Member Service Representative jobs at Navigant Credit Union - 49 jobs

As a High Net Worth Service Associate, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. Relocation assistance may be available for those who meet eligibility requirements. The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request COVID work policy Safety is our top priority, so this role will be fully remote for the short term. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role. Dynamic working - post pandemic Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style. Your success and growth is important to us, so you'll want to enjoy the benefits of coming together in person - face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you. Learn More: Dynamic Working Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling ************, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact accommodationsgermany@fmr.com Fidelity Privacy policy Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service, Relationship Management, Sales

**Come join our amazing team and work remote from home! Must be able to work PST business hours.** The Mortgage Customer Service Advocate will be responsible for resolving and responding to escalated or complex customer complaints from various channels, including internal departments or executives, attorneys, regulators, political officials, and the Consumer Financial Protection Bureau. Assist in remediation efforts to prevent repeat complaints and reduce overall complaint volume. Perform all duties according to all company guidelines and applicable federal, state, and local regulations wherein the company operates. The target pay range for this position is $35.00-$40.00 an hour + Annual Bonus. **What you'll do:** + Research, resolve and respond to complaints received by phone, mail, email, fax, social media and third-party agencies. + Interface with customers and customer representatives regarding escalated complaints; determine and communicate next steps. + Track and research customer complaints. + Provide clear, complete, timely and professional written responses to customer complaints. + Engage internal and external resources as needed to support complaint resolution. + Maintain accurate and complete records for documentation. + Partner with inside and outside litigation counsel and provide required documentation as needed. **What you'll need:** + Excellent analytical, verbal, and written communication skills; ability to communicate across multiple business areas and management levels. + Outstanding attention to detail and strong organizational skills. + Proficient with Microsoft 365 (Word, Outlook, and Excel). + Ability to communicate with irate customers in a calm and professional manner. + Ability to multi-task and work in a fast-paced environment. + Ability to understand, remember, and apply oral and/or written instructions or other information. + Ability to understand complex issues and to collaborate and explore alternative solutions. + Ability to make decisions that have moderate to high impact on the immediate work unit. + Ability to organize thoughts and ideas into understandable terminology. + Ability to organize and prioritize own work schedule on a short-term basis (longer than one month). + Ability to count, add, subtract, multiply, divide, record, balance, and check results for accuracy. + Ability to compose letters, timelines, summaries, memoranda, and basic reports and communicate technical information orally. + Ability to communicate with individuals utilizing a softphone; requires ability to hear and speak effectively. + Ability to express or exchange ideas using the spoken word, communicating orally with others accurately, audibly, and quickly. + High school diploma required, Bachelor's degree or equivalent work experience preferred. + **Please only apply if you have three (3) to five (5) years' related work experience in a legal customer complaint environment plus residential mortgage servicing experience. This is required.** + **Must be able to work Pacific Standard business hours from 8:00am to 5:00pm PST.** **Our Company:** Carrington Mortgage Holdings is a holding company whose primary businesses include asset management, mortgages, real estate transactions and real estate logistics. Collectively, the businesses are vertically and horizontally integrated, and provide a broad range of real estate services encompassing nearly all aspects of single-family residential real estate transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the necessary infrastructure to ensure stability and maximize value during any market cycle. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ******************** . **What We Offer:** + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. + Customized training programs to help you advance your career. + Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. + Educational Reimbursement. + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. **\# LI-GV1** Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

