Customer Service Representative jobs at Security Finance - 3147 jobs

Process policies applications, changes to policies, reinstatement of policies, and cancellation of insurance policies. Duties include reviewing insurance applications to ensure that all questions have been answered, compiling data on insurance policy changes, changing policy records to confirm to insured party's specifications, canceling insurance policies as requested by customers, and verifying the accuracy of insurance company records. Make outbound calls to confirm policy-level / coverage-level changes to the customer Provide responses to insurance policy-related questions from the customer Issue or renew or cancel the policies based on the information provided by the customer Set up a reminder and follow up with customer on timely manner Customer service skills with good written, verbal communication skills and comprehension Ability to handle Inbound/Outbound calls as part of daily production. To have good data entry skills Ability to review and make decisions that are in line with business provided standard operating procedures. Qualifications: High School diploma Active Property & Casualty Producers Lines license for Ohio & Texas is a MUST. Any other state license is added advantage. Analytical and problem-solving skills Good with Analytical skills Should have decent understanding on how to perform Risk assessment & Investigative skills Requires organizational and time management skills to balance workload and meet deadlines. TCS Employee Benefits Summary: • Discretionary Annual Incentive. • Comprehensive Medical Coverage: Medical & Health, Dental & Vision, Disability Planning & Insurance, Pet Insurance Plans. • Family Support: Maternal & Parental Leaves. • Insurance Options: Auto & Home Insurance, Identity Theft Protection. • Convenience & Professional Growth: Commuter Benefits & Certification & Training Reimbursement. • Time Off: Vacation, Time Off, Sick Leave & Holidays. • Legal & Financial Assistance: Legal Assistance, 401K Plan, Performance Bonus, College Fund, Student Loan Refinancing. Salary Range: $43,000 - $50,000 per year

Represent the Bank to clients, prospects and guests in person, by telephone or by email in a courteous, professional manner. Greet and provide exceptional service in person and by telephone/email. Provide accurate information regarding Bank services, Client Service, Floater, Representative, Service, Retail, Business, Client

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

Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, we would not be able to reach our goal of great service! If you are looking to expand your knowledge, develop in your career and grow within a rapidly growing company, this opportunity may be for you! We offer: Affordable health and vision insurance Free dental insurance 401K plan with up to a 5% match, Accrued vacation and injury/illness leave Short-term and Long-term Disability Life insurance And more! Must be willing to travel. Qualifications: High school graduate or equivalent. Required knowledge: Cash handling.. Good communication skills. Professional appearance, dress, and attitude. The ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone. Data entry skills. Work Schedule Full time position Monday - Friday 9 a.m. - 5 p.m. Saturday 9 a.m. - 1 p.m. Job Description: Responsible for providing a variety of paying and receiving functions for members in person, via phone, electronically, and through the mail, including but not limited to processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of member services functions such as opening and closing accounts, renewing certificates, and assisting members with account inquiries and problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned duties and assists other Member Services Representatives/Specialist with duties as required. Serves members promptly and professionally. Acts as a daily vault teller, when needed. Job Posted by ApplicantPro

Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team! In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance. This is a remote / work-from-home position. What You Will Do: * Answer questions regarding coverage, premium, and other policy information. * Compose business letters, communicating effectively through written and verbal communication. * Work independently and making judgment decisions is required. * Make outbound calls to existing policyholders to collect delinquent premium payments. * Resell the benefits of our policies and provide excellent customer service. * Record policyholder information for reporting and transactional purposes. * Extensive telephone contact and appropriate telephone skills are required. * Maintain discretion and tact when providing service to customers. * Additional production incentive pays after the training period. * Bilingual (Spanish) hourly pay differential. What You Can Bring: * High school diploma or equivalent is required. * Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required. * A minimum typing speed of 30 wpm is required. * Experience in a call center environment is preferred. * Some insurance and/or sales experience is preferred. * Excellent verbal and written communication skills. * Ability to solve complex policyholder issues with a positive attitude. * Ability to work in a fast-paced environment and work well under pressure. * Knowledge of life and/or health insurance terminology preferred. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full-time and/or part-time based on the position specifications. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, TX

