Customer Engagement Consultant
Chicago, IL jobs
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation we're consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.
Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.
"TransUnion is committed to finding innovative ways information can be used to help businesses and consumers make smarter decisions." Chris Cartwright
What You'll Bring:
* Bachelor's degree or equivalent experience, ideally in Financial Services, Data Analytics, Business Analysis, or a related field.
* 5+ years' experience in solution delivery, data or business analysis, product management, or software development-preferably in a regulated or compliance-heavy industry.
* Proven ability to design, deliver, and validate data-driven solutions that meet complex business needs.
* Experience interpreting large datasets and translating insights into actionable recommendations.
* Experience in translating business requirements into executable configurations and collaborating effectively with technical teams.
* Experience communicating technical concepts to both expert and non-technical audiences, adapting style to suit the context.
* Experience managing multiple priorities and projects independently in a fast-paced, evolving environment.
* Experience delivering solutions within regulatory frameworks such as consumer credit, data privacy, and data governance, understanding their impact on solution design.
* Demonstrated experience as proactive problem-solver with a strong sense of ownership, able to identify process gaps and drive improvements.
We'd love to see:
* Strong interpersonal and relationship management skills, with the ability to build trust and engage effectively with high-value customers.
* Excellent communication skills-able to tailor messaging for both technical and non-technical audiences, and present solution outcomes with clarity.
* Skilled in managing conflict and navigating complex conversations while maintaining professionalism and protecting the TransUnion brand.
* Confident leading customer engagements and cross-functional collaboration, fostering shared ownership and alignment.
* Highly adaptable-able to shift between strategic thinking and hands-on problem solving in a dynamic, fast-paced environment.
* Strong sense of accountability, attention to detail, and organizational discipline-able to manage multiple priorities with composure.
* Customer-centric and proactive, with a continuous improvement mindset and a natural curiosity to deepen expertise and drive value.
Impact You'll Make:
* Own the end-to-end delivery of batch data solutions-from customer engagement and requirements gathering to solution configuration, validation, and fulfillment.
* Build trusted relationships with high-value customers, acting as a strategic advisor and ensuring solutions deliver measurable business value.
* Collaborate with sales, product, and technology teams to define, configure, and deliver solutions that meet both operational and strategic needs.
* Manage a portfolio of diverse solution delivery projects, balancing priorities, timelines, and stakeholder expectations.
* Guide customers through platform transitions and evolving capabilities, ensuring smooth adoption and alignment with business goals.
* Act as a subject matter expert-translating complex requirements, advising on compliance risks, and supporting internal and external stakeholders.
* Drive continuous improvement by identifying process gaps, leading internal initiatives, and contributing to operational efficiency and innovation.
* Handle escalations with professionalism, resolving issues effectively while maintaining customer confidence and protecting TransUnion's reputation.
* Operate within governance and compliance frameworks, ensuring all solution activities meet regulatory and internal standards.
#LI-TE1
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.
Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.
This is a hybrid position and involves regular performance of job responsibilities virtually as well as in-person at an assigned TU office location for a minimum of two days a week.
Benefits:
TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.
We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ********************.
Pay Scale Information :
The U.S. base salary range for this position is $72,300.00 - $105,000.00 annually. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.
Regular, fulltime non-sales positions may be eligible to participate in TransUnion's annual bonus plan. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.
TransUnion's Internal Job Title:
Consultant, Customer Engagement
Company:
TransUnion LLC
Auto-ApplyCustomer Value Executive
Chicago, IL jobs
TransUnion's Job Applicant Privacy Notice Personal Information We Collect Your Privacy Choices What We'll Bring: At TransUnion, we have a welcoming and energetic environment that encourages collaboration and innovation. We are consistently exploring new technologies and tools to be agile. This environment gives our people the opportunity to hone current skills and build new capabilities, while discovering their genius.
Come be a part of our team - you'll work with great people, pioneering products and cutting-edge technology.
What You'll Bring:
* BA/BS degree
* 1-3 years of experience in an AdTech/MarTech role is a plus
* Strong ability to help team members create and manage relationships at all levels of a customer organization.
* Demonstrate a track record of exemplary project and program management skills, including strategic planning, organization, execution, and follow-through.
* Able to prioritize requests and workload, keep to-do lists, and prioritize those lists both within and across accounts.
* Very strong communication skills both written and verbal.
