Customer Service Representative jobs at National Exchange Bank & Trust

Job DescriptionWhy NEBAT? Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development. Position Summary As a Customer Services Representative, you will have the opportunity to create a difference in the lives of our customers every single day. As a Customer Service Representative, you will spend time: Providing guidance to help customers make decisions about their financial needs. Completing teller transactions including cashing checks, processing deposits, and withdrawals. Offering appropriate bank products and services. Balancing and maintaining a cash drawer with accuracy and attention to detail. Essential Knowledge & Skills The following skills are needed to be successful in your banking career as a Customer Service Representative: Interpersonal skills necessary to relate to and empathize with customers and coworkers to maintain a friendly demeanor throughout the day. Be able to operate standard office, and bank equipment and required software including Microsoft Word, Excel, Outlook, and Teams. Ability to communicate effectively via phone, email and in person. A high school diploma or equivalent. Benefits Offered National Exchange Bank & Trust offers a competitive benefit package for both Full-Time and Part-Time employees including: Health, Dental, and Vision Insurance Health Savings Account with Employer Contributions Short and Long Term Disability Employer Paid Life and AD&D Insurance Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance 401(k) with Employer Match & Profit Sharing Paid Time Off Flexible scheduling Education Assistance Program Product & Service Discounts & more!

Discover Green Bay is looking for a warm, organized, energetic team member to help us welcome visitors and showcase everything Greater Green Bay has to offer. Our Event Services Specialist stays plugged in as the heartbeat of hospitality in our community. Build and maintain relationships with local business owners and decision makers. Help match event needs with the incredible restaurants, venues, attractions, and service providers that make Greater Green Bay a showcase destination. Coordinate details, prepare materials, create unique gift baskets, schedule logistics, and ensure every individual group feels genuinely welcomed. Your work will shape how visitors experience Greater Green Bay. This flexible, part-time position (about 16 hours per week) is perfect for someone who loves details, communication, and creating memorable moments. You'll join a fun, supportive team and take pride in bringing events to life with professionalism, creativity, and heart. If you're ready to help make unforgettable experiences happen, we'd love to meet you. GENERAL SUMMARY: The Event Services Specialist provides exceptional support to conventions, meetings, and sports events that bring visitors to the Greater Green Bay area. This part-time role focuses on delivering outstanding service to event planners and guests while showcasing everything Greater Green Bay has to offer as a premier meeting destination. The Specialist coordinates event logistics, communicates with planners and local partners, and ensures that each group enjoys a seamless and welcoming experience. Through professionalism, attention to detail, and genuine enthusiasm for the region, this position helps reinforce Discover Green Bay's reputation for excellence. RESPONSIBILITIES: ESSENTIAL JOB FUNCTIONS: Serve as the primary point of contact for assigned conventions, meetings, and sports events after booking, providing responsive, professional, and proactive support to planners and attendees. Serve as liaison between confirmed meeting, convention, and sports event planners and local hospitality partners to ensure service needs are met efficiently. Promote Greater Green Bay's hospitality community by connecting event organizers with local venues, attractions, restaurants, and service providers that enhance their group's experience. Collaborate with the Sales team to develop and implement service plans that align with each event's goals, including timelines, communications, and follow-up. Prepare and coordinate event materials, such as name badges, welcome packets, delegate kits, signage, and destination information. Assist event planners with program enhancements such as transportation, identifying local speakers, entertainment, spouse programs, tours, special activities, and signature experiences; coordinate welcome addresses and on-site registration logistics to ensure a smooth and engaging start to each event. Work closely with the Director of Partnerships to assemble and deliver donation baskets or welcome gifts that highlight Greater Green Bay's local products, attractions, and hospitality partners. Represent Discover Green Bay at events by providing on-site assistance-including registration or hospitality desk coverage-and ensuring guests receive a warm and knowledgeable welcome to the community. Recruits, engages, and schedules volunteers for conventions, meetings, and sports events, ensuring they represent the Discover Green Bay's values and deliver a welcoming, professional, well-prepared, exceptional experience for all guests. Maintain a strong understanding of the destination's amenities, attractions, and hospitality offerings to confidently promote Greater Green Bay to visiting groups and partners. Support repeat business and client satisfaction efforts by documenting post-event feedback, updating CRM records (Simpleview), and assisting with follow-up communications. Collaborate with internal departments to ensure consistent messaging and quality across all visitor-facing materials and experiences. Maintain all necessary records and reports including entertainment databases through the organization's chosen CRM system. Demonstrates the DGB's mission, vision, and values by consistently providing warm, authentic, and service-oriented experiences that reflect the spirit of Greater Green Bay. Acts as an ambassador of the community, fostering collaboration, inclusion, and pride among visitors, partners, and colleagues. Performs all other duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 1. Demonstrated ability to provide professional, proactive support to clients and partners in the meetings and hospitality industries. 