Service Advisor
Service advisor job at Monaco Enterprises Inc
Monaco Motors in Canoga Park, CA is looking to hire a full-time Service Advisor. We pay up to $85,000 - $100,000 per year, depending on experience. The pay structure has a bonus plan attached to it based on production. Also, we provide a Christmas bonus and pay $100 for each year with our company. The typical schedule is Monday - Friday, no weekends!
ABOUT MONACO MOTORS
For upwards of 30 years, we at Monaco Motors have delivered top-notch auto repairs to our valued clients. Our technicians are exceptionally skilled and friendly, which ensures a pleasant experience for those who employ our services. We run a pristine shop that's committed to customer service and satisfaction. The honorable work ethic our technicians uphold guarantees that we fulfill both. Since 1991, our technicians have been dedicated to making a difference. Given our reputable status as a reliable auto repair facility, we've proven successful in this endeavor. To partner with knowledgeable technicians who deliver advanced solutions, look no further than Monaco Motors.
JOB RESPONSIBILITIES
Checking in clients
Creating estimates
Selling needed repairs
QUALIFICATIONS
5+ years of experience
Likes people
Team Player
Enjoys Sales
Has Mechanical Knowledge
If this sounds like the right opportunity for you, apply today with our initial 3-minute, mobile-friendly application!
Location: 91303
Client Relationship Specialist - Carmel Valley, CA
Carmel Valley Village, CA jobs
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
-Entry Level - Customer Service Representative | REMOTE
San Diego, CA jobs
Remote Customer Service Representative - Earn $60,000 - $150,000+/year | No Experience Needed | Full Training Provided Ready to build the career you deserve - without leaving your home? We're looking for friendly, motivated individuals to join our fast-growing, fully remote Customer Service team at Globe Life AO. If you're people-focused, coachable, and eager to grow, this is your chance to start something amazing!
Why You'll Love This Opportunity:
Work 100% Remotely - Say goodbye to commuting!
Full-Time or Part-Time - You choose the schedule that fits your life
No Experience Needed - We provide all the training and support you'll need
Career Growth - Start entry-level and build a career with real advancement opportunities
High Earning Potential - Top performers make $150K+ annually with uncapped commissions and bonuses
Join Globe Life AO - Build a Thriving Career from Anywhere!
As part of the Fortune 500's Globe Life family, Globe Life American Income Division (AO) has helped people protect what matters most for 70+ years. Now, we're growing faster than ever - and we want YOU to be a part of it!
What Makes Globe Life AO Different:
Learn and Grow: Our easy-to-follow training programs set you up for success
Control Your Income: No limits on what you can earn - your hard work pays off
Work-Life Balance: Build your schedule around your life, not the other way around
Supportive Culture: You're never alone - our leadership team and mentors are with you every step of the way
Make a Real Difference: Help families secure their future with the insurance solutions they need
What You'll Be Doing:
Be the Friendly Face: Assist customers with questions, concerns, and solutions
Educate & Empower: Explain benefits and insurance options clearly and compassionately
Build Trust: Create meaningful relationships with clients
Achieve Together: Work closely with a team that celebrates wins - big and small
Are You a Great Fit?
We're looking for someone who:
Loves helping people and solving problems
Communicates clearly, confidently, and with compassion
Is organized, attentive to detail, and ready to learn new skills
Works well independently and as part of a supportive team
Ready to Launch Your Future?
If you're ready to earn great money, grow your skills, and love what you do every day, Globe Life AO is ready for you!
No experience needed.
Full training provided.
A future full of possibilities waiting for you.
👉 Apply today and let's start building your future - together!
Auto-ApplyCustomer Service Rep | No Experience Needed & Start ASAP + Bonuses Urgent Hiring | Fully Remote
San Diego, CA jobs
Globe Life AO is expanding fast and we're looking for people who are ready to start immediately to add to our team. Whether you're just starting your career, switching fields, or just looking for a new opportunity - this job doesn't require experience, is fully remote, and comes with training and guidance from one of our many top performers!
Responsibilities:
Answer incoming calls, emails, and chats from clients
Explain and update benefit coverage options
Maintain accurate client records and assist with policy inquiries
Provide top-tier service with a customer-first mindset
Work independently and hit team goals from your home office
Qualifications:
No previous experience required - just the willingness to learn
Communication and problem-solving skills is a must
Hungry for growth
Reliable, self-motivated, and organized
Basic computer knowledge (we'll train you!) Must be U.S.-based and 18+
Start ASAP - Quick interview & fast onboarding process
100% fully remote - Work from anywhere in the U.S.
Get paid weekly + performance bonuses
Flexible schedules w/ Full-time & part-time options
Union-backed benefits (life, health, retirement)
Growth-focused culture - Promotions based on merit, not tenure
Apply Now and our team will reach out to you within 24-48 hours to schedule a quick virtual interview. Start your career this week with Globe Life AO!
Auto-ApplyD365 Field Service Consultant + Sap Integration
Los Angeles, CA jobs
Dynamics 365 Field Service Support: Provide technical support, issue resolution, and system maintenance for Dynamics 365 Field Service systems.
