Service Representative jobs at Security National Bank

Please share your updated resume - *******************************. CCaaS USCAN Functional Implementation Consultation VISA - Any Visa Except CPT Job description Responsibilities Requirements Gathering oCollaborate with stakeholders to understand business processes customer service workflows and pain points oUnderstand caller profiles and their intentobjectivesneeds when making a call oAnalyze call data and statistics from Avaya system to inform future design oCollaborate with marketing and branding team to understand their key design and messaging considerations oIdentify caller touch points call center chat social media email my GEHCcom mobile app text media blending Solution Design oDemonstrate Genesys capabilities and features along with best practices and use of AI for a modern customer experience oPresent design choices of flows menus and routing logic and help select the most appropriate option oOptimize design and automation to reduce wait times and improve customer experience oPropose functionality to drive self service and reduce need for interaction with a live agent oConsider integrations with CRM and other systems to streamline the process and provide an omnichannel experience Testing and Validation Planning oDefine and document test cases and validation steps oSelect testers and articulate testing expectations oBuild test execution plan and defect tracking process Documentation and training oDocument design and propose a process for keeping the documentation up to date as the system evolves oCreate training material SOPs Knowledge articles for users and functional owners oDefine KPIs and ways to ensure customer satisfaction with the experience Qualifications Official Genesys implementation partner with relevant certifications 5 years Genesys design and implementation experience Experience designing call systems for B2B Prior experience incorporating marketingbrand identity in caller experience Industry experience Proven experience with documentation and training material References of prior implementations US hours availability Skills Mandatory Skills : Genesys Contact-Center,Avaya Collaboration Suite,Cisco Webex,NICE Contact Center

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 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. Location: 7677 Henneman Way, McKinney, Texas

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 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 Location: 7677 Henneman Way, McKinney, Texas

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. May schedule client appointments and/or conference room for appointments. Assemble/generate materials including paperwork and reports for client meetings. Understand and ensure business adherence with firm and financial industry regulatory policies. May manage FA and Team's social media presence (website, LinkedIn, X, etc.). Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. Seek ways to enhance FA(s) business effectiveness and marketability. Initiates and completes all transactions to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: 2+ years of prior industry and/or administrative work experience. Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. Detail oriented with an emphasis on accuracy. Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. Good analytical and critical problem-solving skills. Bachelor's degree preferred, not . #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