2. Strong written and verbal communication; able to represent the community positively with planners, vendors, and the public. 3. Ability to manage multiple servicing projects, track timelines, and meet deadlines in a part-time schedule. 4. Demonstrates empathy, active listening, and situational awareness when working with planners, partners, and teammates; effectively manages stress, maintains professionalism, and builds trust-based relationships that reflect the Discover Green Bay's culture of hospitality and respect. 5. Well-versed in Microsoft Office Suite and CRM software as well as demonstrated expertise in database management and CRM systems. 6. Flexible and collaborative; able to work independently, anticipate needs, and problem-solve in a fast-paced environment. 7. Enthusiasm for Greater Green Bay and its tourism assets; commitment to sharing destination knowledge with visitors and partners. EQUIPMENT TO BE USED: Hardware and software chosen by the organization including Microsoft Office, Simpleview, Google Docs, etc. Audio/Visual equipment such as projectors and other presentation/speaker related equipment. Trade show booths, displays and equipment associated with trade shows. Must be able to operate a motor vehicle and have a valid driver's license. TYPICAL PHYSICAL DEMANDS: Frequent mobility and/or sitting required for extended periods of time. Requires eye-hand coordination and manual dexterity to operate keyboard and other standard office equipment. Eyesight correctable to 20/20 to read communications, reports and computer terminals. Requires hearing within normal range when communicating with company personnel or clients in person or via the telephone. Must have a valid driver's license in order to perform outside convention sales calls. Requires occasional lifting to 50 pounds. May require some irregular work hours. WORK ENVIRONMENT: 1. Normal office environment with little exposure to excessive noise, dust, temperature, and the like. 2. Regular local travel to partner facilities and event venues. 3. Position is part-time (averaging approximately 16 hours per week) based upon the needs of the organization and the event calendar.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: What You'll Bring to Baird: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals. Hours: Business hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm Typically 15-29 hours per week. This position will typically work every Saturday. *Hours may vary based on business needs and may change at any time Essential Duties and Responsibilities: Listen effectively to customers' requests and promptly take the necessary action to assist them. Effectively cross sell bank products and services Educate customers on utilizing bank products and services Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge Any other duties as assigned Requirements: High School Diploma or GED 2+ years of Personal Banking experience required Knowledge of banking products and services including loans Call center experience preferred Strong verbal communication skills Ability to cross sell products and services Ability to multitask Critical Competencies: Customer Service Excellence Communication Listening Skills Confidentiality ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities****Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************

Job Description The Customer Support Representative handles all customer calls that come into the Bank needing support for their accounts and services. The Customer Support Representatives provide account support for both business and consumer customers on deposit accounts and loans. The Customer Support Representative's primary responsibilities include account maintenance, reconciling and researching accounts, debit card maintenance and electronic banking support. In addition the Customer Support Representative is responsible for recognizing customer needs and cross-selling products and services that align with their customer's financial goals. Hours: Business hours: Monday - Friday 8am-5:30pm, Saturday 9am-1pm Typically 15-29 hours per week. This position will typically work every Saturday. *Hours may vary based on business needs and may change at any time Essential Duties and Responsibilities: Listen effectively to customers' requests and promptly take the necessary action to assist them. Effectively cross sell bank products and services Educate customers on utilizing bank products and services Escalate issues immediately and take necessary steps to prevent and/or minimize loss to the bank and/or the customer Take the initiative to follow-up, escalate or seek additional resources to ensure customer satisfaction Adapt to the concepts and procedures, notifying management when additional training is needed on product and service knowledge Any other duties as assigned Requirements: High School Diploma or GED 2+ years of Personal Banking experience required Knowledge of banking products and services including loans Call center experience preferred Strong verbal communication skills Ability to cross sell products and services Ability to multitask Critical Competencies: Customer Service Excellence Communication Listening Skills Confidentiality ****Equal Opportunity Employer of Minorities, Females, Protected Veterans, and Individuals with Disabilities**** Our company is an equal opportunity/affirmative action employer. Applicants can learn more about their rights by viewing the federal EEO poster at *********************************************************************************************

Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with their products or services in a call center environment Becomes proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions which requires a basic understanding of a risk product. Resolves routine problems by following defined standard process and evaluating solutions. Takes responsibility of the client experience to make a difference by connecting with the client and seeing things from their point of view. Handles phone and transactional responsibilities while adhering to strict confidentiality and privacy standards. Fosters a professional relationship with our clients to enhance brand loyalty. Exhibits consistent and appropriate style and customer focused approach to a variety of customers and customer situations. Uses available resources to effectively and accurately complete routine cases. Qualifications Position Summary As a Customer Service Representative at Northwestern Mutual, you will be a key ambassador of our client experience. As part of our client service operations, you will engage with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to insurance, investments, or other financial products, and contribute to a culture that values proactive problem solving and continuous improvement. We are committed to providing exceptional support and are proud to welcome bilingual candidates-particularly Spanish speakers-as we strive to serve our diverse clientele. This is a Hybrid role for Franklin, WI 3 days on site and 2 days' work from home - Start Date February 2nd, 2026. Key Responsibilities Client Engagement: Provide prompt, accurate, and courteous service to clients and financial representatives via phone, email, and potentially other digital channels. Deliver personalized support by understanding customer needs and offering tailored solutions within the scope of Northwestern Mutual's products and services. Issue Resolution: Handle both basic and intermediate (semi-complex) inquiries with a clear understanding of our insurance, investment, or related financial products. Use defined processes for routine issues while applying critical thinking to suggest effective solutions for non-standard situations. System Navigation & Accuracy: Efficiently navigate multiple proprietary and standard software applications to process requests with exceptional attention to detail and accuracy. Maintain high accuracy in data entry and case management, ensuring client information is handled securely and confidentially according to industry regulations and company policy. Relationship Building: Develop professional and empathetic relationships with clients and Financial Advisors. Enhance the overall client experience and build brand loyalty through proactive communication, follow-ups, and quality service. Continuous Improvement: Embrace change in a dynamic environment and actively contribute ideas for process enhancements to improve efficiency and client satisfaction. Participate in ongoing training sessions and professional development opportunities to stay current with products, services, regulations, best practices, and technological advances. Required Qualifications An Associate's degree in Business, Finance, or a related field, or an equivalent combination of education and professional experience. Exceptional verbal and written communication skills with a strong customer-focused mindset. Strong organizational and multitasking abilities in fast-paced settings. Demonstrated proficiency in using modern software packages and navigating multiple complex systems. A proactive approach toward problem solving with a commitment to continuous learning and accuracy. Skills You Have Customer Service Mindset (NM) - Anticipates customer needs and applies understanding of customer needs or perspectives to solve problems and drive outcomes as the basis for decision making. Leverages knowledge of trends affecting customer to help them make informed decisions. Customer Support (NM) - Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; leverages knowledge of trends affecting customer to help them make informed decisions and communicates with the customer and the field. Uses customer intelligence to solve problems, demonstrate patience and understanding, ensure customer satisfaction by knowing the customer and audience and resolve customer complaints efficiently. Change Adaptability (NM) - Becomes adaptable in response to continual changes; shows an openness to new ways of working, new methods, work-in-progress improvements and changes and seamlessly navigates the changing business environment and adjusts behavior as appropriate to the situation. Client Advocacy (NM) - Translates customer issues and pain points into requirements, represents client's best interests. Analyzes customer feedback to understand client needs and communicates client sentiment to product teams and relevant stakeholders. Analytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. Adaptive Communication (NM) - Formulates strategies to be used to convey complex information about services, products, systems, or processes to targeted audiences; communicates and liaises between technical and non-technical audiences. Quality Acumen (NM) - Demonstrates thorough understanding of the professional domain, adheres to established industry standards, and exhibits effective consultative behaviors. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience. Why Join Northwestern Mutual? Growth Opportunities: We are invested in your professional development and provide clear pathways for career advancement within a stable and respected company. Inclusive Culture: We foster a diverse and inclusive environment that encourages collaboration, integrity, and mutual respect. Impactful Work: Your role directly influences client satisfaction and financial security, contributing to the overall success of our clients and the company, making a measurable This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA Compensation Range: Pay Range - Start: Pay Range - End: Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

At HSA Bank, we're working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us? Job Summary: Under the direct Supervision of the Partner Service Manager, the Partner Relations Specialist is responsible for managing daily issue resolution and providing administrative support for specific assigned Partners/Large Employers with money movement or audit risk. Takes ownership for providing communication plans and escalation tracking for proper internal and external visibility. This position also acts as a backup for Partner Service Managers for lower-level partner responsibilities. Key responsibilities for the role: Acts as a Partner Subject Matter expert for assigned partners being internal and external support Assist Partner Service Managers with critical needs and support to meet partner goals Assist with managing, monitoring and identifying service trends based on file, intake, operational data Identify scalable processes that will work across all of our partner relationships to meet or improve goals Regularly review internal knowledge base content for consistency, quality, and ease-of-use for assigned partners Gather insights from our support teams to identify trends and opportunities for improvement Own the success and serve as point of contact for critical high risk partner tasks Own Partner custom money movement processes with extreme detail to contractual obligations. Proactively monitors file processing Act as file expert for each Partnership we support Responsible for daily ownership of Partner dashboard updates and necessary reporting to partners Responsible for performing customized monthly processes per Partner which include critical decision-making responsibilities to assist in partner framework being successful Escalate issues when appropriate and drives recovery efforts Identifies systemic issues as they occur and works with Senior/Manager to rectify Resolve partner support through case management in a timely and professional manner Support Partner specific project work in reference to internal/external enhancements to improve our Partner experience Key skills/experience qualifications for the role: 4 years of experience minimum servicing partners and large employers. 2 years of experience minimum with employee benefits, TPA's or insurance carriers with HSA/Notional products Strong interpersonal skills Proven customer service experience Adaptability to prioritize workload and frequently transition between different focuses aligned with role Utilize communication and problem-solving skills to effectively perform assigned assignments Working knowledge of computer and processing skills (email, internet, intranet, etc.) Proficient in Microsoft Office Suite with proven ability in lookups and macros. Excellent verbal and written communication skills Possesses the ability to maintain the strictest confidentiality of company and customer information. Ability to effectively multi-task Excellent organizational skills with attention to detail Ability to work with a diverse work force and customer base Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, and rapid change. Strong commitment to achieving personal growth and success The estimated salary range for this position is $50,000USD to $55,000USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-REMOTE All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, Twitter, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Assisting callers with questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with our customer service standards. Service customers over the phone with accuracy and efficiency within policy guidelines. Create a quality service experience by ensuring timely resolution and follow-up to customer needs. Solicits assistance from management as needed. Seeks management approval for requests outside of their approved level. Notifies management of suspicious and questionable activity. Adheres to all bank compliance, security and operational policies and procedures. Performs changes to existing accounts as requested by the customer. Transferring request that are outside the scope of the CSC to the appropriate individual or department for assistance. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to management. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook and/or First Mid policies. Ensuring all customer interactions & documentation follow bank policy & regulations, while maintaining customer confidentiality. Identifies and recommends products and/or services to best meet the needs of the customer. Educates and encourages customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Actively seeks out and maintains basic product knowledge of all banking products through training courses, meetings, corporate communications, etc. Complete other specified duties as assigned. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service experience and/or previous experience working in a financial institution preferred. Previous contact center experience preferred. Skills: Proficient in usage of Microsoft Office and computer application Strong organizational and communication skills, both oral & written. High level of interpersonal skills to interact with customers and potential customers in professional manner. Ability to work additional hours or hours outside of the departmental operating hours as needed. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123

Job Description Join Waukesha State Bank as the friendly, knowledgeable voice our customers count on! In this role, you'll assist with deposit and loan questions, debit card issues, online banking support, and fraud/dispute concerns-all while delivering exceptional customer service. What You'll Bring: 1+ year of banking customer service experience Strong phone and problem-solving skills Attention to detail and a commitment to friendly, professional service Comfort with Microsoft Word, Excel, and learning new systems Preferred: Retail banking or call center experience Be part of a community bank that values integrity, teamwork, and great service. Apply today! Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service. This is an onsite position in Waukesha County, WI Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen. EOE Disability/Vet

Customer Service Representative Work for a company where employees make the difference and opportunity awaits! Something is happening at Citizens State Bank (of Cadott, Chippewa, Cornell, Stanley, Prentice & Stratford), employees are accomplishing things never thought possible! Our Customer Service Representative position is vital to our company! Customer Service Representatives are the face of the company, helping customers with processing transactions and opening accounts, while also looking for opportunities to better help them achieve their dreams! Our mission of “relationships built on trust” starts with our CSRs and the impact that they make on our customers. Development and advancement programs available to grow career and earning potential. Citizens State Bank is looking for talented, motivated, sales-oriented individuals to join our team. We are looking for individuals interested in working for a company that values employee development, goals, accountability, results, reward and recognition, and growth! Come challenge yourself at Citizens State Bank. Qualified applicants will have an aptitude for helping people through positive interaction and the ability to recommend solutions. Does this sound like you? Apply today! About Citizens State Bank: At Citizens State Bank, employees are our most important asset. We value employee input and ideas and partner to help our employees develop and flourish. Citizens State Bank is a well-established $140 million-dollar community bank impacting the communities of Cadott, Chippewa Falls, and Cornell. At Citizens State Bank, you receive competitive wages and benefits: 401K program with match and elective contribution options and an employer sponsored profit sharing Over 15 days of PTO in your first year with a progressive scale as your longevity grows Health (with a near site clinic), dental, and vision benefits 100% employer paid Long-term disability, short-term disability, life insurance, AD&D, and an EAP Health Savings options Voluntary Accident Plans

Customer Service Representative Work for a company where employees make the difference and opportunity awaits! Something is happening at Citizens State Bank (of Cadott, Chippewa, Cornell, Stanley, Prentice & Stratford), employees are accomplishing things never thought possible! Our Customer Service Representative position is vital to our company! Customer Service Representatives are the face of the company, helping customers with processing transactions and opening accounts, while also looking for opportunities to better help them achieve their dreams! Our mission of “relationships built on trust” starts with our CSRs and the impact that they make on our customers. Development and advancement programs available to grow career and earning potential. Citizens State Bank is looking for talented, motivated, sales-oriented individuals to join our team. We are looking for individuals interested in working for a company that values employee development, goals, accountability, results, reward and recognition, and growth! Come challenge yourself at Citizens State Bank. Qualified applicants will have an aptitude for helping people through positive interaction and the ability to recommend solutions. Does this sound like you? Apply today! About Citizens State Bank: At Citizens State Bank, employees are our most important asset. We value employee input and ideas and partner to help our employees develop and flourish. Citizens State Bank is a well-established $140 million-dollar community bank impacting the communities of Cadott, Chippewa Falls, and Cornell. At Citizens State Bank, you receive competitive wages and benefits: 401K program with match and elective contribution options and an employer sponsored profit sharing Over 15 days of PTO in your first year with a progressive scale as your longevity grows Health (with a near site clinic), dental, and vision benefits 100% employer paid Long-term disability, short-term disability, life insurance, AD&D, and an EAP Health Savings options Voluntary Accident Plans