Customer Interaction: Engage with U.S. clients to understand their Field Service requirements and communicate effective solutions.
Problem Solving: Diagnose and resolve technical issues related to Field Service operations efficiently.
Customization and Enhancement: Utilize JavaScript, CSS, and HTML to enhance the user interface and functionality of Dynamics 365 Field Service.
PowerApps Utilization: Create custom business apps and automation within Dynamics 365 Field Service using PowerApps.
SAP Integration: Facilitate seamless integration and support for clients using SAP alongside Dynamics 365 Field Service (knowledge desirable).
Collaboration: Work closely with internal teams and developers to address complex Field Service issues and ensure timely resolutions.
Training and Guidance: Provide end-user training to ensure effective utilization of the Field Service system.
Proactive Approach: Anticipate and address issues, make system improvements, and help other support teams resolve issues within SLA. Qualifications:
5-8 years of experience in supporting and administering Dynamics 365 Field Service.
Technical Skills: Strong expertise in Dynamics 365 Field Service, including customization, configuration, and troubleshooting.
JavaScript, CSS, HTML: Proficiency in customizing and enhancing Dynamics 365 Field Service user interface and functionality.
PowerApps: Hands-on experience with PowerApps for app development and automation.
SAP Knowledge: Desirable understanding of SAP for integration and support.
Communication Skills: Effective communication with U.S. clients and internal stakeholders.
Time Zone Experience: Experience working in the Pacific and Central Time Zones is an advantage.
Certifications: Microsoft Dynamics 365 Field Service certifications are preferred.
Problem-Solving: Ability to diagnose and resolve technical issues in the Field Service domain.
Documentation: Strong documentation skills to maintain records of support activities.
Proactive Mindset: Initiative to proactively address issues and contribute to system improvements.
Team Player: Collaborative attitude to work effectively with cross-functional teams.
Flexibility in working in shifts/holidays/weekends based on roster created by Delivery Manager is a must Onsite Offshore coordination experience is a must Additional Information:
SAP Field Service Management with SAP S/4HANA Service A PLUS
Required Certifications:
MB-240 Microsoft Dynamics 365 FIELD SERVICE
PL-200
Base Monthly Salary
Competitive ++
Annual Performance Bonus
Automotive Service Advisor (Experience required)
Gilroy, CA jobs
The service advisor is responsible for scheduling service work in the service department and for selling additional services to customers.
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development.
Benefits:
Competitive Salary
Medical, Dental, Vision
401K
Essential Duties & Responsibilities:
Maintain Customer Satisfaction Index (CSI) rating as set by service manager.
Maintain the prescribed standard for “hours per customer repair order written”
Greet customers in a timely, friendly and professional manner. Let customers who are waiting know that they will be helped soon.
Communicate with customer to determine the nature of their mechanical problem(s).
Obtain accurate customer and vehicle data.
Test-drive vehicle as necessary.
Advise customers on the care of their cars and the value of maintaining their vehicles in accordance with the manufacturers' specifications.
Lift the hood of every vehicle and look underneath for potential additional repair needs.
If additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in. Repair orders must be legible.
Notify dispatcher of incoming work.
Provide estimates for labor and parts. If the cost of service cannot be established during reception, leave open and contact the customer later for approval.
Establish each customer's method of payment. Obtain approval of credit, if necessary.
Obtain customer's signature on repair order; provide customer with a copy.
Follow up progress of each repair order during the day. Contact customer by telephone regarding any changes in the estimate of time promised. Record changes on repair order in the approved manner.
Handle telephone inquiries regarding work in process and appointments.
Compare final invoice with original repair order.
Analyze quality control report to ensure that work is completed as requested to reduce comebacks.
Deliver vehicle to customer and answer any questions.
Maintain follow up program on additional items found in need of repair.
Attend meetings as scheduled.
Establish and maintain good working relationships with customers to encourage repeat and referral business.
Ensure that work areas and customer waiting areas are kept clean.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education & Experience:
Associate's degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyAutomotive Service Advisor (Experience required)
Gilroy, CA jobs
Job Description
The service advisor is responsible for scheduling service work in the service department and for selling additional services to customers.
Come work for the best! If you are interested in a career in the automotive business we welcome you to apply today to join our family at United Auto Group. We welcome you to apply for a position where you can contribute to our goal of providing an extraordinary automotive experience to all of our clients. We set each member up for success by providing comprehensive, highly-specialized training for each position within our organization, complete with on-the-job training and ongoing personal development.
Benefits:
Competitive Salary
Medical, Dental, Vision
401K
Essential Duties & Responsibilities:
Maintain Customer Satisfaction Index (CSI) rating as set by service manager.
Maintain the prescribed standard for “hours per customer repair order written”
Greet customers in a timely, friendly and professional manner. Let customers who are waiting know that they will be helped soon.
Communicate with customer to determine the nature of their mechanical problem(s).
Obtain accurate customer and vehicle data.
Test-drive vehicle as necessary.
Advise customers on the care of their cars and the value of maintaining their vehicles in accordance with the manufacturers' specifications.