Impact You'll Make:
* Engagement Management: Inspire customer confidence through timely and reliable execution of services and develop product usage maturity models to ensure customers track to the most effective use of TruAudience Data Marketplace. Help customers make decisions to meet their technical and business objectives by providing best practices by proactively identifying and closing gaps. Help customers adopt and scale data solutions to improve their businesses. Maintain a cadence of communicating with customers about their adoption trends, sentiment, and mining opportunities for deeper engagement.
* Project Management: Lead and deliver initiatives and customer engagements. Understand business requirements to work with Programmatic team members to help them plan and manage all phases of a customer project lifecycle to ensure successful project delivery.
* Commercial Orientation: Help protect the core value of the relationship and help team members to identify strong opportunities to communicate to sales to help grow the business.
* Influence: Represent the voice of the customer to inform our sales process and product roadmap to drive solution and feature innovations.
* Passion: Actively seeks responsibility and takes pride in delivering the highest quality results and recommendations to our customers.
* Team Player: Effectively integrates, motivates, and builds relationships with cross-functional team members (local or remote), sponsors, key stakeholders, and other individuals or organizations.
We seek an experienced, passionate, and highly motivated individual who will support and drive adoption across Transunion's Data Marketplace. This person will be responsible for contributing to and collaborating on growth initiatives that drive strategic value, innovation, and revenue. You'll specifically focus on programmatic platform enablement and monetization.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.
Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company's reputation are also essential expectations of this position.
This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.
Benefits:
TransUnion provides flexible benefits including flexible time off for exempt associates, paid time off for non-exempt associates, up to 12 paid holidays per year, health benefits (including medical, dental, and vision plan options and health spending accounts), mental health support, disability benefits, up to 12 weeks of paid parental leave, adoption assistance, fertility planning coverage, legal benefits, long-term care insurance, commuter benefits, tuition reimbursement, charity gift matching, employee stock purchase plan, 401(k) retirement savings with employer match, and access to TransUnion's Employee Resource Groups. Spousal, domestic partner, and other eligible dependent coverage is available on select health and welfare plans.
We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans' Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion's Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ********************.
Pay Scale Information :
The U.S. base salary range for this position is $54,200.00 - $84,000.00 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% - 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual's education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations.
Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents.
TransUnion's Internal Job Title:
CVE I, Account Mgmt - Direct Sales
Company:
TransUnion LLC
Auto-ApplyClient Specialist
Elgin, IL jobs
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.
Compensation and Benefits:
$27.03 -$35.90 hourly rate
Bonus potential up to 8.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
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.
Inbound Call Center Representative
Chicago, IL jobs
Alliant Credit Union is looking for an outgoing individual to serve as the face of our institution to work in a hybrid capacity. The Member Service Representative will provide consultative service and support to credit union members via telephone. They will resolve member issues, evaluate and identify the member's financial needs with compassion and care. Additionally, they will build relationships with members in order to excellent service and member satisfaction, and targeted referrals to internal business partners that result in deeper relationships. The representative will educate members on credit union products, policies and regulatory compliance as well as provide members with assistance on account maintenance.
Responsibilities
Handle member inquires of moderate to advanced complexity with a goal of first call resolution and limited escalation by leveraging departmental tools and taking call types such as online banking, loan inquiries, stop payments, debit card issues, credit card inquiries, ACH transactions
Process financial transactions on member's accounts in an efficient and effective manner
Review, qualify, open and close deposit accounts and ATM/debit cards and submits disputes
Process credit card payments, transfers, fees, and all related tasks
Decision fee-refunds within defined relationship parameters
Act as a member advocate and handle difficult conversations with professionalism and courtesy
Resolve member's concerns while ensuring regulatory compliance
Training is in person for the first two months and will move to hybrid (1 day) in office at our headquarters (by OHare airport)
Education
Minimum: High School or Equivalent
Preferred: 4 year / Bachelors Degree in Business, Finance, or Related
Years of Experience
For Level 2:
Minimum: 2 Years of Experience in Banking, Retail, Customer Service or Related
Preferred: 3 Years of Experience in a Call Center within a Financial Services Environment
For Level 3:
Minimum: 4 Years of Experience in Banking, Retail, Customer Service or Related
Preferred: 5 Years of Experience in a Call Center within a Financial Services Environment
Compensation & Benefits:
Typical hiring range: $22.00 Hourly. Actual compensation will be determined using factors such as experience, skills & knowledge.
Additional Compensation: Monthly Incentive Plan
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match.
Additional Benefits:
Work from home up to 3 days a week
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Auto-ApplyClient Relationship Specialist
Highland Park, IL jobs
The Opportunity:
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services.
Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years.
We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients.