**Come join our amazing Team & work remote:** The Intake-Mail Representative is responsible for providing support to the Loan Administration Support Department by reviewing, distributing, and processing incoming correspondence. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range is $19.00/hr to $20.50/hr. **What You'll Do:** + Sorts all incoming correspondence (hard copy mail and emails) received by internal and external customers and perform an initial review of the item to determine proper next steps for resolution. + Distribution of customer requests to appropriate internal business units for handling and resolution. + Completes a full review of Loan Admin Support requests received to determine the validity of the requests and if proper authorizations are included prior to handling. + Identifies and sets up Loan Admin Support requests within our workflow system for incoming customer complaints and disputes. + Responsible for rejecting requests that do not meet submission requirements within Carrington policies, state and/or federal guidelines. + Processes incoming and returned hard copy mail daily. + Performs other duties or special projects as assigned. **What You'll Need:** - Knowledge of Microsoft Office Suite required - Knowledge of relevant industry-specific software packages preferred - Outstanding attention to detail and strong organizational skills - Ability to interact with senior management - Ability to organize and prioritize own work schedule on short-term basis - Strong math skills, balance and check results for accuracy - Ability to compose letters - Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, audibly, and quickly - High school diploma or GED required. - One (1) to three (3) years' administrative experience in a professional environment, financial services industry preferred. **Our Company:** Carrington Mortgage Services is part of The Carrington Companies, which provide integrated, full-lifecycle mortgage loan servicing assistance to borrowers and investors, delivering exceptional customer care and programs that support borrowers and their homeownership experience. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ************************** . **What We Offer:** + Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. + Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. + Customized training programs to help you advance your career. + Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. + Educational Reimbursement. + Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org. **Notice to all applicants: Carrington does not do interviews or make offers via text or chat.** \#LI-SY1 Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 6 Pay Range: $20.00 - $28.01 per hour Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: 181 Bellevue Avenue Newport, RI Purpose/Objective: Provides exceptional experiences while educating clients on a wide variety of products and services. Lead builder of client relationships in the financial center and performs outreach to clients, prospects, and the community. Ensures proper documentation and compliance for all new accounts, loan requests, and account maintenance. Key Accountabilities: * Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals and access where applicable. Has a working knowledge of Small Business and can accept applications as needed. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Resolves routine and complex client issues or problems. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Is proficient in the digital banking space and can assist clients with adoption. Stays abreast of all banking regulations and internal policies/procedures regarding products/services. 60% * May perform routine client service line duties as redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open and process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and facilitates and participates in branch team meetings. 20% * Participates in all internal sales/referral programs in order to achieve branch goals and support all bank-wide initiatives. Perform outreach to clients for such initiatives as the banks CAREs program and other community relations opportunities. 20% * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required. Education: * High school diploma or equivalent Experience: * Proven experience in a goal-oriented sales or customer service environment * Cash handling experience preferred * Sales experience preferred Skills & Knowledge: * Strong verbal/written communication skills including telephone interactions * Proficient computer skills * Strong interpersonal skills * Problem solving skills * Excellent customer service skills * Cash Handling We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

*** Join our new Wakefield Branch opening in 2026!***

*** Join our new Wakefield Branch opening in 2026!*** You Belong Here People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. If you work here, you belong here. Your Values Align With Ours We hire employees whose core values match our own. We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team. Your Voice Is Heard Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers. Your Team Makes You Stronger Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow. Your Future Is Bright We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization. What we offer • Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP • 401(k) and Roth plan with a competitive employer match • Robust Wellness Program • Employee Recognition Program • Fun, food, and events Position Summary This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth. Essential Responsibilities and Accountabilities Member Service Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines. Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities. Provides account servicing and maintenance. Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution. Branch Operations Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security. Contributes to daily operations of a branch and end of day branch balancing. Assists in the daily procedural balancing of Automated Teller Machines (ATMs). Member Growth Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s). Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services. Ensures members are aware of all channels through education and in branch demonstration. Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team. Key Behavioral Competencies Initiative Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen. Learning Agility Individuals effective at this competency are curious and are constantly seeking the “why” behind everything. They enjoy obtaining new information and seek it out. They can effectively apply new knowledge and inspire others to do the same. Team Player Individuals effective at this competency identify with the larger organizational team and their role within it. They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others' roles and responsibilities and support all members of the organization. Dependability & Reliability Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization's purpose, values and goals. They communicate when they cannot meet commitments and make plans to cover any commitments they are missing. Active Listening Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking. They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying. When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated. Knowledge and Skills High School diploma or equivalent. At least six months cash handling and customer service experience. Good oral communication skills. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. on occasion. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends). Ability to operate standard office equipment (i.e. telephone, calculator, copier). Must be able to work additional hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. An Equal Opportunity Employer, including disability / veterans.

