What You Will Need: Strong ability to build relationships and understand customer needs. Proven ability to meet or exceed sales targets in a fast-paced environment. Excellent communication, problem-solving, and negotiation skills. Proficiency with CRM systems, Microsoft Office, and OEM quoting software. Ability to multi-task and manage multiple accounts effectively. A self-motivated and results-driven mindset with strong attention to detail. About Us: Fraza and Vitan Equipment is a full-service material handling business with over 300 skilled employees across Michigan and New Jersey. Partnering with Matthai Material Handling, we now also service Pennsylvania and Maryland. Our team uses innovative equipment and processes to push your business forward and increase efficiency. We're always on the lookout for talented individuals to join our team and grow their careers in a challenging but positive environment. Apply now to become part of our dynamic team!

**This position is full time remote depending on candidate location within the US.** The primary responsibility for this role is to deliver superior customer service to clients while answering calls on Manulife / John Hancock's Brokerage Services and Managed Product lines. Customer requests can range from basic product inquiries to more complex transactions requiring problem resolution skills. Responsible for delivering superior customer service to clients and financial advisors and building customer satisfaction and loyalty. Customer requests range from basic product and contract inquiries to more complex transactions and problem resolution. This job description does not represent a comprehensive listing of job duties that are required of the employee performing this role. We reserve the right to change duties or assign additional duties at any time with or without notice. Is it possible to find a career you love with a global organization that supports your continued growth and success? ABSOLUTELY! Where you ask? Look no further than John Hancock! Have you considered a career with us? **Position Responsibilities:** + Deliver trusted, professional, and reliable service to MANULIFE clients and build customer satisfaction and loyalty + Meet quality expectations to ensure a positive client experience + Meet productivity expectations to maximize team service levels + Provide effective and timely resolution of a range of customer inquiries + Strike a positive and cooperative tone with both customers and coworkers + Strive for first-call resolution of customer issues + Translate scenarios that require problem resolution to positive service experiences + Strengthen the perception of MANULIFE in the marketplace + Possess the ability to work in a team environment, as well as being able to resolve issues accurately and independently + Complete ongoing training to stay abreast of product, industry, service and policy changes + Other duties as assigned **Required Qualifications:** + Post-secondary education or high school diploma + Customer Service or Financial Services experience a plus + Ability to thrive in a lively working environment and manage multiple tasks + Outstanding verbal communication skills and strong telephone etiquette + Possess the ability to multi-task + Flexibility and ability to adjust and succeed in a rapidly changing, fast paced call center environment + Demonstrated problem resolution skills + Effective listening skills + Demonstrated computer efficiency + Outstanding customer service skills + Business writing skills **Preferred Qualifications:** + Current SIE, Series 6 or 7, Series 63 + Working knowledge of IRAs & other retirement products **When you join our team:** + We'll empower you to learn and grow the career you want. + We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. + As part of our global team, we'll support you in shaping the future you want to see. Ready to take the next step? Training will be 2 weeks in length and the hours are 9:00-5:00 EST (TBD) Once training has been completed, you **must** be available for a 8 hour shift (with a scheduled 30 minute lunch break) between 9-5pm EST. \#LI-JH **About Manulife and John Hancock** Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************ . **Manulife is an Equal Opportunity Employer** At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************ . **Referenced Salary Location** USA, Virginia - Full Time Remote **Working Arrangement** Remote **Salary range is expected to be between** $38,550.00 USD - $64,250.00 USD If you are applying for this role outside of the primary location, please contact ************************ for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150 hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights (******************************************************************************** **I** Family & Medical Leave (********************************************** **I** Employee Polygraph Protection (****************************************************************** **I** Right to Work (************************************************************************************************** **I** E-Verify (********************************************** Contents/E-Verify\_Participation\_Poster\_ES.pdf) Company: John Hancock Life Insurance Company (U.S.A.)

