Customer Service Specialist jobs at Seacoast Bank - 4415 jobs
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. 2d ago
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CS Specialist I - Customer Service Center - Pittsburgh, PA
Wesbanco Bank Inc. 4.3
Columbus, OH jobs
Back CS Specialist I - CustomerService Center #21-8477 Multiple Locations Apply X Facebook LinkedIn Email Copy Location
Consideration for location is in all WesBanco markets.
This position is 100% remote within the Bank's footprint. Employee will work full time remote outside of a WesBanco location (may occasionally attend in person meetings, although primary functions of the role are performed remotely).
Market Pittsburgh Work Hours per Week 40 Requirements
High school diploma or GED required.
Minimum of one year of customerservice experience required; customerservice experience within banking or financial institution preferred.
Minimum of one year of contact center experience or equivalent required.
Job Description
This position works an alternate schedule
Schedule is 11am to 8pm, Thursday through Monday, including some Federal Reserve holidays (MLK day, President's Day, Juneteenth, Indigenous People Day and Veteran's Day)
Summary:
Responsible for identifying, responding to, and resolving customer requests related to bank products and services in the Bank's call center. The CustomerServiceSpecialist 1 is often the primary interaction a customer may have with the bank and provides professional and courteous customer support while adhering to required metrics. Customer inquiries are expected to be responded to and resolved within established departmental service levels.
Essential Function:
Banking is a highly regulated industry and will be expected to acquire and maintain a proficiency in the Bank's policies and procedures and adhere to all laws, rules and regulations that are applicable to conduct and the work being performed. All assigned training is expected to be completed timely.
Essential Duties and Responsibilities include the following:
Personally, models the standards of the Bank's Mission, Vision, and Pledge.
Processes inbound calls from all queues, including account questions, product and service information, digital banking services, debit card processing, bank policy and various customer requests. Uses the training and reference materials provided in order to work and resolve an issue or question independently.
De-escalates situations when necessary or escalates call to supervisor after de-escalation attempt.
Assists customers with various computing environments, including both Apple and Android products, browsers and operating systems to support and promote our digital banking services on all supported devices.
Completes customer transactions and corrects account information by engaging correct business partners.
Identifies and resolves customer issues and complaints promptly and accurately.
Attends a weekly quality review meeting for ongoing development including coaching, career development, call metrics, updates on policy and procedure.
Attends a monthly departmental meeting.
Adheres to agent metric standards for calls handled, adherence to schedule, call quality score, ready/not ready time and customer satisfaction.
Maintains knowledge of deposit, loan, digital banking services and other banking products.
Accepts other assigned job duties and or responsibilities with or without prior notice.
Qualifications:
To be successful in this position, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Technical Requirements:
Expertise in using a personal computer and managing one's own home networking infrastructure needed to support reliable access to the Bank's virtual environment.
Possesses knowledge and experience using Android and Apple products and Bank supported web browsers and operating systems.
Ability to type with speed and accuracy.
Ability to operate standard office equipment, including phones, computer and peripherals.
Other Skills and Abilities:
Demonstrates strong time management skills.
Ability to work independently and multi-task in a fast-paced environment, with an emphasis on resolving most customers' issues during the call with minimal follow up.
Adhere to communication protocols with supervisors when unable to adhere to schedule or perform duties as expected.
Willingness to work a flexible schedule, with frequent adjustments to hours and able to work additional hours if needed.
Ability to work outside of normal banking hours.
Possess an ability to work under pressure, minimizing distractions and maintaining a positive attitude.
Adapt quickly to change and learn readily in a remote environment.
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Ability to build and retain customer relationships against competition.
Accepts ownership of the customer request and follows it through to resolution.
Identifies customer concerns or needs, resolves the inquiry or recommends best solution, expedites the correction or adjustment and follows up to ensure resolution.
Demonstrates effective communication skills, showing empathy and active listening skills
Maintains professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Exhibits clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers. Firm grasp of spelling, grammar and email and phone etiquette.
Collaborates with co-workers and employees.
Maintains confidentiality.