*** Join our new Wakefield Branch opening in 2026!*** You Belong Here People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. If you work here, you belong here. Your Values Align With Ours We hire employees whose core values match our own. We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team. Your Voice Is Heard Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers. Your Team Makes You Stronger Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow. Your Future Is Bright We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization. What we offer • Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP • 401(k) and Roth plan with a competitive employer match • Robust Wellness Program • Employee Recognition Program • Fun, food, and events Position Summary This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth. Essential Responsibilities and Accountabilities Member Service Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines. Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities. Provides account servicing and maintenance. Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution. Branch Operations Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security. Contributes to daily operations of a branch and end of day branch balancing. Assists in the daily procedural balancing of Automated Teller Machines (ATMs). Member Growth Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s). Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services. Ensures members are aware of all channels through education and in branch demonstration. Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team. Key Behavioral Competencies Initiative Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen. Learning Agility Individuals effective at this competency are curious and are constantly seeking the “why” behind everything. They enjoy obtaining new information and seek it out. They can effectively apply new knowledge and inspire others to do the same. Team Player Individuals effective at this competency identify with the larger organizational team and their role within it. They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others' roles and responsibilities and support all members of the organization. Dependability & Reliability Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization's purpose, values and goals. They communicate when they cannot meet commitments and make plans to cover any commitments they are missing. Active Listening Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking. They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying. When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated. Knowledge and Skills High School diploma or equivalent. At least six months cash handling and customer service experience. Good oral communication skills. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. ADA Requirements Physical Requirements Perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. on occasion. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends). Ability to operate standard office equipment (i.e. telephone, calculator, copier). Must be able to work additional hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. An Equal Opportunity Employer, including disability / veterans.

*** Join our new Wakefield Branch opening in 2026!*** You Belong Here People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. If you work here, you belong here. Your Values Align With Ours We hire employees whose core values match our own. We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team. Your Voice Is Heard Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers. Your Team Makes You Stronger Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow. Your Future Is Bright We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization. What we offer • Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP (for full-time employees) • 401(k) and Roth plan with a competitive employer match • Robust Wellness Program • Employee Recognition Program • Fun, food, and events Position Summary This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth. Essential Responsibilities and Accountabilities: Member Service Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines. Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities. Provides account servicing and maintenance. Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution. Branch Operations Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security. Contributes to daily operations of a branch and end of day branch balancing. Assists in the daily procedural balancing of Automated Teller Machines (ATMs). Member Growth Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s). Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services. Ensures members are aware of all channels through education and in branch demonstration. Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team. Key Behavioral Competencies Initiative Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen. Learning Agility Individuals effective at this competency are curious and are constantly seeking the “why” behind everything. They enjoy obtaining new information and seek it out. They can effectively apply new knowledge and inspire others to do the same. Team Player Individuals effective at this competency identify with the larger organizational team and their role within it. They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others' roles and responsibilities and support all members of the organization. Dependability & Reliability Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization's purpose, values and goals. They communicate when they cannot meet commitments and make plans to cover any commitments they are missing. Active Listening Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking. They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying. When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated. Knowledge and Skills High School diploma or equivalent. At least six months cash handling and customer service experience. Good oral communication skills. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. ADA Requirements Physical Requirements Able to bend, sit or stand for varying periods of time in order to perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends). Ability to operate routine equipment (i.e. telephone, calculator, copier). Must be able to work additional hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. An Equal Opportunity Employer, including disability / veterans.