Non-Exempt - Grade Level 2 Equal Employment Opportunity Corporate Values & Mission "Provide superior service, quality advice and show our utmost respect to everyone we meet." Provide world class support and service to our banking customers. Treat each customer with respect and courtesy, responsively addressing their service concerns, and recommending ChoiceOne products and services to help them achieve their financial goals. Take ownership of each customer service situation and work to resolve issues, deepening the customer relationship upon a "First Call Resolution" process. Reports To: Customer Service Center Assistant Manager Essential Duties and Responsibilities * Provide friendly, helpful service that promotes financial discipline by: * Preparing for daily interactions with a professional mindset and an organized workstation. * Maintaining knowledge of the bank's products, services, and processes. * Proactively greeting clients with a smile and warm tone. * Understanding the client's objectives by asking appropriate questions and listening to the client's responses. * Recommending the best solution or guiding the client to the appropriate staff to accomplish the client's needs and strengthen their financial well-being. * Processing the transaction accurately and efficiently. * Following up with the clients to ensure satisfaction and provide encouragement. * Proactively displaying teamwork and respect for other team members. * Answer incoming calls quickly and efficiently, escalating issues when appropriate * Take ownership of call and respond with a "First Call Resolution" mindset * Maintain, cross-sell, and refer all ChoiceOne products * Record all client contact, sales, or referrals via Synapsys * Attends department meetings as scheduled. * Additional responsibilities as assigned. * Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. * Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education * High School Diploma or GED * Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred * Bilingual preferred Competencies Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Reliability - is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time; able to provide flexibility and adapt to changing schedules; follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan. Physical Demands and Work Environment * Ability to work in an office environment which may include many hours of computer and telephone usage. * This position is not remote-eligible. * Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As a Route Service Representative, you are responsible for the profitable sales of Tekton tools in a given sales territory.Responsibilities • Operate a large, company-owned truck as our store on wheels • Make weekly sales calls to businesses whose employees purchase their own hand tools such as automotive repair, car dealerships, heavy duty truck repair, heavy equipment repair, factory maintenance departments, and aviation repair • Approach managers and owners with the intention of selling Tekton products to the business • Meet and exceed a set sales volume • Collect weekly accounts receivable from customers using Tekton's payment plan Indicators of a good match for this role • You are aligned with Tekton's philosophy, ways of thinking, and work style • You are enthusiastic and driven • You have strong communications skills • You are personable and enjoy building relationships • You can be both kind and firm • You are confident • You have exceptional values including honesty, integrity, and empathy Baseline qualifications • Familiar with professional hand tool use • Eligible to work in the United States without visa sponsorship Benefits package Full-time employees receive health, dental, vision, life, and hospital indemnity insurance; paid time off; a 401(k) program; and tuition reimbursement. Location and hours This is a full-time salaried plus commission position located in Grand Rapids, Michigan. This position requires long hours, sometimes into the evening. Direct supervisor Route Service Field Manager How to Apply ***************************************************************************************************************** About the department The Route Service department delivers Tekton products and replacements directly to professional users at their worksites. They pioneer our route service model, continually expanding the territories we serve and the products that we offer on Tekton trucks.

2600 28th Street. SE, Grand Rapids, MI 49512 Automotive Technician / MechanicVery Busy Dealership! Flat Rate Based on Experience and Training - Bonuses Available$28 - $38 per hour!3,000 Sign-On Bonus for right candidate!Multiple Bays AvailableFlag 100 hours Per Pay Period!Please Inquire About Sign-On Bonus!Experience Required - GM Experience is a Plus! A.S.E and State Certifications PreferredNo Saturdays Walk-in Applicants Welcome! Harvey Cadillac of Grand Rapids is looking for an experienced automotive Technician/ Mechanic to join our team! We are a local family-owned store with a great reputation. We are a very busy shop with a great work environment. We believe culture makes a difference and we strive to build lasting relationships with our employees, customers, and the community. We value our employees and invest in their success. Benefits include: $28 - $38 per hour! $3,000 Sign-On Bonus for right candidate! Flag 100 hours per pay period! Please inquire about sign-on bonus! Medical and Dental insurance are available 401(k) plans with matching company contribution available Paid Vacations Paid factory training Promotional and career growth opportunities Personal development training & opportunities Seasonal company lunches Positive and professional work environment Uniforms provided Large clean facility with state-of-the-art equipment State and A.S.E. certification test reimbursement Paid GM training including travel, meals, and lodging Job Description Technician: Performs repairs as outlined on repair order with efficiency and accuracy, in accordance with dealership and factory time allowances and standards. Qualifications and Requirements - Technician: GM-related education and or work experience preferred A.S.E and State Certifications preferred Ability to read and comprehend written instructions and information Knowledge in all aspects of automotive repair and maintenance Must be a quick learner and team player Excellent customer service skills Must have a valid drivers license Ensure that customers cars are kept clean Maintain stall in an orderly and clean manner Ability to identify problems Math, reading, and computer skills Ability to learn new technology, repair, and service procedure, and specifications Able to operate electronic diagnostic equipment Please upload your resume. Completing the online assessment will grant you priority approval! Must be authorized to work in the U.S. without sponsorship and be a current resident. Must pass pre-employment testing to include background checks, MVR, and drug screen excluding marijuana. We are an Equal Opportunity Employer. All qualified applicants are considered regardless of ethnicity, nationality, gender, veteran or disability status, religion, age, gender orientation, or other protected status. RequiredPreferredJob Industries Customer Service