Responsibilities:
Client onboarding, including preparation of new account paperwork and client information-gathering
Account maintenance, including any account registration and account profile changes
Asset movement processing, including journals, wire transfers and EFTs
Assist with quarterly billing and performance reporting
Client issue resolution
Gathering tax information for clients and assisting with tax reporting
Relationship management, including regular client contact
General administrative functions, including but not limited to:
Maintaining information in the Client Relationship Management System
Exception report review
Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc.
Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries
Trade execution and trade error resolution, as may be applicable and required
Requirements:
Bachelor's degree
Minimum of 5 years relevant experience required
FINRA Series 7 and 66 licenses strongly preferred
Familiarity with estates preferred
Highly motivated self-starter with a strong work ethic and positive “can-do” attitude
Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.)
Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred
Demonstrates an ability to learn new processes and technology platforms
Takes direction well and demonstrates proactive follow through on assigned tasks
Ability to prioritize and effective time management skills
Excellent verbal and written communication skills
Remains focused on tasks and retains composure under pressure or with conflicting priorities
Gathers information and consults appropriate parties when additional guidance is needed
Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas
Responsive to client requests and escalates to team members whenever necessary
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program.
EOE
Full-Time Customer Support Center Agent I
Saint Peters, MO jobs
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
AHR MO Reservations Agent
Branson, MO jobs
Job Details BRANSON, MO Seasonal $15.00 - $20.00 HourlyDescription
Division/Department: Branson Scenic Railway/Reservations
Job Title: Reservations Agent
Reports To: Reservations Manager
Non-Exempt/Hourly
Classification: Seasonal
Compensation: $15 - $20
Job Summary: The Reservations Agent position serves as the initial point of contact for our guests- assisting in providing information about ticket options, departure times, train history and general trip planning to our guests. We seek individuals who are committed to the highest level of customer service, efficient at handling multiple tasks concurrently, and that excel in a fast-paced, fun environment.
Essential Duties and Responsibilities:
Assist customers with selecting reservations by providing them thorough explanations of departure times, trip options and special offers.
Answer questions about the Branson Scenic Railway history, route and ride while offering guidance on appropriate clothing and/or supplies guests should bring when booking a trip.
Work in ticket window to assist guests, sell tickets, provide will-call bookings.
Process reservation requests made in person, via phone or online through the company ticket software.
Assist with stocking of brochures or other marketing materials within the depot.
Other duties as assigned.
Qualifications
Education, Skill & Experience:
Strong computer skills and ability to multitask, required
Experience working in reservations, call-centers, hotel or other related fields strongly preferred
Commitment and proven record of providing high customer-service to varied clientele a must
Ability to work in fast-paced environment, in close quarters, and among large staff Cash handling experience with a focus on accuracy, required
Work Environment:
Standing, sitting for 8 to 10 hours per shift
Walking in and around industrial/railroad environment on uneven surfaces
Occasional bending, twisting, lifting up to 25 pounds
Full-Time Customer Support Center Agent I
Mattoon, IL jobs
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
Inbound Call Center Representative
Bannockburn, IL jobs
Great Lakes Credit Union is Hiring GREAT people for our GREAT team!
Join a team where your voice makes a difference!
WE WANT YOU ON OUR TEAM!
*** This is a fully on-site position. Remote or hybrid work arrangements are not available at this time. ***
“ The starting rate of pay for this role is $19.99 per hour for candidates with a minimum of one (1) year of experience in a call center or financial institution,
with a higher rate of pay available based on additional years of relevant experience.”
We are always looking for great people to join our Member Contact Center. We welcome your application and will contact you if a future opportunity matches your skills and availability.
As the Inbound Call Center Representative , you will serve as the first point of contact for our members, delivering exceptional service in a fast-paced, high -volume credit union contact center environment. You'll play a vital role in supporting our members' financial needs, all while upholding our values and standards of greatness.
As the Inbound Call Center Representative, you will:
Handle high - volume inbound calls with professionalism, empathy, and efficiency
Work collaboratively with multiple departments and use multiple software systems to support our members' needs
Resolve inquiries and provide accurate, timely information on accounts, products, services and transactions
Build trust and genuine connections with each member thought active listening and clear communication
Uphold the GLCU's values and standards of greatness in every interaction
What You'll Bring:
Call center experience in a high-volume call center or high - volume phone environment or financial institution, preferred
Proven experience to become proficient with multiple software systems
Passion for helping others and making a difference
Excellent communication skills, especially over the phone
Quick learner with ability to navigate multiple software tools with ease
Calm under pressure and adaptable in a constantly changing environment
Strong attention to detail and a drive to go above and beyond for every member.
