Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today!
Key Responsibilities:
* Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor.
* Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up.
* Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers.
* Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement.
* Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts.
Required Qualifications:
* Bachelors degree or equivalent.
* 3 - 5 years relevant experience required.
* Series 7 or ability to obtain within 150 days.
* State securities agent registration (S63 or S66) or ability to obtain within 150 days.
* Experience working in a client service environment.
* Detail-oriented, strong math, and analytical skills. Good organization and time management skills.
* Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision.
* Able to communicate with all levels within the organization. Process oriented and can work with a team.
* Strong computer and software skills.
Preferred Qualifications:
* State IAR registration (S65 or S66) or ability to obtain within 150 days.
* Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days.
About Our Company
We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.
Full-Time/Part-Time
Full time
Exempt/Non-Exempt
Non-Exempt
Job Family Group
Business Support & Operations
Line of Business
AAG Ameriprise Advisor Group
$37k-46k yearly est. 3d ago
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Commercial Lines CSR
Insurance Recruiter Services
Service advisor job in Phoenix, AZ
$40,000 per year to $55,000 per year
is in office in Northeastern Phoenix near Scottsdale AZ and is NOT remote
The Commercial Insurance Customer Service Representative (CSR) plays a critical role in supporting our small business commercial clients by delivering exceptional service, maintaining policy accuracy, and ensuring a smooth client experience from onboarding through renewal.
This role partners closely with Producers to support businesses such as contractors, professional services, retail, hospitality, and other local enterprises. You'll be the trusted point of contact helping business owners protect what they've built.
Core Duties and Responsibilities:
Client Service & Support
Provide day-to-day service support for a portfolio of small business commercial accounts including a segment of house accounts
Serve as a primary point of contact for commercial clients regarding policy changes, certificates, endorsements, and coverage questions
Respond to client inquiries in a timely, professional manner
Build strong, long-term relationships with clients through consistent, high-quality service
Policy & Account Management
Process endorsements, renewals, audits, cancellations, and policy changes
Prepare and issue certificates of insurance (COIs) and evidence of property insurance (EPIs)
Review policies, confirms endorsements, and binders for accuracy
Maintain complete and accurate documentation in the agency management system
Renewals & Marketing Support
Assist with renewal preparation, including gathering underwriting information and documentation
Support account managers and producers with marketing submissions and proposals
Track follow-ups, suspense items, and carrier responses
Carrier & Internal Coordination
Communicate with insurance carriers to obtain policy information, endorsements, and documentation
Collaborate with producers, account managers, and internal teams to ensure seamless service delivery
Escalate issues when appropriate to maintain client satisfaction
What You'll Be Supporting
General Liability
Business Owners Policies (BOPs)
Commercial Auto
Workers' Compensation
Professional Liability (E&O)
Property & Umbrella Coverage
(Experience with small business package policies is a plus)
Qualifications & Skills
Required:
Active Property & Casualty insurance license
2+ years of experience in commercial insurance service or account management
Strong understanding of commercial insurance coverages and terminology
Excellent organizational, communication, and customer service skills
Ability to manage multiple priorities and meet deadlines
Proficiency with agency management systems (AMS360 experience preferred)
Preferred:
Experience within the independent agency model
Familiarity with certificates, endorsements, and renewal workflows
Why Join Us?
Collaborative, people-first culture
Opportunity to work with experienced professionals in a growing agency
Competitive compensation and benefits
Career development and ongoing training opportunities
Who You Are
You're a service-minded professional who takes pride in accuracy, responsiveness, and building trust. You enjoy supporting a team, solving problems, and helping clients protect what matters most.
Essential Physical Requirements
Must be able to work from a sitting position for extended periods of time.
Must be willing and able to work in front of a computer monitor for extended periods of time.
Must be able to work on a standard computer keyboard for extended periods of time.
Must be able to work in a cubical environment during the workday with limited or no distraction.
Employee Benefits Include:
Medical Plan
Dental Plan
Vision Plan
401k
Live Health Online
Life Insurance
Disability
Supplemental Benefits
No waiting period to use accrued PTO
Training
Employee Assistance Program
National Discounts & much more!
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization
$40k-55k yearly 5d ago
Customer Service - Recent Graduates - 3 days' work week, PTO, Comprehensive benefits, Opportunities for advancement - Phoenix, AZ
Medaire 4.0
Service advisor job in Phoenix, AZ
This is an exciting opportunity to work for a global company with opportunities for advancement. We are the world's leading medical and travel security risk services company and work with private and commercial airlines to provide crew members and travelers with medical and security advice in their time of need.
Our customer service team is responsible for providing all types of assistance for medical, security, and logistical-related requests originating from our Global Response Centre to our clients. We deliver high-quality service, through effective case management, bringing swift and accurate resolution to situations presented. Execute cases with high standard customer service and work collaboratively between operations, medical, and security specialists.
Our team provides an empathetic and efficient delivery of the whole range of 24-hour assistance services and general customer service programs to our clients.
Required Work Experience
1 - 2 years of experience in logistics and customer service is required.
Experience working in logistics, travel, and/or healthcare sector is desirable·
Experience in a phone-based or call center environment is desirable.
Experience working in a fast-paced, demanding environment.
If interested, please apply Submit application for International Operations Specialist Trainee
$27k-34k yearly est. 5d ago
Customer Service Representative 2 ( Chandler, AZ )
Sunrise Systems, Inc. 4.2
Service advisor job in Chandler, AZ
Customer Service Representative 2
12 months
Chandler, AZ 85225
Pay Rate: $16/hr W2
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Provide a service such as a license, registration, title, permit, or program eligibility information
Check to ensure that appropriate changes were made to resolve customers' problems.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Refer unresolved customer grievances to designated departments for further investigation.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Performs journey level customer service activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customer service complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis
Required Skills
Follows established guidelines
Solving difficult customer service complaints/problems
Customer Service Experience
Preferred Skills
Bilingual
Our client is seeking a Customer Service Specialist for a contract to hire opportunity in Scottsdale Arizona. This role is ideal for a high-energy, people-driven professional who is passionate about growth, connection, and delivering exceptional customer experiences in a fast-paced, personal development-focused environment.
Company Profile:
Professional Services
In buisness over 20 years
Customer Service Specialist Your Role:
This Customer Service Specialist role is focused on building relationships, fostering engagement, and ensuring customers feel supported, inspired, and accountable to their growth. The Customer Service Specialist will play a critical role in customer experience, community building, and ongoing enrollment support.
Serve as a primary Customer Service Specialist, delivering exceptional customer experience and engagement across programs and events
Support live courses, calls, and events by welcoming customers, setting the tone, and ensuring readiness and participation
Build and maintain strong, long-term customer relationships through consistent check-ins and accountability support
Engage customers through social media and internal platforms to strengthen community, momentum, and connection
Support growth initiatives by educating customers on continued development opportunities, referrals, and enrollment options
Track customer engagement, maintain accurate records, and participate in team planning and debrief sessions
Provide administrative and operational support to ensure seamless execution of customer-facing activities
Customer Service Specialist Background Profile:
2+ years of experience in a Customer Service Specialist, Customer Support, Customer Success, or client-facing role
Experience supporting live events, programs, or customer communities preferred
Strong communication skills with a warm, confident, and professional presence
High comfort level learning systems, databases, and internal processes
Features and Benefits while On Contract:
We go beyond the basic staffing agency offerings! You can see the extensive list of benefits on our website under the Candidate Benefits tab.
Features and Benefits of Client:
Paid time off and paid holidays
Medical Dental Vision
Career growth and advancement opportunities
Ongoing personal and professional development programs
A high energy, people centered work environment
$30k-37k yearly est. 4d ago
Customer Service Representative 3
I3 Infotek Inc. 3.9
Service advisor job in Phoenix, AZ
Shift: Day Shift | Monday-Friday | 8:00 AM - 5:00 PM
The Customer Service Representative 3 is a customer-facing, onsite role involves direct interaction with taxpayers, handling payments, and providing licensing-related assistance in accordance with state laws and procedures.
Key Responsibilities
Assist taxpayers in person with licensing inquiries and applications
Receive, process, and apply payments (cash, checks, money orders)
Perform daily reconciliation and end-of-day till balancing
Update and maintain accurate taxpayer records
Explain licensing laws, rules, and procedures clearly and professionally
Ensure accuracy in data entry and financial transactions
Required Skills & Experience
Minimum 2+ years of experience in:
Customer service
Data entry
At least a few months of cashiering experience
Comfortable handling cash and financial transactions
Strong communication and customer-handling skills
Preferred Skills
Bilingual (Spanish-speaking preferred)
Additional Requirements
Local candidates only (must already be in Phoenix, AZ at time of submission)
Resume must clearly state current location
Must be available for in-person interviews within 1 week of posting close
100% onsite role - no remote option
Security clearance required
Seasonal position
$29k-37k yearly est. 5d ago
Customer Service Representative
Dexian
Service advisor job in Phoenix, AZ
The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists
Responsibilities
Communicate with customers via phone, email and chat
Provide knowledgeable answers to questions about product, pricing and availability
Work with internal departments to meet customer's needs
Data entry in various platforms
Qualifications
At least 1 - 3 years' of relevant work experience
Excellent phone etiquette and excellent verbal, written, and interpersonal skills
Ability to multi-task, organize, and prioritize work
$28k-37k yearly est. 3d ago
Customer Service Representative
Hire Score LLC
Service advisor job in Scottsdale, AZ
Join a growing environmental services firm with offices across the U.S., known for hands-on leadership and supportive teams. As a Customer Service Representative, you'll serve as the voice and face of our client-building trust, resolving complex issues, and ensuring every customer feels heard and valued.
This role is ideal for someone who genuinely enjoys helping others, brings empathy and professionalism to every interaction, and values being part of a collaborative, service-driven team. The ideal candidate has a strong foundation in customer service, excels at problem-solving and conflict resolution, and is motivated to make a meaningful impact every day.
What You'll Do:
Deliver outstanding support through phone, email, and other channels-responding promptly, accurately, and with a positive attitude.
Understand and anticipate customer needs, providing thoughtful, effective solutions that ensure satisfaction and loyalty.
Handle escalated or complex issues with professionalism, empathy, and a focus on long-term resolution.
Build genuine relationships by engaging customers in open, helpful, and solution-oriented communication.
Process orders and maintain accurate records of customer interactions using CRM and ticketing systems.
Think creatively to develop innovative solutions and process improvements that elevate the customer experience.
Collaborate across departments to ensure smooth order fulfillment, issue resolution, and service consistency.
Proactively identify trends and recommend strategies to enhance retention and overall customer satisfaction.
Follow best practices and communication standards that reflect company values and service excellence.
Qualifications:
3+ years of customer service experience, preferably in a senior or escalation-handling capacity.
Expertise in CRM and support platforms (will work with Zendesk -ticketing system-Zendesk or other similar ticketing system preferred)
A calm, empathetic demeanor with the ability to de-escalate and resolve challenging situations.
Exceptional communication skills-clear, professional, and persuasive both verbally and in writing.
Strong analytical and problem-solving skills, with attention to detail and sound judgment.
Excellent organizational abilities, including multitasking and prioritizing under pressure.
A collaborative spirit, eager to support both customers and teammates
$28k-37k yearly est. 5d ago
Customer Service Representative
Randstad USA 4.6
Service advisor job in Scottsdale, AZ
As a Representative, you'll provide extraordinary care to our members, partners, plan sponsors and investment professionals. You will understand high-level product/plan and regulatory requirements to analyze and resolve general account, plan fees or plan inquiry questions will be key to success. Additionally, you'll effectively interpret and articulate marketing strategies when communicating with customers.
Key Responsibilities:
Receives and responds to incoming calls from investment professionals, plan sponsors and members on a variety of topics. Understands the different product suites, including current line-up and products no longer sold that still require servicing.
Responsible for interpreting and applying all changes and enhancements to new and old products, based on the daily change communications. Identifies the question(s) behind the question to proactively offer consultative expertise and uncover the unstated need.
Maintains a record of the conversations and follows a process of documentation to support our strategy of knowing our member better than anyone and use the information in a way that drives the relationship deeper.
Follows all rules and regulations to ensure compliance with FINRA or other professional licensure requirements, Nationwide policies, firms, plan documents and state and local laws.
Educates customers to ensure understanding of tax implications, penalties/surrender charges, death benefit protection, lifetime income, capital preservation and/or benefits pertaining to the plan/contract.
Analyzes problems to determine proper course of action, striving for first time final resolution. When necessary, works with internal partners to resolve escalated issues. Integrates lean methodology into daily interactions through problem-solving meetings and team huddles.
Develops and grows through monthly individual meetings with leadership to set in place a career path strategy.
Setting goals and expectations to achieve success in the role as well as future opportunities.
May perform other duties as assigned.
Education:
High school diploma or equivalent required. Undergraduate degree in finance, business administration, insurance, economics, communications preferred.
License/Certification/Designation:
ChFC, CLU, other industry designations desirable FINRA series 6 and/or 26 licenses preferred and may be required based on assigned product/line-of-business or distribution system.
Experience:
One year of experience in customer service, sales related occupations.
Knowledge, Skills and Ability:
Knowledge of various insurance products and the sales process.
Solid understanding of the state and local laws necessary to understand the legal implications of certain product features in different states.
Understands the consequences of not following the FINRA rules and regulations.
Excellent verbal and written communication skills to effectively communicate with others. Proficiency with computers and common office software.
Ability to understand general aspects of plan/contract and utilizes technology to enhance conversations with customers.
Other criteria, including leadership skills, competencies and experiences may take precedence.
$29k-36k yearly est. 2d ago
Retirement Service Consultant
Ascensus 4.3
Service advisor job in Phoenix, AZ
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. ALL LEVELS WELCOME TO APPLY (ENTRY THROUGH SENIOR LEVEL)
Position Purpose:
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Retirement Services Consultant will develop and maintain a detailed understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Retirement Service Consultant works with the Relationship Manager to deliver client satisfaction by providing retirement plan and operational expertise, proactively identifying, owning and resolving client issues and engaging clients with value added consulting.
We are hiring entry level through senior level associates so all experience levels are encouraged to apply.
Essential Duties and Responsibilities:
* Responsible for protecting, securing, and proper handling of all confidential data held by Ascensus to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to Ascensus or our clients.
* The I-Client philosophy and the Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day to day basis showing your support of our organizational culture.
* Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and Ascensus business and product offerings
* Consistently provide a high level of consultative proactive client service in a professional manner.
* Develop effective working relationships with team and internal departments in order to provide effective service for our clients. Successfully identify record and monitor assigned items; includes determining required action for resolution of client issues.
* Ensure inquires and issues are resolved and service levels are met.
* Provide thorough, high quality research, problem solving and issue resolution
* Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
* Participates in creating a strategy with Relationship manger to ensure client retention.
* Identify, document and address risks through superior client service. Communicate with team in order to keep all informed and support current client strategy.
* Assist in the management of vendor relationships on behalf of clients and partner.
* Deliver client retention by anticipating client's needs, recommending changes or actions, in conjunction with the Relationship manager.
* Achieve individual and team goals for service levels, growth and retention for assigned book of business.
* Identify and document systematically "opportunity plans" working with Relationship Manager on a strategy to mitigate risk.
* Achieve individual and team goals, for service levels, growth and retention risks through servicing your clients.
* Proactively communicate with the client and partners regarding all components of service delivery. Solicit and share feedback with appropriate internal resources in order to improve the client experience.
* Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
* Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.).
* Assess client objectives, needs and behaviors to suggest plan, product or functionality changes to improve results for our clients.
* Educate client regarding plan features, product capabilities or Ascensus functionality and process.
* Develop ideas for improvement and provide feedback/solutions to plan sponsor and financial professional to minimize risk and improve process.
* Act in the role as the subject matter expert on specific topics for initiatives with responsibility for training and assisting others across departments in area of expertise.
* Provide training to members of team as opportunities arise.
* Perform other duties and participate in or lead special projects as assigned.
Minimum Requirements:
* Bachelor's degree or equivalent work experience.
* Direct client experience and Retirement Services industry experience or thorough knowledge preferred
* Certification or working towards certification (ASPPA, CEBS, etc.) in industry-related studies program preferred.
* Excellent written and verbal communication skills. The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization, as well as with our client base.
* Excellent presentation skills, business etiquette, client service skills and time management.
* Demonstrated professionalism in all aspects of the role.
* Experience with financial services systems (i.e. recordkeeping, trust, trading); and experience with plan recordkeeping and trust reconciliation.
* Proficiency in Microsoft Office software applications, specifically Word and Excel required, Access and PowerPoint preferred.
* Excellent analytical and problem resolution skills.
* Knowledge of retirement plans, ERISA, DOL and IRS regulations, and plan documents (individually designed and prototype).
* Ability to work in a team environment to ensure common goal of providing exceptional client service.
* Ability to work well under pressure with multiple priorities and deadlines in a demanding environment.
* Ability to make sound business judgments concerning issues which, if mishandled, have the potential to create substantial financial and client relations liabilities for the company.
* Ability to work extended hours to meet business needs as required.
* Quality focus with attention to detail.
* Handle other essential tasks as assigned.
The national average salary range for this role is $40K-80K in base pay, exclusive of any bonuses and benefits. This base salary range represents the low and high end of the salary range for this position. Actual salary offered will vary and may be above or below the range based on various factors including but not limited to location, experience, performance, and internal pay alignment. We do not anticipate that candidates hired will begin at the top of the range however, from time to time, it may occur on a case-by-case basis. Other rewards and benefits may include: 401(k) match, Medical, Dental, Vision, Paid-Time-Off, etc. For more information, please visit careers.ascensus.com/#Benefits.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 MBps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying.
Ascensus provides equal employment opportunities to all associates and applicants for employment without regard to ancestry, race, color, religion, sex, (including pregnancy, childbirth, breastfeeding and/or related medical conditions), gender, gender identity, gender expression, national origin, age, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, military or veteran status, genetic information, sexual orientation, criminal conviction record or any other protected category in accordance with applicable federal, state, or local laws ("Protected Status").
$40k-80k yearly 60d+ ago
Destination Services Consultant
Dwellworks Brand 4.1
Service advisor job in Phoenix, AZ
This role combines temporary assignments with a flexible schedule for individuals that are passionate about introducing their city to newcomers! It is an opportunity to provide one-on-one guidance through a mixture of both in-person support as well as virtual.
JOIN OUR TEAM AND MAKE A DIFFERENCE!
Are you a detail-oriented individual who is passionate about your community?
Are you customer service minded and enjoy helping others?
Are you skilled in researching, planning and organizing projects/events?
Are you interested in a professional opportunity that allows you flexibility and autonomy?
If you enthusiastically answered yes to all the above, then a Destination Service Consultant (DSC) opportunity with Dwellworks is a match for you!
This is an assignment-based opportunity. You will be engaged as an independent contractor. Contract assignments can range depending on the specific program selected for the individuals relocating.
Our Destination Services Consultants provide local support and expertise to employees and their families who are being relocated. The DSC provides an array of services for the individuals being relocated such as:
Performing area orientations
Helping to secure housing
Identifying schools for enrollment
Opening bank accounts
Securing a Social Security Number
Obtaining a driver's license
Qualifications
Expert knowledge of city and surrounding areas, including local schools
Possession of a valid driver's license, as the consultants are expected to drive clients in the area in their personal vehicle
Proficient in basic computer applications
A flexible schedule that would accommodate an ad hoc working style
Skills
Excellent verbal and written communication
Ability to research efficiently
Effective at problem-solving
Skilled in time-management
Please note that this opportunity does not pair well with full-time employment due to the ever-changing program needs.
WANT TO LEARN MORE
*******************************
$28k-46k yearly est. 7d ago
Associate Customer Service Representative - Credit Cards - Bilingual (Spanish/English)
W.F. Young 3.5
Service advisor job in Phoenix, AZ
About this role:
Wells Fargo is seeking an Associate Customer Service Representative - Bilingual (Spanish/English) in Consumer Lending. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
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 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 classroom training period
Ability to work additional hours as needed
Must work on-site at the location posted
This position is not eligible for Visa sponsorship
Must complete and pass required language assessment
Eligible to receive language differential
Training Schedule:
Classroom training will be for 8 weeks, Monday - Friday, 8:30 am - 5:00 pm. Work schedule after classroom training will be provided prior to start date.
We're open 24 hours, 7 days a week.
Your regular work schedule will be based on business need and will include working a weekend day and some holidays.
Job Location:
2150 W Pinnacle Peak Road, Phoenix, AZ 85027
Posting End Date:
27 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.
$30k-36k yearly est. Auto-Apply 1d ago
Associate Customer Service Representative Spanish Bilingual Everyday Banking
Wells Fargo Bank 4.6
Service advisor job in Phoenix, AZ
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 speaking and reading 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 03/09 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, Open 24 Hours. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift.
Posting Location:
2202 W Rose Garden Ln, Phoenix AZ 85027
@RWF22
Posting End Date:
2 Feb 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$32k-39k yearly est. 3d ago
Part-time Member Service Consultant
Credit Union West 3.6
Service advisor job in Peoria, AZ
Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 15%, depending on position
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Be part of our award-winning team!
The role is a part-time position, scheduled for 20-25 hours per week. Please note that all new team members must complete a five-week, full-time training program at our corporate office in Glendale, AZ.
POSITION SUMMARY
Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, new accounts, account maintenance and consumer loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
• Teller Activities - Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Encourages members to adopt digital services.
• New Account and Member Maintenance - Opens, maintains and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up and encourages member adoption of digital services. • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• Performs other duties as assigned.
QUALIFICATIONS & REQUIREMENTS
EDUCATION: A high school diploma or G.E.D.
EXPERIENCE: A minimum of 0-1 year of customer service experience, preferably in a financial institution. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. Bilingual preferred.
SKILLS & COMPETENCIES
• Live the mission, vision, and core values of the credit union.
• Thorough knowledge and understanding of organization's Employee Handbook.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization's Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
$29k-47k yearly est. Auto-Apply 56d ago
Customer Service Representative (CSR)
I3 Infotek Inc. 3.9
Service advisor job in Phoenix, AZ
Job Title : Customer Service Representative (CSR)
Fully onsite for first week (training)
Then 1-2 days/week onsite
Job Type
Staff Augmentation
Hourly | 40 hours/week
Day Shift: 8:00 AM - 5:00 PM
Job Summary
The Customer Service Representative will handle incoming calls. The role involves providing accurate information regarding licensing, payments, compliance questions, and general inquiries. This position requires strong communication skills, attention to detail, and the ability to work in a fast-paced call center environment.
Key Responsibilities
Answer high-volume inbound calls professionally and efficiently
Provide information on licenses, payments, compliance, and general board inquiries
De-escalate customer concerns and resolve issues effectively
Accurately document calls and customer information in CRM systems
Perform phone interviews while entering data simultaneously
Maintain professionalism under pressure and time constraints
Required Skills & Qualifications
1+ year of call center experience
Typing speed: minimum 45 WPM (must be listed on resume)
Experience using CRM software (specific CRM must be mentioned on resume)
Strong verbal and written communication skills
Proficiency with computers, phone systems, and software applications
Ability to work in a high-volume, fast-paced call center
Ability to sit for extended periods
Preferred Skills
De-escalation techniques
Google Suite (Docs, Sheets, Gmail, etc.)
Knowledge of customer service best practices
Knowledge Areas
Problem resolution
Business English (grammar, sentence structure, punctuation)
Customer service complaint handling
$29k-37k yearly est. 3d ago
Customer Service Representative 2 (Phoenix AZ)
Sunrise Systems, Inc. 4.2
Service advisor job in Phoenix, AZ
Customer Service Representative 2
12 months
Phoenix locations (Onsite)
5 openings - 4635 S. Central Ave., Phoenix, AZ 85040
1 opening - 5324 E. Washington St., Phoenix, AZ 85034
2 openings - 4522 W. Indian School Rd., STE 4-9, Phoenix, AZ 85031
Pay Rate: $16/hr W2
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Provide a service such as a license, registration, title, permit, or program eligibility information
Check to ensure that appropriate changes were made to resolve customers' problems.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Refer unresolved customer grievances to designated departments for further investigation.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Performs journey level customer service activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customer service complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis
$16 hourly 5d ago
Associate Customer Service Representative - Credit Cards - Boots to Banking
Wells Fargo 4.6
Service advisor job in Phoenix, AZ
About this role: Wells Fargo is seeking an Associate Customer Service Representative - Boots to Banking in Consumer Lending. Consumer Lending businesses empower millions of customers to achieve their dreams every day. Whether it's buying a home, purchasing a car, funding a significant purchase, or making important daily credit card purchases, Consumer Lending provides important credit products and services that help our customers succeed. The group includes Home Lending; Auto; Cards, Retail and Merchant Services; Personal Lending; Consumer Lending Control; and Consumer Lending Shared Services. Find out why we're the #1 financial services company to grow YOUR career. Apply today.
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
Desired Qualifications:
* Military experience researching and assessing questions, process, and procedures to make recommendations on solutions.
* Military experience with tracking information in multiple computer systems with high level of accuracy.
* 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 classroom training period
* Ability to work additional hours as needed
* Must work on-site at the location posted
* This position is not eligible for Visa sponsorship
Training Schedule:
* Classroom training will be for 8 weeks, Monday - Friday, 8:30 am - 5:00 pm. Work schedule after classroom training will be provided prior to start date.
* We're open 24 hours, 7 days a week.
* Your regular work schedule will be based on business need and will include working a weekend day and some holidays.
Job Location:
* 2150 W Pinnacle Peak Road, Phoenix, AZ 85027
Posting End Date:
20 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.
$32k-39k yearly est. 8d ago
Part-time Member Service Consultant
Credit Union West 3.6
Service advisor job in Glendale, AZ
Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 15%, depending on position
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Be part of our award-winning team!
This part-time position averages 20-25 hours per week. Candidates must be available full-time during the first five weeks to complete required training
POSITION SUMMARY
Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, new accounts, account maintenance and consumer loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
• Teller Activities - Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Encourages members to adopt digital services.
• New Account and Member Maintenance - Opens, maintains and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up and encourages member adoption of digital services. • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• Performs other duties as assigned.
QUALIFICATIONS & REQUIREMENTS
EDUCATION: A high school diploma or G.E.D.
EXPERIENCE: A minimum of 0-1 year of customer service experience, preferably in a financial institution. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. Bilingual preferred.
SKILLS & COMPETENCIES
• Live the mission, vision, and core values of the credit union.
• Thorough knowledge and understanding of organization's Employee Handbook.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization's Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
$29k-48k yearly est. Auto-Apply 60d ago
Customer Service Representative 2 (Glendale, AZ)
Sunrise Systems, Inc. 4.2
Service advisor job in Glendale, AZ
Customer Service Representative 2
12 months
Glendale Locations
5 Openings
6010 N. 57th Dr., Glendale, AZ 85301
3 Openings
4324 W. Olive Ave., Glendale, AZ 85302
Pay Rate: $16/hr W2
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Provide a service such as a license, registration, title, permit, or program eligibility information
Check to ensure that appropriate changes were made to resolve customers' problems.
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Resolve customers' service or billing complaints by performing activities such as exchanging merchandise, refunding money, or adjusting bills.
Complete contract forms, prepare change of address records, or issue service discontinuance orders, using computers.
Refer unresolved customer grievances to designated departments for further investigation.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Contact customers to respond to inquiries or to notify them of claim investigation results or any planned adjustments
Performs journey level customer service activities by performing tasks initiated by the general public. Position may require the use of discretion when releasing pertinent information, solving difficult customer service complaints/problems; conducting research, compiling information, and analyzing policies and procedures to resolve customer issues. Duties may include periodically adding money receipts, reconciling cash against known figures for verification, preparing and transmitting deposits of monies to the bank or to the state treasurer's office on a daily basis
Required Skills
Follows established guidelines
Solving difficult customer service complaints/problems
Customer Service Experience
Preferred Skills
Bilingual
$16 hourly 4d ago
Part-time Member Service Consultant
Credit Union West 3.6
Service advisor job in Glendale, AZ
Job DescriptionCredit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 15%, depending on position
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Be part of our award-winning team!
This part-time position averages 20-25 hours per week. Candidates must be available full-time during the first five weeks to complete required training
POSITION SUMMARY
Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports teller operations, new accounts, account maintenance and consumer loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
• Teller Activities - Efficiently and accurately processes transactions in a friendly manner. Observe context and conversational cues and clues to identify product and service solutions to needs that are presented or emerging. Maintains proper security controls and uses sound judgment to place check holds. Asks questions and maintains knowledge regarding elder abuse and other scams to prevent frontline financial fraud. Responsible for individual cash drawer balancing and assisting with daily branch balancing activities. Encourages members to adopt digital services.
• New Account and Member Maintenance - Opens, maintains and closes a wide variety of membership accounts including but not limited to savings, checking, certificate, and retirement accounts. Provides proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Establishes member relationships by ensuring responsiveness and regular follow up and encourages member adoption of digital services. • Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing and funding of consumer loans including personal, credit cards, and auto. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• Performs other duties as assigned.
QUALIFICATIONS & REQUIREMENTS
EDUCATION: A high school diploma or G.E.D.
EXPERIENCE: A minimum of 0-1 year of customer service experience, preferably in a financial institution. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. Bilingual preferred.
SKILLS & COMPETENCIES
• Live the mission, vision, and core values of the credit union.
• Thorough knowledge and understanding of organization's Employee Handbook.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization's Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
How much does a service advisor earn in Chandler, AZ?
The average service advisor in Chandler, AZ earns between $30,000 and $91,000 annually. This compares to the national average service advisor range of $26,000 to $79,000.
Average service advisor salary in Chandler, AZ
$52,000
What are the biggest employers of Service Advisors in Chandler, AZ?
The biggest employers of Service Advisors in Chandler, AZ are: