Customer Care Specialist - Headquarters
Guest service specialist job at Pioneer Bank
Job Description
TITLE: Customer Care Specialist
REPORTS TO: Vice President - Customer Care
CLASSIFICATION: Full Time, Non Exempt
PAY GRADE: NE 20 ($17.00 - $25.89 per hour)
AVAILABILITY: Monday 10:30am-7:00pm, Tuesday-Thursday 8:00am-4:30pm, Friday 9:00am-5:30pm, Saturday 8:00am-1:30pm
*1 Saturday per month required
Position Summary:
The Customer Care Specialist is a fast-paced, multi-functional position, responsible for all facets of customer service. The Customer Care Specialist will provide service to customers through the phone, the ITM (an on-screen, video experience), email, chat and transact mobile deposits and processing of mailed transactions. Responsible for processing transactions, providing education on products and services and facilitating guidance for digital needs. Will possess the ability to proactively engage in professional, positive, and productive communication through all customer points of contact into the Customer Care Center. Help enrich our customer's lives by answering questions, solving problems, and providing solutions to ensure an effortless banking experience for our customers. With a commitment to being a learner and problem solver, this individual will always focus on doing the right thing for our customers.
Essential Job Functions:
Provides answers to bank or financial related questions including but not limited to account balances, transaction inquiries, problems or discrepancies related to customer accounts/loans, debit cards, fees, fraudulent activity, technical support for Pioneer technology products and services and more.
Manages large amounts of inbound calls in a timely, professional, and courteous manner supporting bank customers and bank retail locations as after-hours operational support.
Provides resolution to any customer issue on the initial phone call when appropriate and always provides the customer with a World Class Service experience.
Keeps a comprehensive record of all calls and/or interactions in Salesforce, a customer relationship management system.
Navigates multiple computer systems while interacting with customers.
Understands and maintains compliance with Bank policies and procedures and applicable laws and regulations, including BSA, AML, and Reg E., and Reg CC.
Conducts customer transactions received through mail, online banking and ITMs (on-screen, video experience). Performs routine member transactions including deposits, withdrawals, loan payments, transfers, and check cashing, change of addresses, travel notifications, etc.
Process mobile deposit transactions daily, multiple times a day.
Responds to customer emails and/or Pioneer's online banking Chat feature providing answers to bank or financial related questions including but not limited to account balances, transaction inquiries, problems or discrepancies related to customer accounts/loans, debit cards, fees, fraudulent activity, technical support for Pioneer technology products and services and more.
Identifies customer's needs to help customers reach their financial goals, clarifies information, researches every issue and provides lasting solutions and/or alternatives.
Performs Concierge job duties when necessary.
Performs clerical duties related to Customer Care as well as other duties as requested.
Education & Experience:
A high school diploma or GED required.
Minimum of 6 months of Retail and/or Customer Service experience required.
Working knowledge of PC's, smart phone technology (IOS and Android), Windows environment, Microsoft Office Suite, and capacity to learn banking and customer relationship management systems.
Must be comfortable with working within a video environment.
As an Equal Opportunity / Affirmative Action Employer, Pioneer Bank will not discriminate in its employment practices due to an applicant's race, color, creed, religion, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender identity or expression, transgender status, age, national origin, marital status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.
Technical Service Representative
New York, NY jobs
The Visory Technical Service Representative Lead (Tier 2) will serve as the dedicated on-site technical support resource for a key wealth management client in New York City (Midtown). This role provides advanced troubleshooting, escalated issue resolution, and high-quality customer service while acting as the primary technical point of contact for all on-site needs. Working from the client's office Monday through Friday, the TSR Lead will manage and resolve the client's support tickets, coordinate with the broader Technical Service Team for escalations, and ensure consistent, reliable IT support.
This position requires strong Tier 2 technical expertise with an emphasis on Azure technologies; Nerdio experience is a plus. While MSP background is beneficial, candidates with solid internal IT support experience will also be considered due to the single-client focus. Only candidates currently in the NYC area will be considered for this role.
Duties/Responsibilities:
Provide front-line technical support with exceptional customer service both on-site in NYC office and via email, phone and chat while also achieving target customer satisfaction on assigned tickets.
Use excellent communication and interpersonal skills to ensure that customer and system issues are resolved in a timely fashion.
Identify recurring customer issues and diagnose root causes, then collaborate with Technical Service Manager and Technical Service Team to determine permanent resolutions and solve tickets in the que.
Fully document all customer issues and support calls in the ticket system, including problem resolution and time to fix, as well as update existing documentation when found to be incomplete or inaccurate.
Maintain and participate in on-call schedule, including weekends and after-hours.
Complete assigned training and any other technical training which relates to your job and required skills.
Required Skills/Abilities:
Strong understanding of Active Directory Fundamentals On-Prem and Azure O365
Working knowledge of Group Policy, RDS/RDP, and Citrix fundamentals
Expertise in Microsoft Windows desktop and server operating systems plus Cloud hosting principles.