UFP Technologies is a designer and custom manufacturer of comprehensive solutions for medical devices, sterile packaging, and other highly engineered custom products. UFP is an important link in the medical device supply chain and a valued outsource partner to most of the top medical device manufacturers in the world. The Company's single-use and single-patient devices and components are used in a wide range of medical devices and packaging for minimally invasive surgery, infection prevention, wound care, wearables, orthopedic soft goods, and orthopedic implants. UFP Technologies, Inc. offers a competitive benefits package, including but not limited to: * Medical, Dental, Vision, Life, Disability Insurance * 401K with a matching contribution * Paid time off, Paid holidays, Employee discounts and much more! Location: This position will be on-site full-time in Grand Rapids, MI. The position holder will need to be within commuting distance (within 45 min). Customer Service Representative Summary: Under the direction of the Customer Service Manager, the Customer Service Representative is engaged in handling orders, telephone and other inquiries from customers. Complies with customer service policies and procedures to ensure consistent customer service and satisfaction. Recommends corrective action, maintains records regarding customer requests and determines work procedures / schedules to expedite workflow. Provides support to outside sales people on key customer accounts. Customer Service Representative Duties and Responsibilities: * Request for Quote (RFQ) - Responsible for communicating customer specifications and requirements to engineering / estimators. * Orders - Responsible for handling every aspect of a customer's purchase order, including, but not limited to, the timely verification of data and accurate entry of order information into the order entry systems. * Works with purchasing and production personnel as required to define delivery dates, communicate delivery commitment to customers and follow-up with written acknowledgements. * Serves as customer advocate driving improvements in service levels as needed. * Acts as a point of contact for the field sales team to identify, investigate and clarify problems and determine quick and effective resolutions. * Invoicing - Communicates proper billing terms, agreements and conditions to Accounts Receivable and processes invoices for daily shipments. * Handles Return Merchandise Authorization (RMA)'s and credits through the accurate and timely entry of data into Customer Relationship Management (CRM) data base. * Provides and monitors the metric for on-time delivery, order fulfillment and cycle time. Ensures continued improvement of service levels and provides corrective actions to sustain customer service levels. * Supports continuous improvement efforts as required. * Maintains overall service continuity between customer service / inside sales, outside sales, engineering and operational personnel to ensure that customer service levels are maintained. * Manages special projects as assigned by manager. * Remains accountable for all commitments made. * Performs all other duties as assigned or needed. Customer Service Representative Qualification Requirements: * High school diploma or general education diploma (GED). * 1 -3 years of customer service or sales experience required. * Excellent organizational skills. * Detail oriented and accurate with input. * Good written and verbal communications skills. * Strong customer relations skills. UFP Technologies, Inc. is an Equal Opportunity/Affirmative Action employer Minorities/Women/Veterans/Disabled. #UFP #MI #IND3

Why join us? At Design Within Reach, home comes first. We believe in creating and sourcing pieces that move with you and are meant to be enjoyed over a lifetime - from home to home, generation to generation. For us, that means exceptionally crafted, built-to-last, and beautifully designed furnishings. Our purpose is design for the good of humankind. It's the ideal we strive toward each day in everything we do. Being a part of Design Within Reach means being a part of something larger than your work team, or even your brand. We are redefining modern for the 21st century. And our success allows Design Within Reach to support causes that align with our values, so we can build a more sustainable, equitable, and beautiful future for everyone. About this opportunity We are looking for a best-in-class Customer Experience Representative! Our representatives serve as a point of contact for managing the day-to-day requirements of DWR and Knoll web customers, including services such as returns, replacements, cancellations, and order status. DWR/Knoll's Customer Experience Representatives provide exemplary customer service to support the Retail Operation organization through these operational tasks. As a Customer Experience Representative, you will report to the Customer Service Managers. The schedules for theses positions are Monday - Friday, 10 AM - 7 PM & Sunday - Thursday, 9 AM - 6 PM Eastern Time. What you will do: You will have opportunities to grow, achieve, and build relationships every day as you... * Answer incoming phone calls and written correspondence to assess the customer's needs, solve the issue at hand, and communicate resolution in a timely, complete, and thorough manner. * Manage multi-faceted customer service inquiries professionally with information accuracy, appropriate grammar, spelling, and empathy. * Regularly rotate through different operational systems, utilizing a variety of skill sets. * Become an expert in product knowledge and DWR/Knoll policies and procedures, ensuring the ability to react to and solve customer service requests as efficiently as possible. * Provide connections to the Sales Organization wherever needed to ensure continuity of care for each customer, web, or studio. * Review and solve order payment issues. * Facilitate and manage customer inquiries, including returns, replacements, cancellations, and order status, ensuring adequate documentation is present and customer needs are resolved promptly. * Maintain product knowledge to respond to product inquiries and requests for information and/or parts. Does this sound like you? This might be you if you have the following skills and abilities... * 2-3 years of experience in a customer-facing service role with a focus on operational excellence. * Outstanding written and verbal communication skills. * Ability to work with a high degree of accuracy and attention to detail. * Appropriate discretion in handling confidential financial and personal information. * Ability to thoughtfully handle stressful and demanding situations. * Solid problem-solving skills, including follow-through and the ability to manage multiple competing priorities. * Ability to quickly develop rapport with both internal and external groups and individuals. * Proven organizational and time management skills; must be self-motivated and able to work independently. * Possesses high energy and a keen sense of teamwork. * Proficiency in Microsoft Office Suite; experience using CRM tools like Salesforce is a plus. * College degree preferred. As a Customer Experience Representative, you will be eligible for DWR's comprehensive benefits package, including medical, dental, and vision insurance, paid holidays, parental leave, green transit subsidy, 401k, and more. Who We Hire? Simply put, we hire qualified applicants representing a wide range of backgrounds and abilities. Design Within Reach is comprised of people of all abilities, gender identities and expressions, ages, ethnicities, sexual orientations, veterans from every branch of military service, and more. Here, you can bring your whole self to work. We're committed to equal opportunity employment, including veterans and people with disabilities. This organization participates in E-Verify Employment Eligibility Verification. In general, MillerKnoll positions are closed within 45 days and are open for applications for a minimum of 5 days. We encourage our prospective candidates to submit their application(s) expediently so as not to miss out on our opportunities. We frequently post new opportunities and encourage prospective candidates to check back often for new postings. MillerKnoll complies with applicable disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MillerKnoll Talent Acquisition at careers_********************.