Physical Demands:
This position requires long periods of sitting in one area while on the telephone and in front of a computer screen. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Full-Time/Part-Time Full-time Area of Interest Customer Experience All Locations Uniontown, Ohio, United StatesAnn Arbor, Michigan, United StatesCincinnati, Ohio, United StatesColumbus, Ohio, United StatesDefiance, Ohio, United StatesFairmont, West Virginia, United StatesFindlay, Ohio, United StatesFort Wayne, Indiana, United StatesFrankfort, Kentucky, United StatesHuntington, West Virginia, United StatesIndianapolis, Indiana, United StatesIronton, Ohio, United StatesNew Albany, Indiana, United StatesParkersburg, West Virginia, United StatesPittsburgh, Pennsylvania, United StatesToledo, Ohio, United StatesWheeling, West Virginia, United StatesYoungstown, Ohio, United States Show more
$29k-34k yearly est. 2d ago
LLM Customization Lead - NLP Data Scientist
Capital One 4.7
McLean, VA jobs
A leading financial services company seeks an experienced AI/ML specialist to deliver innovative products aimed at transforming customer interactions. The role demands expertise in natural language processing, machine learning, and large language models. Candidates should possess a robust educational background in quantitative fields, significant experience with AWS, and proficiency in programming languages such as Python or R. This position emphasizes continuous learning and implementing advanced technological solutions for enhanced user experiences.
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$79k-108k yearly est. 5d ago
Wholesale Relationship Specialist III (Burlington) (HYBRID)
Atlantic Union Bank 4.3
Burlington, NC jobs
The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents.
Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
May assist junior Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Five plus years of commercial or consumer banking or industry related experience required
One to three years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customerservice and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
High level of proficiency in reading Title Policies and understanding of Real Estate Collateral
High level of proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust
Working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Mentor experience is beneficial
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$67k-115k yearly est. 4d ago
Wholesale Relationship Specialist III (Reston) (HYBRID)
Atlantic Union Bank 4.3
Reston, VA jobs
The Relationship Specialist III responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, Relationship Specialists will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents.
Maintains a working knowledge of specialized loans, including but not limited to modified builder lines, asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
May assist junior Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Five plus years of commercial or consumer banking or industry related experience required
One to three years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customerservice and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
High level of proficiency in reading Title Policies and understanding of Real Estate Collateral
High level of proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
High level of proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Master Deeds of Trust
Working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Mentor experience is beneficial
The salary range for this role is $66,541--$99,672. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$66.5k-99.7k yearly 4d ago
Wholesale Relationship Specialist IV (Hybrid)
Atlantic Union Bank 4.3
Reston, VA jobs
Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.
Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.
May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Seven plus years of wholesale or consumer banking or industry related experience required
Three plus years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customerservice and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
Expert proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
Strong working knowledge of business deposit accounts
Extensive and strong working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Management and mentor experience are beneficial.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits
We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$57k-95k yearly est. 4d ago
Annuity Call Center Representative (Series 6 or SIE)
Securian 3.7
Macon, GA jobs
Are you a FINRA Series 6 or SIE licensed professional looking toleverageyour credentials in a rewarding customerservice career? Join SecurianFinancial'sEnterprise Contact Center as a Senior Representative supporting our Annuity business line.This position is intended for licensed professionalsseekingto integrate their regulatoryexpertisewith a commitment to delivering outstanding customerservice. We will consider Series 6 or SIE license holders. We will also support those with their SIE to obtain their Series 6.
Why This Role:
Monday-Friday schedule, NO weekends.
Virtual hybrid work model with flexibility(mustresidewithin a 90-minute commutable distance to our offices).
Comprehensive training and mentoring to build your annuityexpertise.
Advancement opportunities within our growing team.
Join a company committed to helping customers build securetomorrows.
Responsibilities include but not limited to:
As a licensed Contact Center Senior Representative,you willbe a trusted guide and problem solver, providing expert support to customers, financial professionals, channelpartnersand distributorsviaphone.Your Series 6 license enables you to service our full product portfolio, including variable products that require regulatory licensing.
Deliver compassionate,timelyandaccurateresponsesfrom simple tocomplex annuityinquiries.
Explain and resolvepolicy or account issues for customers and channelpartners.
Support both fixed/indexed annuities and variableproducts.
Navigate regulatory requirements whilemaintainingexcellent customerexperience.
Meet or exceed contact center performance metrics while upholding Securian's qualitystandards.