Why Join Us?
At Great Lakes Credit Union, we're more than a workplace- we're mission. Every call you take is a chance to make a financial impact and build lifelong member relationships. You'll join a supportive team, gain valuable experience, and help shape the future of member service excellence.
Benefits We Offer:
At GLCU, we believe that our employees are our greatest asset. That's why we offer a comprehensive benefits package designed to support your well-being and help you thrive both personally and professionally. Here's what you can expect:
Competitive total compensation package: We offer a competitive total compensation salary structure that rewards your hard work and contributions.
Health & Wellness: Enjoy comprehensive medical, dental, and vision insurance plans to keep you and your family healthy. We also provide access to wellness programs and health membership reimbursement. The company paid STD and LTD.
Employee Banking Benefits: Enjoy the flexibility and convenience with 24/7 digital banking, a network of more than 30,000 ATMs, 18 branches.
Company Paid Life Insurance: Enjoy peace of mind with company-paid life insurance, providing financial protection for you and your loved ones.
Generous Paid Time Off: Recharge and relax with a generous PTO policy and paid holidays.
Retirement Savings Plan 401(k): Plan for your future with our 401(k)-retirement savings plan, complete with employer matching contributions to help you reach your financial goals.
Professional Development: We are committed to your growth! Take advantage of our training programs, mentorship opportunities, and tuition reimbursement for continuing education.
Employee Recognition Programs: We celebrate your achievements and milestones through various recognition programs.
Diverse and Inclusive Culture: Join a vibrant team that values diversity and fosters an inclusive environment where everyone feels welcome and empowered.
Community Engagement: Participate in our community service initiatives and volunteer opportunities to make a positive impact in the communities we serve.
Join us at GLCU and discover a workplace that invests in you! We're the total package!
Great Lakes Credit Union is proud to be an Equal Opportunity Employer,
Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Auto-ApplyInbound Call Center Representative
Bannockburn, IL jobs
Great Lakes Credit Union is Hiring GREAT people for our GREAT team! Join a team where your voice makes a difference! WE WANT YOU ON OUR TEAM! * This is a fully on-site position. Remote or hybrid work arrangements are not available at this time. * " The starting rate of pay for this role is $19.99 per hour for candidates with a minimum of one (1) year of experience in a call center or financial institution,
with a higher rate of pay available based on additional years of relevant experience."
We are always looking for great people to join our Member Contact Center. We welcome your application and will contact you if a future opportunity matches your skills and availability.
As the Inbound Call Center Representative, you will serve as the first point of contact for our members, delivering exceptional service in a fast-paced, high -volume credit union contact center environment. You'll play a vital role in supporting our members' financial needs, all while upholding our values and standards of greatness.
As the Inbound Call Center Representative, you will:
* Handle high - volume inbound calls with professionalism, empathy, and efficiency
* Work collaboratively with multiple departments and use multiple software systems to support our members' needs
* Resolve inquiries and provide accurate, timely information on accounts, products, services and transactions
* Build trust and genuine connections with each member thought active listening and clear communication
* Uphold the GLCU's values and standards of greatness in every interaction
What You'll Bring:
* Call center experience in a high-volume call center or high - volume phone environment or financial institution, preferred
* Proven experience to become proficient with multiple software systems
* Passion for helping others and making a difference
* Excellent communication skills, especially over the phone
* Quick learner with ability to navigate multiple software tools with ease
* Calm under pressure and adaptable in a constantly changing environment
* Strong attention to detail and a drive to go above and beyond for every member.
Why Join Us?
At Great Lakes Credit Union, we're more than a workplace- we're mission. Every call you take is a chance to make a financial impact and build lifelong member relationships. You'll join a supportive team, gain valuable experience, and help shape the future of member service excellence.
Benefits We Offer:
At GLCU, we believe that our employees are our greatest asset. That's why we offer a comprehensive benefits package designed to support your well-being and help you thrive both personally and professionally. Here's what you can expect:
* Competitive total compensation package: We offer a competitive total compensation salary structure that rewards your hard work and contributions.
* Health & Wellness: Enjoy comprehensive medical, dental, and vision insurance plans to keep you and your family healthy. We also provide access to wellness programs and health membership reimbursement. The company paid STD and LTD.
* Employee Banking Benefits: Enjoy the flexibility and convenience with 24/7 digital banking, a network of more than 30,000 ATMs, 18 branches.