You Belong Here People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. If you work here, you belong here. Your Values Align With Ours We hire employees whose core values match our own. We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team. Your Voice Is Heard Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers. Your Team Makes You Stronger Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow. Your Future Is Bright We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization. What we offer • Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP • 401(k) and Roth plan with a competitive employer match • Robust Wellness Program • Employee Recognition Program • Fun, food, and events Position Summary This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth. Essential Responsibilities and Accountabilities Member Service Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines. Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities. Provides account servicing and maintenance. Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution. Branch Operations Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security. Contributes to daily operations of a branch and end of day branch balancing. Assists in the daily procedural balancing of Automated Teller Machines (ATMs). Member Growth Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s). Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services. Ensures members are aware of all channels through education and in branch demonstration. Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team. Key Behavioral Competencies Initiative Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen. Learning Agility Individuals effective at this competency are curious and are constantly seeking the “why” behind everything. They enjoy obtaining new information and seek it out. They can effectively apply new knowledge and inspire others to do the same. Team Player Individuals effective at this competency identify with the larger organizational team and their role within it. They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others' roles and responsibilities and support all members of the organization. Dependability & Reliability Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization's purpose, values and goals. They communicate when they cannot meet commitments and make plans to cover any commitments they are missing. Active Listening Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking. They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying. When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated. Knowledge and Skills High School diploma or equivalent. At least six months cash handling and customer service experience. Good oral communication skills. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. ADA Requirements Physical Requirements Able to bend, sit or stand for varying periods of time in order to perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends). Ability to operate routine equipment (i.e. telephone, calculator, copier). Must be able to work additional hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. An Equal Opportunity Employer, including disability / veterans.

You Belong Here People's Credit Union is built on the belief that members and employees should feel a sense of belonging. Based on our Core Values, we created that feeling by design to offer you a genuine sense of community where you are supported personally and professionally. If you work here, you belong here. Your Values Align With Ours We hire employees whose core values match our own. We can train for competency, but if you're also genuine, trustworthy, earnest, empathetic, and resourceful, we want you on our team. Your Voice Is Heard Here, hierarchy doesn't drive impact - all voices are sought out, heard, and respected. We are listeners, then doers. Your Team Makes You Stronger Independent work is expected, but collaboration with compassionate accountability makes us all stronger. Working together, we all learn and grow. Your Future Is Bright We recognize that careers are not always straight lines. Professional development is a shared responsibility. We are committed to providing opportunities and resources to help you navigate your career paths and achieve your goals. Let's work together to foster growth and development in our organization. What we offer • Health and dental benefits through Blue Cross Blue Shield, plus vision benefits through VSP • 401(k) and Roth plan with a competitive employer match • Robust Wellness Program • Employee Recognition Program • Fun, food, and events Position Summary This position delivers a wide variety of service to our members by providing an extraordinary experience through service window transactions, new account opening, account servicing, and member relationship growth. Essential Responsibilities and Accountabilities Member Service Displays a high level of accuracy and efficiency when conducting member transactions, maintains accurate records of all transactions. Balances processed transactions within balancing guidelines. Assists members in establishing account relationships and services, utilizing in branch, telephone, and email opportunities. Provides account servicing and maintenance. Demonstrates ownership of member requests, uses available resources to ensure timely follow-up and effective resolution. Branch Operations Participates in required training and adheres to written policies and procedures of the credit union including BSA, OFAC, and Security. Contributes to daily operations of a branch and end of day branch balancing. Assists in the daily procedural balancing of Automated Teller Machines (ATMs). Member Growth Demonstrates a solid working knowledge of Credit Union products and services. Properly and enthusiastically looks for member growth opportunities and refers members to the appropriate resource(s). Maintains proficiency and knowledge of various bank channels and services to include ATM/debit cards, online banking, mobile banking, bill pay, and other services. Ensures members are aware of all channels through education and in branch demonstration. Meets assigned member service, relationship growth, and retention goals which contribute to the success of the team. Key Behavioral Competencies Initiative Individuals effective at this competency are able to take effective action without being directed. When they see a need or are given a goal, they take full ownership and act on it without waiting for someone to tell them what to do or how. They seek out guidance when needed so they are able to achieve goals. They make things happen. Learning Agility Individuals effective at this competency are curious and are constantly seeking the “why” behind everything. They enjoy obtaining new information and seek it out. They can effectively apply new knowledge and inspire others to do the same. Team Player Individuals effective at this competency identify with the larger organizational team and their role within it. They are willing and readily share resources, respond positively to requests from other parts of the organization, and support organizational goals. They have empathy for others' roles and responsibilities and support all members of the organization. Dependability & Reliability Individuals effective at this competency understand the importance of consistently meeting commitments and quality of work. They are able to be trusted to be on-time, prepared, and will make decisions that are aligned with the organization's purpose, values and goals. They communicate when they cannot meet commitments and make plans to cover any commitments they are missing. Active Listening Individuals who are effective with this competency will be fully present and give undivided attention when someone is speaking. They will give cues both verbally and non-verbally indicating they are engaged in what someone is saying. When the speaker is finished speaking, they paraphrase to confirm understanding of what was being communicated. Knowledge and Skills High School diploma or equivalent. At least six months cash handling and customer service experience. Good oral communication skills. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to use basic math skills and spell accurately up to a high school graduate level. ADA Requirements Physical Requirements Able to bend, sit or stand for varying periods of time in order to perform primarily sedentary work with limited physical exertion and regularly lifting cash box of up to 10 lbs. and coin bags up to 30 lbs. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary (including weekends). Ability to operate routine equipment (i.e. telephone, calculator, copier). Must be able to work additional hours whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise. An Equal Opportunity Employer, including disability / veterans.