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better. Role Overview: Could you be our next Bilingual Customer Retention Representative? Globe Life is looking for a Bilingual Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This is a remote / work-from-home position. We have full-time and part-time positions available with morning and evening shifts. What You Will Do: Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options. Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: Must be fully bilingual in English and Spanish, with the ability to speak, read, and write fluently in both languages. High school diploma or equivalent. Basic Microsoft Office Skills, including Word, Excel, and Outlook. Minimum Typing speed of 30 wpm. Experience in a call center environment preferred. Some experience in insurance and/or sales is preferred. Excellent verbal and written communication skills. Ability to solve complex policyholder issues with a positive attitude. Ability to work in a fast-paced environment and work well under pressure. Knowledge of life and/or health insurance terminology preferred. Applicable To All Employees of Globe Life Family of Companies: Reliable and predictable attendance of your assigned shift. Ability to work full-time and/or part-time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've created a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: Competitive compensation designed to reflect your expertise and contribution. Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. Robust life insurance benefits and retirement plans, including a company-matched 401 (k) and pension plan. Paid holidays and time off to support a healthy work-life balance. Parental leave to help our employees welcome their new additions. Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. Company-paid counseling for assistance with mental health, stress management, and work-life balance. Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. INDGLA1001

At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team! As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage. This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone. What You Will Do: Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options. Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions. Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments. Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language. Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems. Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information. Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions. Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards. What You Can Bring: High school diploma or equivalent. Basic Microsoft Office Skills, including Word, Excel, and Outlook. Minimum Typing speed of 30 wpm. Experience in a call center environment preferred. Some experience in insurance and/or sales is preferred. Excellent verbal and written communication skills. Ability to solve complex policyholder issues with a positive attitude. Ability to work in a fast-paced environment and work well under pressure. Knowledge of life and/or health insurance terminology preferred.

Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better. Role Overview: Could you be our next Customer Retention Supervisor - Back Office? Globe Life is looking for a Customer Retention Supervisor - Back Office to join the team! In this role, you will be responsible for managing reinstatement processes and contact center transactions for various Globe Life Brands. The Customer Retention Supervisor - Back Office will assist with overseeing, tracking, and processing agent conversations for the Customer Retention Department. This position will also oversee waiver of premium and payment processing functions performed from call center retention efforts. This is a remote/work-from-home position. What You Will Do: * Routinely monitor and assign tasks received in Back Office. * Monitor KPI targets for processing within an acceptable time and accuracy expectation. * Ensure audit targets are met and quality feedback is provided. * Assisting Agents with escalation and reinstatement questions. * Partner with the field to ensure all questions and concerns are handled timely. * Complete reporting for all Reinstatement Initiatives. * Provide Management with status updates or trends. * Assisting in all positions as needed. * Review and approve refunds processed by Reinstatement Clerks. * Manage a team of clerks with varying skill level. * Review/approve/edit timesheets through Kronos. * Oversee the overall work product of the group to ensure accuracy. * Hire new staff as necessary. * Facilitate corrective actions and employee improvement plans as necessary. * Responsible for ensuring department goals are met. What You Can Bring: * High School Equivalent. * Associate degree and/or equivalent work experience. * 3 years of previous supervisory experience required. * Insurance experience preferred. * Ability to work independently and meet deadlines. * Ability to manage remote employees. * Requires leadership and people skills. * Strong organizational and time management skills. * Ability to handle multiple projects at once. * Organizational skills and attention to detail. * Excellent verbal communication skills and ability to interact professionally with a diverse group. * Excellent MS Office skills required (Word, Excel, and Access a plus). * Ability to run basic SQL queries. Applicable To All Employees of Globe Life Family of Companies: * Reliable and predictable attendance of your assigned shift. * Ability to work full time and/or part time based on the position specifications. How Globe Life Will Support You: Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life: * Competitive compensation designed to reflect your expertise and contribution. * Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance. * Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan. * Paid holidays and time off to support a healthy work-life balance. * Parental leave to help our employees welcome their new additions. * Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals. * Company-paid counseling for assistance with mental health, stress management, and work-life balance. * Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career. * Discounted Texas Rangers tickets for a proud visit to Globe Life Field. Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters. Location: McKinney, Texas