Handle 35-50 customer interactions daily across multiple channels.
Work Environment:
Location:Virtual hybrid model - mustresidewithin 90-minute commutable radius of Macon, Georgia office.
Training Hours:8:00 AM - 4:45 PMCST.
Ongoing Schedule:Assigned after training completion.
Business Hours: Monday-Thursday 7:30 AM - 5:30 PM, Friday 7:30 AM - 4:30 PMCST.
In-Office Requirements:Event-based for technical issues, or for moments that matter.
The compensationrangeis $22-$24hourly.The salary range provided on the posting is broad to account for varying positions at this level within the enterprise. We share our ranges for transparencyand toaccount for individuals with different experiences and skillsets, as well as to allow for growth within the level.
Qualifications:
Active FINRA Series 6 license or SIE license with the ability to sit for the Series 6 exam within 90 days and ability to obtain the Series 6 License within 6 months of hire.
Strong customerservice mindset.
Excellent verbal and written communication skills.
Professional phone etiquette and active listening abilities.
Self-motivated,punctualand dependable.
High levelof reliability,trustworthinessand ability tomaintainconfidentiality.
Technicalproficiency: ability to navigate multiple systems simultaneously whilemaintainingeffective customer engagement.
Strong typing skills and computer literacy.
Ability to multi-task and manage time effectively in a fast-pacedenvironment.
Quick learner with strong knowledge retention.
Meets technical requirements for remote work (bandwidth and system specifications).
Preferred Qualifications:
Experience in the financial services or insurance industry.
Background servicing annuity or life insurance accounts (new business and/or in-force).
Interest in career progression to Specialist / SME Support or leadership roles within the Contact Center.
*At Securian Financial, the internal title for this position is Contact Center Sr Rep.
What Sets You Apart:
Successful candidates are empathetic problem solvers who combine regulatory knowledge with genuine care for customers.You reliably upholdhigh standardsin financialservicingand compliance work,demonstratingdrive and compassion.
The estimated base pay range for this job is:
$18.27 - $31.73
Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team.
Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here:
Paid time off:
We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian.
Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave.
Holidays: Securian provides nine company paid holidays.
Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service.
Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage.
Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you.
Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including:
Mental Wellness and Disability
Pride at Securian Financial
Securian Young Professionals Network
Securian Multicultural Network
Securian Women and Allies Network
Servicemember Associate Resource Group
For more information regarding Securian's benefits, please review our Benefits page.
This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions.
Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY).
To view our privacy statement click here
To view our legal statement click here
$22-24 hourly 5d ago
Customer Service Representative
Esquire Bank 4.4
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/customerservice 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 CustomerService 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.
$40k-55k yearly 4d ago
Wholesale Relationship Specialist IV
Atlantic Union Bank 4.3
Roanoke, VA jobs
The Relationship Specialist IV responsibilities include a variety of commercial banking support activities as an essential contributor to the success of the Wholesale Banking Line of Business. Team members in this role directly interact with Wholesale Banking clients and closely collaborate with Wholesale Banking Relationship Managers, Credit Portfolio Managers, Treasury Management, Loan Services, and other bank personnel to efficiently originate and service loans and deposit accounts in the assigned portfolio(s). Additionally, the Relationship Specialist implements and facilitates client relationship management tasks to ensure a consistently high-quality banking experience. The Relationship Specialist IV also provides support to the Manager of Wholesale Support and/or the Group Leader, Wholesale Support in training and mentoring junior Relationship Specialists.
Position Accountabilities
Manages and responds to daily incoming client requests and inquiries in a timely and professional manner. Performs necessary research and maintenance to provide or facilitate solutions, and if applicable, logs and resolves customer complaints and dissatisfactions in accordance with Bank policies and procedures.
Works proactively to identify potential problems and/or compliance concerns to maximize customer satisfaction and encourage relationship expansion.
Executes and adheres to all federal and state regulations governing bank operations including BSA/AML requirements, as well as the Bank's loan and deposit origination, documentation, and administration policies and procedures. Exercises discretion and ensures confidentiality of all customary and proprietary materials and data.
Opens, services, and maintains wholesale deposit accounts in adherence to state and federal regulations and Bank policies and procedures.
Maintains a strong working knowledge of the Bank's Treasury Management products and services as they relate to receivables, payables, fraud prevention, and liquidity to be a subject matter expert for other Relationship Specialists.
Monitors daily non-sufficient funds and unposted transaction reports, obtains necessary approvals and processes decisions, and communicates with clients and Bank personnel to facilitate timely and accurate postings.
Processes payments and advances on loan accounts and transfers and stop payments on deposit accounts.
Gathers, images, and files financial statements and documents as needed.
Orders and/or requests pre-closing due diligence items including, but not limited to lien searches, flood certifications, business valuations, appraisals, and environmental reports. Ensures accurate completion of all required flood documentation.
Completes detailed due diligence in accordance with associated regulatory requirements and bank policies and procedures to ensure quality account documentation and prevent exceptions.
Collects information and/or documentation to comply with BSA/AML requirements for customer identification, customer due diligence, and beneficial ownership information including entity organizational documents, orders OFAC and Identity Verification searches, and completes associated quality assurance to ensure compliance with state and federal regulations and Bank policies and procedures.
Works directly with Centralized Doc Prep to request internally prepared loan documents and ensures loan documents are reviewed for accuracy and completeness prior to closing, funding, and boarding of loans.
Handles internal loan closings and coordinates external loan closings, to include engaging and working with Bank counsel, closing attorneys, and title companies, as applicable, throughout the loan document preparation and closing process.
Funds and boards loans, to include reviewing requests for accuracy and preparing physical loan packages for imaging and record retention shipment.
Prepares tickets, online transaction entries (OTEs), and wire transfers as needed.
Manages and/or assists in the management of construction and/or development loans with oversight from the Construction Loan Specialists Group and Wholesale Banking Relationship Managers to update and maintain construction funding budgets, order inspections and title updates, and process draw requests.
If in Commercial Real Estate, the Relationship Specialist will assist in the management of Builder Lines of Credit, including but not limited to managing inventory and tracking allowable exposure based on the credit approval documents, which requires granular oversight.
Maintains a strong working knowledge of specialized loans, including but not limited to modified builder lines, low income housing tax credit loans (LIHTC), asset-based loans, SWAPs, participations, syndications, loans to government contractors, and loans to government entities to serve as a subject matter expert to others.
Assists with reporting and clearing exceptions associated with loan and deposit accounts.
Prepares loan account pay off quotes and coordinates collateral releases as applicable.
Assists with the preparation of client presentation materials.
Assists with maintaining data integrity for the CRM and other critical bank systems by facilitating accurate source system account assignments.
Serves as subject matter expert to assist other Relationship Specialists with reviewing loan documentation prior to closing.
Assists with mentoring, coaching, and training new and existing Relationship Specialists.
Completes all assigned training, including but not limited to compliance training, on or before the due date.
Serves as a back-up for other Relationship Specialists to ensure a balanced workload.
Assists the Wholesale Support Manager/Group Leader in training, problem solving, and mentoring junior Relationship Specialists; assists with prioritizing workflow and redirecting or handling of surplus workload as needed.
May participate in projects and initiatives and assist with maintaining, updating, and creating procedures; assists with creating common knowledge and consistent practices within
This role provides opportunities to begin assisting with financial statement interpretation, industry trend identification, risk rating analysis, as well as the introduction to entry level commercial underwriting concepts.
Promotes an environment that supports diversity, equity, inclusion, and belonging and reflects the Atlantic Union Bank brand and culture.
Performs other duties as assigned.
Organizational Relationship
This position reports to either a Manager of Wholesale Support or a Group Leader, Wholesale Support
Position Qualifications
Education & Experience
High school diploma or equivalent, college degree preferred
Seven plus years of wholesale or consumer banking or industry related experience required
Three plus years of commercial loan and deposit experience required
Knowledge & Skills
Exceptional customerservice and problem-solving proficiency
Superior time management
Excellent oral, written, and interpersonal communication
Very organized and detail oriented
Expert proficiency in reading and interpreting Title Policies and understanding of Real Estate Collateral
Expert proficiency in reading and interpreting UCC lien and judgment search results
Ability to prioritize and manage multiple priorities
Flexible, able to adapt to change
Ability to work independently as well as within a team environment
Outstanding analytical skills
First-rate computer skills relevant to Microsoft 365 Suite
Expert proficiency in commercial loan documentation, including specialized loans, Master Title Policies and Masters Deeds of Trust
Strong working knowledge of business deposit accounts
Extensive and strong working knowledge of banking software programs
Experience with Construction Management software, bank loan documentation software, loan origination software, CRM platforms, Core bank applications, and business online banking platforms are preferred.
Management and mentor experience are beneficial.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Equal Opportunity Employer
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.
$58k-98k yearly est. 4d 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 1d 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 customerservice 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, customerservice 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, customerservice and/or sales, office, etc.); or equivalent combination of education and experience.
Competencies
Excellent phone skills including customerservice 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 CustomerService 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
CustomerService Support Center Rep
Base pay: $19.50 - $25.00
Senior CustomerService 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 4d ago
Customer Support Center Agent I
First Mid Bank & Trust 4.0
Saint Peters, MO jobs
Customer Support Center Agent I Location: St. Peters, MO
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to:
Assisting callers with questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with our customerservice standards.
Servicecustomers over the phone with accuracy and efficiency within policy guidelines.
Create a quality service experience by ensuring timely resolution and follow-up to customer needs.
Solicits assistance from management as needed. Seeks management approval for requests outside of their approved level. Notifies management of suspicious and questionable activity.
Adheres to all bank compliance, security and operational policies and procedures.
Performs changes to existing accounts as requested by the customer.
Transferring request that are outside the scope of the CSC to the appropriate individual or department for assistance.
Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to management.
Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook and/or First Mid policies.
Ensuring all customer interactions & documentation follow bank policy & regulations, while maintaining customer confidentiality.
Identifies and recommends products and/or services to best meet the needs of the customer.
Educates and encourages customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking.
Actively seeks out and maintains basic product knowledge of all banking products through training courses, meetings, corporate communications, etc.
Complete other specified duties as assigned.
Qualifications Education:
High School Diploma/GED required.
Experience:
1+ year of customerservice experience and/or previous experience working in a financial institution preferred.
Previous contact center experience preferred.
Skills:
Proficient in usage of Microsoft Office and computer application
Strong organizational and communication skills, both oral & written.
High level of interpersonal skills to interact with customers and potential customers in professional manner.
Ability to work additional hours or hours outside of the departmental operating hours as needed.
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Pay Range: $18.00 - $19.62 per hour Apply for this Position
$18-19.6 hourly 3d ago
Insurance Customer Service Representative - Personal Lines
Farmers National Bank of Canfield 4.7
Cortland, OH jobs
SUMMARY: This position will assist agency insurance representatives in gathering all necessary documents for new clients and enter information into agency management system. This role will also partner with insurance representatives to manage and maintain existing accounts including account servicing (change requests, renewals, etc.), marketing and account rounding. The IAM will set the standard for high levels of client satisfaction in meeting/exceeding their needs, and assist/lead other team members in providing the same high level of performance.
ESSENTIAL DUTIES and RESPONSIBILITIES include, but are not limited to the following:
Address customer needs by confirming appropriate coverage, processing change requests and billing and payment inquiries.
Prepare applications for renewals reviewing for accuracy with correct entry into agency management system.
Process insurance claims by gathering information from client, submitting to insurance company, and following through to the close of the claim with claims adjuster.
Order Motor Vehicle Reports for prospective insured drivers.
Assist Producer in the marketing of new business accounts; process applications; and submit to the insurance company for binding of coverage and completion of Certificates of Insurance.
Provide clients with automobile identification cards.
Compile information for marketing of prospects.
Review expiration lists for confirmation all policies in current period are renewed.
Scan and attach all documents to customer files in agency management system.
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 or equivalent GED
Must have Property and Casualty License
Preferred minimum of one (1) Year experience working with insurance related.
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)
Licenses & CertificationsProperty & Casuality Lic (preferred)
Life & Health License (preferred)
Skills
CustomerService (preferred)
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.
$30k-34k yearly est. 4d 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 customerservice, 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.), customerservice 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)
CustomerService (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. 4d ago
Customer Care Unit Specialist I
American National Bank of Texas 3.7
Mesquite, TX jobs
The Customer Care Unit Specialist specializes in daily operations of inbound contact center service efforts, answering customer inquiries, processing transactions, troubleshooting problems, and identifying opportunities to refer or sell additional products or services based on the customer needs. Other duties:
Assists customers with paying and receiving transactions as a virtual teller and processes consumer loan applications and new accounts via phone and internet
Provides timely and accurate information regarding bank services and resolves problems
Performs operational procedures and maintenance required to support the process of providing quality customerservice
Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area
Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer
Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers
Qualifications:
High School diploma or equivalent educational/work experience
1 year general banking, customerservice or call center experience
Bilingual (Spanish) language skills preferred
Skills:
Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions
Lifting in an office setting may be required up to 30 lbs.
ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement.
Equal Opportunity Employer
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.
$30k-34k yearly est. 4d ago
Customer Service Representative
Loanmax Title Loans 3.8
Hays, KS jobs
Our CustomerService Representatives are responsible for assisting potential borrowers and current customers with questions regarding loan products, evaluating vehicles, managing customer's loans and payments, daily communication with customers regarding their accounts and making courtesy calls when necessary.
LoanMax Title Loans offers their employees:
Competitive Salaries
Paid Holiday
Vacations
Paid on the Job Training
Full Time Positions- Monday to Friday 10am to 6pm
with a rotating Saturday schedule of 9am to 3pm
Best of all Never Work on Sundays!
Job Requirements
General:
Must be Able to Work Full Time
Great attitude
Excellent Communication Skill
Detail Oriented
Education:
Must have a High School Diploma
Work Experience:
Previous CustomerService Experience
Computer and Data Entry Experience
Personal:
We pride ourselves in the service we provide to our customers, and we have high expectations for our CustomerService Representatives. We are looking for an individual that is motivated, honest, dependable, and most of all someone that is searching for an exceptional career opportunity
.
About Us:
LoanMax Title Loans is one of America's most respected title loan companies. LoanMax Title Loans and its affiliated companies own and operate nearly 1,000 stores in more than twenty states nationwide.
Since the day we opened in 1990, we have been committed to helping customers get the hassle-free cash they need. Our company's mission is to provide short-term loans to our customers using a process that is fast and hassle-free, terms that are straight-forward and transparent, and prices that are among the lowest in the industry. We do all this while providing you with the excellent customerservice you deserve and the honesty and integrity that you would expect.
Our CustomerService Representatives are the heart of our business. We are actively recruiting candidates that are looking for a career opportunity with our company. We value the relationships we have cultivated in the communities we serve and expect our employees to be an example of honesty and respect when dealing with them. We have a special approach to business and we only want candidates that can step up and work towards the exceptional customerservice and image we represent.
Must be able to pass a company background screening, including a credit, criminal and background check.
$27k-35k yearly est. 16h 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. 4d 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. 4d ago
Insurance Customer Service Representative
First Mid Bank & Trust 4.0
Saint Peters, MO jobs
Insurance CustomerService Representative Location: St. Peters, MO
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements.
Responsible for transactional customerservice and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts. Responsibilities include, but are not limited to:
Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue.
Meets customers' daily requests including policy changes, certificates of insurance, provides answers to customer questions.
Monitors policy expiration list to be certain that expiring policies are renewed.
Monitors accounts receivable balances on assigned accounts.
Provides administrative support to producers including preparing insurance applications.
Cross-sell insurance and bank services in a professional manner.
Complete required training associated with job function.
Performs other duties as required.
Qualifications Education:
High school diploma or GED.
Some college preferred but not required.
Prefer candidates that hold current Property and Casulty License, Series 6 or ability to obtain within 90 days of employment.
Experience:
Prior insurance experience is preferred.
Prior experience with Excel, Word and related software is required.
Skills:
Ability to gain thorough knowledge of insurance products and coverages.
Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver's license for this role. First Mid will facilitate training and testing for additional licensure as needed.
High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities.
Ability to empathize with customers and to respond appropriately.
May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits.
Total Rewards:
Competitive health, dental & vision coverage with HSA match
401(k) with employer match + Employee Stock Purchase Plan
Generous PTO, paid holidays & parental leave
Tuition reimbursement & performance-based bonuses
Visit our Total Rewards page to see our full list of benefits
First Mid Bancshares, Inc., is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Pay Range: $17.50 - $22.19 per hour Apply for this Position
$17.5-22.2 hourly 4d 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