The Role Join our team of Entry Level Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring * Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. * Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. * A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. * Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. * A desire for growth and a mindset that generates long term success through adaptability and personal accountability. * Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. * Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

The Role Join our team of Customer Service Representatives, also know Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More) 2. Skill Development In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center. The Expertise and Skills You Bring * Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program. * Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making. * A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. * Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions. * A desire for growth and a mindset that generates long term success through adaptability and personal accountability. * Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution. * Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Note: Fidelity is not providing immigration sponsorship for this position The Team Our Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Division: Retail Banking Department: Various - Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 6 Pay Range: $19.00 - $31.86 Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Aquidneck Island / Secondary location - Newport, RI Purpose/Objective: Provides exceptional experiences while educating clients on a wide variety of products and services. Lead builder of client relationships in the financial center and performs outreach to clients, prospects, and the community. Ensures proper documentation and compliance for all new accounts, loan requests, and account maintenance. Key Accountabilities: * Advises clients on product selection, capitalizes on relationship building opportunities, and establishes new accounts. Originates/closes consumer loans and second mortgage products, ensures proper documentation for all account maintenance, and handles safe deposit rentals and access where applicable. Has a working knowledge of Small Business and can accept applications as needed. Is adept at asking clients questions related to their finances and managing relationships with such tools as the Relationship Builder and Salesforce. Works with clients to refer partnership solutions such as Wealth, Insurance, Cash Management and Mortgage. Resolves routine and complex client issues or problems. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business. Is proficient in the digital banking space and can assist clients with adoption. Stays abreast of all banking regulations and internal policies/procedures regarding products/services. 60% * May perform routine client service line duties as redeems and exchanges savings bonds, check encashment, deposit and payment processing, processes check orders and loan documents, prepares client correspondence, and may open and process incoming mail. Provides backup to Financial Center Manager, Assistant Banking Center Manager, or client service line as needed and facilitates and participates in branch team meetings. 20% * Participates in all internal sales/referral programs in order to achieve branch goals and support all bank-wide initiatives. Perform outreach to clients for such initiatives as the banks CAREs program and other community relations opportunities. 20% * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Available to work Saturday hours and travel to nearby offices as required. Education: * High school diploma or equivalent Experience: * Proven experience in a goal-oriented sales or customer service environment * Cash handling experience preferred * Sales experience preferred Skills & Knowledge: * Strong verbal/written communication skills including telephone interactions * Proficient computer skills * Strong interpersonal skills * Problem solving skills * Excellent customer service skills * Cash Handling We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