* Company Paid Life Insurance: Enjoy peace of mind with company-paid life insurance, providing financial protection for you and your loved ones.
* Generous Paid Time Off: Recharge and relax with a generous PTO policy and paid holidays.
* Retirement Savings Plan 401(k): Plan for your future with our 401(k)-retirement savings plan, complete with employer matching contributions to help you reach your financial goals.
* Professional Development: We are committed to your growth! Take advantage of our training programs, mentorship opportunities, and tuition reimbursement for continuing education.
* Employee Recognition Programs: We celebrate your achievements and milestones through various recognition programs.
* Diverse and Inclusive Culture: Join a vibrant team that values diversity and fosters an inclusive environment where everyone feels welcome and empowered.
* Community Engagement: Participate in our community service initiatives and volunteer opportunities to make a positive impact in the communities we serve.
Join us at GLCU and discover a workplace that invests in you! We're the total package!
Great Lakes Credit Union is proud to be an Equal Opportunity Employer,
Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Please note the schedule for this position is Monday - Saturday (with one day off during the week when scheduled to work Saturday).Monday - Friday 8:30 am- 6:00pm
Saturday 9:00am-2:00pm
Inbound Call Center Representative
Chicago, IL jobs
Great Lakes Credit Union is Hiring GREAT people for our GREAT team!
Join a team where your voice makes a difference!
WE WANT YOU ON OUR TEAM!
*** This is a fully on-site position. Remote or hybrid work arrangements are not available at this time. ***
“ The starting rate of pay for this role is $19.99 per hour for candidates with a minimum of one (1) year of experience in a call center or financial institution,
with a higher rate of pay available based on additional years of relevant experience.”
We are always looking for great people to join our Member Contact Center. We welcome your application and will contact you if a future opportunity matches your skills and availability.
As the Inbound Call Center Representative , you will serve as the first point of contact for our members, delivering exceptional service in a fast-paced, high -volume credit union contact center environment. You'll play a vital role in supporting our members' financial needs, all while upholding our values and standards of greatness.
As the Inbound Call Center Representative, you will:
Handle high - volume inbound calls with professionalism, empathy, and efficiency
Work collaboratively with multiple departments and use multiple software systems to support our members' needs
Resolve inquiries and provide accurate, timely information on accounts, products, services and transactions
Build trust and genuine connections with each member thought active listening and clear communication
Uphold the GLCU's values and standards of greatness in every interaction
What You'll Bring:
Call center experience in a high-volume call center or high - volume phone environment or financial institution, preferred
Proven experience to become proficient with multiple software systems
Passion for helping others and making a difference
Excellent communication skills, especially over the phone
Quick learner with ability to navigate multiple software tools with ease
Calm under pressure and adaptable in a constantly changing environment
Strong attention to detail and a drive to go above and beyond for every member.
Why Join Us?
At Great Lakes Credit Union, we're more than a workplace- we're mission. Every call you take is a chance to make a financial impact and build lifelong member relationships. You'll join a supportive team, gain valuable experience, and help shape the future of member service excellence.
Benefits We Offer:
At GLCU, we believe that our employees are our greatest asset. That's why we offer a comprehensive benefits package designed to support your well-being and help you thrive both personally and professionally. Here's what you can expect:
Competitive total compensation package: We offer a competitive total compensation salary structure that rewards your hard work and contributions.
Health & Wellness: Enjoy comprehensive medical, dental, and vision insurance plans to keep you and your family healthy. We also provide access to wellness programs and health membership reimbursement. The company paid STD and LTD.
Employee Banking Benefits: Enjoy the flexibility and convenience with 24/7 digital banking, a network of more than 30,000 ATMs, 18 branches.
Company Paid Life Insurance: Enjoy peace of mind with company-paid life insurance, providing financial protection for you and your loved ones.
Generous Paid Time Off: Recharge and relax with a generous PTO policy and paid holidays.
Retirement Savings Plan 401(k): Plan for your future with our 401(k)-retirement savings plan, complete with employer matching contributions to help you reach your financial goals.
Professional Development: We are committed to your growth! Take advantage of our training programs, mentorship opportunities, and tuition reimbursement for continuing education.
Employee Recognition Programs: We celebrate your achievements and milestones through various recognition programs.
Diverse and Inclusive Culture: Join a vibrant team that values diversity and fosters an inclusive environment where everyone feels welcome and empowered.
Community Engagement: Participate in our community service initiatives and volunteer opportunities to make a positive impact in the communities we serve.