Lift the hood of every vehicle and look underneath for potential additional repair needs.
If additional work is needed, clearly explain the exact repair instructions, making a special note of the main reason(s) the customer brought the vehicle in. Repair orders must be legible.
Notify dispatcher of incoming work.
Provide estimates for labor and parts. If the cost of service cannot be established during reception, leave open and contact the customer later for approval.
Establish each customer's method of payment. Obtain approval of credit, if necessary.
Obtain customer's signature on repair order; provide customer with a copy.
Follow up progress of each repair order during the day. Contact customer by telephone regarding any changes in the estimate of time promised. Record changes on repair order in the approved manner.
Handle telephone inquiries regarding work in process and appointments.
Compare final invoice with original repair order.
Analyze quality control report to ensure that work is completed as requested to reduce comebacks.
Deliver vehicle to customer and answer any questions.
Maintain follow up program on additional items found in need of repair.
Attend meetings as scheduled.
Establish and maintain good working relationships with customers to encourage repeat and referral business.
Ensure that work areas and customer waiting areas are kept clean.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education & Experience:
Associate's degree or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Member Service Advisor (Sales)
Hawthorne, CA jobs
Are you passionate about making a difference in people's lives? As a Member Service Advisor at SkyOne Federal Credit Union, you will play a vital role in enhancing our members' experiences. This position is perfect for those who thrive in connecting with others, providing tailored financial solutions, and exceeding member expectations.
You will have the opportunity to utilize innovative communication techniques to engage with members, ensuring they receive the personalized support they need. By joining our dedicated team, you'll embody our core values of performance, accountability, integrity, innovation, and respect, all while being part of a mission that prioritizes our members' financial well-being. Your contributions will lead to meaningful interactions and lasting relationships within the community.
If you're ready to make an impact and grow in your career, we invite you to apply today!
Are you excited about this Member Service Advisor job?
As a Member Service Advisor at SkyOne Federal Credit Union, you will be accountable for developing and deepening member relationships through high-quality consultative service. Your primary focus will be on identifying member needs and matching them with our value-added products and services, including the sales of various Credit Union offerings. You will process transactions, update accounts, open new accounts, and handle loan applications while answering all member inquiries.
This role requires a proactive approach in promoting and selling financial solutions that benefit our members, while consistently meeting the Credit Union's service and sales standards. Additionally, you will support business development efforts by performing outbound sales and service calls, engaging members in meaningful conversations to uncover their financial needs. Success in this position is measured by your ability to build trust, deliver exceptional value, and contribute to the overall growth of the Credit Union through effective sales and service strategies.
What you need to be successful
To thrive as a Member Service Advisor at SkyOne Federal Credit Union, several key skills are essential. Strong communication abilities are crucial, as you will need to answer incoming calls professionally and courteously while engaging in meaningful discussions with members to assess their financial needs and present relevant product and service solutions. A consultative sales approach is key to identifying opportunities and confidently recommending SkyOne products that align with member goals.
Familiarity with compliance regulations such as BSA and OFAC is necessary to maintain operational integrity. You should possess a solid understanding of credit union products and services, enabling you to provide tailored recommendations that drive both member satisfaction and sales performance.
Proficiency in utilizing various software tools for account management and transaction processing is vital, along with the ability to work collaboratively with other departments to meet member requests. A proactive attitude toward promoting a service and sales culture will help you meet and exceed individual and team sales goals. Lastly, attention to detail is critical for accurately processing transactions and maintaining up-to-date knowledge of policies, procedures, and promotional offerings.
QUALIFICATIONS
* Minimum of one-year experience in a call center, preferably financial services.
* Strong cross-selling and telemarketing skills.
* Excellent member service and telephone communication skills.
* Strong knowledge and understanding of financial products and services.
* Windows, Word, Excel, and Internet proficiency.
* A high degree of confidentiality.
* A positive, professional image within the workplace.
* Effective verbal and written communication skills.
Get started with our team!
If you think this role will suit your needs, great! Applying is a piece of cake. Good luck - we're excited to meet you!
Member Service Advisor (Sales)
Hawthorne, CA jobs
Job Description
Are you passionate about making a difference in people's lives? As a Member Service Advisor at SkyOne Federal Credit Union, you will play a vital role in enhancing our members' experiences. This position is perfect for those who thrive in connecting with others, providing tailored financial solutions, and exceeding member expectations.
You will have the opportunity to utilize innovative communication techniques to engage with members, ensuring they receive the personalized support they need. By joining our dedicated team, you'll embody our core values of performance, accountability, integrity, innovation, and respect, all while being part of a mission that prioritizes our members' financial well-being. Your contributions will lead to meaningful interactions and lasting relationships within the community.
If you're ready to make an impact and grow in your career, we invite you to apply today!
Are you excited about this Member Service Advisor job?
As a Member Service Advisor at SkyOne Federal Credit Union, you will be accountable for developing and deepening member relationships through high-quality consultative service. Your primary focus will be on identifying member needs and matching them with our value-added products and services, including the sales of various Credit Union offerings. You will process transactions, update accounts, open new accounts, and handle loan applications while answering all member inquiries.