The Commercial Priority Services (CPS) Specialist is responsible for ensuring best in class customer service experience for a designated portfolio of Commercial Banking clients. The CPS Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial products and systems while building a trusted network across various departments, including Sales, Product, Relationship Managers, Client Services, and Operations. The CPS Specialist is also responsible for providing Treasury Solution application training to their portfolio of clients as they onboard new cash management products. The CPS Specialist will focus on establishing and fostering relationships with their assigned portfolio, including meeting on a regular basis with Relationship Managers, Clients, and other key business partners to discuss existing services, streamlining operational processes, and resolving urgent needs. Assigned client portfolios can be large and complex with very high expectations for their service delivery. The CPS Specialist will perform root cause analysis to identify potential solutions and process improvement opportunities for recurring service issues. In addition, they will support the implementation of solutions that will ultimately improve SLAs, decrease operational effort, and increase the overall client experience. The CPS Specialist will also be responsible for helping to support colleague's portfolio when needed. Qualifications, Education, Certifications and/or Other Professional Credentials * 2 years Customer Service experience with a background in high touch client service * Experience in the Financial Services Industry, previous Commercial cash management and loan experience preferred * High School Diploma or Equivalent, Bachelor's Degree preferred * Excellent written and verbal communication skills * Ability to build and maintain strong business relationships * Ability to work in a fast-paced environment while maintaining a high degree of accuracy * Ability to work independently and manage competing priorities * Works effectively in ambiguous situations * Adapts well to new and changing processes * Intellectually curious Hours & Work Schedule * Hours per Week: 40 * Work Schedule: 10:30-7 Hybrid. 4 days on-site, 1 day remote Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friend Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

The Commercial Priority Services (CPS) Specialist is responsible for ensuring best in class customer service experience for a designated portfolio of Commercial Banking clients. The CPS Specialist is responsible for owning and resolving all client inquiries, by developing a deep understanding of Commercial products and systems while building a trusted network across various departments, including Sales, Product, Relationship Managers, Client Services, and Operations. The CPS Specialist is also responsible for providing Treasury Solution application training to their portfolio of clients as they onboard new cash management products. The CPS Specialist will focus on establishing and fostering relationships with their assigned portfolio, including meeting on a regular basis with Relationship Managers, Clients, and other key business partners to discuss existing services, streamlining operational processes, and resolving urgent needs. Assigned client portfolios can be large and complex with very high expectations for their service delivery. The CPS Specialist will perform root cause analysis to identify potential solutions and process improvement opportunities for recurring service issues. In addition, they will support the implementation of solutions that will ultimately improve SLAs, decrease operational effort, and increase the overall client experience. The CPS Specialist will also be responsible for helping to support colleague's portfolio when needed. Qualifications, Education, Certifications and/or Other Professional Credentials 2 years Customer Service experience with a background in high touch client service Experience in the Financial Services Industry, previous Commercial cash management and loan experience preferred High School Diploma or Equivalent, Bachelor's Degree preferred Excellent written and verbal communication skills Ability to build and maintain strong business relationships Ability to work in a fast-paced environment while maintaining a high degree of accuracy Ability to work independently and manage competing priorities Works effectively in ambiguous situations Adapts well to new and changing processes Intellectually curious Hours & Work Schedule Hours per Week: 40 Work Schedule: 10:30-7 Hybrid. 4 days on-site, 1 day remote

As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! While in this role, you are responsible for providing world-class service to both internal and external bank customers in an incoming call center environment. Additionally, you will accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application for the time of data entry to the loan closing process. You must have knowledge of loan guidelines, ability to rework loans, and must be familiar with state and federal regulations. Lastly, you will adhere to regulatory and bank guidelines while meeting department productivity and quality standards. Most importantly, at Citizens we're more than a bank and here you'll experience new things, create new opportunities, think beyond your role and make an impact! Primary responsibilities include Accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application from the time of data entry to the loan closing process. Make outbound calls and respond to inbound calls from customers and branch colleagues to schedule closings. Review and effectively, completely, and accurately communicate the details of the transaction to ensure that there are no surprises. Adhere to regulatory and bank guidelines. Meet department productivity and quality standards. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications Requires ability to navigate a data entry system or other relevant applications Familiarity with Empower, Mainframe, Finesse Phone System and other internal bank systems preferred Knowledge of policies and procedures relating to Home Equity products Strong computer skills Excellent verbal and written communication skills, telephone etiquette and friendly attitude Effective interpersonal stills, must be a team player Ability to work in a fast-paced environment Dependable and willing to be flexible with work schedule, including working overtime as needed Understanding of regulatory requirements Preferred Qualifications Retail branch experience preferred Call center experience preferred Hours & Work Schedule Hours per Week: 40 Work Schedule: M - F 10:30 am - 7:00 pm (4 days in the office)