Knowledge of local printer configurations in Remote VMs & Local On-Prem machines
Proficiency with Remote Monitoring and Management Systems
Working knowledge of Windows Command Line interface
Networking fundamentals - including VPN/VoIP/ACLs/Security/Compliance
Work in conjunction with other departments to investigate issues.
5+ years related IT work experience and/or training; or equivalent combination of education and experience preferred.
Education and Experience:
Associates' or Bachelor's degree preferred
Full Azure Suite experience required, Nerdio a plus!
MS-900 Microsoft 365 Fundamentals Certification, preferred
CompTIA Network+ Certification, a plus!
About Visory:
Visory is a hands-on technology and cybersecurity partner delivering enterprise-grade IT services, compliance support, and managed infrastructure to financial, accounting, construction, and other growing businesses.
Backed by a team of over 150 professionals, Visory combines deep industry expertise with excellent client support to keep clients secure, compliant, and running smoothly. The company empowers clients to confidently navigate digital transformation with proactive, thoughtful solutions.
Client Service Associate - Financial Services
Minneapolis, MN jobs
Larson Financial Group is seeking a Client Service Associate - Financial Services in the Minneapolis, MN area to manage the client service operations of an Advisor's practice. This position will allow you to have direct contact with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow-up, and keeping organized accounts of client information.
This is a fast-paced and rapidly growing practice, and it is the Client Service Associate's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on the performance of the individual and the practice.
Requirements:
Responsibilities include, but are not limited to:
Serve as the primary contact for client service needs, ensuring clear, timely communication.
Process new business and manage paperwork for investments, insurance, and alternative assets.
Coordinate transfers, contributions, distributions, and premium payments across custodians and carriers.
Maintain and track tasks, follow-ups, and planning milestones using Salesforce.
Schedule and prepare for client meetings, including calendar management and pre-meeting materials.
Gather and organize financial and insurance data to support planning and underwriting.
Ensure accurate recordkeeping and support regulatory compliance in all workflows.
Provide high-level support to advisors by anticipating needs and keeping client processes on track.
Expectations:
Previous financial advisory services or similar experience required
Ability to work with the Advisor and other support team members to accomplish a common goal
Be able to conform to a changing environment and work at a quick pace, to achieve timely deadlines
The client must be able to rely on the CSA for every financial need, whether it is finding the right answer or having it ready for them
2+ years of experience with Salesforce
Proficiency with Microsoft Office including SharePoint, One Drive, Outlook, etc.
Must be a self-starter and goal-oriented requirements: Skills and Experience:
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Excellent verbal and written communication
Service oriented attitude
Ability to maintain confidentiality of information
Ability to coordinate multiple tasks and priorities in a fast-paced environment
High attention to detail
Exceptional organization and problem solving
Larson Financial Group, LLC offers a generous employee benefits & perks package:
Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical Insurance (HDHP HSA plans are 100% ER PD - other plans available with shared cost)
Dental Insurance
Vision Insurance
ER PD Long Term Disability Insurance
ER PD Life Insurance
ER PD EAP
Voluntary Life & STD available
Supplemental Insurance available
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities
PIba31b6215d56-37***********4
Client Service Specialist
Hibbing, MN jobs
The Client Service Specialist is a customer-focused role, dedicated and vital to the success of Park State Bank. In this role, you will serve as a trusted advisor to our customers, helping them with various banking needs, such as account management, financial guidance, and product inquiries. The ideal candidate will have a strong understanding of banking products, excellent communication skills, and a commitment to delivering impactful and outstanding customer service.
Key Responsibilities:
High-Touch Client Service: Provide exceptional and personalized service to every client, ensuring their banking needs are met with care and attention. Anticipate and proactively address client needs by offering tailored solutions and recommendations. Be readily available to clients, whether in person, over the phone, or via email, to promptly assist with inquiries or concerns.
Client Consultation: Engage with clients to understand their financial needs and goals, providing personalized solutions and recommendations.
Client Focus: Demonstrate a genuine passion for providing exceptional customer service and a commitment to ensuring client satisfaction in every interaction.
Account Services: Assist clients with account openings, closures, updates, and general inquiries, ensuring accuracy and compliance with bank policies.
Product Knowledge: Maintain a deep understanding of the bank's products and services to educate customers and recommend appropriate solutions for each Client's needs individually.
Transaction Processing: Handle client transactions, including deposits, withdrawals, and fund transfers, accurately and efficiently.
Financial Guidance: Offer basic financial advice, such as budgeting tips and savings strategies, to help clients achieve their financial objectives.
Cross-selling: Identify opportunities to promote and cross-sell bank products and services to meet client's needs.
Compliance: Ensure strict adherence to all banking regulations, policies, and procedures in every client interaction.
Client Relationship Management: Build and maintain strong client relationships, addressing inquiries and concerns with professionalism and care.
Adaptability and Flexibility: Adapt to changing priorities and work effectively in a fast-paced retail environment.
Documentation: Maintain accurate records of client interactions, transactions, and account updates.