Join us at GLCU and discover a workplace that invests in you! We're the total package!
Great Lakes Credit Union is proud to be an Equal Opportunity Employer,
Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Auto-ApplyClient Specialist, Commercial Real Estate Banking, Commercial Term Lending
Chicago, IL jobs
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
Required qualifications, capabilities and skills:
Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
Enthusiastic and self-motivated.
Superior written and oral communication.
Superior customer service skills.
Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Preferred qualifications, capabilities, and skills:
College graduate preferred.
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
Superior interpersonal communication skills, as well as strong attention to detail and time management.
Auto-ApplyElectronic Services Call Center Representative
Chesterfield, MO jobs
There is an immediate opening in our Electronic Services Department for a Call Center Representative. The ideal candidate will enjoy helping people, have great communication skills with both members and co-workers, be proficient in technology across multiple platforms including but not limited to Microsoft Office and Excel, possess strong clerical, analytical, organizational, and multitasking skills and have the capability to learn quickly and work at a fast pace. Duties include answering inbound calls primarily pertaining to debit cards, basic financial transactions, responding to Chat and email, and other various tasks to support the department.
The hours for this position are Monday - Friday 10:30 a.m. to 7:00 p.m. and Saturdays 8:30 a.m. to 12:30 p.m., with a full day off during the week when a Saturday is worked. Must be flexible to work a rotating schedule.
Auto-ApplyMember Care Representative - Inbound Call Center
Chicago, IL jobs
Job Description
Provide consultative service and support to credit union members via telephone. Process financial transactions of simple to moderate complexity on member's accounts, resolve member issues, evaluate and identify the member's financial needs with compassion and care. Build relationships with members in order to provide assigned levels of member service and satisfaction, and targeted referrals to internal business partners that result in deeper relationships. Use de-escalation skills and reliance on technical knowledge of credit union products, policies and regulatory compliance to handle call types that include but not limited to account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers.
Essential Responsibilities
Handle routine to moderately complex member inquiries with a goal of first call resolution and limited escalation by leveraging departmental tools by handling call types such as account maintenance assistance like processing payments, account balance inquiries, opening or closing memberships, debit card PIN reset and money transfers
Process financial transactions on member's accounts in an efficient and effective manner
Review, qualify, open and close deposit accounts and ATM/debit cards
Complete money transfers and assist with check withdrawals
Decision fee-refunds within defined relationship parameters
Act as a member advocate and handle difficult conversations with professionalism and courtesy
Resolve member's concerns while ensuring regulatory compliance
Build partnerships with management and peers in contributing to a productive team environment
Education & Years of Experience
Minimum - High School or Equivalent
Minimum - 1 Year Banking, Retail, Customer Service or Related
Preferred - 1 Year Call Center within a Financial Services Environment
Compensation & Benefits:
Salary range: $22.00 per hour. Actual compensation will be determined using factors such as experience, skills & knowledge.
Benefits: Alliant provides a benefits package including health care, vision, dental, and 401k with employer match including:
Additional Benefits:
Paid parental leave
Employee discount programs
Time off including paid personal and sick days
11 paid holidays
Education reimbursement
*Note that eligibility and cost of benefits can vary depending on the number of regularly scheduled hours, and job status such as regular full-time, regular part-time, or temporary employment.
Adhere to and ensure compliance of all business transactions with policy and process of the Bank Secrecy Act. Ensures compliance with all applicable state and federal laws, company procedures and policies. Maintains integrity and ethics in all actions and conversations with or regarding credit union members and their accounts; complies with Privacy Act directives.
The responsibilities listed do not contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this position. Duties, responsibilities and activities may change at any time with or without notice.
Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
Chicago, IL jobs
Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
**Job responsibilities**
+ Facilitate application process by interfacing with customers in taking complete applications. Requesting documentation from borrowers. Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
+ Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
+ Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
+ Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
+ Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings. Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
+ Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
+ Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers. Assist and attend team marketing events and trade shows.
+ Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
+ Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers.
**Required qualifications, capabilities and skills:**
+ Minimum 2 years' experience in mortgage lending, with inside sales/customer service background.
+ Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
+ Enthusiastic and self-motivated.
+ Superior written and oral communication.
+ Superior customer service skills.
+ Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
+ Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
**Preferred qualifications, capabilities, and skills:**
+ College graduate preferred.
+ Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
+ Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
+ Superior interpersonal communication skills, as well as strong attention to detail and time management.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
Chicago,IL $25.49 - $34.62 / hour
Customer Service Representative
OFallon, MO jobs
Yellowstone Local is proud to represent AAA Home Services, an industry leader in residential trades.
Step into a fast-paced office where your voice matters, and your work makes an immediate impact. If you thrive on problem-solving, love helping people, and are ready to join a family-run company that's been trusted for over 55 years, this is your shot.
What's in it for You?
Pay Range: $16.50-$20.00/hour, depending on experience
Schedule:
Full-time (31-40 hours per week)
Monday through Friday
8-hour day shifts (7:30 AM-4:00 PM)
Rotating weekends
Year-round work, no seasonal layoffs
Perks:
Overtime opportunities
Annual bonuses
Performance-based bonuses
Why You'll Love It Here
Family-owned and operated for over 5 decades. Your coworkers feel more like teammates
Zero high-pressure sales. We focus on taking care of customers the right way
Work in a stable, supportive office with strong team energy
You'll be trained from the ground up, so no experience? No problem.
You'll play a key role supporting 25 techs across plumbing, HVAC, electrical, and appliance repair
Your New Role
Based out of our O'Fallon, MO office (827 West Terra Ln), you'll serve as the frontline voice for customers within a 15-mile radius, helping connect them with our team of expert technicians. This role is in-person and deeply rooted in the local St. Charles County community we've proudly served for over 55 years.
Answer and route inbound customer calls with accuracy and professionalism
Schedule service appointments for technicians in plumbing, HVAC, appliance repair, and electrical
Provide friendly, informative support using internal scripts and procedures
Offer basic technical assistance and troubleshooting guidance
Follow up on customer needs and ensure quick problem resolution
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
High school diploma or equivalent
Less than 1 year of customer service or call center experience (we'll train you!)
Strong communication and problem-solving skills
Comfortable using phones and basic computer systems
Ability to stay composed in a fast-paced environment
Must be able to work rotating weekends
AAA Home Services is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment regardless of race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, or veteran status. #orange
Call Center Agent
Missouri jobs
Requirements
Qualifications
Minimum of two years' experience in service delivery, with preferred cash handling experience.
Proven experience in technology usage. An avid user of financial institution's online tools for personal banking.
Education
Preferred College Degree must have High School Diploma or equivalent.
Rewards
This position is full time and will be eligible for benefits, and an annual incentive plan.
We have excellent opportunities for career advancement and professional development.
Salary ranges from $22.00 - $25.00
Schedule
The Member Engagement Center is open Monday through Saturday 9:00 AM - 7:00 PM.
Supplemental Pay?
No
Benefits (Eligible the first of the month after your hire date)
Medical
Dental
Vision
Employee Paid Life Insurance
Voluntary Life Insurance
Short Term and Long-Term Disability
HRA and FSA
401k with matching contributions
Tuition Reimbursement
4 weeks of PTO
Sick Time off that can be for both employee and family members
Birthday PTO
Location
6260 S Lindbergh Blvd St Louis MO 63123
Salary Description $22.00 - $25.00
Call Center Representative
South Holland, IL jobs
Title Call Center Representative Sales - Agent Reports to Manager, Call Center The Call Center Representative plays a key role in fueling Payroc's growth by connecting with prospective merchants and generating qualified opportunities for our outside sales team. In this high-volume outbound calling role, you will introduce business owners to Payroc's suite of merchant services, uncover their payment processing needs, and secure confirmed appointments that drive new revenue. Success in this position requires a confident phone presence, strong communication and active listening skills, and the ability to build quick rapport with decision-makers. You will leverage Payroc's CRM to manage call activity, maintain accurate records, and track progress toward daily, weekly, and monthly performance targets.
This role is ideal for someone who is motivated, organized, and persistent. It is a good fit for someone who thrives in a fast-paced environment, stays positive through challenges, and consistently meets or exceeds goals. Prior experience in telemarketing, sales, or appointment setting is highly valued, particularly within merchant services or B2B environments. Bilingual candidates are encouraged to apply.