As part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! While in this role, you are responsible for providing world-class service to both internal and external bank customers in an incoming call center environment. Additionally, you will accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application for the time of data entry to the loan closing process. You must have knowledge of loan guidelines, ability to rework loans, and must be familiar with state and federal regulations. Lastly, you will adhere to regulatory and bank guidelines while meeting department productivity and quality standards. Most importantly, at Citizens we're more than a bank and here you'll experience new things, create new opportunities, think beyond your role and make an impact! Primary responsibilities include * Accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application from the time of data entry to the loan closing process. * Make outbound calls and respond to inbound calls from customers and branch colleagues to schedule closings. * Review and effectively, completely, and accurately communicate the details of the transaction to ensure that there are no surprises. * Adhere to regulatory and bank guidelines. * Meet department productivity and quality standards. Qualifications, Education, Certifications and/or Other Professional Credentials Required Qualifications * Requires ability to navigate a data entry system or other relevant applications * Familiarity with Empower, Mainframe, Finesse Phone System and other internal bank systems preferred * Knowledge of policies and procedures relating to Home Equity products * Strong computer skills * Excellent verbal and written communication skills, telephone etiquette and friendly attitude * Effective interpersonal stills, must be a team player * Ability to work in a fast-paced environment * Dependable and willing to be flexible with work schedule, including working overtime as needed * Understanding of regulatory requirements Preferred Qualifications * Retail branch experience preferred * Call center experience preferred Hours & Work Schedule * Hours per Week: 40 * Work Schedule: M - F 10:30 am - 7:00 pm (4 days in the office) Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information. Benefits We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. View Benefits Awards We've Received Age-Friendly Institute's Certified Age-Friendly Employer The Banker's US Bank of the Year Dave Thomas Foundation's Best Adoption-Friendly Workplace Disability:IN Best Places to Work for Disability Inclusion Human Rights Campaign Corporate Equality Index 100 Award

Mutual of America Financial Group Job Title: Participant Support Representative Who Are We: At Mutual of America Financial Group, we help people build the assets they need to achieve greater financial security. Our Company is built upon a solid foundation of integrity, excellence, and social responsibility. We were founded in 1945 to provide small and mid-sized nonprofit organizations with pension and retirement-related services, along with leading customer support. Today, we provide these services also to for-profit companies, as well as to governmental entities, Tribal enterprises, institutional investors, and individuals. We work diligently to understand the needs of our customers so we can help them achieve their financial savings goals. We are committed to bringing talented and motivated people together to help our customers achieve a financially secure future. Role Summary: As a Participant Support Representative plays a key role in educating and assisting employees in enrolling in employer-sponsored retirement plans. You will be responsible for building relationships, educating our participants on their retirement plans and responding to participant inquiries Plans such as 401(k), 403(b), 457, 401(a) and IRAs. Our focus is on delivering an outstanding experience for Plan participants by simply and efficiently explaining Plan features to participants and their beneficiaries as they are guided to financial wellness and retirement readiness. Responsibilities: Develop and deliver customized retirement education programs for plan participants. Conduct live and virtual presentations on retirement planning and plan features. Provide one-on-one guidance to participants on plan enrollment Maintain accurate records of participant interactions and enrollment outcomes. Answer participant questions regarding plan features, contribution limits, and tax implications. Support ongoing participant education initiatives and plan engagement strategies. Required Qualifications: 2 to 5 years of experience in retirement services, financial education, or benefits administration. Strong presentation and interpersonal communication skills. Ability to simplify complex financial concepts for diverse audiences. Willingness to travel for onsite education sessions. Active FINRA Series 6, 63, and SIE or must be obtained within the first 180 days of employment Valid driver's license Preferred Qualifications: Knowledge of retirement plan structures and compliance requirements. Experience with virtual and in-person presentations. Familiarity with retirement plan platforms and recordkeeping systems. Bachelor's degree in finance, Business, Communications, or related field. What we offer you: Competitive base salary Annual Bonus Comprehensive Benefits Package (medical, dental, and vision) that starts day one of employment 401K Match: Receive up to 6% of your pay (salary and incentive compensation) with 100% employer match on employee contributions. Parental Leave: 8 weeks fully paid Paid time off: 20 days plus two floating personal holidays The salary range below describes the minimum to maximum base salary range for this role.  The role is also eligible for an annual bonus; whereby total compensation may exceed this range depending on individual and / or company performance. Base Salary Range: $60,000 - $90,000 Visit ************************************* additional details about life at Mutual of America. You can also follow us on Twitter: @mutualofamerica | Facebook:@mutualofamerica Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