Work for a company where employees make the difference and opportunity awaits ! Something is happening at Citizens State Bank (of Cadott, Chippewa, Cornell, Stanley, Prentice & Stratford), employees are accomplishing things never thought possible! Our Customer Service Representative position is vital to our company! Customer Service Representatives are the face of the company, helping customers with processing transactions and opening accounts, while also looking for opportunities to better help them achieve their dreams! Our mission of “relationships built on trust” starts with our CSRs and the impact that they make on our customers. Development and advancement programs available to grow career and earning potential. Citizens State Bank is looking for talented, motivated, sales-oriented individuals to join our team. We are looking for individuals interested in working for a company that values employee development, goals, accountability, results, reward and recognition, and growth! Come challenge yourself at Citizens State Bank. Qualified applicants will have an aptitude for helping people through positive interaction and the ability to recommend solutions. Does this sound like you? Apply today! About Citizens State Bank: At Citizens State Bank, employees are our most important asset. We value employee input and ideas and partner to help our employees develop and flourish. Citizens State Bank is a well-established $140 million-dollar community bank impacting the communities of Cadott, Chippewa Falls, and Cornell. At Citizens State Bank, you receive competitive wages and benefits : 401K program with match and elective contribution options and an employer sponsored profit sharing Over 15 days of PTO in your first year with a progressive scale as your longevity grows Health (with a near site clinic), dental, and vision benefits 100% employer paid Long-term disability, short-term disability, life insurance, AD&D, and an EAP Health Savings options Voluntary Accident Plans

Job DescriptionDescription: The GREAT STATE TEAM is seeking a Healthcare Customer Service Representative to work on-site at our clients office in Menomonee Falls, WI. As a Healthcare Customer Service Representative you would act directly in clients' names to provide information to patient/account holders, resolve billing and payment issues, process financial assistance applications, and collect payment in order to support client and public alike. The On-Site Healthcare Customer Service Representative works on-site at the client office, having face to face contact with patients and clients, using the telephone and company computer systems and client software to accomplish their daily tasks. **Veterans and Military Spouses Encouraged to Apply** Primary Duties and Responsibilities: Makes and answers calls in the name of the client in order to resolve billing and payment issues utilizing establish work queues and call pools as necessary Has face to face contact with patients in order to resolve billing and payment issues, and answering questions regarding the financial assistance process Responds to requests for information by patient/account holders in a professional, thorough, explainable manner Acts to gain payment or arrangement of payment on behalf of the client as appropriate Follows client-specific protocols and policies when carrying out duties Investigates and responds to client enquiries as needed Enters and monitors payment arrangements Enters and updates data and dispositions regarding patient accounts accurately and on a timely basis Sends and processes correspondence in a complete, accurate and timely manner Adhere to all FDCPA, FCRA, HIPPA and other applicable laws Adhere to SCSI policies and procedures, including those outlined in the Employee Handbook, Training Manual, and as directed by Training and Management Participate in training, department and company meetings as required Verifies balances and other patient account data with clients as needed Handles client and account holder correspondence with accuracy, timeliness and according to protocol Troubleshoots and resolves accounts in assigned dispositions, i.e. 3REV, 3NEW, 3RMI, 3FQA, etc. Clearly communicate with management regarding problems and opportunities for resolution on a timely basis Represents State Collection Service, Inc. its internal and external customers, and fellow employees in a professional manner with dignity and respect Utilizes company and client information systems successfully to gain results as a part of daily duties Evaluates accounts for charity programs or long-term payment arrangements Pre-qualifies patients for financial assistance Additional Duties and Responsibilities: Completes special projects or other work duties as assigned Participates in the resolution of client issues and nonconformities as needed Will assist others within the department as requested Represents SCSI via professional and ethical standards of work, and communication consistent with