Why join us? At Design Within Reach, home comes first. We believe in creating and sourcing pieces that move with you and are meant to be enjoyed over a lifetime - from home to home, generation to generation. For us, that means exceptionally crafted, built-to-last, and beautifully designed furnishings. Our purpose is design for the good of humankind. It's the ideal we strive toward each day in everything we do. Being a part of Design Within Reach means being a part of something larger than your work team, or even your brand. We are redefining modern for the 21st century. And our success allows Design Within Reach to support causes that align with our values, so we can build a more sustainable, equitable, and beautiful future for everyone. About this opportunity We are looking for a best-in-class Customer Experience Representative! Our representatives serve as a point of contact for managing the day-to-day requirements of DWR and Knoll web customers, including services such as returns, replacements, cancellations, and order status. DWR/Knoll's Customer Experience Representatives provide exemplary customer service to support the Retail Operation organization through these operational tasks. As a Customer Experience Representative, you will report to the Customer Service Managers. The schedules for theses positions are Monday - Friday, 10 AM - 7 PM & Sunday - Thursday, 9 AM - 6 PM Eastern Time. What you will do: You will have opportunities to grow, achieve, and build relationships every day as you... Answer incoming phone calls and written correspondence to assess the customer's needs, solve the issue at hand, and communicate resolution in a timely, complete, and thorough manner. Manage multi-faceted customer service inquiries professionally with information accuracy, appropriate grammar, spelling, and empathy. Regularly rotate through different operational systems, utilizing a variety of skill sets. Become an expert in product knowledge and DWR/Knoll policies and procedures, ensuring the ability to react to and solve customer service requests as efficiently as possible. Provide connections to the Sales Organization wherever needed to ensure continuity of care for each customer, web, or studio. Review and solve order payment issues. Facilitate and manage customer inquiries, including returns, replacements, cancellations, and order status, ensuring adequate documentation is present and customer needs are resolved promptly. Maintain product knowledge to respond to product inquiries and requests for information and/or parts. Does this sound like you? This might be you if you have the following skills and abilities... 2-3 years of experience in a customer-facing service role with a focus on operational excellence. Outstanding written and verbal communication skills. Ability to work with a high degree of accuracy and attention to detail. Appropriate discretion in handling confidential financial and personal information. Ability to thoughtfully handle stressful and demanding situations. Solid problem-solving skills, including follow-through and the ability to manage multiple competing priorities. Ability to quickly develop rapport with both internal and external groups and individuals. Proven organizational and time management skills; must be self-motivated and able to work independently. Possesses high energy and a keen sense of teamwork. Proficiency in Microsoft Office Suite; experience using CRM tools like Salesforce is a plus. College degree preferred. As a Customer Experience Representative, you will be eligible for DWR's comprehensive benefits package, including medical, dental, and vision insurance, paid holidays, parental leave, green transit subsidy, 401k, and more. Who We Hire? Simply put, we hire qualified applicants representing a wide range of backgrounds and abilities. Design Within Reach is comprised of people of all abilities, gender identities and expressions, ages, ethnicities, sexual orientations, veterans from every branch of military service, and more. Here, you can bring your whole self to work. We're committed to equal opportunity employment, including veterans and people with disabilities. This organization participates in E-Verify Employment Eligibility Verification. In general, MillerKnoll positions are closed within 45 days and are open for applications for a minimum of 5 days. We encourage our prospective candidates to submit their application(s) expediently so as not to miss out on our opportunities. We frequently post new opportunities and encourage prospective candidates to check back often for new postings. MillerKnoll complies with applicable disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact MillerKnoll Talent Acquisition at careers_********************.

Quadax offers the total package: premier healthcare revenue cycle tools supported by a first-class customer service organization. We assist providers to achieve their financial goals of increased cash flow with increased efficiency and decreased expense. Quadax is a national leader in Revenue Cycle Management for laboratories, specializing in outsourced services and cloud-based software. We help laboratories in all disciplines navigate unique reimbursement challenges; emerging medical technology providers particularly benefit from our experience with thousands of successful reimbursement outcomes. Within Quadax EDI Services, the expertise of our Edits & Documentation Group and the partnership of our dedicated support staff give Quadax clients the edge, enabling them to collect better, collect faster, and collect more. We equip you with Xpeditor, featuring comprehensive claims management and editing, with Xtensions for remittance management, denial management, eligibility and claim status transactions, and support for Axis, our Audit Control application for management of RAC and other audits. Quadax is committed to improve the financial performance of organizations in the healthcare industry by creating efficiencies in their revenue cycle with innovative strategies, products, and services built on superior technologies, delivering relational service with integrity and dedication. We put people first, corporately embracing integrity, respect, teamwork, and dependability. Job Description Our Account Representatives act as a conduit between clients, who bill medical insurance claims electronically, and Quadax. The Account Representative is the face of Quadax and interacts with both clients (hospitals and physician practices) and Quadax personnel alike. ***Preferred location for this position is Grand Rapids or Lansing Michigan*** ***This is not a Sales position.*** Responsibilities: Assist clients with setup, some implementation, and daily operations of the Quadax electronic claims processing software called Xpeditor. Must be ready and able to train staff (current and new) on product features as well as everyday use. Read multiple reports and try to identify billing trends for clients. Present clients with additional products and features. Contact different insurance payers while researching reasons why medical claims did not pay or pass edits. Assist clients in writing custom data converts and test these upon implementation. Other duties as assigned. Qualifications Must currently reside in Michigan near Lansing or Grand Rapids Bachelor's degree preferred Detail oriented and good investigative and software troubleshooting skills Must be able to multitask Knowledge of medical billing practices or Electronic Data Interchange processes Ability to maintain a professional relationship with multiple clients while being personable, to establish better lines of communication Must be “jack of all trades” and be able to learn essential functions of the many different departments and teams that stand behind the Quadax product Sufficient public speaking skills Must be willing to travel via plane with overnight stays Ability to maintain confidentiality Additional Information Competitive benefits package including PTO, flex scheduling, health insurance, dental insurance, 401k Employee referral program Various monthly wellness driven initiatives Clean, modern work space Conservative and health conscious culture Paid Holidays Basic Life Insurance and Short Term Disability plans at no cost Yearly reviews with salary increases and opportunity for career advancement Apply Now: ****************************************************************************************************************************************** Redirect=false&jan1offset=-300&jun1offset=-240

Are you passionate about helping people and providing exceptional customer service? Join our team as a Member Services Representative (MSR) and become an essential partner to credit unions across the country. In this role, you will support members through inbound and outbound communication channels, acting as an extension of our credit union partners to deliver high-quality, seamless service! What You'll Do · Provide outstanding service by answering and triaging inbound calls from credit union members. · Accurately verify caller identities and navigate credit union tools, websites, and procedures while responding promptly to web chats, emails, instant messages, and calls, documenting all interactions thoroughly and forwarding requests efficiently via trackers or email. · Educate members on account details, debit and credit card concerns, and general account functionality. · Handle inbound service calls, make outbound follow-ups, and provide timely member callbacks. Requirements What You Bring · A high school graduate (or pursuing a diploma), with 1-2 years of office or call center experience preferred. · Experienced in customer service (minimum 1 year preferred). · Professional, courteous, and confident on the phone. · Self-motivated, organized, and capable of managing multiple tasks in a fast-paced environment. · Able to make sound decisions and use good judgment when handling challenges. · Clear and professional in both written and verbal communication. · Discreet and able to handle confidential information appropriately. · Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint). · Detail-oriented with strong accuracy in documentation. · Comfortable operating standard office equipment (phone systems, fax/printers, PC workstation). · Reliable, with regular and predictable attendance. · Positive, professional, and team-oriented in all interactions. · Able to communicate effectively with diverse audiences in person, over the phone, and in virtual settings. · Skilled at building strong working relationships across teams and with credit union partners. · Why You'll Love Working With Us · Opportunity to support credit unions nationwide and make a meaningful impact for members · A collaborative environment aligned with cooperative values · Continuous learning through hands-on experience with CU*BASE and industry-leading tools · Unlimited growth potential What is Xtend? Xtend is a Credit Union Service Organization (CUSO) that is owned by its credit union clients that we support. We offer a multitude of services to these credit unions that allow them to serve their members including bookkeeping, back-office support, and contact center services. Join us and help advance a mission-driven cooperative culture built on innovation and industry leadership! Salary Description $14.00-16.00 per hour

We're thrilled that you are interested in joining us here at the Amynta Group! Provides exceptional customer service to internal and/or external customers, including field technicians and business partners. Responsibilities include but are not limited to: providing standard information, completing forms, determining status of claims and cases based on plan guidelines and meeting or exceeding department metrics for productivity and quality. ESSENTIAL JOB FUNCTIONS: Assists consumers by providing highest level of customer service; remains professional and polite at all times. Provides primary dispatching and administrative duties related to scheduling requests for service to technicians. Creates, dispatches and processes work orders to field personnel while ensuring all appropriate documentation and data entry is completed in a timely manner; interprets and follows-up on technician reports. Develops strong relationships with technicians and business partners. Applies departmental policies and procedures to resolve complex situations. Sources and onboards new and potential technicians; provides candid feedback and coaching to technician workforce. Acts as an account owner and business partner to technicians; identifies group opportunities; negotiates as needed. Performs as a liaison for business-to-business accounts; provides timely responses and completes tasks within established service-level agreements; identifies potential growth opportunities; onboards new accounts. Responds to standard questions and concerns from customers; follows-up with appropriate documentation on nature and status of claim and/or case; completes a variety of forms and documents based on guidelines, customer responses and operational procedures; informs customer of results and closes out claims/cases as appropriate. Aids internal and external customers during claim and general call center process; forwards call and relevant information to other team members, departments or supervisors as required. Performs other duties as assigned. EXPERIENCE/EDUCATION QUALIFICATIONS: 1-year minimum customer service experience in a call center environment is preferred; Office or customer service experience is preferred; High school graduate or equivalent education is required; Post-secondary education is preferred. SKILL REQUIREMENTS: Mastery of the English language (both written and verbal); Professional telephone etiquette; Ability to read and interpret information; Proficient computer and data entry skills; comprehensive knowledge of computer operations, including software and web-based programs; SalesForce; Applix; Microsoft Office applications (Outlook, Word, Excel, PowerPoint, etc.); Ability to solve problems; diffuse escalated customer situations; excellent decision-making and negotiation skills; Self-motivated with strong work ethic, time management and interpersonal skills; ability to work well with others; Ability to operate dual screens and multitask; detail-oriented; follows instructions; Knowledge and understanding of department metrics for productivity and quality; Willingness to learn; flexibility to adapt to changes; Maintain professional appearance and provide positive company image. WORK ENVIRONMENT: Professional office and call center environment. PHYSICAL REQUIREMENTS: Positions in this class typically require: typing, talking, writing, hearing, seeing and repetitive motions. Sedentary Work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. ****Amynta and its affiliates (BTIS, Clearview,Guardsman, PDP, Etc.) will never ask for your personal information via Google Hangouts, nor do we conduct job interviews via Google Hangout or instant messenger. Please be aware of scams involving these tactics and do not send personal information to anyone representing our company with a free email address (@gmail.com, @yahoo.com, etc.)****

Job DescriptionDescription: Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At Allegan Credit Union, a division of Ignite Credit Union, we're more than just a financial institution-we're a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. We're looking for passionate, driven individuals who are excited to grow with us and help ignite financial success for all. If you're looking for a workplace that champions professional development, collaboration, and a people-first approach, we want to hear from you! Benefits Offered: Bi-weekly 401(k) Match and Profit Sharing Education reimbursement Up to $600 in wellness reimbursement annually - fitness equipment, gym membership, massages, etc. Full Medical, Dental, Vision, and Prescription Insurance coverage Health Savings Account with bi-weekly Employer Contributions Employer Paid Life Insurance Employer-paid Short and Long Term Disability coverage Pet Insurance Health Advocacy Support Generous Paid Time Off 12 Paid Holidays Employee Assistance Programs Monthly commissions and incentives Employee Appreciation Events Community Volunteering Opportunities Performance and Discretionary Bonuses Employee Discount Program for travel, shopping, restaurants, etc. … and more Requirements: This is a Float position. Travel to other branch locations is required. Travel time to locations other than the Float Teller's home-assigned branch will be paid, and mileage over 60 miles round-trip from the home-assigned branch will be reimbursed at the Credit Union's current mileage reimbursement rate. The Member Service Representative assists members with their financial transactions, involving paying and receiving cash and other negotiable instruments. The Member Service Representative is expected to acknowledge and greet all members immediately upon entering the branch. The Member Service Representative maintains a balanced cash drawer and corrects errors as they arise. The Member Service Representative recommends other products and services to our members with a heavy focus on electronic services that can enable our members to self-serve. Process normal day-to-day teller transactions for members at the teller line. Answer questions about products and services and resolve problems within their ability to do so. Always maintain an adequate cash drawer; this includes buying and selling currency from the vault as necessary through proper channels. Identify cross-sell opportunities and cross-sell credit union products, services, promotions, and credit union initiatives that support credit union growth and sustainability. Answer member inquiries and refer members to the proper service area for issues that cannot be resolved or met at the teller line. Expected to safeguard member information with the highest level of confidentiality of all information obtained. Perform miscellaneous tasks including but not limited to scanning, computer input, updating member records, mail payments, night deposit, and outbound calls. At Allegan Credit Union, a division of Ignite Credit Union, you'll find more than just a job-you'll discover a career where your contributions are valued, your growth is supported, and your impact is felt. Join a dynamic team committed to fostering financial well-being and building stronger communities. If you're looking for a role where you can thrive professionally while making a difference, Ignite your future with us today! Allegan Credit Union, a division of Ignite Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, height, weight, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other status or characteristic protected by applicable federal, state and local laws.

Requirements Bachelor's Degree: Business, Finance area of study or equivalent work experience. Three years successful financial services sales experience. Life, health and variable insurance license required Candidate with previous financial industry experience will be considered with completion of licenses within 6 months of starting role. FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role. Demonstrated ability to effectively build business relationships with diverse clients. Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience. High level oral and written communication skills. Salary Description $20/hour

Are you ready to take the next step in your career with a company that values innovation, integrity, and community? At Allegan Credit Union, a division of Ignite Credit Union, we're more than just a financial institution-we're a team dedicated to making a meaningful impact in the lives of our members and the communities we serve. We're looking for passionate, driven individuals who are excited to grow with us and help ignite financial success for all. If you're looking for a workplace that champions professional development, collaboration, and a people-first approach, we want to hear from you! Benefits Offered: Bi-weekly 401(k) Match and Profit Sharing Education reimbursement Up to $600 in wellness reimbursement annually - fitness equipment, gym membership, massages, etc. Full Medical, Dental, Vision, and Prescription Insurance coverage Health Savings Account with bi-weekly Employer Contributions Employer Paid Life Insurance Employer-paid Short and Long Term Disability coverage Pet Insurance Health Advocacy Support Generous Paid Time Off 12 Paid Holidays Employee Assistance Programs Monthly commissions and incentives Employee Appreciation Events Community Volunteering Opportunities Performance and Discretionary Bonuses Employee Discount Program for travel, shopping, restaurants, etc. … and more Requirements This is a Float position. Travel to other branch locations is required. Travel time to locations other than the Float Teller's home-assigned branch will be paid, and mileage over 60 miles round-trip from the home-assigned branch will be reimbursed at the Credit Union's current mileage reimbursement rate. The Member Service Representative assists members with their financial transactions, involving paying and receiving cash and other negotiable instruments. The Member Service Representative is expected to acknowledge and greet all members immediately upon entering the branch. The Member Service Representative maintains a balanced cash drawer and corrects errors as they arise. The Member Service Representative recommends other products and services to our members with a heavy focus on electronic services that can enable our members to self-serve. Process normal day-to-day teller transactions for members at the teller line. Answer questions about products and services and resolve problems within their ability to do so. Always maintain an adequate cash drawer; this includes buying and selling currency from the vault as necessary through proper channels. Identify cross-sell opportunities and cross-sell credit union products, services, promotions, and credit union initiatives that support credit union growth and sustainability. Answer member inquiries and refer members to the proper service area for issues that cannot be resolved or met at the teller line. Expected to safeguard member information with the highest level of confidentiality of all information obtained. Perform miscellaneous tasks including but not limited to scanning, computer input, updating member records, mail payments, night deposit, and outbound calls. At Allegan Credit Union, a division of Ignite Credit Union, you'll find more than just a job-you'll discover a career where your contributions are valued, your growth is supported, and your impact is felt. Join a dynamic team committed to fostering financial well-being and building stronger communities. If you're looking for a role where you can thrive professionally while making a difference, Ignite your future with us today! Allegan Credit Union, a division of Ignite Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, age, height, weight, disability, genetic information, marital status, amnesty, status as a covered veteran, or any other status or characteristic protected by applicable federal, state and local laws. Salary Description $16.48/hr

Non-Exempt - Grade Level 2 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice and show our utmost respect to everyone we meet.” Provide world class support and service to our banking customers. Treat each customer with respect and courtesy, responsively addressing their service concerns, and recommending ChoiceOne products and services to help them achieve their financial goals. Take ownership of each customer service situation and work to resolve issues, deepening the customer relationship upon a “First Call Resolution” process. Reports To: Customer Service Center Assistant Manager Essential Duties and Responsibilities Provide friendly, helpful service that promotes financial discipline by: Preparing for daily interactions with a professional mindset and an organized workstation. Maintaining knowledge of the bank's products, services, and processes. Proactively greeting clients with a smile and warm tone. Understanding the client's objectives by asking appropriate questions and listening to the client's responses. Recommending the best solution or guiding the client to the appropriate staff to accomplish the client's needs and strengthen their financial well-being. Processing the transaction accurately and efficiently. Following up with the clients to ensure satisfaction and provide encouragement. Proactively displaying teamwork and respect for other team members. Answer incoming calls quickly and efficiently, escalating issues when appropriate Take ownership of call and respond with a “First Call Resolution” mindset Maintain, cross-sell, and refer all ChoiceOne products Record all client contact, sales, or referrals via Synapsys Attends department meetings as scheduled. Additional responsibilities as assigned. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education High School Diploma or GED Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred Bilingual preferred Competencies Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Reliability - is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time; able to provide flexibility and adapt to changing schedules; follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan. Physical Demands and Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Do you have aspirations to run your own business? If so, you may want to consider working in the office of Ben Vanbiesbrouck - State Farm Agent. As a member of our agency team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to experience working in an agent's office and to explore the opportunity to become a State Farm agent yourself. Responsibilities Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. Work with the agent to establish and meet marketing goals. Use a customer-focused, needs-based review process to educate customers about insurance options. Adaption of skills necessary to operate a business. As an Agent Team Member, you will receive... Salary plus commission/bonus Valuable experience Growth potential/Opportunity for advancement in my agency Learning to market property/casualty, life, health and bank products Setting sales and growth goals Working closely with the agent to gain an understanding of the agents role and office logistics Learning how to network effectively 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. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm Insurance Companies. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. State Farm agents control which licensing requirements and training programs are offered or must be successfully completed by their employees. By accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agents employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. If you choose to pursue an agency opportunity, you will need to apply and go through the regular State Farm Insurance Companies agent selection process

Job DescriptionBenefits: Hiring bonus 401(k) matching Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our Battle Creek office has been in operation since January 1, 2017, celebrating eight years of growth, while our Marshall office opened on July 1, 2024. Our team consists of 7 dedicated members in Battle Creek and 5 in Marshall, along with the agent. I am a proud graduate of Mattawan High School (2006), Ferris State University, and Grand Valley State University, where I earned a business degree in 2010. Our office culture is the cornerstone of our success, with a dynamic and enjoyable work environment where we prioritize hiring individuals who bring positive energy and contribute to our team's collective greatness. We offer a competitive matching 401k, flexible hours and a hiring bonus as perks for our employees. ROLE DESCRIPTION: As a Financial Services Representative State Farm Agent Team Member with Chad Heeter - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must currently hold relevant financial service licenses (Life/Health, SIE, Series 6/63/65) Sound knowledge of financial service products. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred

Job DescriptionDescription: Customer Service Center Representative Non-Exempt - Grade Level 2 Equal Employment Opportunity Corporate Values & Mission “Provide superior service, quality advice and show our utmost respect to everyone we meet.” General Summary Provide world class support and service to our banking customers. Treat each customer with respect and courtesy, responsively addressing their service concerns, and recommending ChoiceOne products and services to help them achieve their financial goals. Take ownership of each customer service situation and work to resolve issues, deepening the customer relationship upon a “First Call Resolution” process. Reports To: Customer Service Center Assistant Manager Essential Duties and Responsibilities Provide friendly, helpful service that promotes financial discipline by: Preparing for daily interactions with a professional mindset and an organized workstation. Maintaining knowledge of the bank's products, services, and processes. Proactively greeting clients with a smile and warm tone. Understanding the client's objectives by asking appropriate questions and listening to the client's responses. Recommending the best solution or guiding the client to the appropriate staff to accomplish the client's needs and strengthen their financial well-being. Processing the transaction accurately and efficiently. Following up with the clients to ensure satisfaction and provide encouragement. Proactively displaying teamwork and respect for other team members. Answer incoming calls quickly and efficiently, escalating issues when appropriate Take ownership of call and respond with a “First Call Resolution” mindset Maintain, cross-sell, and refer all ChoiceOne products Record all client contact, sales, or referrals via Synapsys Attends department meetings as scheduled. Additional responsibilities as assigned. Be familiar with and comply with the provisions of the Bank Secrecy Act and USA PATRIOT Act as they relate to the functions of this position. Complete all required reports related to those acts and reports any observed violations or potential violations of those acts to a supervisor or other appropriate bank officer. Be familiar with and comply with all federal and state banking regulations as applicable. Qualifications To perform this job successfully, an Individual in this position must be able to perform each of the above essential duties satisfactorily and exhibit the values of the Company. In addition, the requirements listed below are representative of the knowledge, skill and/or ability required. Experience and/or Education High School Diploma or GED Minimum of one (1) year of Call Center experience in banking, financial services, or goal-driven retail sales preferred Bilingual preferred Competencies Communication - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings. Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data accurately; able to read and interpret written information. Problem Solving - Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments. Ethics - Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethically; upholds organizational values. Interpersonal Skills - Focuses on solving conflict, not blaming; maintains confidentiality; listens to others without interrupting; keeps emotions under control; remains open to others' ideas and tries new things. Reliability - is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time; able to provide flexibility and adapt to changing schedules; follows instructions; responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan. Physical Demands and Work Environment Ability to work in an office environment which may include many hours of computer and telephone usage. This position is not remote-eligible. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Requirements:

Job DescriptionDescription: Under the direction of credit union management and with on-the-job coaching from the Financial Service Representative (FSR), build meaningful relationships with members to understand their financial goals and provide personalized solutions that enhance their overall experience. As a credit union employee registered through LPL, offer both credit union services and investment/insurance products to help members achieve financial well-being. Collaborate with credit union staff to increase awareness and confidence in investment and insurance options by demonstrating how these solutions complement traditional credit union offerings. Cultivate strong relationships with members by consistently using the prescribed sales process. Hold client facing meetings to offer a limited product set of annuities, insurance and mutual funds. Proactively acquire new mass market consumer and investment customers, and deepen existing relationships, through outreach and pre-planned appointments. Maintain deep knowledge and understanding of deposit, credit and investment financial solutions and services. Provide financial advice and establish accounts for insurance, investment and retirement needs. Build relationships with branch colleagues, members and partners to acquire, deepen and retain relationship, as well as to help customers succeed financially. Recognize and refer members with more complex needs to the Financial Services Representative (FSR). Interview and open accounts for members. Know the benefits, features and underwriting requirements of all Consumer and Mortgage Loan products. Complete in-branch loan process with members as needed. Adhere to all FINRA and insurance rules and regulations, as well as to all company policies. Acquire and sustain proficiency in Microsoft Office Suite, CRM software and account opening solutions, included but not limited to ClientWorks, Annuity Order Entry (AOE) and other applicable applications. Review all activities for compliance with established policies, procedures and regulations. Regulations include but are not limited to: Bank Secrecy Act / Anti-Money Laundering / Office of Foreign Assets Control regulations. Participate in annual training as required by the BSA/OFAC Compliance Officer. #zr Requirements: Bachelor's Degree: Business, Finance area of study or equivalent work experience. Three years successful financial services sales experience. Life, health and variable insurance license required Candidate with previous financial industry experience will be considered with completion of licenses within 6 months of starting role. FINRA Securities Industry Essentials Examination, Series 6, and Series 63 preferred as optimal for the role. Demonstrated ability to effectively build business relationships with diverse clients. Demonstrated ability to translate complex information, create and deliver an effective message scaled to appropriate audience. High level oral and written communication skills.