Service Associate jobs at Principal Financial Group - 7227 jobs
Hybrid Mail Services Specialist
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Mail ServicesAssociate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required.
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$76k-120k yearly est. 5d ago
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IB Associate: Services & Industrials (Chicago)
Piper Sandler & Co 4.8
Chicago, IL jobs
A leading investment bank in Chicago is seeking an experienced Investment Banking Associate to join their Services & Industrials team. This role involves financial analysis, M&A execution, and fostering relationships within an inclusive environment. The candidate should have a bachelor's degree and 2+ years of relevant experience. The position offers a competitive salary range of $135,000 - $225,000 with additional incentive compensation.
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$38k-51k yearly est. 5d ago
Mail Services Associate
Commonwealth of Massachusetts 4.7
Boston, MA jobs
Mail ServicesAssociate - (260000A0)
The Operational Services Division (OSD) enables state government to obtain the goods and services it needs to serve the people of Massachusetts. OSD ensures that state procurements deliver best value and utilize fair, open, and competitive practices. The agency also helps thousands of businesses offer products and assistance to state agencies, local governments, and other public bodies - creating opportunities that contribute to economic growth and development. We work at the nexus between government and business and are privileged to make connections that support both sectors.
Join Our Dynamic Team
OSD's dynamic team is guided by the following values: SERVICE, PARTNERSHIP, CREATIVE‑PROBLEM SOLVING and RESPONSIVENESS. Our flexible, hybrid work environment fosters work‑life balance and collaboration, allowing us to effectively serve our state agency and local government partners so they can achieve their goals on behalf of the people of Massachusetts.
You'll be a great fit for our team if you believe in making state government work better, are forever curious and love building relationships and knowledge with partners in the public and private sectors. We look for people who can take initiative with a strong sense of urgency and enthusiasm, stay current on evolving policies, practices, industry and market trends, and consistently bring fresh ideas that contribute to a culture of innovation.
Role Summary
OSD is seeking to hire a Mail ServicesAssociate to join the Commonwealth Print and Mail Services Team. The Mail ServicesAssociate will operate a mail inserter, catch from the sorter, and keep accurate logs of all postage. The Associate may operate the courier van and/or truck to deliver mail and packages to state agencies and the post office. The incumbent will perform accurate record‑keeping of postal meter logs and production reports. The primary work location is 200 Arlington Street Chelsea, MA 02150. The work schedule is Monday through Friday, 7:00 AM - 3:00 PM EST, with potential after‑hours support as required. All offers of employment are conditional upon passing a Massachusetts Criminal Background Check (CORI), a security clearance (fingerprinting) consistent with IRS and/or public safety requirements, and security training.
Key Responsibilities
Demonstration of flexibility in accepting assignments and taking initiative where needed
Operating inserting equipment to ensure output is available in a timely manner
Operating inserting equipment to ensure output is accurate and meets client expectations
Operating all peripheral equipment in the print/mail shop to ensure all product output is accurate and meets quality requirements
Verify jobs are produced in their entirety by comparing product to reports
Breaking down jobs by hand or machine and arranging for distribution of output
Arranging for distribution of output to subsequent processing functions or external points
Document and report all problems with machinery to shift supervisor to minimize downtime and notify vendors if required
Providing general support and assistance to other operators as needed to ensure jobs are produced in a timely manner
Perform standard maintenance on machines to ensure maximum uptime
Follow standard operating procedures
Maintain prompt communication with both coworkers and clients, delivering information clearly and respectfully
Maintain a clean work area and safe work area
Perform detailed review of input/output data for completeness and accuracy
Perform related duties as required
Preferred Qualifications
Basic knowledge of USPS requirements.
Ability to operate various mail service equipment.
Basic knowledge of the methods and techniques used in the operation, adjustment, and care of machines.
Ability to operate computer equipment.
Ability to uncover and report errors and correct them before distribution of output.
Ability to maintain accurate records.
Ability to make periodic reports on the status of work being performed.
Ability to work in a team setting.
Qualifications
First consideration will be given to those applicants that apply within the first 14 days.
Minimum entrance requirements: Applicants must have at least two years of full‑time, or equivalent part‑time, experience in electronic data processing work, with major duties including the operation of the console of a computer and/or peripheral devices used in support of computer operations, or any equivalent combination of the required experience and the substitutions below.
An Associate's degree or higher with a major in the field of data processing may be substituted for one year of the required experience.
A diploma for completion of a one‑year full‑time, or equivalent part‑time, program in a recognized non‑degree granting business or vocational/technical school above the high school level with a major in the field of data processing may be substituted for one year of the required experience.
An official transcript from a recognized business or technical/vocational school as evidence of completion of a program consisting of at least 650 hours of instruction in computer programming/operation may be substituted for one year of the required experience.
Graduation from the data processing course of a recognized vocational/technical high school may be substituted for one year of the required experience.
Education toward such a degree or diploma will be prorated on the basis of the proportion of the requirements actually completed.
Special Requirements: None.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Equal Opportunity / Diversity Statement
An Equal Opportunity / Aff… (briefly keep the main statement) …
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self‑select out of opportunities if they don't meet 100 % of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Contact
If you have Diversity, Aff… questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator: Ashley Pierce - ************.
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A leading financial institution is seeking a Senior Client Associate in Boston to provide dedicated support to Financial Advisors and clients. The role requires a Bachelor's degree and the ability to handle client onboarding, and interactions while delivering excellent service. Preferred skills include effective communication and proficiency in Microsoft Office tools. Competitive compensation and benefits are included, with a focus on diversity and inclusion in the workplace.
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$69k-103k yearly est. 1d ago
J.P. Morgan Advisors - Senior Client Associate - Boston, MA
Jpmorgan Chase & Co 4.8
Boston, MA jobs
J.P. Morgan Advisors - Senior Client Associate - Boston, MA Job Information
Job Category Client Advisory
Business Unit Consumer & Community Banking
Posting Date 01/09/2026, 10:32 PM
Job Schedule Full time
Job Shift Day
Job Description
J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P. Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account‑specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
Bachelor's degree or equivalent experience
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Proven ability to be a self‑starter, act as an end‑to‑end owner of tasks and work independently in a fast‑paced environment
Proactively identify and deliver appropriate solutions that address the needs of our clients
Ability to communicate effectively clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
Able to adapt and stay abreast of changing technology and regulatory policies
Highly proficient user of Word, PowerPoint, and Excel
About Us
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
About the Team
J.P. Morgan Asset & Wealth Management delivers industry‑leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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$69k-103k yearly est. 1d ago
Loan Servicing Associate
Royal Business Bank 4.1
Los Angeles, CA jobs
Performs loan servicing functions; complies with all Bank lending policy and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act.
Perform loan servicing from new loan barding, process and monitor loan payment transactions, payoff demand requests, loan payoffs, insurance tracking and rate changes;
Coordinate daily activities and functions of loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies;
Assist customers and staff with loan-related inquiries;
Perform loan account maintenance;
Ensure compliance with all applicable government, investors, and bank regulations;
Perform other duties as assigned
QUALIFICATIONS
EDUCATION: AA degree or equivalent
EXPERIENCE: No experience required. Experience in mortgage servicing/lending is a plus
SKILLS/ABILITES
Strong interpersonal and customer service skills
Positive attitude
PC proficiency in Microsoft Office
Detail-oriented and follow-through skills.
Applicants must be authorized to work in the United States without the need for visa sponsorship now or in the future.
WHY WORK FOR US?
Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, New York, New Jersey, Chicago, and Hawaii. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to:
Medical insurance
Vision insurance
Dental insurance
401(k)
Disability insurance
Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
$36k-43k yearly est. 1d ago
Customer Service Representative
Tata Consultancy Services 4.3
Plano, TX jobs
The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections.
CSAT measurement & improvement:
Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions.
Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership.
Stakeholder collaboration
Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly.
Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences.
Compliance & documentation
Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record.
Outcomes & KPIs (program‑aligned)
Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”)
First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks.
Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents.
Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards.
Qualifications:
2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes.
Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders.
Experience with ticketing/CRM tools and structured survey/feedback collection.
Salary Range: $40,000 - $55,000 per year
$40k-55k yearly 4d ago
Client Services Representative
Cetera Financial Group 4.8
Minnetonka, MN jobs
This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo).
The office is located in Minnetonka and the expectation is they go into the office every day.
What You Will Do:
Act as a liaison between the registered representatives and their clients.
Answer phones, schedule appointments, and prepare materials for client meetings.
Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients.
Prepare and complete client paperwork and follow up tasks to support registered representative.
Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met.
Organize client events and follow up tasks.
Maintain client records and retention management within corporate requirements.
Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews).
Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met.
Educate clients on account services, capabilities, and new technology.
Complete required corporate training on new technologies and follow implementation guidelines.
Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner.
Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes.
What You Will Have:
High School Diploma or GED
Experience in an administrative or customer service role
Strong time management skills
Excellent written and verbal communication skills
Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs
What is Nice to Have:
Previous experience in assisting Registered Representatives/Financial Advisors
Financial services and/or banking background
Bachelor's degree in Finance, Business, Marketing, or Communications
Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment
Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors
Compensation:
This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
#LI-Onsite
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and foster.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
About Cetera Financial Group:
Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note
: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
$25-31 hourly 1d ago
Financial Services
Morgan Stanley & Co. LLC 4.6
New York, NY jobs
Fin'l Srvcs: Morgan Stanley & Co. Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. LLC is hiring for following role in NY, NY: Analyst, Risk/Policy Management to support front office bus.
functions w/in Fixed Income division, incl oversight, control, & strategic initiatives (salary range $120,000
- $125,000).
Position req's rel.
degree &/or exp &/or skills.
For more info & to apply, visit us at & enter JR019013 in search field. xevrcyc
No calls pls.
EOE
JobiqoTJN.
Keywords: Risk Analyst, Location: New York, NY
- 10060
$120k-125k yearly 2d ago
Customer Support Center Representative - (1114)75th - Darien (R-206), NorthAurora (R-206), Oakbrook - 1515 W 22nd Street (F-202), Westmore - Lombard,
Old Second National Bank 3.7
North Aurora, IL jobs
Who We Are
At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started.
With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together!
Position Overview
This position is responsible for meeting sales and service goals by handling incoming customer calls, emails, web chats, and/or web cases, and resolving issues relating to new or existing accounts in a high-volume call center environment. The Senior Representative will have a proven track record of meeting and exceeding sales and service goals.
Essential Job Functions - All Levels
Meet and exceed sales and service goals by actively engaging in the referral and product generating process including maintaining and exceeding an industry standard service level, meeting individual sales referral goals and utilizing sales and customer service software.
Handle customer calls, emails, web chats, and/or web cases efficiently and accurately regarding (but not limited to) balance and check inquiry, perform research when necessary, fund verifications, input customer account transfers, process check orders, work with various ATM transactional software, provide Online Banking support, and other misc. requests.
Maintain advanced knowledge of Old Second products and services including both internal and legislated compliance and policy and procedures.
Additional Responsibilities - Senior Level
Maintain flexibility to resolve escalated Support Center issues including handling irate customers and complex operational or service issues.
Maintain availability to assist in the training of new Support Center Representatives.
Minimum Requirements - All levels
High school diploma (or equivalent) and one year or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
Must work onsite to perform responsibilities of this position.
As a condition of employment, employees are required to acknowledge and agree to, in writing, call monitoring and recording for customer quality and performance standards upon hire.
Minimum Requirements - Senior Level
High school diploma (or equivalent) and two years or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience.
Competencies
Excellent phone skills including customer service and sales
Professional oral, written and interpersonal skills
Collaborative and team oriented; works well with others
Strong computer skills
Preferred, but not required
Knowledge of the Jack Henry system a plus
Some college a plus
Previous Customer Service experience
Bilingual a plus
NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization.
Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a Senior level but may be hired in at a lower level based upon business needs and staffing dynamics.
Location Details
This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs.
Onsite work may be performed at the following location(s)
75th - Darien , North Aurora, Oakbrook - 1515 W 22nd Street, Westmore - Lombard, IL
Compensation & Benefits
Customer Service Support Center Rep
Base pay: $19.50 - $25.00
Senior Customer Service Support Center Rep
Base Pay: $20.50 - $27.00
Variable Pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales/service performance.
Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience.
Benefits: How We Support You - Old Second
Thanks for considering Old Second!
$19.5-25 hourly 2d ago
Retirement Plan Services Consultant
Nicolet National Bank 4.2
West Des Moines, IA jobs
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
Develop new retirement plan services and trust business.
Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
2+ years of Retirement Plan Services Consulting is required
Bachelor's degree in business, Finance or related field of study preferred
PC, phone system, general office equipment
Proficiency with Microsoft Office applications
Ability to maintain strict confidentiality
Ability to effectively promote Nicolet as a bank of choice
In-depth knowledge of banking positions
Strong organizational, multi-tasking and prioritizing skills
Self-motivated and resourceful
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$33k-52k yearly est. 2d ago
Customer Support Associate
Farmers National Bank of Canfield 4.7
Niles, OH jobs
SUMMARY: Responsible for assisting bank clients via telephone with their banking needs by providing detailed product information, exemplary customer service, processing of bank transactions, cross selling of bank products and services, problem resolution and referrals to appropriate line of business experts as required.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provide prompt and courteous assistance to all inbound client calls
Assist clients with selection of appropriate bank products and services
Recognize and pursue cross-selling opportunities
Assess both client and non-client requests, ask appropriate questions to clarify needs, define and offer best alternatives/answers when appropriate
Respond to inquiries from the public regarding current rates, job opportunities, office hours, and any other Farmers National Bank related questions
Recognize situations where additional expertise is required and bring the necessary resources into the discussion/situation
Maintain the highest possible level of integrity and honesty during all client interactions in a manner consistent with the Core Values, Vision, and Mission of Farmers National Banc Corp
May be involved in conducting out-bound proactive sales calls to current and potential clients
Work individually and as a team to meet and exceed established goals, i.e. referral goals, call handle time goals, availability goals, and quality goals.
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Regular, predictable attendance is an essential requirement of this position
EDUCATION AND/OR EXPERIENCE:
High School Diploma or GED
Minimum of one (1) year retail banking experience (Teller, Personal Banker, etc.), customer service experience and phone sales and service experience
Proven ability to operate Windows-based computer programs and use a mouse
Call center experience preferred
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Skills
Sales Experience (preferred)
Customer Service (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$29k-34k yearly est. 2d ago
Retirement Plan Services Consultant
Nicolet National Bank 4.2
Dubuque, IA jobs
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
Develop new retirement plan services and trust business.
Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
2+ years of Retirement Plan Services Consulting is required
Bachelor's degree in business, Finance or related field of study preferred
PC, phone system, general office equipment
Proficiency with Microsoft Office applications
Ability to maintain strict confidentiality
Ability to effectively promote Nicolet as a bank of choice
In-depth knowledge of banking positions
Strong organizational, multi-tasking and prioritizing skills
Self-motivated and resourceful
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$37k-59k yearly est. 2d ago
Client Service Officer III
United Business Bank 4.2
Irvine, CA jobs
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer III (CSO III) is an onsite position and does not have remote opportunities.
The Client Service Officer III (CSO III) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits and assisting clients with bookkeeping and account problems. The CSO III is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO III answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO III will also back-up the Client Service Manager or the Regional Branch Administrator and cover the branch and personnel in their absence. The CSO III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Location: Onsite, no remote
We are 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, disability, or veteran status.
$40k-54k yearly est. 1d ago
Retirement Plan Services Consultant
Nicolet National Bank 4.2
Iowa City, IA jobs
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Retirement Plan Services Consultant is the responsible for managing client relationships, including employee education, and promoting trust and retirement plan services to new and existing customers.
As a Retirement Plan Services Consultant, you will:
Manage assigned client relationships and maintain contact with existing customers to ensure high quality service delivery and to develop additional business.
Develop new retirement plan services and trust business.
Keep abreast of new regulations relative to retirement plans and legal and tax consequences and strategies.
Advise clients, concerning the design and administration of pension, profit sharing and other retirement benefit trust plans.
Work with others in the trust department to achieve team goals and objectives, including assistance in the development of marketing/client materials.
Support and participate in the management of the bank's goals and objectives through referrals and cross selling opportunities.
Participate in community and business activities to enhance the image and position of the bank and to develop new business for the trust department.
Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
Performs all other duties as assigned.
Qualifications:
2+ years of Retirement Plan Services Consulting is required
Bachelor's degree in business, Finance or related field of study preferred
PC, phone system, general office equipment
Proficiency with Microsoft Office applications
Ability to maintain strict confidentiality
Ability to effectively promote Nicolet as a bank of choice
In-depth knowledge of banking positions
Strong organizational, multi-tasking and prioritizing skills
Self-motivated and resourceful
Benefits:
Medical, Dental, Vision, & Life Insurance
401(k) with a company match
PTO & 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
$35k-56k yearly est. 2d ago
Client Service Officer I/Floater
United Business Bank 4.2
Buena Park, CA jobs
Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you.
About United Business Bank
We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy.
About the Position...
The Client Service Officer I/Floater (CSO I/Floater) is an onsite position and does not have remote opportunities.
The Client Service Officer I/Floater (CSO I/Floater) is responsible for assisting new and existing clients with establishing deposit products and services including checking accounts, savings accounts, money market accounts, certificates of deposit accounts, online banking services, remote deposit capture and ACH services in a prompt, courteous, efficient and professional manner. This includes opening and closing accounts, renewing certificates of deposits, and assisting clients with bookkeeping and account problems. The CSO I/Floater is also responsible for Teller functions, including balancing each day's transactions and verifying cash totals. The CSO I/Floater answers clients' questions regarding the Bank's products and services and performs a variety of account maintenance duties. They are responsible for actively cross selling the Bank's products and services, as well as for performing other functions such as signature verification and other clerical duties. The CSO I/Floater will travel to other offices in the region to provide coverage as needed due to vacations, illnesses and other leaves of absence. The CSO I/Floater will also back up the Assistant Client Service Manager, the Client Service Manager or the Branch Manager and cover the branch and personnel in their absence. The CSO I/Floater performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. They will also perform a variety of other daily tasks as assigned.
Qualifications
About You...
You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following:
Education/Certification: Some college or equivalent training. Bachelors Degree in business or related field preferred.
Required Knowledge: Knowledge of banking and deposit operations and procedures, as well as general office systems and procedures.
Experience Required: Minimum of 3 to 5 years' related experience in the financial services industry.
Skills/Abilities:
Good communication skills.
Professional appearance, dress and attitude.
Strong computer skills.
Good math skills.
Ability to use Microsoft Office software package.
Ability to operate related computer hardware and other business equipment including Teller Cash Recycler (TCR), adding machine, calculator, copy machine, and telephone.
Location: Onsite, no remote
We are 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, disability, or veteran status.
$40k-53k yearly est. 1d ago
Real Estate Servicing Specialist
Honor Credit Union 3.8
Berrien Springs, MI jobs
Real Estate Servicing Specialist Location: Berrien Springs, MI Job Id: 3147 # of Openings: 2 Real Estate Servicing Specialist - Berrien Springs (Full-Time) This is a Hybrid Work Eligible position. You may be required to come into the Operations Center in Berrien Springs, MI as needed to ensure business needs are met.
ABOUT HONOR:
At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise: Providing Solutions For Your Financial Success. Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking.
OUR TEAM:
As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day.
At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor.
COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR:
Responsible for providing servicing support for all mortgage and home equity loans including assisting members and providing clerical support.
Responsible for all servicing functions of portfolio and secondary market loans.
Performs funding of loan and delivery of funded loans to Investors.
Performs daily and monthly reporting and reconciliation tasks with investors.
Processes loan reviews and renewals of mortgage and home equity portfolios.
WHAT WE EXPECT FROM YOU:
EDUCATION/CERTIFICATION:
High School diploma or equivalent.
EXPERIENCE REQUIRED:
One to three years of similar or related experience, including time spent in preparatory positions.
KNOWLEDGE/SKILLS/ABILITES:
Understanding of mortgage loan servicing functions including home equity loans; knowledge of mortgage related requirements, procedures, and general underwriting preferred.
Must have demonstrated ability to keep finances in order.
Good math skills/analytical skills.
Must be proficient with computer skills.
Organized and must be a multi-tasker.
Understands and complies with all applicable laws and regulations.
Exceptional problem-solving skills.
WHAT'S IN IT FOR YOU:
Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
Apply for this Position
$40k-64k yearly est. 2d ago
Client Service Representative
Old National Bank 4.4
Waconia, MN jobs
Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18933 Workplace Type On Site
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals.
A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Our ideal candidate will possess the following skills:
High school diploma or GED required
2-3 years of cash handling experience
Excellent customer service skills
Excellent balancing record
Good organizational skills and attention to detail
Ability to lift heavy boxes of coin
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank.
Join our team!
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If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)
$17 hourly 2d ago
Member Service Representative (Full-Time) - Goodyear
Navy Federal Credit Union 4.7
Goodyear, AZ jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Location: 15420 West McDowell, Goodyear, Arizona 85395
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$30k-38k yearly est. 5d ago
Member Service Representative (Part-Time) - Mission Viejo
Navy Federal Credit Union 4.7
Mission Viejo, CA jobs
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Responsibilities
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
Qualifications
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 28201 Marguerite Prkwy Ste 14, MIssion Viejo, California 92692
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at .
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.