ABOUT REPAY REPAY (“Realtime Electronic Payments” / NASDAQ TICKER: RPAY) is an established and fast-growing publicly traded financial technology and payment processing company headquartered in Atlanta, Georgia, with offices across the country. REPAY enables its customers to accept payments anytime, anywhere, and through any channel while providing a secure, seamless, and enjoyable payment experience for the end consumers. REPAY offers a comprehensive suite of electronic payment and funding solutions, including debit and credit card processing, ACH processing, Instant Funding, and electronic bill payment systems with full IVR, text, and mobile capabilities. The scalability of its products allows merchants of all sizes to add an instant arsenal of intelligent payment technology solutions to their businesses without significant development costs or infrastructure investments. ABOUT THE ROLE REPAY is looking for an Associate Customer Service Representative to provide an excellent customer support experience to our clients, agents, and partners. Each interaction is an opportunity to educate our clients on our industry leading products, as well as showcase how you and REPAY are best in class with exceptional talent and service. We offer a full benefits package, a competitive compensation package, and a stellar work environment where we empower each employee to make contributions that have impact on our company's continued growth and success. This position investigates and resolves software and hardware problems of existing clients and applicants. RESPONSIBILITIES Completed training courses and attain the knowledge required to assist our Customer Database Effectively manage client technical, billing, and product inquiries via phone, chat, email, or CRM case Consults with EPP vendors, programmers, IT staff, Business Development staff, to explain software errors and/or recommend changes to programs. Contacts software and hardware vendors to request service regarding defective products. Assists with writing or revising user training manuals and procedures for both internal and external processes. Technical training documents, integration kits, written in non-technical terms. Troubleshoot batch upload issues; work with EPP vendors as necessary to resolve issues. Be the primary CS professional responsible for Set Up and installation of applications and equipment. Train other CS professionals to act as a backup. Meet and exceed service level goals set for the Customer Service Team Follow communication procedures, guidelines, and policies Provide appropriate solutions and alternatives to issues and follow up to ensure resolution and client satisfaction Keep records of all client interactions Proactively communicate with our clients to help them understand the products and services REPAY offers SKILLS & EXPERIENCE NEEDED Proven technical customer support experience 2+ years of merchant services / payments industry experience preferred Ability to manage difficult or emotional customer situations. Responds promptly to customer requirements and solicits customer feedback to improve service satisfaction. Demonstrates a positive attitude with a willingness to continually develop skills and knowledge base. Able communicate effectively, focus on the customer, collaborate with others, solve problems creatively and demonstrate high integrity. Attention to detail in composing, typing, and proofing materials, establishing priorities and meeting deadlines. Ability to work in a ticket and metrics driven environment Familiarity with CRM systems and practices (e.g. Salesforce) Must be able to communicate in a clear and logical fashion verbally and in writing Must take pride and satisfaction in helping people Must prioritize identifying and solving problems above merely answering questions WHY JOIN REPAY.… BECAUSE CULTURE IS EVERYTHING GROWTH & PEOPLE-CENTERED LEADERSHIP As the industry-leading financial technology provider in the Consumer Finance and Business to Business spaces, we continue to set the standard for application development and delivery. In 2019, REPAY became a public company listed on the Nasdaq Stock Market (RPAY). For the past three consecutive years, we have placed on the ACG Atlanta Georgia Fast 40, a list recognizing the top 40 fastest-growing middle-market companies in Georgia. REPAY's leadership empowers each team member to make a difference and stretch to their fullest potential. Our dedication to frequent, transparent communication is shown with companywide meetings where our leaders share company vision and encourage employees to ask questions. FUN WORK ENVIRONMENT & GREAT TEAMS We offer it all: business to casual dress, great snacks & beverages, and open-air collaborative team settings. REPAY has been certified as a Great Place to Work company for 2017, 2018, 2019, 2020, 2021, and 2022. The REPAY team is fun, smart, collaborative, and truly enjoys working together. Making a difference in our local communities - we support several philanthropic initiatives every year to give back to our local communities. We are self-driven, motivated professionals who do not require micro-management to ensure we produce high quality and timely work. INNOVATION & EDUCATION We create highly sophisticated payment processing applications and are always pushing the boundaries of what is possible. We are constantly revolutionizing the industry by building on new ideas from clients and employees. We provide the resources necessary to ensure new innovations can develop quickly and with quality. We encourage continuing education, including professional conferences and events. PUTTING OUR PEOPLE FIRST We believe our people are the best, and we care immensely about their success. We offer a comprehensive benefits package which includes 100% coverage of employee healthcare premiums and several free benefits, including life insurance, disability insurance, and work-life balance resources. All benefits go into effect day one. Our employees' futures are important to us, which is why we have a 401(k)-employer match and and an Employee Stock Purchase Plan. REPAY employees are eligible to participate in our Annual Bonus Program. This bonus award reflects excellent performance of individual contributions and goals achieved during the past year. REPAY's core values are Excellence, Passion, Innovation, Respect, and Integrity. REPAY is an Equal Opportunity Employer and we promote a company culture where diversity, equity and inclusion are central. We are committed to build our teams and grow a company in which employees can succeed, regardless of race, color, national origin, sex, sexual orientation, gender identity or expression, transgender status, pregnancy, religion, age (40 and over), disability, service in the uniformed services, protected veteran status, genetic information, or any other classification protected by federal, state or local law. Celebrating our diverse backgrounds, views and beliefs allows us to embrace what makes us unique and continue to innovate and push the boundaries of what is possible. We are interested in every qualified candidate who is eligible to work in the United States. This position is not eligible for hire in California. Additionally, we are not able to sponsor visas.

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 2/9/26 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. Compensation: Starting rate $20.00 per hour Posting Location: 4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251 @RWF22 Posting End Date: 29 Dec 2025 *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 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 2/9/26 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. Compensation: * Starting rate $20.00 per hour Posting Location: * 4101 Wiseman Blvd Bldg. 201 San Antonio, TX 78251 @RWF22 Posting End Date: 29 Dec 2025 * 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.