the mission and management policies of the company Ensures all activities are within company quality and compliance standards, as well as client-specific protocols Qualifications, Skills, and Experience: 1+ years experience working in Health Care, Insurance, Call Center, or Customer Service functions where contact with the public was a part of daily duties Knowledge/experience of medical terminology, patient billing, healthcare insurance and/or healthcare administration preferred Personal Computing skills, including MS-Word, MS-Excel, MS-PowerPoint, MS-Outlook, Internet, and keyboarding Ability to enter and update data on company and client systems in an accurate, timely manner Ability to work successfully in a fast-paced, deadline-oriented environment Strong organization skills. The ability to work on multiple tasks simultaneously Demonstrates flexibility in scheduling and assignments, to include regular evening and Saturday work as the business requires Ability to work successfully and cooperatively within a team-based environment Articulate written and verbal communication skills Focus upon customer service and deliverables Significant attention to detail Bilingual candidates will provide additional support for bilingual calls Wage: $17.00/hr + bonus We Offer a Comprehensive Benefits Package: Competitive benefits include Health, Dental, Vision, Life and Disability Insurance, 401K w/employer match, and HSA/Flexible spending accounts Paid time off starting at 90 days and annual profit sharing 7 Paid Holidays - Thanksgiving, Christmas Day, Christmas Eve, New Year's Day, Memorial Day, Fourth of July, and Labor Day Family Friendly Events Wellness Programs/Gym Reimbursement All necessary equipment and technical support provided * Benefits eligibility is dependent upon FTE Status and Position *All offers of employment are contingent upon successful completion of a criminal background check and references. Your next great career move could be a click away. Apply now! State Collection Service is an Equal Opportunity Employer . All qualified applicants will be considered for employment regardless of age, race, color, creed, religion, sex, sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law. By following the link to apply, you are acknowledging that we have permission to contact you via phone, text or email to communicate with you regarding this position.Requirements:

Primary Duties and Responsibilities * Hybrid position requiring 2 days onsite at our corporate office in downtown Milwaukee: Monday and Tuesday are required days * Provides quality and timely customer service to field and home office staff on the following topics Benefits, Compensation, Sales Reporting. * Communicates with callers clearly in an open, direct, and timely manner. * Answers questions that are routine, escalates calls as needed. * Identifies the need for special handling and coordinates problem resolution, in addition to understanding the overall impact. * Provides complete and accurate solutions to all customer needs with appropriate guidance. * Under the direction of the Manager, Specialist, or Mentor, may handle more complex inquiries. * Adheres to phone schedules in accordance with set standards. * Gives and receives regular feedback/information in an open and positive manner. * Helps others with additional casework as needed. * Tries new ways of challenging the status quo and changing the way we work. * Contributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles. * Demonstrates behaviors that reflect and support our company and department values, vision, and culture of learning/growth * Acts in a manner necessary to achieve organizational results (i.e. big picture). * Organizes work in a manner that allows team members to easily locate and complete casework when needed. * Written communication (Emails, Assist Edge, Casetracker, SharePoint) is professional, complete, timely, accurate and effective. * Follows set procedures and standard work. * Exhibits a commitment towards personal learning and growth. * Takes initiative to learn topics outside of core responsibilities. Qualifications * High School diploma. * Minimum of two years of work experience demonstrating proficiency performing a variety of mathematical calculations and inputting accurate data. * Experience should include minimum of one year of previous field compensation experience, one year of call center and/or customer service experience, or a combination thereof in a financial services environment. * Strong demonstrated skills in analyzing complex information, problem solving, judgment, and independent decision making * Insurance Operations Experience a helpful * High level or organization and follow through. * Able to identify and establish priorities to meet deadlines on multiple assignments. * Demonstrated computer experience, including Word and Excel. * Commitment to quality customer service. * Has highly developed and demonstrated verbal and written communication skills proficiency within the home office and the field. * Must handle confidential data in a manner consistent with the Privacy Information * Act and Northwestern Mutual Standards * Successful completion of any appropriate pre-employment testing. #LI-Hybrid Compensation Range: Pay Range - Start: $20.11 Pay Range - End: $30.16 Geographic Specific Pay Structure: Structure 110: Structure 115: We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more. Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now! Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.