About People helping people is what makes Navigant Credit Union truly special. Our mission is to improve the financial well-being of the families, businesses, and communities we serve, and have been since our founding in 1915. At $4 billion in assets, Navigant Credit Union is the largest credit union in Rhode Island and third largest in New England. Our success is founded upon our community-based values and our belief in putting people first. These are just a few of the reasons why Navigant Credit Union has been named "Rhode Island's Best Place to Work" year-after-year by the Providence Business News. Our Core Values of "Leadership, Unity, Caring, and Integrity" are the guiding principles for our organization. They are the qualities and/or traits that we consider a high priority for Navigant Credit Union employees. Navigant Credit Union prides itself on investing in our workforce, while exceeding member expectations. We offer tremendous opportunities for professional development, career advancement, and a best-in-class benefits package including robust medical and dental plans, vision benefits, 401(k) with a generous employer match, tuition reimbursement, competitive salaries, paid volunteer days, and more. If you believe you'd be a great fit, and are interested in joining our team, check out our open positions and apply today! Your Role as a Member Service Advisor As a Member Service Advisor, at Navigant Credit Union, you'll be at the forefront of delivering high quality service to our members. The role involves performing a variety of tasks, from processing transactions to helping members understand our products and services. Your efforts will contribute to our mission of providing outstanding member experiences. We're looking for someone to play an active role in the following areas: * Relationship Building: Develop meaningful relationships to understand members' financial picture and goals. Recommend and cross-sell products and services as needed. * Member Services: Process transactions via phone, mail, email, fax, and online services related to loan payments, account transfers, address changes, and debit card issues. Resolve member inquiries and discrepancies with care and accuracy. * Sales and Referrals: Promote Credit Union products and services that meet the needs of NCU members. Refer individuals to wealth management as appropriate. * Team Collaboration: Work closely with colleagues to ensure seamless service and contribute to a positive team environment. Collaborate with branch team and business partners to acquire and deepen member relationships. * Additional Duties: Assist with other member services and administrative tasks as assigned by the supervisor. What We're Looking For Education * High school diploma or GED required. Qualifications * Experience: At least 2 years of experience in member service, operations, or call center. * Customer Service: Previous customer service experience and the ability to maintain confidentiality. * Communication: Excellent verbal, written, telephone and interpersonal communication skills. * Organizational Skills: Strong organizational, analytical, and problem-solving abilities. Ability to handle multiple projects and priorities effectively. * Tech Savvy: Proficient with Microsoft Word, Excel, PowerPoint, Outlook, and online tools. Experience with banking software is a plus. Preferred Skills * Banking experience: Knowledge of financial and/or banking products, services, policies, and procedures. * Sales Skills: Ability to recommend products and services based on member needs. * Language Skills: Bilingual in Spanish. Why You'll Love Working at Navigant Credit Union Joining Navigant Credit Union means becoming part of a team that genuinely cares about your career success and well-being. As a Member Service Advisor, you will make a direct impact on our members' financial journey and receive: * Competitive Salary + Incentives: Earn a competitive salary with performance-based incentives. * Comprehensive Benefits: Health, dental, vision coverage, 401(k) plan, tuition reimbursement, etc. * Career Growth: Ongoing training and professional development opportunities to grow your career. * Work-Life Balance: Enjoy paid time off, paid volunteer hours, and a supportive work environment that values your time and energy. Navigant Credit Union is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace and encourage individuals from all backgrounds to apply.