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit! As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments. You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing. Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties. CTL is comprised of two businesses: Multifamily Lending (MFL), the nation's number one multifamily lender providing term financing from $500,000 to $25 million+ on stabilized apartment buildings with five or more units, and Commercial Mortgage Lending (CML) which provides term financing from $1 million to $25 million+ on stabilized industrial, retail, office and mixed-use properties. Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture. We have over 1,000 employees nationwide. CTL delivers fast, efficient and streamlined loan transactions to our clients, helping them build their commercial real estate portfolio for long term success. We pride ourselves on reliably providing our clients straightforward, competitively priced loan programs, which include fixed and adjustable rates, early rate lock, and simple prepayment options. Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish. Job responsibilities: Facilitate application process by interfacing with customers in taking complete applications and requesting documentation from borrowers Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager/Client Act as a liaison between the Client Manager and the processing team Review complex files with multi-layered entity documentation and examine third party reports and leases Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan Coordinate and manage marketing to customers and brokers as well as assist the Client Manager in building customer and real estate broker relationships Support Client Manager to achieve high originations and retain existing clients. You will provide a high level of customer service to both internal and external customers. Required qualifications, capabilities and skills: Minimum 2 years' experience in mortgage lending, with inside sales/customer service background. Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications. Enthusiastic and self-motivated. Superior written and oral communication. Superior customer service skills. Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand. Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization. Preferred qualifications, capabilities, and skills: College graduate preferred. Ability to make personal connections, engage customers, and remain courteous and professional in a team environment. Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately. Superior interpersonal communication skills, as well as strong attention to detail and time management. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.

**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:** + 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 2/9 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, 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. + Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. **Compensation:** + Starting rate $20.00 per hour **Posting Location:** + 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 **Posting End Date:** 10 Jan 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-509396

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: * 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 2/9 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, 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. * Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy. Compensation: * Starting rate $20.00 per hour Posting Location: * 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039 @RWF22 Posting End Date: 10 Jan 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.

Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************ ESSENTIAL FUNCTIONS 50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes: Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction; Meeting and exceeding established qualitative standards; Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives; Working with difficult customers to resolve issues; and Maintaining a high level of engagement, positive attitude, and professional appearance always. 40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes: Meeting and exceeding established individual and department quantitative standards; Providing comprehensive records on all interactions as information is received; Taking advantage of upselling opportunities whenever they arise; and Understanding policy coverages and having a strong knowledge of company products, processes, and procedures. 10% Performs other responsibilities as assigned, which includes: Assisting as needed within the customer connections department; Assisting with process improvement planning and implementation; Assisting with and participating in team functions and events for the customer connections department; and Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams. The list of essential functions is not exhaustive and may be substituted as necessary. EXPERIENCE AND SKILL REQUIREMENTS Four to six years of customer support experience. Consistent and reliable attendance is an essential function to this position. Strong verbal and written communication skills. Strong listening skills. Familiarity with ACD telephone systems and practices preferred. Customer focus and adaptability to different personality types. Ability to set and manipulate priorities and manage time effectively. Word processing and spreadsheet software proficiency required. Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness. EDUCATION AND CERTIFICATION REQUIREMENTS Associate degree in business or related field or equivalent. PHYSICAL AND WORK SCHEDULE REQUIREMENTS May require work in excess of 40 hours a week in order to complete functions of position. Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage. Ability to work at a computer up to eight hours a day. Sign-on bonus guaranteed and training bonus program in place.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Three years of experience working in the banking environment with two years of experience working with loan documentation Pay Grade 8: 1-5 years' experience Pay Grade 9: 5+ experience with at expectation or above performance Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

Assurity is looking for enthusiastic, driven, and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community, and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: ************************ ESSENTIAL FUNCTIONS 50% Provides a high level of personalized service to achieve and exceed standards including building and maintaining sustainable relationships with our customers, which includes: Being available and engaged during assigned work hours to ensure the highest level of customer satisfaction; Meeting and exceeding established qualitative standards; Identifying customers' needs, clarifying information, researching every issue and provide solutions, status and/or alternatives; Working with difficult customers to resolve issues; and Maintaining a high level of engagement, positive attitude, and professional appearance always. 40% Manages large volumes of telephone, e-mail and fax inquiries and requests from customers, which includes: Meeting and exceeding established individual and department quantitative standards; Providing comprehensive records on all interactions as information is received; Taking advantage of upselling opportunities whenever they arise; and Understanding policy coverages and having a strong knowledge of company products, processes, and procedures. 10% Performs other responsibilities as assigned, which includes: Assisting as needed within the customer connections department; Assisting with process improvement planning and implementation; Assisting with and participating in team functions and events for the customer connections department; and Assisting in special projects and other related duties as requested and serving as a member of various committees and implementation teams. The list of essential functions is not exhaustive and may be substituted as necessary. EXPERIENCE AND SKILL REQUIREMENTS Four to six years of customer support experience. Consistent and reliable attendance is an essential function to this position. Strong verbal and written communication skills. Strong listening skills. Familiarity with ACD telephone systems and practices preferred. Customer focus and adaptability to different personality types. Ability to set and manipulate priorities and manage time effectively. Word processing and spreadsheet software proficiency required. Talent required in values, work intensity, achiever, positivity, resourcefulness, command, persuasion, relationship-extension, and exactness. EDUCATION AND CERTIFICATION REQUIREMENTS Associate degree in business or related field or equivalent. PHYSICAL AND WORK SCHEDULE REQUIREMENTS May require work in excess of 40 hours a week in order to complete functions of position. Ability to maintain acceptable attendance according to the company attendance policy and following daily work schedule for appropriate coverage. Ability to work at a computer up to eight hours a day. Sign-on bonus guaranteed and training bonus program in place.