Duties and Responsibilities
* Make a high volume of outbound calls (100+ per day) to prospective merchants
* Effectively introduce our merchant services and identify the prospect's current payment processing needs and pain points
* Engage business owners and decision-makers in meaningful conversations to generate interest
* Schedule qualified, confirmed appointments for our outside sales team using our CRM system
* Maintain accurate and up-to-date records of all call activities and customer interactions
* Meet and exceed daily, weekly, and monthly targets for appointments set
* Stay current on product knowledge, industry trends, and competitive offerings
* Perform follow-up calls to reconfirm appointments as needed
Qualifications
* High school diploma or equivalent required
* Proven experience in telemarketing, call center, or outbound sales environment
* Excellent verbal communication and active listening skills
* Strong, persuasive phone presence with a clear and professional tone
* Ability to handle rejection and maintain a positive, persistent attitude
* Basic computer proficiency with Microsoft products
* Highly organized with strong time management skills
* Self-motivated and able to work effectively both independently and as part of a team
Preferred Qualifications
* Previous experience in appointment setting, lead generation, or sales within the merchant services, financial services, or B2B industry
* Previous experience with CRM software (e.g., Salesforce, HubSpot)
* Bilingual
Working Conditions
* Frequent collaboration with internal teams, external vendors, and strategic partners
* Ergonomic workstation support and technology tools provided
Travel Component
* NA
Job Classification
* Non-exempt
At Payroc we are committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individuals' qualifications without regard to race, color, religion, national social or ethnic origin, sex, age, physical, mental, or sensory disability, sexual orientation or any other status protected by the laws regulation in the location we operate. Payroc does not tolerate discrimination or harassment based on any of these characteristics.
Payroc is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources Department at *************
Compensation and Benefits
Our compensation reflects the cost of labor across several U.S. geographic markets. Actual compensation may vary based on a number of factors, including location, job-related knowledge, skills, and experience. Depending on the position offered, additional forms of compensation - such as bonuses, incentives, or equity - may also be included as part of the total compensation package. We offer a comprehensive range of benefits to support your overall well-being, both personally and professionally. These may include medical coverage, financial benefits, and wellness support tailored to your needs.
Note to Agencies
Payroc does not accept resume submissions from agencies outside of existing agreements. Please do not send unsolicited resumes to Payroc HR or to Payroc employees. Payroc is not responsible for any fees associated with unsolicited resume submissions.
Electronic Services Specialist - Account Analysis
Kansas City, MO jobs
About Working at Commerce
Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with us.
Here, you'll find opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources to grow into the best version of yourself. Because our number one investment is you.
Creating an award-winning culture doesn't come easy. And after 160 years, we know Commerce Bank is only at its best when our people are. If this sounds interesting to you, keep reading and let's talk.
Compensation Range
Hourly: $23.20 - $30.75 (Amount based on relevant experience, skills, and competencies.)
About This Job
The main purpose of this job is to provide high level customer support to Commercial, Small Business and Internal customers of the Bank related to Commercial billing, pricing, and invoices
Essential Functions
Provide high touch customer service to internal business partners, ensuring a customer-centric approach
Resolve customer service file issues, manage customer billing, and create various reporting
Partner with sales to create a best-in-class onboarding for new customers & maintain strong relationships with all existing customers
Partner with appropriate team members, internal partners, and vendors to define & resolve issues, and determine root cause
Update internal partners and act as the primary liaison between several lines of business while ensuring all internal controls are followed
Perform other duties as assigned
Knowledge, Skills & Abilities Required
Ability to serve as an escalation point to assist with low-to-moderate complexity questions, concerns, or research
Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
Associate's degree or equivalent combination of education and experience required
1+ years banking operations experience required
*Level of role is determined by knowledge, experience, skills, abilities, and education
**For individuals applying, assigned and/or hired to work in areas with pay transparency requirements, Commerce is required by law to include a reasonable estimate of the compensation range for some roles. This compensation range is for the Electronic Services Specialist - Account Analysis or Senior Electronic Services Specialist - Account Analysis level job and contemplates a wide range of factors that are considered in determining most appropriate job level and making compensation decisions, including but not limited to location, skill sets, education, relevant experience and training, licensure and certifications, and other business and organizational needs. The disclosed range estimate has not been adjusted for any applicable differentials (geographic, bilingual, or shift) that could be associated with the position or where it is filled. At Commerce, compensation decisions are dependent on the facts and circumstances of each situation. A reasonable estimate of the current base pay is $23.20 to $30.75 per hour.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 922 Walnut St, Kansas City, Missouri 64106
Time Type:
Full time
Auto-ApplyClient Relationship Specialist - Schaumberg/Barrington, IL
Barrington, IL jobs
Your Opportunity As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
* 1+ years of Client/Customer Service experience
Preferred Qualifications:
* Previous experience in Financial Services/Wealth Management and/or closely related industry.
* While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
* Ability to handle client needs with tact and diplomacy
* Outstanding written and oral communication skills
* Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
* Ability to build and maintain good cross-enterprise working relationships
* Basic understanding of brokerage regulations and rules that govern client accounts
* May be asked to become a Notary
*
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Auto-Apply