Quality Assurance: Uphold a high standard of service quality, contributing to the overall success of the bank's client service initiatives.
SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES:
Other duties as may be assigned.
PERFORMANCE MEASURES:
Balances efficiently and accurately
Maintains confidentiality of client account information
Follows established policies and procedures in responding to inquiries and requests
Willingly participates in bank training
In compliance with all regulations related to job duties
Effectiveness of communications and development of good working relationships with co-workers and clients
WORKING CONDITIONS:
Will need to be able to handle stressful situations and function in a very fast-paced environment while remaining calm and precise. Must have excellent interpersonal and organizational skills and enjoy working with the public. Will need to communicate in a clear, concise, and pleasant manner. Willingness to travel to other branches is essential.
May, on occasion, have to work longer hours than scheduled.
Must be able to meet deadlines, multi-task and adjust priorities as necessary. Must possess strong organizational, analytical, communication, and interpersonal skills, including the ability to work with all levels of management and the Bank's vendors. Must be a self-starter who challenges existing processes and can identify and implement efficiencies and cost-saving solutions. Will have access to and knowledge of all employees' accounts, customer information, and the bank's finances, so the ability to keep information confidential is extremely important.
The employee will be working in an indoor office setting in a light work situation (exerting up to 20 lbs. of force frequently, and/or a negligible amount of force constantly to move objects). Must be able to remain in a stationary position 50% of the time and be able to occasionally move about inside the office to access file cabinets, office machinery, etc. Constantly operates a computer and other office productivity equipment. Employee frequently communicates with employees, customers and vendors. Will be required to travel to branches within region on a weekly basis, so must have a valid driver's license and reliable transportation. Must be able to exchange accurate information both orally and written in English. Employee will be required to travel to branches located within the region.
Despite ongoing security training, there is always the possibility of a bank robbery.
GENERAL NOTICE:
This description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties may be assigned as necessary.
Role Qualifications:
Education or certifications related to customer service or retail management is a plus. Previous experience in a customer service or retail banking role is preferred.
Strong interpersonal and communication skills, both verbal and written.
Proficiency in using retail software systems, point-of-sale (POS) terminals, and other relevant technology platforms commonly used in retail environments.
Knowledge of banking products, services, and regulatory compliance.
Ability to work effectively in a team and independently.
Efficiently able to multi-task along with excellent problem-solving skills and attention to detail
Maintain utmost confidentiality of Clients information at all times.
Other Skills and Abilities
Strong communication skills along with the ability to effectively communicate with others
Client service focused
Resourceful, well organized and ability to multitask in a face paced environment.
Effective decision-making skills
Strong attention to detail
Requirements:
High school diploma or equivalent
1-2 years working in a customer-facing capacity, specifically in banking (preferred), retail, or hospitality
Compensation details: 18-20 Hourly Wage
PIb7aa7-4386
Customer Service Representative
Jericho, NY jobs
Basic Function:
The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners.
Principal Responsibilities:
Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner.
Assist customers with deposits, withdrawals, or payments and resolve client concerns.
Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers.
Open commercial and consumer accounts and assist customers with routine account related inquiries.
Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction.
Utilize Sales Force to track client interactions.
Assist with branch vault opening, closing and balancing procedures.
Inform customers about bank products and services.
Always maintain a professional appearance and demeanor.
Comply with all department Security, company policies, procedures, and regulations.
Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements.
Background and Experience:
High school diploma or equivalent required, and 1-3 years Teller/customer service experience.
Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees.
Excellent organizational and time management skills.
Ability to work independently with little to no supervision.
Cash handling experience preferred.
High level of accountability, efficiency, and accuracy.
Prior Customer Service experience.
Microsoft Office and Excel skills. Salesforce experience preferred.
Location: Esquire Bank, Jericho, NY (On-site)
Full time - M-F 8:30 am - 5:30 pm
Estimated Salary Range:
$40,000 - $55,000 / year
Compensation may vary based on education, skills, qualifications and/or expertise.
Client Relationship Specialist - Lake Grove, NY
Lake Grove, NY jobs
Regular
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Virtual Customer Service (Entry Level)
New York, NY jobs
As a Virtual Customer Service Representative, you will be responsible for providing exceptional customer service to our clients through various communication channels, including phone, email, and chat. You will serve as the first point of contact for our clients and will be responsible for addressing their inquiries, concerns, and requests in a timely and professional manner.
Key Responsibilities:
- Respond to customer inquiries and provide accurate and timely information about our products and services
- Handle customer complaints and resolve issues in a professional and efficient manner
- Manage and update customer accounts and records
- Proactively identify and escalate customer issues to the appropriate department for resolution
- Collaborate with other team members to ensure a seamless customer experience
- Meet and exceed customer service goals and metrics
- Continuously improve and enhance customer service processes to increase efficiency and customer satisfaction
Qualifications:
- High school diploma or equivalent; college degree preferred
- Excellent communication skills, both written and verbal
- Strong problem-solving and decision-making abilities
- Ability to multitask and manage time effectively
- Proficient in Microsoft Office and other basic computer skills
- Experience with customer relationship management (CRM) software is a plus
- Must be able to work independently and in a team environment
- Comfortable working in a fast-paced and constantly changing environment
We are looking for individuals who are passionate about delivering exceptional customer service and are eager to learn and grow in a dynamic and innovative company. If you are a self-starter with a positive attitude and excellent communication skills, we want to hear from you!
Join the NextGen Real Estate team and take the first step towards a rewarding career in the real estate industry. Apply now!
Director, Services Specialist Sales, Test & Learn
New York jobs
Our Purpose
Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Director, Services Specialist Sales, Test & LearnMastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle,
Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence.
Summary:
As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment.
The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance.
Job Responsibilities:
• Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals
• Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities
• Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals
• Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.)
• Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals
• Ability to seamlessly partner across our Services sales and consulting teams
• Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking
• Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite
All About You
• Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise
• Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred
• Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at ‘pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients
• Ability to thrive and build robust pipeline with limited lead generation support
• Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues
• Revenue management experience
• Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
#AI3Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
Abide by Mastercard's security policies and practices;
Ensure the confidentiality and integrity of the information being accessed;
Report any suspected information security violation or breach, and
Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $141,000 - $197,000 USD
Auto-ApplyHVAC Customer Service Specialist
New York, NY jobs
Yellowstone Local is proud to represent Hamilton Mechanical, LLC, a Hickory Company, an industry leader in high-end residential HVAC across New York City.
Tired of being just another voice on the phone? At HamiltonAir, you're the nerve center of a mission-driven, high-performance HVAC team.
What's in it for You?
Compensation: Earn $50,000 - $75,000 per year, plus 10% commission on new memberships or upgrades.
Overtime Opportunities: Boost your income with consistent overtime.
Full Benefits: Medical, dental, vision, 401(k) with company match, paid vacation, sick leave, and holidays.
Career Stability & Growth: Full-time position with advancement pathways in a fast-growing company.
Strong Team Culture: Work with a supportive, high-performance crew where your voice and ideas are valued.
Why You'll Love It Here
Mission-Driven Momentum: Be part of the Northeast's leading clean heat installation and service team.
Company Values You Can Believe In:
Put Employees First
Treat Everyone with Respect
Delight Customers
Raise the Bar
Get Things Done
High-Impact Work: Contribute to meaningful projects, from geothermal installs to traditional gas and oil furnace systems.
Your New Role
As the HVAC Customer Service Specialist based in New York, you'll keep our operations running like clockwork while creating top-tier experiences for our customers. From coordinating technician schedules to driving membership sales, you'll be the communication hub of our high-performing team.
Customer Support
Answer incoming and outgoing calls with professionalism and precision.
Provide clear pricing, schedule details, and proactive follow-up.
Handle invoicing and nurture strong customer relationships.
Scheduling and Dispatch
Route technicians strategically for maximum efficiency.
Maintain customer and service records using ServiceTitan.
Track workflow and GPS data to ensure accuracy and timeliness.
Membership Sales
Actively promote and sell memberships or renewals.
Schedule and manage seasonal service visits.
Follow up with existing members to ensure satisfaction.
Process Optimization
Identify operational bottlenecks and suggest solutions.
Coach technicians on using new tools and improving system use.
Hiring Expectations: Apply today, complete a quick phone screening, and get ready for an interview with our team to discuss your goals and experience.
Strong communication and multitasking abilities.
Technologically proficient with strong organizational skills.
Self-starter with a results-driven attitude.
Valid driver's license.
Associate's degree required; bachelor's degree preferred.
Minimum 1 year in customer service, operations, or home services.
Experience in HVAC, solar, or clean energy is a major plus.
Hamilton Mechanical, LLC 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
Director, Services Specialist Sales, Test & Learn
Harrison, NY jobs
**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director, Services Specialist Sales, Test & Learn
Mastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle,
Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence.
Summary:
As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment.
The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance.
Job Responsibilities:
- Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals
- Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities
- Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals
- Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.)
- Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals
- Ability to seamlessly partner across our Services sales and consulting teams
- Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking
- Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite
All About You
- Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise
- Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred
- Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients
- Ability to thrive and build robust pipeline with limited lead generation support
- Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues
- Revenue management experience
- Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
\#AI3
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
**Pay Ranges**
Purchase, New York: $141,000 - $197,000 USD
Director, Services Specialist Sales, Test & Learn
Harrison, NY jobs
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential.
Title and Summary
Director, Services Specialist Sales, Test & Learn
Mastercard Services is the professional services arm of Mastercard Worldwide, providing consulting, marketing, information and risk management services to financial institutions and merchants worldwide. With its unique category expertise, deep understanding of customer needs and successful track record in addressing complex challenges throughout the customer lifecycle,
Mastercard Services addresses the challenges and opportunities of its clients, enhances Mastercard's strategic and tactical performance and establishes Mastercard's global thought-leadership pre-eminence.
Summary:
As a Director in Services Specialist Sales for Test & Learn you will focus on our Test & Learn platform, leveraged by 300+ clients globally and growing revenue with new clients in our financial services segment.
The Test & Learn Platform enables firms to better design and analyze business experiments and predictive analytics to generate actionable insights that improve performance. Providing businesses the ability to run experiments and test initiatives in areas like physical distribution, pricing, marketing, and customer experience. We do this by using machine learning and proprietary approaches to analyze data, understand the true impact of initiatives, and identify key drivers of performance.
Job Responsibilities:
* Responsible for developing and executing the sales strategy for Financial Institutions within the U.S. market to secure multimillion-dollar, multi-year deals
* Collaborate with other account management and sales teams to identify opportunities for Mastercard clients to benefit from Test & Learn capabilities
* Build and develop a cold pipeline into an active one through hunting new opportunities and/or bringing over your existing relevant network of potential clients, ultimately progressing to signed platform deals
* Ability to message the benefits of bundling Test & Learn with other Services offerings (Loyalty, Marketing, Insights etc.)
* Strong communication and influencing skills, should be a compelling presenter to senior client audiences and able to influence large deals
* Ability to seamlessly partner across our Services sales and consulting teams
* Excellent problem solving and analytics skills and should be able to engage directly with internal stakeholders and customers alike with fact-based thinking
* Will serve as the face of Mastercard Services to senior-level client stakeholders, including c-suite
All About You
* Strong commercial drive with ability to build and monetize senior client relationships based on empathy, thought leadership and subject matter expertise
* Progressively complex engagement and sales within Financial Institutions; rolodex of C-Level / EVP / SVP contacts preferred
* Analytic mindset applied in software or data driven solution selling, with success with 12-18+ month sales cycles; never give up attitude, excellent at 'pounding the pavement' through email/phone cold outreach and collaborating with internal stakeholders who maintain relationships with potential clients
* Ability to thrive and build robust pipeline with limited lead generation support
* Strong networker across relevant stakeholder base with the ability to listen, build common ground and influence on effectively advance business opportunities and generate revenues
* Revenue management experience
* Top-level sales skills (internally and externally) combined with strong negotiation capabilities required for large deals
#AI3
Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly.
Corporate Security Responsibility
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
* Abide by Mastercard's security policies and practices;
* Ensure the confidentiality and integrity of the information being accessed;
* Report any suspected information security violation or breach, and
* Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations.
Pay Ranges
Purchase, New York: $141,000 - $197,000 USD
Auto-ApplyLease Servicing Specialist III
Minneapolis, MN jobs
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank * Careers with a purpose * Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays
* Competitive Compensation & Incentive
* Hybrid work model: flexible arrangements for most positions
* Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
* Robust associate training and development with CoBank University
* Tuition reimbursement for higher education up to $10k per year
* Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
* Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
* Associate Resource Groups: creating a culture of respect and inclusion
* Recognize a fellow associate through our GEM awards
Job Description
Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking, and maintenance activities. Works in a team environment and collaborates with other internal teams including operations, , asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Lease Operations leadership and other internal departments. Assists supervisor with process documentation, training and continuous improvement activities.
Essential Functions
* Coordinates with leasing customers and partners to collect credit conditions required to prepare lease documents. Validates conditions meet requirements.
* Prepares and sends lease contract documents to leasing customers and partners in accordance with FCL policy and procedure, ensures completeness and accuracy over lease agreements
* Completes booking activities to meet internal, partner and customer commitments. Performs booking functions to active lease contracts in the lease accounting system. Performs validation steps over contract documents and system attributes to ensure the completeness and accuracy of manually keyed attributes to the lease accounting system.
* Obtains additional approval from LDS leadership for payment requests outside of authority.Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from leadership for payment requests outside of authority.
* Performs maintenance activities in support of contract modifications, corrections and end of lease decisions over the life of the lease.
* Concentrates efforts on small project transactions and standard structured customers and transactions. Manages a portfolio of transactions across multiple partner segments and/or regions.
* Completes UCC filings within regulatory guidelines and takes appropriate steps to manage recordable legal documents with title companies, state and local jurisdictions.
* Backs up other team members. Performs various activities for other teams in support of work load leveling.
* Performs quality assurance functions. Works with team to ensure that high quality standards are achieved. Identifies opportunities for quality improvements and coordinates with management to implement improvements.
* Communicates activity status to team and leadership. Keeps supervisor informed of work load and escalates issues in a timely manner.
* Actively engages with team contributing to fulfillment of overall partner and customer commitments and issue resolution.
* Participates or leads with supervisor assistance in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
* Works closely with Relationship Managers, Account Managers, Customers and Lease Partners to provide superior customer service.
* Periodically reviews and updates procedures to align with business practices.
* Actively identifies continuous improvement opportunities and partners with management to implement process and system enhancements. Performs user acceptance testing, updates procedures to support change and support leadership in change management activities.
* Cross-trains in order to assist and back-up other associates. Proficient with all small deal and standard structured servicing relationships.
Education
* High school diploma or GED required
Work Experience
* 3 years of experience, preferably in the leasing industry. required
Physical Exertion Details
Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Travel Requirement Details
Occasional Travel occurs infrequently (typically, once a month or less).
About CoBank
The typical base pay range for this role is between $57,200 - $65,500. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
Responsibilities Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking, and maintenance activities. Works in a team environment and collaborates with other internal teams including operations, , asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Lease Operations leadership and other internal departments. Assists supervisor with process documentation, training and continuous improvement activities.
Auto-ApplyLease Servicing Specialist III
Minneapolis, MN jobs
A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best!
Benefits Offered by CoBank
Careers with a purpose
Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays
Competitive Compensation & Incentive
Hybrid work model: flexible arrangements for most positions
Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance
Robust associate training and development with CoBank University
Tuition reimbursement for higher education up to $10k per year
Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match
Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution
Associate Resource Groups: creating a culture of respect and inclusion
Recognize a fellow associate through our GEM awards
Job Description
Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking, and maintenance activities. Works in a team environment and collaborates with other internal teams including operations, , asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Lease Operations leadership and other internal departments. Assists supervisor with process documentation, training and continuous improvement activities.
Essential Functions
Coordinates with leasing customers and partners to collect credit conditions required to prepare lease documents. Validates conditions meet requirements.
Prepares and sends lease contract documents to leasing customers and partners in accordance with FCL policy and procedure, ensures completeness and accuracy over lease agreements
Completes booking activities to meet internal, partner and customer commitments. Performs booking functions to active lease contracts in the lease accounting system. Performs validation steps over contract documents and system attributes to ensure the completeness and accuracy of manually keyed attributes to the lease accounting system.
Obtains additional approval from LDS leadership for payment requests outside of authority.Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from leadership for payment requests outside of authority.
Performs maintenance activities in support of contract modifications, corrections and end of lease decisions over the life of the lease.
Concentrates efforts on small project transactions and standard structured customers and transactions. Manages a portfolio of transactions across multiple partner segments and/or regions.
Completes UCC filings within regulatory guidelines and takes appropriate steps to manage recordable legal documents with title companies, state and local jurisdictions.
Backs up other team members. Performs various activities for other teams in support of work load leveling.
Performs quality assurance functions. Works with team to ensure that high quality standards are achieved. Identifies opportunities for quality improvements and coordinates with management to implement improvements.
Communicates activity status to team and leadership. Keeps supervisor informed of work load and escalates issues in a timely manner.
Actively engages with team contributing to fulfillment of overall partner and customer commitments and issue resolution.
Participates or leads with supervisor assistance in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service.
Works closely with Relationship Managers, Account Managers, Customers and Lease Partners to provide superior customer service.
Periodically reviews and updates procedures to align with business practices.
Actively identifies continuous improvement opportunities and partners with management to implement process and system enhancements. Performs user acceptance testing, updates procedures to support change and support leadership in change management activities.
Cross-trains in order to assist and back-up other associates. Proficient with all small deal and standard structured servicing relationships.
Education
High school diploma or GED required
Work Experience
3 years of experience, preferably in the leasing industry. required
Physical Exertion Details
Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met.
Travel Requirement Details
Occasional Travel occurs infrequently (typically, once a month or less).
About CoBank
The typical base pay range for this role is between $57,200 - $65,500. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance.
The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law.
CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore.
REASONABLE ACCOMMODATION
We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time.
CoBank is an Equal Opportunity Employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.
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Auto-ApplyCall Center Specialist
Corning, NY jobs
NY Call Center Specialist
Corning, NY
Corning Credit Union is seeking Call Center Specialists to join our team in the Corning, NY market.
Corning Credit Union (CCU) is one of the leading credit unions in the nation with $2.4 billion in assets and more than 160,000 members worldwide. Headquartered in Corning, NY, we also have facilities in Wilmington, NC, Myrtle Beach, SC, and Franklin County, PA.
We exist solely to serve our members. We're committed to helping our members prosper by being a trusted advisor for financial services. We are also committed to fostering a strong service culture within the organization. Teamwork, open communication, and valuing the individual are just a few of the key performance standards that help us provide an exceptional work environment for our outstanding team.
If you share our passion for serving others, then CCU is the place for you to build a rewarding career. In addition to the vast opportunities that exist within the organization, CCU also offers a competitive base salary and annual bonus plan along with an exceptional benefits package. With a strong emphasis on our team and dedication to excellent customer service, Corning Credit Union continues to be an employer of choice across the markets we serve.
Role Summary: As a Call Center Specialist I, you will build lasting member relationships with every interaction, troubleshoot and resolve member questions, perform a variety of financial transactions, and educate members on the products and services that best meet their financial needs.
Essential Job Duties
Maintain appropriate knowledge of core systems and CCU's products and services
Answer incoming calls and member questions in a prompt and professional manner
Present and explain beneficial products to members and assist in meeting their vast financial needs
Open new memberships, accounts, and services
Assist members with requests for account research needs
Collect information needed to process outgoing bank wires and ensure accuracy and safety, following all anti-fraud procedures
Proactively educate members on the ease of doing business with CCU through our many electronic service channels
Also assumes responsibility for other projects or duties as required or assigned
Required Competencies
Strong customer service and interpersonal skills with the ability to connect well with members via the telephone
Highly flexible and able to grasp and disseminate large amounts of information in a fast-paced call center environment
Possesses exceptional verbal and written communication skills
Exceptional attention to detail
Strong problem-solving skills
Confidence in promoting appropriate products and services
Technical aptitude with experience using mobile banking and other apps or financial services
Education Requirements
A bachelor's degree or other form of secondary education is preferred, commensurate work experience will also be considered
A high school diploma or GED is required
Experience Requir ements
Prior call center or customer service experience is preferred but not required, as CCU will provide extensive training to the successful candidate
Communication Skills Requirements
The ability to read and comprehend moderate to advanced instructions and correspondence
The ability to write moderate to advanced correspondence within professional etiquette standards
The ability to effectively present information in one-on-one and group situations
Physical Requirements Reasonable accommodations may be made to enable individuals with disabilities to perform the role.
Ability to work in a repetitive motion for a lengthy period of time
Ability to work within a fast-paced call center environment
Regular use of computer required
Specific vision abilities required by this position include close vision and the ability to adjust focus from close range to long range
Compensation - The starting Call Center Specialist I base pay range is $19.00 - $23.50 per hour. Hiring rates are dependent on several factors, including years of related work experience, education, and geographic location. Corning Credit Union also offers an annual bonus plan as part of its comprehensive compensation package. Additionally, most roles have further levels providing added growth opportunities and earnings potential.
Corning Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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Auto-ApplyRecords & Administrative Services Specialist
Shoreview, MN jobs
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Records & Administrative Services Specialist supports enterprise data management and administrative services. This position assists with records management as well as producing and routing customer communication and fulfillment mailings, check printing, web document control, and mail services. This position will maintain a client focus and will partner with and support departmental and business unit quality, service, and compliance goals.
WHAT YOU'LL BE DOING:
Manage electronic documents, faxes and emails
Process checks and package/mail as applicable
Coordinate mailings from across the enterprise
Operate scanner and Nautilus software to image and index documents with acute attention to quality of image
Timely pickup, processing, and delivery of all incoming mail and packages at assigned locations
Prepare outgoing overnight and ground packages
Create, update, and maintain written procedures in Alerus procedure (R&R) database
Identify and implement process improvements that enhance the client experience and build scale
Participate in team meetings by providing insight, contributions, and feedback
WHAT YOU SHOULD HAVE:
Excellent client service skills
Solid computer skills
Strong attention to detail
Ability to adapt to a fast-paced, changing environment
Good written/oral communication and organizational skills
Ability to effectively coordinate daily workload with assigned special projects
Satisfactory attendance and punctuality
Available to work overtime to cover peak workloads and meet daily workload schedules
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:
$20.00 - $22.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Records & Administrative Services Specialist
Shoreview, MN jobs
WHO ARE WE: Alerus is a commercial wealth bank and national retirement provider with one core purpose: helping clients achieve their financial goals. We are driven by a shared commitment to always do the right thing; leading with integrity and providing valued advice and guidance to our clients. We value the expertise and skillsets each team member provides and encourage collaboration, innovation, adaptability, and an entrepreneurial spirit at all levels of our company. By consistently seeking improvements and growth, we foster long-term relationships with clients and team members. We are proud to be recognized as a Top Workplace by numerous industry and regional outlets.
CORE VALUES: Passion for Excellence :: Success is Never Final :: Do the Right Thing :: One Alerus
ABOUT THE ROLE:
The Records & Administrative Services Specialist supports enterprise data management and administrative services. This position assists with records management as well as producing and routing customer communication and fulfillment mailings, check printing, web document control, and mail services. This position will maintain a client focus and will partner with and support departmental and business unit quality, service, and compliance goals.
WHAT YOU'LL BE DOING:
Manage electronic documents, faxes and emails
Process checks and package/mail as applicable
Coordinate mailings from across the enterprise
Operate scanner and Nautilus software to image and index documents with acute attention to quality of image
Timely pickup, processing, and delivery of all incoming mail and packages at assigned locations
Prepare outgoing overnight and ground packages
Create, update, and maintain written procedures in Alerus procedure (R&R) database
Identify and implement process improvements that enhance the client experience and build scale
Participate in team meetings by providing insight, contributions, and feedback
WHAT YOU SHOULD HAVE:
Excellent client service skills
Solid computer skills
Strong attention to detail
Ability to adapt to a fast-paced, changing environment
Good written/oral communication and organizational skills
Ability to effectively coordinate daily workload with assigned special projects
Satisfactory attendance and punctuality
Available to work overtime to cover peak workloads and meet daily workload schedules
WHAT WE BRING TO THE TABLE:
Competitive compensation including base salary, bonus and/or incentive opportunities.
Comprehensive benefits package providing a wide range of health and well-being benefits, including medical, dental, vision, life and long-term disability insurance; and 401(k) and ESOP for retirement savings.
Generous paid time off programs such as flexible time off, company-paid holidays, parental and bereavement leave.
Learning and development resources for personal and professional career development, and advancement opportunities.
Access to financial experts for guidance, financial wellness tools, and discounts on Alerus products and services.
Support for the communities we live in through paid volunteer time and a company donation match opportunity.
WORK ENVIRONMENT: Work is typically performed in an office setting. The employee is regularly required to sit for extended periods of time. The employee is occasionally required to move about the office utilizing proper ergonomic safeguards when doing so. Additionally, the employee must occasionally lift or move supplies and materials up to 20 pounds.
BASE PAY RANGE:
$20.00 - $22.00 per hour
The above information in this description has been designed to indicate the general nature and level of work performed by employees in this position. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties, and qualifications required of employees assigned to this job.
Alerus is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Teller Service Specialist
Little Falls, MN jobs
Under supervision and in accordance with procedures and system receive members in person and by telephone. Explain and promote all credit union services to members when required. Provide teller services to members and process all types of teller transactions, i.e., loan payments, withdrawals, night deposits and mail deposits. Provide members with information regarding the credit union's products and services.
Full-Time
Pay Transparency:
Pay: $15.77-$23.65/hour
40 hours per week
Benefits:
Medical
Dental
Vision
Employer paid Life insurance
401(k) Savings Plan
Bonus/Incentive Program
Vacation Time
Earned Sick and Safe Time (aka Sick Time)
Health and Wellness Program
Equal Opportunity Employer
Call Center Specialist I
Pittsford, NY jobs
Canandaigua National Bank
Hours: Full Time
What does a Call Center Specialist do at Canandaigua National Bank? Our team-oriented culture is second to none. What truly sets us apart is the quality and commitment of our employees. The Call Center Specialist at Canandaigua National Bank is responsible for providing superior banking assistance to current and prospective customers via the telephone and on Chat. The Call Center Specialist assists with recognizing and uncovering caller needs and providing a superior customer experience with any banking needs. Call Center Specialists have tools at their disposal to provide all of our customers with convenient, enjoyable and efficient service for all of their banking and financial needs.
This role has the possibility of working hybrid.
What competencies are needed to be successful in this role?
A high school diploma or equivalent with an emphasis in business curriculum; bank customer service representative training.
A minimum of one (1) year of experience in a customer service focused role required.
A minimum of one (1) year of banking experience is required.
Excellent communication and interpersonal skills.
Must be able to work within a fast-paced team environment and prioritize tasks in the face of conflicting priorities.
Ability to work in a confidential and time sensitive environment is essential.
Moderate ability to analyze and categorize data.
What does a successful first year in this position look like?
Contribute to the team success by answering incoming calls placed by CNB customers.
Successfully complete training associated with product lines, internal operations and customer service functions.
Become proficient in associated systems such as core banking, debit card administration, loan payment administration and bill pay services.
Participate in the referral program and meet quarterly goals while making qualified referrals based on customer need.
Accurately log and manage customer activity and communication in the appropriate systems.
Gain knowledge of the laws, regulations, and practices that impact the banking industry such as the Bank Secrecy Act, anti-fraud and anti-money laundering polices.
Compensation range: $20-$21
The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.
What makes working at Canandaigua National Bank different?
Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community.
Our culture nurtures passionate employees and offers great rewards including:
Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners.
Paid holidays, vacation, and sick time.
Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
Training & development opportunities.
Tuition assistance.
Community focused volunteer opportunities.
Award winning wellness program that promotes a solid work/life balance.
Banking perks and discount programs.
Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 135 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.
As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran's status, religion, disability, sexual orientation, education, and culture.
Canandaigua National Bank remains an independent community bank. If you want to be a part of something special, join us today!
Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.
Auto-ApplyTeller Service Specialist
Baxter, MN jobs
Under supervision and in accordance with procedures and system receive members in person and by telephone. Explain and promote all credit union services to members when required. Provide teller services to members and process all types of teller transactions, i.e., loan payments, withdrawals, night deposits and mail deposits. Provide members with information regarding the credit union's products and services.
Full-Time
Pay Transparency:
Pay: $15.77-$23.65/hour
40 hours per week
Benefits:
Medical
Dental
Vision
Employer paid Life insurance
401(k) Savings Plan
Bonus/Incentive Program
Vacation Time
Earned Sick and Safe Time (aka Sick Time)
Health and Wellness Program
Equal Opportunity Employer
Branch Teller Service Specialist
Pequot Lakes, MN jobs
Under supervision and within credit union policy provides variety of service functions involving the receipting and/or disbursing of funds, via checks, money orders, direct deposit and direct payments. Provide assistance and follow-up to members and staff of Mid Minnesota Federal Credit Union.