Who you are: Assist borrowers by negotiating and monitoring repayment arrangements serving the best interest of the Department of Education while considering individual borrower circumstances. Providing a high level of customer assistance by supplying detailed information pertaining to repayment and the various available programs in accordance with company policies and procedures, Fair Debt Collection Practices Act (FDCPA) laws, state privacy laws, treasury laws, Fair Credit Reporting Act (FCRA), Gramm-Leach-Bliley Act (GLBA), Telephone Consumer Protection Act (TCPA), Federal Family Education Loan Program (FFELP) regulations, and any other related regulatory compliance requirements. Who we are: Trellis Company is a nonprofit 501(c)3 corporation focused on helping people leverage the power of post-secondary education and learning to improve their quality of life and the communities where they live. For more than 40 years Trellis has served as a student loan guarantor, helping to provide trusted guidance and services that help student borrowers successfully repay their federal loans. In addition to pioneering several technologies and services along the way, we have invested in improving student success programs through numerous grants to colleges, universities, and research groups. Today we have expanded our services beyond higher education to include working with employers and community organizations who are focused on aligning the dreams, goals, and skills needs of employees and employers. Connecting these resources and learning pathways together with our expertise in improving student outcomes helps us all to create better and more predictable futures for those we serve. Our stability and vision create a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team! As we move into the future, we're drawing on our history, branching into new sectors beyond student loans, and delivering the same level of exceptional care and service that our customers have come to depend on. We remain invested in the success of students and higher education institutions. This combination of stability and vision creates a unique intersection: a startup environment at a company that also has a stable foundation, resulting in an opportunity for the right candidate to help shape our company's future. This is an exciting time to join the Trellis team! Location: The position is remote. Essential Duties and Responsibilities: The position incumbent is expected to perform the following essential duties and responsibilities of the position with reasonable accommodation. Provides borrowers and authorized 3rd party representatives with detailed information about available repayment programs and forgiveness/discharge options. Analyzes borrower eligibility for federal programs following internal and regulatory policies. Counsels borrowers to determine the appropriate program based on account eligibility, borrower's current financial situation, and their ability to repay. Counsels borrowers regarding the importance of repayment and the consequences of non-payment. Researches and responds to borrower and employer correspondence, via email, letters, and documentation. Adheres to and maintains current knowledge and compliance with FDCPA, (both State and Federal), Privacy Act, FCRA, GLBA, TCPA, and Health Insurance Portability and Accountability Act (HIPAA), as well as policies and procedures prescribed by governing agencies such as the Federal Communications Commission (FCC), Federal Trade Commission (FTC), and Consumer Financial Protection Bureau (CFPB). Monitors accounts to ensure repayment is initiated as agreed to by the borrower. Ensures compliance with all Trellis policies and procedures, scripts, and quality guidelines. Accurately enters all information into the account management system. Performs skip trace activity to gain location information. Prepares accounts for involuntary repayment, including Administrative Wage Garnishment, Federal Offset, and State Offsets as applicable. Includes direct communication with employers regarding existing garnishments. Effectively analyzes and manages assigned borrower work lists. Processes Consolidation Applications, Rehabilitation Agreements, Financial Disclosure Forms, and other requests. Initiates administrative forms and other information necessary for the borrower to satisfy selected program requirements. Actively protects and secures Nonpublic Personal Information (NPI), safeguard Personally Identifiable Information (PII), and Protected Health Information (PHI). Ensures borrowers are treated with the utmost respect and be mindful of customer interactions and the impact on both the Company and borrower. Assists other teams within Borrower Services with high priority and or unexpected high-volume tasks including but not limited to: Processes refunds and miscellaneous transactions to comply with changes in borrower status, Federal Guidance and Trellis Procedures. Processes incoming and outgoing correspondence. Assists with transactional and demographic updates as required. Participates in training and other learning opportunities to ensure compliance and expand knowledge of company, position, and process. Non-Essential Duties and Responsibilities: May assist Spanish speaking borrowers. Assist with claims processing as needed. Provide feedback to Management on a variety of work-related processes and procedures to improve or enhance a process and performance. Assist with training support of new and transferred team members. Actively support the team and team responsibilities. All other duties and responsibilities as assigned Knowledge, Skills, and Abilities: Strong communication, numerical, analytical, critical thinking, and decision-making skills. Must be proficient in written and verbal communications. Strong understanding and ability to interpret and apply changing voluntary and involuntary repayment options available to the borrower, including understanding workflow and requirements of each program to be able to ascertain the account status. Demonstrated ability to utilize software, scripts, run queries, and tools appropriately. Demonstrated ability to prioritize work assignments and maintain activities within prescribed performance standards. Accurately handle multiple tasks and be detail oriented in a fast-paced working environment. Capable of learning new skills and adapting to change, work under pressure and meet established deadlines. Ability to work with and protect sensitive or confidential information and documentation. Strong negotiation and/or collection skills. Strong, current knowledge of federal and state laws and regulations. Intermediate Microsoft Office product proficiency. Qualifications: Education Required: High school diploma or equivalent. Preferred: Some college, up to or including an associate degree. Experience Two (2) years office experience in loan servicing, collections, customer service, customer contact center, financial services, or student loan environment. Physical and Mental Demands: Occasionally must move about inside the office. Repetitive motion. Regularly operates a computer, phone, and general office equipment. Regularly required to handle, feel, grasp objects, and reach across a work area. Regularly communicates with other employees and on the phone, virtually, or in person with clients. Regularly converses with internal and external contacts. Visual acuity. Regularly must have close visual acuity to view and enter information into computer and software systems, analyze data, develop presentations and reports, and other materials. Mental focus. Requires worker to maintain focus and exchange detailed and accurate information through oral and written communication. Work Environment: Work may be conducted remotely or in an office with a surrounding small cubicle environment. Office work environment is climate controlled with no substantial exposure to adverse environmental conditions. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, gender identity or sexual orientation. We are also an equal opportunity employer of individuals with disabilities and protected veterans. Please view Equal Employment Opportunity Posters provided by OFCCP.

At American Bank, we're focused on building personal and meaningful relationships with our clients, delighting them with our service, and providing a full range of forward-thinking products and solutions built around their specific goals. We're growing and we need talented, smart, and dedicated professionals to help us continue expanding. If you're interested in forming lasting client relationships and working with the best bankers in the Lone Star State, let's talk. As the Client Relationship Specialist, you will be supporting our commercial lending officers by coordinating and managing all facets of the lending process. Essential Duties & Responsibilities Delivers the highest level of service and support to internal partners and external clients Help gather financial and legal information necessary to underwrite loan requests prepare and review loan reports and internal documentation Help prepare loan memos for circulation to bank officers Gather, organize and help maintain the financial and legal documentation necessary to ensure the bank is in strict compliance with bank regulations. Coordinate with law offices, title companies, appraisers and surveyors to gather and organize the documents needed to close loan transactions. Properly authenticate customer identity and authorization to act on behalf of the account Review work for accuracy and completeness, assist others in resolving issues, approve transactions within authority levels, and trains others in department operations Provide support to all assigned areas of the department where service or assistance is needed; act as backup for loan department positions and functions Assist loan officers in managing loan pipeline by requesting/gathering information and clearing loan exceptions Coordinate the signing of documents with clients, funding of loan, or any other assistance Manage and set up forms and agreements for loan payments Ensure accuracy and proper use of tracking for key information such as Flood Insurance, Property Tax Insurance, UCCs, etc. Maintain an active knowledge base of the bank's loan products and an understanding of the qualifications required Performs official notary services as required Follows policies and procedures; completes administrative tasks correctly and on time; supports the bank's goals and values Performs other duties and special projects as assigned Qualifications Superior service skills Strong attention to detail Excellent written, verbal, and interpersonal communication skills Ability to manage multiple files or tasks at a time and in different stages Experience with loan banking systems including CRM (customer relationship management tool) Ability to meet deadlines and follow directions in a timely, accurate and confidential manner Ability to work independently and collaboratively as needed Proficient typing and PC skills with word processing and spreadsheet applications Knowledge of loan documentation Experience with commercial lending preferred Intermediate knowledge of related state and federal banking compliance regulations, and other bank operational policies Intermediate experience, knowledge and training in branch operation activities, terminology and products and services relating to retail and commercial accounts Experience Required Position level depends on years of experience with loan documentation: Level I: 1-5 years of experience Level II: 5+ years of experience Sr. Level: 10 or more years of experience Education High school graduate or equivalent required College level business or related banking courses preferred. Bachelor's degree preferred but not required.

Established in 1964 in Omaha, Nebraska, our family-owned financial institution's vision is to be the best in class in meeting the evolving financial needs of our customers. Our extensive history and family-owned legacy give us a deep and genuine understanding of how to serve and treat our customers. We offer a holistic financial approach with solutions for personal, business and wealth in three markets: Iowa, Nebraska and Texas. As a community bank, we value long-term partnerships built on trust and integrity. As an employer, we take pride in building meaningful relationships and celebrating the unique differences that define each team member; it's what makes us a stronger unit. It's one of the many reasons why creating a strong culture of empowerment, support, and opportunity is an ongoing focus. REQUIRED WORK SCHEDULE: Monday - Friday from 8:30am - 5:30pm, and every other Saturday morning JOB SUMMARY This position is responsible for providing prompt and efficient transaction services to clients. This position requires professional customer focus, achievement of service standards, a high degree of accuracy and adherence to Bank policies and procedures. ESSENTIAL FUNCTIONS Provide Customer Interactions & Service (45%) * Consistently provides the highest level of professional service by following the Personal Interaction Expectations (PIEs). * Assists customers with inquiries in-person and over the telephone in a professional manner. * Accurately answers general customer inquiries regarding transactions. * Provides a seamless transition to banker in person or over the phone for more complex transactions. * Evaluates customer concern to identify appropriate action. Accurately Processes Customer Transactions (45%) * Accurately processes transactions to include but not limited to demand deposit accounts, savings accounts, check cashing, cashier's check, credit card payments, and loan payments. * Utilizes resources and tools to navigate client account portfolio(s) within the Bank software. * Understands debits and credits as related to transaction balancing. * Maintains required cash drawer limits and adheres to drawer security procedures. * Balances cash drawer according to procedures and maintains assigned balancing ratio. * Communicates offages with supervisor immediately to research discrepancies according to balancing standard guidelines. * Adheres to branch security procedures and regulations. * Reviews all customer accounts for pop-up warnings. * Asks appropriate questions to identify potential fraud and suspicious activity and follows process and procedures to prevent both customer and bank loss. * Assists branch and fellow team members by achieving goals and sharing responsibility of daily tasks. * Follows the branch opening and closing procedures set by Branch Delivery. Product Knowledge and Services (10%) * Understands the Banks products and services as they relate to frequently asked questions. KNOWLEDGE, SKILLS AND ABILITIES * Ability to professionally communicate verbally to external customers. * Effectively communicates verbally and in writing at a professional level to internal customers. * Skills using a computer system, including Microsoft Outlook, Word and Excel. * Basic math skills with high attention to detail to accurately perform bank-related financial transactions. * Ability to balance debits and credits. * Ability to provide personalized customer interaction confidently. * Ability to calmly handle high stress situations and maintain a positive level of energy. * Ability to maintain customer confidence, act with integrity and protect the bank operations by keeping information confidential. * Ability to work in a team environment while interacting in a positive and respectful manner with co-workers and management. * Ability to maintain predictable and reliable attendance and meet scheduling requirements. * Ability to complete required training by assigned due date. EDUCATION* * Minimum of a High school diploma or equivalent required. EXPERIENCE* * Minimum of 6 months of customer service experience required. * Minimum of 6 months of cash handling/cashier experience preferred. * Equivalent education and experience will be considered PHYSICAL REQUIREMENTS While performing the duties of this job, the employee is regularly required to stand; use hands to type, handle cash and office-related objects; reach with hands and arms; and talk and hear. The employee frequently is required to walk. The employee is occasionally required to stoop or kneel. Occasionally required to lift bags of coin weighing up to 52 lbs. with assistance. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception. WORKING CONDITIONS This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Employee is occasionally required to work outside for brief periods of time in heat/cold and wet/humid conditions to balance the ATM, adjust the flag and/or tidy the external branch environment. AFFIRMATIVE ACTION Security National Bank provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.