Customer Connections Representative
Lincoln, NE jobs
Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place.
Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************
ESSENTIAL FUNCTIONS 50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes:
Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction;
Meeting and exceeding established qualitative standards;
Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives;
Working with difficult customers to resolve issues; and
Maintaining a high level of engagement, positive attitude, and professional appearance always.
40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes:
Meeting and exceeding established individual and department quantitative standards;
Providing comprehensive records on all interactions as information is received;
Taking advantage of upselling opportunities whenever they arise; and
Understanding policy coverages and having a strong knowledge of company products, processes, and procedures.
10% Performs other responsibilities as assigned, which includes:
Assisting as needed within the customer connections department;
Assisting with process improvement planning and implementation;
Assisting with and participating in team functions and events for the customer connections department; and
Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams.
The list of essential functions is not exhaustive and may be substituted as necessary.
EXPERIENCE AND SKILL REQUIREMENTS
Four to six years of customer support experience.
Consistent and reliable attendance is an essential function to this position.
Strong verbal and written communication skills.
Strong listening skills.
Familiarity with ACD telephone systems and practices preferred.
Customer focus and adaptability to different personality types.
Ability to set and manipulate priorities and manage time effectively.
Word processing and spreadsheet software proficiency required.
Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness.
EDUCATION AND CERTIFICATION REQUIREMENTS
Associate degree in business or related field or equivalent.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
May require work in excess of 40 hours a week in order to complete functions of position.
Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage.
Ability to work at a computer up to eight hours a day.
Sign-on bonus guaranteed and training bonus program in place.
Auto-ApplyCustomer Connections Representative
Lincoln, NE jobs
Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place.
Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************
ESSENTIAL FUNCTIONS50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes:
Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction;
Meeting and exceeding established qualitative standards;
Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives;
Working with difficult customers to resolve issues; and
Maintaining a high level of engagement, positive attitude, and professional appearance always.
40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes:
Meeting and exceeding established individual and department quantitative standards;
Providing comprehensive records on all interactions as information is received;
Taking advantage of upselling opportunities whenever they arise; and
Understanding policy coverages and having a strong knowledge of company products, processes, and procedures.
10% Performs other responsibilities as assigned, which includes:
Assisting as needed within the customer connections department;
Assisting with process improvement planning and implementation;
Assisting with and participating in team functions and events for the customer connections department; and
Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams.
The list of essential functions is not exhaustive and may be substituted as necessary.
EXPERIENCE AND SKILL REQUIREMENTS
Four to six years of customer support experience.
Consistent and reliable attendance is an essential function to this position.
Strong verbal and written communication skills.
Strong listening skills.
Familiarity with ACD telephone systems and practices preferred.
Customer focus and adaptability to different personality types.
Ability to set and manipulate priorities and manage time effectively.
Word processing and spreadsheet software proficiency required.
Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness.
EDUCATION AND CERTIFICATION REQUIREMENTS
Associate degree in business or related field or equivalent.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
May require work in excess of 40 hours a week in order to complete functions of position.
Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage.
Ability to work at a computer up to eight hours a day.
Sign-on bonus guaranteed and training bonus program in place.
Auto-ApplyCustomer Engagement Representative I
Lincoln, NE jobs
Job Description
The Customer Engagement Representative I answers incoming calls and chats from customers to take orders, answer inquiries and questions, handle complaints, trouble shoot problems and provide information as well as routing calls to associates throughout the bank.
ESSENTIAL JOB DUTIES:
Provides superior customer service to incoming telephone calls, written, and electronic correspondence from internal and external customers in a professional and timely manner
Resolves routine customer issues regarding a full range of customer transactions and banking products and services.
Initiates corrective action within scope of responsibility
Routes complex inquiries to appropriate individuals and departments
Protects the bank's assets/income and maintains the confidentiality of customer information
Adherence to schedule in a structured work environment
ADDITIONAL RESPONSIBILITIES:
Prepares and maintains various records, logs, and reports
Actively participates in development of department initiatives
Representatives II and III assist with on-the-job training of new associates
Completes written procedures for assigned tasks and completes updates to procedures as necessary
Remains informed of changes in bank policies, procedures, and products
Performs other reasonable duties as assigned by immediate supervisor
REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
High School diploma or equivalent required
Minimum of one year previous customer service and/or banking experience required
Demonstrates a working knowledge of Microsoft Outlook, Word, and Excel
Works effectively with other work groups/individuals
Completes tasks with appropriate attention to detail; demonstrates strong organizational skills
Interacts effectively and professionally with a broad range of people in diverse corporate, economic and social environments; handles customers in circumstances requiring tact, diplomacy, and confidentiality
EQUIPMENT USED:
Telephone
Computer
Scanner/copier
Other office equipment as needed
PHYSICAL DEMANDS:
Must be able to articulate thoughts and express ideas effectively using oral, written and non-verbal communication skills
Must have finger dexterity to use a keyboard, telephone, paper, files and other equipment and objects
Must be able to read reports, write and use a computer to accurately capture information
Constant Sitting
Rare standing and walking, bending, twisting, squatting, stooping, pushing and pulling
Rare lifting/carrying up to 20 lbs.
Client Representative
Lincoln, NE jobs
At Luma Marketing Group, we attribute our newfound success to putting people first! We are a new company driven by providing exceptional customer service, and always going the extra mile for our clients' needs. We work with national brands and help them to develop their platform at a local level. We are searching for the next generation of entrepreneurs and talented marketers.
Job Description
You will help identify client needs, present and answer questions about our products and services and recommend solutions. A positive attitude and a desire to promptly resolve potential customer issues or complaints will make you successful in this role.
Responsibilities for the Client Service Representative will include:
Deliver an outstanding store experience that improves customer loyalty and
strengthens the brand.
Demonstrate and provide our customers with product knowledge and information
Aid our patrons with new acquisitions, upgrades, and services
Identify the right solutions to customer billing, technical and or account issues
Maintain outstanding store condition and visual merchandising standards
Develop an understanding of the sales process and dynamics.
Achieve individual and team sales goals.
Build brand recognition through local events and direct marketing.
Qualifications
Requirements
0-3 years of previous sales, marketing, customer service, restaurant, and/or retail experience
High School Diploma or GED
Personable and open-minded
Basic computer knowledge
The want to grow and learn!
Ability to commute to Lincoln, NE.
Additional Information
This is a valuable opportunity for those who want experience in leadership, sales, entrepreneurship, and anybody with a competitive mindset.
One-on-one mentorship with a personalized development program
Base pay + competitive compensation with occurring bonuses
Complete paid training
Paid travel and volunteer opportunities
Consistent and flexible schedule with full-time work
Customer Connections Representative
Lincoln, NE jobs
Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place.
Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************
ESSENTIAL FUNCTIONS 50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes:
Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction;
Meeting and exceeding established qualitative standards;
Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives;
Working with difficult customers to resolve issues; and
Maintaining a high level of engagement, positive attitude, and professional appearance always.
40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes:
Meeting and exceeding established individual and department quantitative standards;
Providing comprehensive records on all interactions as information is received;
Taking advantage of upselling opportunities whenever they arise; and
Understanding policy coverages and having a strong knowledge of company products, processes, and procedures.
10% Performs other responsibilities as assigned, which includes:
Assisting as needed within the customer connections department;
Assisting with process improvement planning and implementation;
Assisting with and participating in team functions and events for the customer connections department; and
Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams.
The list of essential functions is not exhaustive and may be substituted as necessary.
EXPERIENCE AND SKILL REQUIREMENTS
Four to six years of customer support experience.
Consistent and reliable attendance is an essential function to this position.
Strong verbal and written communication skills.
Strong listening skills.
Familiarity with ACD telephone systems and practices preferred.
Customer focus and adaptability to different personality types.
Ability to set and manipulate priorities and manage time effectively.
Word processing and spreadsheet software proficiency required.
Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness.
EDUCATION AND CERTIFICATION REQUIREMENTS
Associate degree in business or related field or equivalent.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
May require work in excess of 40 hours a week in order to complete functions of position.
Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage.
Ability to work at a computer up to eight hours a day.
Sign-on bonus guaranteed and training bonus program in place.
Auto-ApplyTeller Service Representative-Part Time
Omaha, NE jobs
Teller Service Representative
Hiring multiple Tellers for our: Gretna location, Omaha locations, Papillion location, & Council Bluffs location.
Part-time: 30-35 hours/week
Pay: $17.78
Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked
SUMMARY
Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.
ESSENTIAL FUNCTIONS
Create excellent service experiences that promote the Veridian brand.
Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc.
Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc.
Actively cross‑sell credit union services by providing information to current, new and potential members.
Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member.
Assist members over the phone.
Consistently achieve established monthly and annual sales and service goals.
Contributes to team effort by accomplishing related results as needed.
Monitor necessary departmental files and reports, updating member information as required.
Maintains member confidence and protects operations by keeping information confidential.
Balance cash box per teller balancing procedures.
KEY ATTRIBUTES
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependable and punctual; flexible during peak times.
High level of confidentiality.
Organizational skills.
Self-motivated; ability to work without close supervision.
Problem solving; analysis.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
Occasionally lift and/or move items over 10 pounds.
Remain sedentary (seated) for extended periods of time.
WORKING CONDITIONS
This job operates in a professional office environment and routinely uses standard office equipment.
TRAVEL
Limited travel expected.
REQUIRED EDUCATION AND EXPERIENCE
High School Diploma.
Relevant work experience in the area of customer service and/or cash handling.
Math and clerical aptitude.
Fluent computer skills in a Microsoft Windows environment.
OTHER DUTIES
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
ABOUT VERIDIAN
Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
Teller Service Representative-Part Time
Papillion, NE jobs
Teller Service Representative
Hiring multiple Tellers for our: Gretna location, Omaha locations, Papillion location, & Council Bluffs location.
Part-time: 30-35 hours/week
Pay: $17.78
Fluency in Spanish speaking welcome. Earn $1.50 more per hour worked
SUMMARY
Under general supervision and in compliance with established policies and procedures, the Teller Service Representative is responsible for providing superior member service by conducting transactions accurately, assisting members with their financial goals, and promoting Veridian products and services.
ESSENTIAL FUNCTIONS
Create excellent service experiences that promote the Veridian brand.
Understand and be familiar with Bank Secrecy Act (BSA) guidelines.
Conduct member transactions including: loan payments, deposits, withdrawals, transfers, etc.
Complete member requests such as inquiries on certificates of deposit, processing wire transfers, ordering and blocking plastic cards, ordering checks, researching account information, etc.
Actively cross‑sell credit union services by providing information to current, new and potential members.
Actively refer members to appropriate position and/or department within all Veridian Companies to best serve the member.
Assist members over the phone.
Consistently achieve established monthly and annual sales and service goals.
Contributes to team effort by accomplishing related results as needed.
Monitor necessary departmental files and reports, updating member information as required.
Maintains member confidence and protects operations by keeping information confidential.
Balance cash box per teller balancing procedures.
KEY ATTRIBUTES
Oral and written communication skills.
Member service focus.
Attention to detail and accuracy.
Positive attitude that supports a team environment.
Dependable and punctual; flexible during peak times.
High level of confidentiality.
Organizational skills.
Self-motivated; ability to work without close supervision.
Problem solving; analysis.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job:
Occasionally lift and/or move items over 10 pounds.
Remain sedentary (seated) for extended periods of time.
WORKING CONDITIONS
This job operates in a professional office environment and routinely uses standard office equipment.
TRAVEL
Limited travel expected.
REQUIRED EDUCATION AND EXPERIENCE
High School Diploma.
Relevant work experience in the area of customer service and/or cash handling.
Math and clerical aptitude.
Fluent computer skills in a Microsoft Windows environment.
OTHER DUTIES
Veridian Credit Union is a PCI compliant financial institution to ensure the security of member information. As such, all employees are expected to ensure security measures are in place and adhered to regarding PCI and other highly secure data compliance requirements.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
ABOUT VERIDIAN
Veridian Credit Union provides equal employment opportunities to all employees and applicants for employment without regard to age, race, creed, color, sex, pregnancy, sexual orientation, gender identity, military service, national origin, religion, physical or mental disability, genetic information, or any other classifications protected by applicable federal, state or local laws.
Client Service Advocate
Omaha, NE jobs
Axos Clearing LLC
Target Range:
$35,000.00/Yr. - $48,000.00/Yr.
Actual starting pay will vary based on factors including, but not limited to, geographic location, experience, skills, specialty, and education.
Eligible for an Annual Discretionary Cash Bonus Target: 5%Eligible for an Annual Discretionary Restricted Stock Units Bonus Target: 5%
These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.
About This Job
Axos is seeking a Client Service Advocate (CSA) which is a critical client-facing position and is the primary contact for selected clients. The CSA answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team. The CSA is responsible for training clients and internal team members on operational policies and procedures, as well as assisting with trading problems. The CSA also helps leadership to monitor workflow and ensures that all tasks are completed within established service level agreements.
Responsibilities
Answers client inquiries, processes account transactions and serves as a subject matter expert on the products being serviced by the team.
Identifying issues and determining appropriate course of action for effective resolution.
Cultivate strong relationships with clients.
Train and mentors new staff on the team.
Education & Experience
HS Diploma
Minimum 3+ years of client service experience in the financial services industry
Axos Employee Benefits May Include:
Medical, Dental, Vision, and Life Insurance
Paid Sick Leave, 3 weeks' Vacation, and Holidays (about 11 a year)
HSA or FSA account and other voluntary benefits
401(k) Retirement Saving Plan with Employer Match Program and 529 Savings Plan
Employee Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed Trading
About Axos
Born digital-first, Axos delivers financial tools and services that allow individuals, small businesses, and companies to access and manage their money how, when, and where they want. We're a diverse team of dynamic, insightful, and independent innovators who are excited to provide technology-driven solutions that offer unbeatable value to our customers.
Axos Financial is our holding company and is publicly traded on the New York Stock Exchange under the symbol "AX" (NYSE: AX).
Learn more about working at Axos
Pre-Employment Background Check and Drug Test:
All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana. Axos Bank is a federally regulated banking institution. At the federal level, marijuana is an illegal schedule 1 drug; therefore, we will not employ any person who tests positive for marijuana, regardless of state legalization.
Equal Employment Opportunity:
Axos is an Equal Opportunity employer. We are committed to providing equal employment opportunities to all employees and applicants without regard to race, religious creed, color, sex (including pregnancy, breast feeding and related medical conditions), gender, gender identity, gender expression, sexual orientation, national origin, ancestry, citizenship status, military and veteran status, marital status, age, protected medical condition, genetic information, physical disability, mental disability, or any other protected status in accordance with all applicable federal, state, and local laws.
Job Functions and Work Environment:
While performing the duties of this position, the employee is required to sit for extended periods of time. Manual dexterity and coordination are required while operating standard office equipment such as computer keyboard and mouse, calculator, telephone, copiers, etc.
The work environment characteristics described here are representative of those an employee may encounter while performing the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position.
Auto-ApplyClient Success Representative
Scottsbluff, NE jobs
What's the role?
Our Client Success Representative will act as the office location's receptionist greeting our clients and providing administrative assistance to the firm's partners and staff. This role is a key brand ambassador for the company providing exceptional customer service to all they interact with. This includes:
Greeting and directing clients and visitors by phone, email, or in person.
Providing administrative support to MBE team including correspondence, coordinating appointments, scheduling events and luncheons, ordering office, handling office mail, scanning and assembling documents, etc,
Assisting clients with requested information, delivery of documents and payments, and general inquiries.
Assist with preparation of paperwork and delivery of tax returns to clients.
Assisting Payroll Solutions affiliate with processing payroll as needed.
What experience and skills do I need to be successful?
Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
Strong attention to detail and accuracy.
Previous experience in a related receptionist or administrative support role highly desired.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8:30a-4:30p. Generally overtime is not expected outside of tax season. During the January-April tax season, this role does work every other Saturday 8-12 or 9-1 allowing for some extra income with overtime hours. May-September the office closes at noon on Fridays for summer hours.
How do I join?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Client Success Representative
Scottsbluff, NE jobs
Job Description
What's the role?
Our Client Success Representative will act as the office location's receptionist greeting our clients and providing administrative assistance to the firm's partners and staff. This role is a key brand ambassador for the company providing exceptional customer service to all they interact with. This includes:
Greeting and directing clients and visitors by phone, email, or in person.
Providing administrative support to MBE team including correspondence, coordinating appointments, scheduling events and luncheons, ordering office, handling office mail, scanning and assembling documents, etc,
Assisting clients with requested information, delivery of documents and payments, and general inquiries.
Assist with preparation of paperwork and delivery of tax returns to clients.
Assisting Payroll Solutions affiliate with processing payroll as needed.
What experience and skills do I need to be successful?
Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
Strong attention to detail and accuracy.
Previous experience in a related receptionist or administrative support role highly desired.
Great Perks and Benefits:
Some major perks this firm can offer are long-term job stability, work-life balance to support raising a family, and significant opportunity to grow your career within the firm. In addition:
Competitive medical, dental, and vision insurance plans.
FSA/HSA account options.
Paid Time Off (PTO).
401k employer matching program to save for retirement.
Tuition reimbursement, CPA assistance, and professional growth opportunities through continuing education.
Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
Bonuses for helping with business development leads.
Incredible potential for upward mobility and career growth.
What will my schedule look like?
This role supports our office hours of Monday-Friday 8:30a-4:30p. Generally overtime is not expected outside of tax season. During the January-April tax season, this role does work every other Saturday 8-12 or 9-1 allowing for some extra income with overtime hours. May-September the office closes at noon on Fridays for summer hours.
How do I join?
First step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE team.
What else are you hiring for?
See all MBE CPA's openings on their website or reach out to our lead recruiter, Jazmine Hoile, on LinkedIn.
More about the MBE Affiliate Group:
MBE CPAs is a team of accounting experts who use our industry-based knowledge to help others succeed in their financial journeys. We expanded our services from just accounting and tax to now include an entire affiliate group of services to support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.
Lead Services Representative
Gretna, NE jobs
Lead Services Representative (Assistant Manager) Hours: 40 hours per week, some Saturday's required. The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner with our members and to assist our members in achieving their financial needs and goals. A Lead Services Representative assists in directing and overseeing the activities of the branch while originating loans, providing service and promoting Credit Union products and services.
Essential Responsibilities:
* Promote and model the Centris Vision, Mission, Values and Team Principles.
* Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises.
* Create and/or develop relationships with internal and external members.
* Serve members by identifying needs, educating and recommending products or services, and performing functional duties efficiently and accurately which may include but is not limited to opening and maintenance of various accounts, originating loans, IRA, certificates, account maintenance, fraud, etc.
* Assists the Financial Services Manager in directing and overseeing the activities of the branch.
What's In It for You:
* Invest in Yourself: Centris offers tuition reimbursement!
* Performance Pays Off: Enjoy potential pay increases up to 5% in your first 12 months.
* Celebrate Success: Annual corporate incentives for all team members!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
* A collaborative and inclusive work environment.
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Lead Services Representative
Gretna, NE jobs
Job Description
Lead Services Representative (Assistant Manager)
Hours: 40 hours per week, some Saturday's required.
The primary purpose of this position is to assist Centris Federal Credit Union in our mission to be a trusted life-long financial partner with our members and to assist our members in achieving their financial needs and goals. A Lead Services Representative assists in directing and overseeing the activities of the branch while originating loans, providing service and promoting Credit Union products and services.
Essential Responsibilities:
Promote and model the Centris Vision, Mission, Values and Team Principles.
Provide unparalleled service to both internal and external members in accordance with the Centris Service Promises.
Create and/or develop relationships with internal and external members.
Serve members by identifying needs, educating and recommending products or services, and performing functional duties efficiently and accurately which may include but is not limited to opening and maintenance of various accounts, originating loans, IRA, certificates, account maintenance, fraud, etc.
Assists the Financial Services Manager in directing and overseeing the activities of the branch.
What's In It for You:
Invest in Yourself: Centris offers tuition reimbursement!
Performance Pays Off: Enjoy potential pay increases up to 5% in your first 12 months.
Celebrate Success: Annual corporate incentives for all team members!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
A collaborative and inclusive work environment.
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Customer Service Representative
Columbus, NE jobs
This is a full-time M-F, 35 hours a week position and is located in Valley, NE and is not a remote position. This position is expected to provide outstanding customer service to bank clients. This position requires exceptional attention to detail while performing multiple duties at one time and providing the highest standard of customer service. Primary responsibilities include handling routine financial transactions and ongoing account support.
Responsibilities:
Process transactions: deposits & withdrawals, cash checks, account transfers, money orders, and cashier checks accurately and according to established guidelines.
Apply payments for loans, over-draft protection, lines of credit, and safe deposit boxes.
Maintain cash drawer within cash limits, and ensure cash is secure at all times. Proof daily work at teller station to ensure accuracy.
Assist with daily branch balancing, including night deposits, ATMs, ITMs, Cash Recyclers, as applicable.
Displays an expertise in all FNB products and services and can effectively cross-sell banking products.
Assist with customer inquiries and direct to proper personnel, if needed.
Provide customer service for FNB debit cards, online banking and mobile banking.
Identify large transactions as defined by regulations and follow proper procedures regarding currency transaction reports.
Educate customers on the use of interactive teller machines and provides technical support while utilizing the video banking technology.
Follow security and audit procedures to eliminate exposure to fraud.
Answer bank telephones and direct calls to appropriate staff.
Treat all transactions with complete confidentiality.
Additional related duties may be assigned as appropriate for the branch.
Comply with all Bank Secrecy Act and Anti Money Laundering regulations, bank policies and procedures.
Knowledge and Skills :
Excellent verbal, listening, written communication, customer service skills.
Excellent telephone and interpersonal skills
Demonstrates a high degree of accuracy and attention to detail skills.
Proficient computer literacy with knowledge of windows-based computer software.
Bilingual - desired.
Qualifications
High school diploma or GED
Cash handling experience preferred
Ability to work in a fast-paced environment
First Nebraska Bank is an Affirmative Action and Equal Opportunity Employer.
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Auto-ApplyCustomer Service Representative
Columbus, NE jobs
This is a full-time M-F, 35 hours a week position and is located in Columbus, NE and is not a remote position. This position is expected to provide outstanding customer service to bank clients. This position requires exceptional attention to detail while performing multiple duties at one time and providing the highest standard of customer service. Primary responsibilities include handling routine financial transactions and ongoing account support.
Responsibilities:
Process transactions: deposits & withdrawals, cash checks, account transfers, money orders, and cashier checks accurately and according to established guidelines.
Apply payments for loans, over-draft protection, lines of credit, and safe deposit boxes.
Maintain cash drawer within cash limits, and ensure cash is secure at all times. Proof daily work at teller station to ensure accuracy
.
Assist with daily branch balancing, including night deposits, ATMs, ITMs, Cash Recyclers, as applicable.
Displays an expertise in all FNB products and services and can effectively cross-sell banking products.
Assist with customer inquiries and direct to proper personnel, if needed.
Provide customer service for FNB debit cards, online banking and mobile banking.
Identify large transactions as defined by regulations and follow proper procedures regarding currency transaction reports.
Educate customers on the use of interactive teller machines and provides technical support while utilizing the video banking technology.
Follow security and audit procedures to eliminate exposure to fraud.
Answer bank telephones and direct calls to appropriate staff.
Treat all transactions with complete confidentiality.
Additional related duties may be assigned as appropriate for the branch.
Comply with all Bank Secrecy Act and Anti Money Laundering regulations, bank policies and procedures.
Knowledge and Skills:
Excellent verbal, listening, written communication, customer service skills.
Excellent telephone and interpersonal skills
Demonstrates a high degree of accuracy and attention to detail skills.
Proficient computer literacy with knowledge of windows-based computer software.
Bilingual - desired.
Qualifications
High school diploma or GED
Cash handling experience preferred
Ability to work in a fast-paced environment
First Nebraska Bank is an Affirmative Action and Equal Opportunity Employer.
Auto-ApplyFinancial Services Representative
Grant, NE jobs
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!
Financial Services Representative
Unthink Retirement Representative
Lincoln, NE jobs
Be a True Generational Hero Can you imagine offering a solution to the quest that keeps over 45 million Americans awake at night? "Will I outlive my money?" We've developed a revolutionary alternative to traditional retirement planning _ one that brings clarity, confidence, and peace of mind to millions.
Now more than ever, people need real hope that they can not only retire - but retire in good shape.
We'd love the opportunity to show you how this breakthrough can change lives and reshape the future of retirement.
Learn more about the retirement solution that's giving America hope!
This is NOT a job. It's a pathway to financial freedom. Your pace, your potential. Watch the video to learn more and get started. Change your tomorrow!
Watch our intro videos to learn more **********************************
Scroll down to "start your journey to financial freedom today" Click watch video
4 minute video
22 minute video
If you would like to start or learn more, please reach out for a one on one. Build your retirement while earning residual income.
Auto-ApplyConsumer Investment New Account Support
Lincoln, NE jobs
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Enterprise Job Description:
As a New Account Support Specialist, you will perform operational support for the opening of new Brokerage accounts, acting as the FSA and/or client's single point of contact during the Brokerage account application process. Associates will also assist with matters including but not limited to:
Opening of banking products via phone
Updating ownership of existing Brokerage accounts
Completing complex service-related requests including document review
Associate will fulfill these requests through phone, paper, email or online mediums, and may compile and deliver new client welcome packages and other fulfillment functions. The New Account Support Operations Specialist may be required to solve problems and investigate/resolve a wide variety of requests that include following up with clients, gathering additional information, and setting expectations to fulfill the request. They also provide ongoing operational support, where required. This person will be expected to:
Responsibilities:
Provide exceptional client service and operational support to Merrill clients and internal partners, including point of contact resolution
Demonstrate operational discipline while handling diverse operational functions
Fulfill critical client requests within prescribed policies and procedures
Understand our full suite of product offerings and/or use available resources to bridge gaps in knowledge
Required Qualifications:
Experience verbally delivering information clearly, concisely and understandable to the client, while quickly establishing rapport and exuding positivity and confidence
Ability to multi-task and independently prioritize his/her workload
Demonstrate a cooperative and professional work attitude
Capable of multi-tasking and working efficiently under stress and high volume
Excellent organizational and time management
Strong analytical, negotiation and problem solving
Attention to detail and follow through on assignments
Deliver high quality partner support stressing partner/client needs, problem resolution, and service/product knowledge
Demonstrate excellent verbal, written and active listening
Understand and demonstrate cultural awareness, integrity and ability to work as part of a team
Desired Qualifications:
Customer Service and/or call center experience preferred
Knowledge of Merrill systems, products and applications
Skills:
Account Management
Adaptability
Customer and Client Focus
Data Collection and Entry
Process Effectiveness
Active Listening
Continuous Improvement
Customer Service Management
Data Quality Management
Result Orientation
Attention to Detail
Business Operations Management
Business Process Analysis
Critical Thinking
Process Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$25.00 - $31.57 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Auto-ApplyFinancial Services Representative (Loan Officer)
Omaha, NE jobs
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union! Financial Services Representative (Personal Banker) Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
* Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
* Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
* Build Relationships: Be a trusted financial partner to our members.
* Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
* Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
* Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
* Invest in Yourself: Centris offers tuition reimbursement!
* Treat Yourself: Company-paid DoorDash membership.
* Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
* Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
* Detail-oriented individual with a positive attitude and a passion for helping others!
* Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Financial Services Representative (Loan Officer)
Omaha, NE jobs
Job Description
Unleash Your Potential as a Financial Services Representative at Centris Federal Credit Union!
Financial Services Representative (Personal Banker)
Hours: Monday through Friday, from 8:45 AM to 5:45 PM, and rotating Saturdays from 8:45 AM to 1:05 PM (TIP: When working a Saturday, you will have a half day off during the week!)
Starting Pay Rate: $19.38 - $21 per hour + incentives.
This isn't just a job, it's a path to a rewarding and successful career in the financial industry!
Your Future, Our Priority:
Performance Pays Off: Enjoy 2 potential pay increases in your first 12 months, and annually moving forward!
Celebrate Success: Enjoy competitive incentives for meeting your goals! Additionally, enjoy annual corporate incentives for all team members!
Discover the Centris Experience:
Build Relationships: Be a trusted financial partner to our members.
Empower Financial Success: Identify and meet member needs with precision by providing assistance in opening accounts and loans with Centris.
Efficiency Meets Accuracy: Perform transactions flawlessly, ensuring success for members and the credit union.
Live the Centris Way: Embrace our values, vision, and mission.
Perks That Shine Bright:
Invest in Yourself: Centris offers tuition reimbursement!
Treat Yourself: Company-paid DoorDash membership.
Secure Your Future: Benefits (health, dental, vision), 401K match, PTO, 11 paid holidays, and community volunteer paid time.
We're looking for:
Motivated go-getter who loves to accomplish goals and seeks to provide creative solutions for members!
Detail-oriented individual with a positive attitude and a passion for helping others!
Someone who strives for excellence in anything they do and aren't afraid to tackle new challenges or objectives!
Ready to Dive In? Your Journey Starts Here!
Join us at Centris Federal Credit Union and embark on a career that's truly rewarding!
Financial Services Representative
Ogallala, NE jobs
Job Description
Turn Your People Skills into a Rewarding Banking Career at Adams Bank & Trust!