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This role is accountable for design, analysis, execution and/or ongoing sustainment support for a program initiative within the enterprise strategy and performance goals for one of the Customer Segments (i.e. Retail, Preferred & Small Business). Provides support to senior team leader and partners with product(s) and channel(s) teams to drive execution and integrate delivery to ensure the customer view is at the forefront of decisions in the achievement of goals. Accountable for initiative support, coordination, robust analysis and communications. This role will reside within the Business Enablement and Intelligence team and will be responsible for supporting the Workplace Benefits data strategy to help drive revenue, optimize expenses, and deliver for our clients. The role will partner directly with stakeholders to develop business requirements, participate in user acceptance testing, and analyze data. Additionally, this individual will be asked to explore leveraging enterprise Business intelligence tools (e.g. MicroStrategy, Tableau, Alteryx etc.) to help deliver streamlined / automated reporting. The candidate will be required to work with peers across Workplace Benefits and across the company in other LOBs (e.g. Technology, CXO, Merrill, Consumer, etc.) to exert influence, integrate, and ultimately deliver mutually beneficial outcomes. Responsibilities: Liaison with technology and business partners to develop and design consumable reporting views Partner with Workplace Benefits Sales, Product, Relationship Management and Participant Experience teams to define data and reporting priorities Partner with Workplace Benefits Controls and LRC to proactively manage risk associated with access and use of Workplace Benefits data Proactively identify new reporting tools to streamline processes and provide improved insight to business partners Proactively develop and deepen trusted relationships with peers across Workplace Benefits and partner LOBs (e.g. Workplace Benefits Technology, Merrill, Private Bank, etc.) Support the development of data requirements, analysis, and reporting for other ad hoc priorities Requirements: Minimum of 5 years of data analysis / data strategy Demonstrated experience with reporting analytics platforms and tools Desired: Hadoop Alteryx Tableau MicroStrategy Agile Project Management Bachelor's Degree or equivalent work experience Skills: Attention to Detail Collaboration Verbal and Written Communications Problem Solving Business Analytics Continuous Improvement Critical Thinking Excellent analytical and organizational skills, with reporting and / or data management experience strongly preferred. Proficiency in data management - data quality, metadata management and governance Data analysis experience with strong SQL writing skills Ability to translate requirements from business leaders to operationalize reporting Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. For internal employees; participation in a work from home posture does not make you ineligible to post Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range$73,200.00 - $116,900.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligible This role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