This role requires a proactive approach in promoting and selling financial solutions that benefit our members, while consistently meeting the Credit Union's service and sales standards. Additionally, you will support business development efforts by performing outbound sales and service calls, engaging members in meaningful conversations to uncover their financial needs. Success in this position is measured by your ability to build trust, deliver exceptional value, and contribute to the overall growth of the Credit Union through effective sales and service strategies.
What you need to be successful
To thrive as a Member Service Advisor at SkyOne Federal Credit Union, several key skills are essential. Strong communication abilities are crucial, as you will need to answer incoming calls professionally and courteously while engaging in meaningful discussions with members to assess their financial needs and present relevant product and service solutions. A consultative sales approach is key to identifying opportunities and confidently recommending SkyOne products that align with member goals.
Familiarity with compliance regulations such as BSA and OFAC is necessary to maintain operational integrity. You should possess a solid understanding of credit union products and services, enabling you to provide tailored recommendations that drive both member satisfaction and sales performance.
Proficiency in utilizing various software tools for account management and transaction processing is vital, along with the ability to work collaboratively with other departments to meet member requests. A proactive attitude toward promoting a service and sales culture will help you meet and exceed individual and team sales goals. Lastly, attention to detail is critical for accurately processing transactions and maintaining up-to-date knowledge of policies, procedures, and promotional offerings.
QUALIFICATIONS
Minimum of one-year experience in a call center, preferably financial services.
Strong cross-selling and telemarketing skills.
Excellent member service and telephone communication skills.
Strong knowledge and understanding of financial products and services.
Windows, Word, Excel, and Internet proficiency.
A high degree of confidentiality.
A positive, professional image within the workplace.
Effective verbal and written communication skills.
Get started with our team!
If you think this role will suit your needs, great! Applying is a piece of cake. Good luck - we're excited to meet you!
Job Posted by ApplicantPro
Member Services Consultant II
Arcadia, CA jobs
Full-time Description
Member Services Consultant II
Pay Range: $21.13 to $31.69
FLSA Classification: Non-exempt
Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)-primarily in education, healthcare, and municipal government-as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas.
Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM-$1B) in California, according to Callahan & Associates.
As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community.
Benefits and Perks:
100% covered medical/dental/vision for employees
401(k) plan with match
Profit-Sharing Plan
Paid Holidays
Paid Time-Off
About the Role: The Member Services Consultant II (MSCII) plays a key role in shaping exceptional member experiences at Foothill Credit Union. As a trusted financial partner, the MSCII builds meaningful relationships with members, helping them make confident decisions and achieve their financial goals. Through thoughtful conversations and a deep understanding of each member's needs, the MSCII recommends products and services that truly make a difference in their financial well-being. Driven by curiosity and a commitment to growth, the MSCII continuously expands their knowledge of Foothill's offerings, operations, and compliance standards-ensuring every interaction reflects the highest level of service, integrity, and expertise.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Process and open New Accounts through Meridian while complying with eligibility and regulatory requirements
Set up home banking services, including e-statements, for new and existing members
Order checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accurately
Perform file maintenance, including account updates and changes
Renew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiries
Accept loan applications using Meridian Link, identifying the best consumer loan products for members
Obtain credit reports during account openings for comprehensive credit analysis and processing
Process and sign loan documentation for HELOC, Home Advantage, and personal loans
Provide Notary Services and Medallion Stamp Certification as needed
Maintain attestation for NMLS# (Nationwide Multistate Licensing System)
Follow up with members via phone and email to ensure timely completion of services and applications
Conduct outbound telemarketing to engage current and prospective members
Complete required reports and records accurately and in a timely manner
Attend scheduled meetings and training sessions as required
Perform research and other clerical support duties as assigned
Ensure work area is clean, secure, and organized at all times
Provide support across multiple branch locations as needed
Perform additional duties and responsibilities as assigned
Requirements
Experience/Education Requirements:
High school diploma or equivalent
3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRA's, Lending. ATM, etc.
Good understanding of Credit Union services and products
Experience processing home equity line of credit and cross-selling credit union services
Notary Services
Desired certifications in the following areas:
Certified IRA Specialist
NMLS
Other Skills and Abilities:
Excellent verbal and written skills
Excellent interpersonal and customer service skills
Excellent time management skills
Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support
Ability to make sound judgments
Ability to organize and prioritize tasks while maintaining detailed, accurate records
Ability to maintain a professional image
Proficient math skills
Proficient with Microsoft Office Suite
Bilingual (Spanish/English) preferred
Consistent attendance
Foothill Credit Union is an Equal Opportunity Employer. It does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Salary Description $21.13 - $31.69
Member Services Consultant II
Arcadia, CA jobs
Job DescriptionDescription:
Member Services Consultant II
Pay Range: $21.13 to $31.69
FLSA Classification: Non-exempt
Who We Are: Foothill Credit Union is a full-service financial institution proudly rooted at the foothill of the San Gabriel Valley (SGV), serving members of our select employer groups (SEGs)-primarily in education, healthcare, and municipal government-as well as individuals, families, and more than 250 businesses in the SGV and surrounding areas.
Exceptional service is our promise to members. We've earned a prestigious five-star rating from Bauer Financial, placing us among the top institutions in our peer group. CUNA recognized us with the 2021 Member Benefits Top Performance accolade for delivering an average direct benefit of $690 per member household. During Q4 2024, we achieved the #1 ranking in overall return of value to members (ROM) among peer credit unions ($700MM-$1B) in California, according to Callahan & Associates.
As a dedicated community advocate, Foothill actively partners with local businesses and organizations to support meaningful causes. Through events, sponsorships, and fundraising efforts, we actively give back to the individuals and groups that make up the core of our community.
Benefits and Perks:
100% covered medical/dental/vision for employees
401(k) plan with match
Profit-Sharing Plan
Paid Holidays
Paid Time-Off
About the Role: The Member Services Consultant II (MSCII) plays a key role in shaping exceptional member experiences at Foothill Credit Union. As a trusted financial partner, the MSCII builds meaningful relationships with members, helping them make confident decisions and achieve their financial goals. Through thoughtful conversations and a deep understanding of each member's needs, the MSCII recommends products and services that truly make a difference in their financial well-being. Driven by curiosity and a commitment to growth, the MSCII continuously expands their knowledge of Foothill's offerings, operations, and compliance standards-ensuring every interaction reflects the highest level of service, integrity, and expertise.
Essential Duties and Responsibilities: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required but may not be all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Process and open New Accounts through Meridian while complying with eligibility and regulatory requirements
Set up home banking services, including e-statements, for new and existing members
Order checks and manage account-related services such as stop payments and payroll deductions and process authorization forms and related documentation accurately
Perform file maintenance, including account updates and changes
Renew, update, and maintain certificate and IRA accounts; respond to basic IRA inquiries
Accept loan applications using Meridian Link, identifying the best consumer loan products for members
Obtain credit reports during account openings for comprehensive credit analysis and processing
Process and sign loan documentation for HELOC, Home Advantage, and personal loans
Provide Notary Services and Medallion Stamp Certification as needed
Maintain attestation for NMLS# (Nationwide Multistate Licensing System)
Follow up with members via phone and email to ensure timely completion of services and applications
Conduct outbound telemarketing to engage current and prospective members
Complete required reports and records accurately and in a timely manner
Attend scheduled meetings and training sessions as required
Perform research and other clerical support duties as assigned
Ensure work area is clean, secure, and organized at all times
Provide support across multiple branch locations as needed
Perform additional duties and responsibilities as assigned
Requirements:
Experience/Education Requirements:
High school diploma or equivalent
3-5 years in a member service-oriented position or one (1) year as an MSC l or personal banker, preferably within credit union operations working in such departments as New Accounts. IRA's, Lending. ATM, etc.
Good understanding of Credit Union services and products
Experience processing home equity line of credit and cross-selling credit union services
Notary Services
Desired certifications in the following areas:
Certified IRA Specialist
NMLS
Other Skills and Abilities:
Excellent verbal and written skills
Excellent interpersonal and customer service skills
Excellent time management skills
Ability to identify member opportunities for financial improvement, communicate recommendations, and provide support
Ability to make sound judgments
Ability to organize and prioritize tasks while maintaining detailed, accurate records
Ability to maintain a professional image
Proficient math skills
Proficient with Microsoft Office Suite
Bilingual (Spanish/English) preferred
Consistent attendance
Foothill Credit Union is an Equal Opportunity Employer. It does not discriminate against any team member or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, intersectionality, status as a veteran, and basis of disability or any other federal, state, or local protected class.
-Customer Service - Fully Remote | (No Experience Needed)
San Diego, CA jobs
Join Globe Life AO: Build a Thriving Career from Anywhere! Remote Customer Service- $60k-$150k/YR | Flexible Hours | Entry-Level Welcome Are you ready to take charge of your future and turn your love for helping others into a fun and rewarding job? Globe Life American Income Division (AO), part of the Fortune 500's Globe Life, is looking for friendly, hardworking people to join our team as Customer Service. With over 70 years of experience, we offer a great chance to grow, succeed, and make a real difference-all from the comfort of your home!
Why Globe Life AO?
Grow Your Skills: Learn and grow with our easy-to-follow training programs.
Great Pay: Unlimited Earning Potential. Uncapped commissions + performance bonuses = $150K+ for top performers.
Work Your Way: Enjoy the flexibility to choose your own hours and achieve the work-life balance you need.
Supportive Team: Join a team that celebrates your success and helps you grow.
Make an Impact: Help families feel safe and secure with insurance plans tailored to their needs.
What You'll Do:
Be the friendly voice that answers questions and solves problems for customers.
Educate customers on life insurance products and benefits in a clear, compassionate way.
Build strong connections with customers and make them feel valued.
Work with a great team to achieve goals and celebrate successes together.
Someone who loves helping others and solving problems.
A great communicator who can make anyone feel comfortable.
Organized, detail-focused, and always ready to learn.
A team player who enjoys working with others.
Ready to Start?
If you're ready to take the next step and build a career that's both fulfilling and rewarding, apply today! Join a team that values your success, and let's create a bright future together.
Your future starts now-let's make it amazing!
Don't wait-apply today and start your journey with us!
Auto-ApplyFinancial Services Consultant 1
Livermore, CA jobs
This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.
Essential Job Duties:
Teller Duties
Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records.
Balances cash drawers at the beginning and end of shifts to ensure accuracy
Balances cash drawer and other transactions correctly and according to standard operating procedures
Issues cashier's checks, money orders, and bank drafts
Verifies and reconcile daily transactions to maintain accurate records
Proactively educates members of our products and services
Member Service Duties:
Resolves any issues and problems faced by members, providing timely and regular updates.
Maintains a high level of professionalism and confidentiality in all member interactions.
Assists members with the following:
Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit.
Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals.
Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.
Loans: Credit card, loans, and bill payments
Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations.
IRA and Fiduciary transactions
Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department.
Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner.
Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations.
Performs other duties as assigned.
Financial Sales Duties:
Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions.
Engages with members to understand their financial situations and short-term and long-term financial objectives.
Performs consultative selling to offer personalized products to members to help them achieve their financial goals.
Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance.
Promotes financial products and services that are suitable for members based on their needs.
Identifies opportunities for account and membership growth and cross-selling additional products or services.
Maintains knowledge around products and services offered.
Requirements
Required Skills/Abilities:
Excellent interpersonal and communication skills
Excellent organizational skills and attention to detail.
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
Strong verbal/written communication skills
Adaptability and willingness to learn new skills and technologies
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Knowledge:
Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits.
Education and Experience:
Minimum one year experience in financial industry or consultative sales role or related experience
Minimum high school diploma, or more than one year of related experience.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Needs to be flexible with schedule to meet the needs of the organization and membership.
Must be able to lift 20 pounds at times.
Salary Description $23.00-$25.00 (Depends on Experience)
Service Dispatcher
Rancho Cordova, CA jobs
$19 to $25 / per hour + Bonuses
Are We the Right Fit for You?
Sierra Pacific has been a leader in the home services industry since 1984, providing top-tier services across the Greater Sacramento Region. From HVAC, Solar Pool & Electric systems, and Generators, to Water Treatment and Windows, we take pride in delivering a "Wow" experience for our clients at every touchpoint. If you share our commitment to integrity, excellence, and customer satisfaction, we'd love to hear from you!
Job Description
We are seeking a Service Dispatcher to help keep our operations running smoothly. In this role, you will be responsible for scheduling, routing, and tracking our Service Technicians as they perform work in the field. You'll work closely with the customer service team to keep everyone informed about service times, appointments, delays, and special instructions. A successful dispatcher is organized, detail-oriented, and able to make quick decisions in a fast-paced environment.
This position is on-site.
Responsibilities
Efficiently route and schedule Service Technicians with high attention to detail.
Monitor technician activity, ensuring tasks are completed on time and according to plan.
Provide clients with updates on parts, scheduling, and appointment status.
Follow up with clients to confirm appointments and resolve any concerns.
Ask relevant qualifying questions to ensure field technicians are fully prepared for each job.
Assist the Customer Service team with incoming calls as needed.
Schedule and route Prepaid Maintenance appointments.
Qualifications
1+ years of dispatch experience preferred.
Service Titan experience is a plus!
Strong team player with excellent communication skills.
Ability to think quickly and make decisions in a fast-paced environment.
Strong attendance and reliability.
Commitment to exceeding customer expectations.
Ability to lift up to 50 lbs as part of daily duties.
Benefits
Medical, Dental & Vision Insurance
Paid Vacation & Holidays
401(k) with Employer Match
Year-Round Work
Paid Training
If you're looking for a dynamic, rewarding position where you can make an impact, apply today to join our team at Sierra Pacific!
Service Dispatcher
Rancho Cordova, CA jobs
Service Dispatcher
$19 to $25 / per hour + Bonuses
Are We the Right Fit for You?
Sierra Pacific has been a leader in the home services industry since 1984, providing top-tier services across the Greater Sacramento Region. From HVAC, Solar Pool & Electric systems, and Generators, to Water Treatment and Windows, we take pride in delivering a "Wow" experience for our clients at every touchpoint. If you share our commitment to integrity, excellence, and customer satisfaction, we'd love to hear from you!
Job Description
We are seeking a Service Dispatcher to help keep our operations running smoothly. In this role, you will be responsible for scheduling, routing, and tracking our Service Technicians as they perform work in the field. You'll work closely with the customer service team to keep everyone informed about service times, appointments, delays, and special instructions. A successful dispatcher is organized, detail-oriented, and able to make quick decisions in a fast-paced environment.
This position is on-site.
Responsibilities
Efficiently route and schedule Service Technicians with high attention to detail.
Monitor technician activity, ensuring tasks are completed on time and according to plan.
Provide clients with updates on parts, scheduling, and appointment status.
Follow up with clients to confirm appointments and resolve any concerns.
Ask relevant qualifying questions to ensure field technicians are fully prepared for each job.
Assist the Customer Service team with incoming calls as needed.
Schedule and route Prepaid Maintenance appointments.
Qualifications
1+ years of dispatch experience preferred.
Service Titan experience is a plus!
Strong team player with excellent communication skills.
Ability to think quickly and make decisions in a fast-paced environment.
Strong attendance and reliability.
Commitment to exceeding customer expectations.
Ability to lift up to 50 lbs as part of daily duties.
Benefits
Medical, Dental & Vision Insurance
Paid Vacation & Holidays
401(k) with Employer Match
Year-Round Work
Paid Training
If you're looking for a dynamic, rewarding position where you can make an impact, apply today to join our team at Sierra Pacific!
Customer Service Representative- Escalon
Escalon, CA jobs
Job Title: Customer Service Representative Location: Escalon, CA Employment Type: Full-Time (40 hours) FLSA Status: Non-Exempt
Salary Range: $18.00- $24.04 per hour (good-faith estimate upon hire)
Additional Compensation:
This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs.
Total Compensation: In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes, medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity.
About our Company:
Oak Valley Community Bank is a trusted, full-service commercial bank serving California's San Joaquin Counties and beyond since 1991. With a strong presence in Escalon, we are committed to providing personalized banking solutions for individuals, families, and businesses.
As a two-time recipient of the Best Places to Work award, Oak Valley Community Bank fosters a supportive and inclusive workplace culture where employees thrive and grow. Our Escalon branch exemplifies our community-first values, offering exceptional customer service and building lasting relationships with local residents and businesses.
About the Role:
The full-time Customer Service Representative (Teller ) plays a crucial role in ensuring a positive banking experience for our clients in our Escalon branch location. This position is responsible for handling customer transactions efficiently and accurately, while also providing exceptional service that fosters customer loyalty. The representative will be the first point of contact for customers, addressing their inquiries and resolving any issues they may encounter. By maintaining a thorough understanding of our banking products and services, the teller will effectively promote offerings that meet customer needs. Ultimately, the goal of this role is to enhance customer satisfaction and contribute to the overall success of the branch.
Minimum Qualifications:
High school diploma or equivalent.
Previous experience in customer service or a related field.
Strong numerical and cash handling skills.
Preferred Qualifications:
Experience in the banking or financial services industry.
Familiarity with banking software and technology.
Responsibilities:
Process customer transactions, including deposits, withdrawals, and loan payments with accuracy and efficiency.
Provide information about bank products and services, assisting customers in making informed decisions.
Address customer inquiries and resolve issues in a timely and professional manner.
Maintain compliance with banking regulations and internal policies to ensure the security of customer information.
Collaborate with team members to achieve branch goals and enhance the overall customer experience.
Skills:
The required skills for this position include strong communication and interpersonal abilities, which are essential for building rapport with customers and addressing their needs effectively. Attention to detail is crucial when processing transactions to ensure accuracy and compliance with regulations. Problem-solving skills will be utilized daily to resolve customer inquiries and issues promptly. Additionally, proficiency in technology will aid in navigating banking software and enhancing service delivery. Preferred skills, such as bilingual communication, will further enhance the ability to serve a diverse clientele, contributing to a more inclusive banking environment.
Equal Pay & Opportunity Statement
Oak Valley Community Bank complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. We are an equal opportunity employer committed to diversity, equity, and inclusion.
Auto-ApplyUniversal Customer Service Representative I
Fairfield, CA jobs
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Weekly working hours: 40
As Customer Service Representative, responds to customer telephone inquiries by direct action or referral questions & requests. Complies with customer requests, sells bank services, resolves problems, and explains Bank policy regarding rates and service charges.
Previous customer service skills in a banking environment preferred. Prior call center experience is a plus. Bilingual/Spanish highly desirable but not required.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $17.13
Customer Service Representative (Teller)- FT- Sacramento, CA
Sacramento, CA jobs
Job Title: Customer Service Representative Location: Sacramento, CA Employment Type: Full-Time (40 hours) FLSA Status: Non-Exempt
Salary Range: $18.00- $24.04 per hour (good-faith estimate upon hire)
Additional Compensation:
This position includes eligibility for quarterly incentives and employees may be considered for annual performance-based salary increases; eligibility and amount are determined by individual performance and business needs.
Total Compensation: In addition to base pay, this position may be eligible for quarterly incentive compensation, including performance-based salary increases. Oak Valley Community Bank also offers a comprehensive benefits package that includes, medical, dental, vision, retirement savings with employer match, paid time off, and other voluntary benefits. Final compensation will be based on skills experience, and internal equity.
About our Company:
Oak Valley Community Bank is a trusted, full-service commercial bank serving California's San Joaquin Counties and beyond since 1991. With a strong presence in Sacramento, we are committed to providing personalized banking solutions for individuals, families, and businesses.
As a two-time recipient of the Best Places to Work award, Oak Valley Community Bank fosters a supportive and inclusive workplace culture where employees thrive and grow. Our Sacramento branch exemplifies our community-first values, offering exceptional customer service and building lasting relationships with local residents and businesses.
About the Role:
The full-time Customer Service Representative (Teller ) plays a crucial role in ensuring a positive banking experience for our clients in our Sacramento branch location. This position is responsible for handling customer transactions efficiently and accurately, while also providing exceptional service that fosters customer loyalty. The representative will be the first point of contact for customers, addressing their inquiries and resolving any issues they may encounter. By maintaining a thorough understanding of our banking products and services, the teller will effectively promote offerings that meet customer needs. Ultimately, the goal of this role is to enhance customer satisfaction and contribute to the overall success of the branch.
Minimum Qualifications:
High school diploma or equivalent.
Previous experience in customer service or a related field.
Strong numerical and cash handling skills.
Preferred Qualifications:
Experience in the banking or financial services industry.
Familiarity with banking software and technology.
Responsibilities:
Process customer transactions, including deposits, withdrawals, and loan payments with accuracy and efficiency.
Provide information about bank products and services, assisting customers in making informed decisions.
Address customer inquiries and resolve issues in a timely and professional manner.
Maintain compliance with banking regulations and internal policies to ensure the security of customer information.
Collaborate with team members to achieve branch goals and enhance the overall customer experience.
Skills:
The required skills for this position include strong communication and interpersonal abilities, which are essential for building rapport with customers and addressing their needs effectively. Attention to detail is crucial when processing transactions to ensure accuracy and compliance with regulations. Problem-solving skills will be utilized daily to resolve customer inquiries and issues promptly. Additionally, proficiency in technology will aid in navigating banking software and enhancing service delivery. Preferred skills, such as bilingual communication, will further enhance the ability to serve a diverse clientele, contributing to a more inclusive banking environment.
Equal Pay & Opportunity Statement
Oak Valley Community Bank complies with the California Equal Pay Act and SB 642 requirements. Compensation decisions are based on experience, skills, and business needs, without regard to sex, gender identity, gender expression, race, or any other protected characteristic. We are an equal opportunity employer committed to diversity, equity, and inclusion.
Auto-ApplyCustomer Service Rep I
Moorpark, CA jobs
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day Pennymac is looking for solution-focused, patient, and proactive listeners to join our Customer Service team.
Taking care of our customers is at the core of every decision we make.
Customer Service Representatives (CSRs) answer customer inquiries and resolve requests politely and timely.
Additionally, CSRs have the opportunity and are expected to cross-sell Pennymac products to existing qualified customers.
All CSRs are provided training support through dedicated coaches and a structured internal training program to ensure professional success.
The CSR role is a full-time hourly position starting at $20/hour with a performance incentive plan to potentially earn an extra $400-$500+ per month.
Pay ranges provided on job boards (e.
g.
, Indeed, LinkedIn) may not accurately reflect Pennymac's compensation for this role.
As a Customer Service Representative, you will: Provide exceptional support to our customers through polite and informative phone interactions in an inbound high volume call center environment Provide account information to customers including, but not limited to, inquiries regarding loan payments, escrow, taxes, payoffs, and loan documents Conduct research to resolve and respond to customer inquiries accurately Interact cross-departmentally to resolve customer requests, including escalations Perform other related duties as assigned Demonstrate behaviors that are aligned with the organization's desired culture and values Training: Structured 8 week training is provided in office and full attendance is a condition of employment Direct coaching and support is provided throughout training to improve skills and build confidence and independence in the CSR role Training is typically conducted Mon-Fri from 7:00 am - 4:00 pm PST Post-Training Schedule: CSRs will be assigned one of the below standard shifts: 6:00 am - 3:00 pm PST Only 7:00 am - 4:00 pm PST & CT 8:00 am - 5:00 pm PST & CT 9:00 am - 6:00 pm PST & CT Overtime Requirements: Normally 2 half-day shifts on Saturdays each month An additional hour during peak call volume days (e.
g.
, Mondays, mid-month, end of the month) What You'll Bring Demonstrate patience, kindness, and understanding for customers during all interactions Easily navigate multiple screens, find relevant data, and communicate clearly to customers Computer proficiency, including Word and Excel Deliver timely and accurate information in a fast-paced environment Critically think with strong negotiation and problem solving skills, mathematical aptitude, and sound judgment Make decisions independently within set policy and procedures Mortgage and/or financial services industry experience is a plus Bi-lingual Spanish is a plus; additional per-call compensation may apply Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $36,000 - $45,000 Work Model OFFICE
Auto-ApplyDirector, Services Specialist Sales, Test & Learn
San Francisco, CA jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director, Services Specialist Sales, Test & Learn
Mastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle,
Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence.
Summary:
As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment.
The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance.
Job Responsibilities:
- Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals
- Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities
- Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals
- Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.)
- Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals
- Ability to seamlessly partner across our Services sales and consulting teams
- Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking
- Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite
All About You
- Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise
- Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred
- Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients
- Ability to thrive and build robust pipeline with limited lead generation support
- Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues
- Revenue management experience
- Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
\#AI3
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Pay Ranges**
Purchase, New York: $141,000 - $197,000 USD