_This position is hybrid with an onsite expectation of Tuesday-Thursday in either our Salt Lake City, UT or Leawood, KS offices._ The Client Success Specialist is a results-oriented account management professional supporting small-to-medium sized businesses across the United States. This hybrid role combines **client success** **and renewal upgrades and management** responsibilities focused on cybersecurity software solutions and related services. This individual partners closely with technology partners, internal teams, and clients to manage the renewal lifecycle-from managing renewals to driving client engagement and ensuring long-term retention and margin growth. The role plays a critical part in executing Optiv's **12-Month Client Journey** , supporting recurring revenue, and identifying upsell and cross-sell opportunities. **How you'll make an impact** + Own and coordinate all aspects of the sales cycle within assigned accounts + Build and execute account management plans to drive sales velocity + Expertly communicate the value proposition of Optiv's cybersecurity technologies, services, and expertise + Build and maintain strong relationships with clients and key executive stakeholders + Maintain a 90% renewal retention rate and consistently achieve assigned sales goals and quotas + Act as a liaison between clients, vendors, technical teams, and internal stakeholders + Manage and support recurring renewal and maintenance contracts + Proactively generate renewal quotes, process orders, and assist with pricing strategies + Determine gross margin objectives and recommend optimal pricing approaches + Educate clients on contractual terms, renewal timelines, product updates, upcoming launches, and financing options + Assist in selling master renewal programs across the client base + Manage assets, contracts, RMAs, and renewal touchpoints throughout the contract lifecycle + Monitor and mediate client communications to ensure satisfaction and issue resolution + Identify upsell opportunities including refreshes, add-ons, and services + Assist with client business reviews, satisfaction assessments, and identification of pain points + Coordinate technical resources for product demonstrations and proof-of-concepts + Aggregate system and performance data for client presentations and reporting + Provide ad hoc reporting and support Optiv initiatives as required + Ensure compliance with all company policies and standards **What we're looking for** + Associate's degree (A.A.) or equivalent experience preferred + 2 years of Business-to-Business (B2B) sales and/or client services experience required + Prior experience managing renewal contracts preferred + Experience in the technology or IT industry preferred + Prior experience as an SDR, CSM, or AE valued but not required + Proven track record of meeting or exceeding sales quotas + Intermediate proficiency in Microsoft Outlook, Word, and Excel + Ability to prioritize and execute in a fast-paced, request-driven environment + Strong ability to work cross-functionally with sales, technical, and support teams + Demonstrated success building productive relationships with executives and key decision-makers + Experience researching, initiating, and cultivating business relationships + Ability to cold call and cold email to generate meetings and advance sales cycles + Strong understanding of IT infrastructure, cybersecurity solutions, and competitive landscapes + Familiarity with technology partners, distribution channels, and consulting services + Knowledge of financing solutions for multi-year hardware, software, and services deals + Proficiency with CRM platforms (Salesforce preferred) + Excellent presentation, verbal, written, and listening communication skills + Highly organized, detail-oriented, and capable of managing multiple priorities + Self-starter comfortable working independently in a remote or hybrid environment \#LI-TW1 \#LI-Remote **What you can expect from Optiv** + A company committed to championing Diversity, Equality, and Inclusion through our Employee Resource Groups (************************************************ . + Work/life balance + Professional training resources + Creative problem-solving and the ability to tackle unique, complex projects + Volunteer Opportunities. "Optiv Chips In" encourages employees to volunteer and engage with their teams and communities. + The ability and technology necessary to productively work remotely/from home (where applicable) **EEO Statement** Optiv is an equal opportunity employer. All qualified applicants for employment will be considered without regard to race, color, religion, sex, gender identity or expression, sexual orientation, pregnancy, age 40 and over, marital status, genetic information, national origin, status as an individual with a disability, military or veteran status, or any other basis protected by federal, state, or local law. Optiv respects your privacy. By providing your information through this page or applying for a job at Optiv, you acknowledge that Optiv will collect, use, and process your information, which may include personal information and sensitive personal information, in connection with Optiv's selection and recruitment activities. For additional details on how Optiv uses and protects your personal information in the application process, click here to view our Applicant Privacy Notice (************************************************** . If you sign up to receive notifications of job postings, you may unsubscribe at any time.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: * Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment * Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems * Regularly receive direction from supervisor and escalate questions and issues to more senior employees * Interact with team on basic information, plus internal or external customers Required Qualifications: * 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues * Ability to execute in a fast paced, high demand, metric driven call center environment * Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy * Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers * Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information * Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: * Must be able to attend full duration of required training period * This position is not eligible for Visa sponsorship * Ability to work additional hours as needed * Schedule may be eligible for a shift differential under the terms of the shift differential policy * Must work on-site at the location posted * Must complete and pass required language assessment Training and Work Schedule: * You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. * Training class starts on 3/9/26 or 3/16/26 for 7 weeks. Training hours are 8:00 a.m. - 4:30 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. * We're open 24 hours a day. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Posting Location: * 4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251 @RWF22 Posting End Date: 1 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Bilingual - Spanish Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training and Work Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 3/23/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays. Posting Location: 1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607 @RWF22 Posting End Date: 7 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Why Wells Fargo:** Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life (********************************************* means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! **About this role:** Wells Fargo is seeking a Bilingual - Spanish Associate Customer Service Representative in **Everyday Banking** . Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. **In this role you will:** + Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment + Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems + Regularly receive direction from supervisor and escalate questions and issues to more senior employees + Interact with team on basic information, plus internal or external customers **Required Qualifications:** + 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education + Bilingual reading, speaking, and listening proficiency in Spanish/English **Desired Qualifications:** + Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues + Ability to execute in a fast paced, high demand, metric driven call center environment + Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy + Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers + Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information + Knowledge, understanding and experience of internet, mobile, and social media technology **Job Expectations:** + Must be able to attend full duration of required training period + This position is not eligible for Visa sponsorship + Ability to work additional hours as needed + Schedule may be eligible for a shift differential under the terms of the shift differential policy + Must work on-site at the location posted + Must complete and pass required language assessment **Training and Work Schedule:** + You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. + Training class starts on 3/23/2026 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. + We're open from Sunday - Saturday, 8:00 a.m. - 8:00 pm (EST). Your regular work schedule will be based on business need and will include working some holidays. **Posting Location:** + 1100 Corporate Center Dr. Lot B, RALEIGH, NC 27607 @RWF22 **Posting End Date:** 7 Feb 2026 **_*Job posting may come down early due to volume of applicants._** **We Value Equal Opportunity** Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-514571

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual reading, speaking, and listening proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training Schedule: Training class starts on 3/9 for 7 weeks. Training hours for weeks 1-4 are 8:30 a.m. - 5:30 p.m. Monday - Friday and weeks 5-7 training hours are 8:30 a.m. - 5 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, 6:00 a.m. - 12:00 am (Central Time Zone). Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Posting Location: 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 6 Feb 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Beyond Acquisitions is a leading marketing and sales company within the Oklahoma City Metro Area! Each member of our company's ultimate goal is to manage the account that they are working alongside. Therefore, we provide our clientele with the very best personnel. Each of our team members are highly motivated to deliver a personal representation explicitly catered to meet the needs of that account. We aim to provide our prestigious clientele the very best in marketing, sales and promotions. At Beyond Acquisitions, we bridge the gap between traditional marketing and training methods for clients with a modern corporate landscape. Due to our success over the past few years with our Telecommunications clients, we have officially surpassed sales and expansion expectations. In addition, with our innovative strategies of bringing our client's brand stories to life, we have seen a significant increase in revenue and customer satisfaction. Job Description We are looking for driven, career-oriented individuals to fill the role of our Entry-Level Customer Relations Specialist. The Entry-Level Customer Relations Specialist is a critical component of our Sales Team here at Beyond and will receive individualized training from the ground up. This individual will report directly to the Sales Manager regarding new customer sales, lead generation, and sales goals. We are looking for someone who can step in at the initial Entry-Level position, master the basics, and then receive continued development to grow towards more leadership roles in the future with us. Entry-Level Customer Relations Specialist Responsibilities: Learn and master all client product knowledge and be able to answer consumer questions effectively. Present product and service packages to consumers representing our client's brand in a professional and curious manner Qualify consumers for sales promotions and close every sale with confidence Manage provided sales territory efficiently by maximizing each warm lead provided and following up with potential new clients regularly Work with experienced Sales Team leaders to pick up on best sales practices and implement them into daily operations. Work daily with other Sales Assistants to establish sales goals and identify areas to increase customer satisfaction. Qualifications Requirements of the Entry-Level Customer Relations Specialist: Impeccable communication and public speaking abilities Must possess a competitive nature and drive to excel Ability to work in a team-based environment and individually with little or no supervision Ability to overturn objections and utilize negotiation tactics Proven ability to persuade consumers and close sales 6 months-3 years of experience in a customer-facing, sales, or customer service environment Additional Information Growth Opportunity & Benefits We Offer Every Sales Assistant: Individualized training for those with little or no experience Competitive compensation, bonuses, and incentives Virtual networking events Yearly company-paid retreats We're not looking for someone to stay stagnant in the Entry-Level role. Instead, we are looking to provide that continuous training opportunity, so our Customer Relations Specialist can grow at their own pace, without any restrictions.

The Opportunity: Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices across the country, Mesirow serves clients through capabilities spanning Private Capital & Currency, Capital Markets and Investment Banking, and Advisory Services. Our advisors provide investment and fiduciary services to individuals, families, corporations, and non-profit organizations. With roughly $10B in assets under management, we have earned a reputation for effectively managing our clients' needs and goals. Wealth Management has been Mesirow's flagship business for over 80 years, built around our trusted advisors, with an average tenure of over 20 years. We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly motivated Financial Advisors and their High-Net-Worth individual clients. Responsibilities: Client onboarding, including preparation of new account paperwork and client information-gathering Account maintenance, including any account registration and account profile changes Asset movement processing, including journals, wire transfers and EFTs Assist with quarterly billing and performance reporting Client issue resolution Gathering tax information for clients and assisting with tax reporting Relationship management, including regular client contact General administrative functions, including but not limited to: Maintaining information in the Client Relationship Management System Exception report review Preparation of miscellaneous paperwork, such as letters of authorization, check-writing applications, operational documents, etc. Communicating with supervisors regarding compliance matters and miscellaneous regulatory inquiries Trade execution and trade error resolution, as may be applicable and required Requirements: Bachelor's degree Minimum of 3 years relevant experience required FINRA Series 7 and 66 licenses preferred Familiarity with estates preferred Highly motivated self-starter with a strong work ethic and positive “can-do” attitude Excellent proficiency in Microsoft applications (Word, Excel, PowerPoint, etc.) Familiarity with Salesforce, Wealthscape Investor and Black Diamond preferred Demonstrates an ability to learn new processes and technology platforms Takes direction well and demonstrates proactive follow through on assigned tasks Ability to prioritize and effective time management skills Excellent verbal and written communication skills Remains focused on tasks and retains composure under pressure or with conflicting priorities Gathers information and consults appropriate parties when additional guidance is needed Solicits feedback from team members on a regular basis and commits to performance improvement in identified areas Responsive to client requests and escalates to team members whenever necessary In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $75,000 and $95,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a bonus and the Mesirow benefit program. EOE

Are you searching for an opportunity to make a real impact, experience professional growth, and become a respected member of one of the 200 Healthiest Credit Unions in the nation? Role: Our Call Center Representatives assist members and potential members with their telephone requests; explains services, responds to problems, and directs phone calls to the appropriate area. Essential Functions & Responsibilities: Assists members and potential members with their telephone requests; answers questions about products and services and resolves problems that are within their authority to resolve; refers problems that are beyond their authority to their supervisor, along with their recommendations. Identifies cross-sell opportunities and cross-sells services to members. Maintains member account information on computer system. Ensures the appropriate records are maintained and required reports are prepared. Assists other departments as needed. Performs other job-related duties as assigned. Performance Measurements: To provide informed, prompt, accurate, courteous, and professional phone service to all members and potential members. Answering telephone immediately, responding to correspondence without delay and return calls by end of day. To maintain a dependable record of attendance and timeliness. To process member transactions with zero errors. To meet/exceed sales & referral goals per month. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations. To troubleshoot and resolve member inquiries in a timely, friendly and accurate manner. PM22 Requirements: Knowledge and Skills: Experience: Up to six months of similar or related experience. Education: College education preferred Benefits Package: · Medical, prescription, dental, vision · Life and long term disability Insurance, employer paid · Generous 401(k) plan · Paid time off and holidays · Loan discounts · Tuition reimbursement paid up to 90% of classes including Master's programs · Considerable and substantive internal training on a myriad of banking subjects, member service, professionalism, and best industry practices. Cardinal Credit Union is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment. We are a non-smoking work environment. PI1a7bd3ed4db4-31181-39544619

Job DescriptionDescription: At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry. Join a team dedicated to getting customer orders ready for shipment to our clients all over the world. We offer a different kind of distribution center experience! This is an on-site Fulfillment position in our Sterling, IL fulfillment center, specifically focused on receiving and inventory management of HALO's products. This opening is for 1st shift, working Monday through Friday from 8:00am - 4:30pm. Responsibilities Prepare packages and process shipments using UPS, FedEx, third party shipping system Compare packing list to company purchase orders and ensure that the products in each delivery match the packing list Count inventory, track packages, post freight to purchase orders and process returns Load and unload trucks as well as put away stock Answer questions regarding inventory, shipping, freight and supplies Check and respond to company emails Work on fulfillment and kitting projects Make bins and labels for new program merchandise Maintain neat and orderly appearance of entire warehouse Operate forklifts, stand-up electric pallet jacks and manual pallet jacks Requirements: Must be at least 18 years of age or older with the ability to read and speak English for safety purposes High School diploma or GED required 1+ years of receiving experience, previous warehouse experience and forklift license preferred Basic skills in Microsoft Word and Outlook preferred Motivated by deadline-oriented work environment Able to work overtime when required Ability to lift up to 50 pounds unassisted Pushing and pulling up to 200 pounds with assistance of rolling carts Compensation: The pay rate for this role is $15.00 per hour. Please note that this pay serves as a general guideline and reflects a broad spectrum of labor markets across the US. While it is uncommon for candidates to be hired at or near the top of the range, compensation decisions are influenced by various factors. At HALO, these include, but are not limited to, the scope and responsibilities of the role, the candidate's work experience, location, education and training, key skills, internal equity, external market data, and broader market and business considerations. Benefits: At HALO, we offer benefits that support all aspects of your life, helping you find a work-life balance that's right for you. Our comprehensive benefits include nationwide coverage for Medical, Dental, Vision, Life, and Disability insurance, along with additional Voluntary Benefits. Prepare for your financial future with our 401(k) Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA). More about HALO At HALO, we unleash the energy of our client's brands and amplify their stories to capture the attention of those who matter most. For that reason, more than 60,000 small- and mid-sized businesses work with HALO and have made us the global leader of the branded merchandise industry. Career Advancement: At HALO, we love promoting from within. Internal promotions have been the key to our exponential growth in the last few years. With so many industry leaders at HALO, you'll have the opportunity to accelerate your career by learning from their experience, insights, and skills and gain access to HALO's influential global network, leadership experiences, and diverse thinking. Culture: We love working here and know that you will too. You can expect a positive culture of ingenuity, inclusion, and relentless determination. We push the limits of possibilities and imagination by staying curious, humble, and provocative in order to break through yesterday's limit. Diversity is the source of our creativity and we thrive when each of us contributes to an inclusive culture of respect, dignity, and equity mindset in everything we do. We keep our promise for excellence with an unrelenting commitment to achieving results and supporting one another to stay accountable, transparent, and dependable. Recognition: You're going to succeed here, and you can count on us to celebrate your wins. Colleagues across the company will join in recognizing your big milestones and nominate you for awards. Over time, you'll earn so much recognition that you can convert into gift cards, trips, concerts, and merchandise at your favorite brands. Stay well at HALO: At HALO, we have benefits that support all parts of your life and to find a work-life balance custom to you. We offer nationwide coverage for Medical, Dental, Vision, Life and Disability insurance, and additional Voluntary Benefits. Prepare your financial future with our 401K Retirement Savings Plan, Health Savings Accounts (HSA), and Flexible Spending Accounts (FSA). HALO is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We insist on an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, pregnancy (including childbirth, lactation and related medical conditions), national origin, age, physical and mental disability, marital status, sexual orientation, gender identity, gender expression, genetic information (including characteristics and testing), military and veteran status, and any other characteristic protected by applicable law. Inclusion is a core value at HALO and we seek to recruit, develop and retain the most talented people. HALO participates in E-Verify. Please see the following notices in English and Spanish for important information: E-Verify Participation and Right to Work. HALO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need reasonable accommodation because of a disability for any part of the employment process - including the online application and/or overall selection process - you may email us at ***********. Please do not use this as an alternative method for general inquiries or status on applications as you will not receive a response. Reasonable requests will be reviewed and responded to on a case-by-case basis.

Supports the clients and sales staff by performing moderate complex daily clerical functions to maintain the office and document processing. Essential Duties and Responsibilities Provide Commercial Lending Support to Commercial Relationship Managers Review and Fund Loans Processes and administers commercial loans. Records new loans, establishes relevant files, processes loan payments and maintains loan records. Obtains credit information and ensures sufficient loan collateral. Calculates loan items and charges such as interest and payments. Assists lending officers in activities such as disbursement of funds and extension of new loans. Answers client inquiries on bank products, services, accounts and policies; opens new accounts; promotes cross-selling; researches and corrects account discrepancies. Prepares loan documents, notices, and periodic loan reports. Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services Authorize payment and fees of commercial client overdrafts Approve and process commercial client's withdrawals on lines of credit Communicate with clients, attorney's, insurance companies, title companies, and various other professionals Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients Process wire requests for clients. Assist other AAs and other departments with administrative support when needed Performs all other duties as assigned Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position: High school diploma or GED and 5+ years of experience or equivalent combination of education and experience About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ********************* Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefit Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube