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  • Mobile Marketing & CRM Innovation Lead

    Intuit Inc. 4.8company rating

    Service associate job in Mountain View, CA

    A leading financial software company in Mountain View, California, seeks a Principal Marketing Manager for Mobile Marketing Innovation. In this pivotal role, you will define mobile-first strategies, lead CRM channel growth, and collaborate with teams to enhance customer engagement. The ideal candidate is a visionary with extensive mobile marketing expertise and a track record of successful mobile initiatives. Join us to make a significant impact in the world of mobile marketing. #J-18808-Ljbffr
    $119k-156k yearly est. 1d ago
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  • Head of Customer Success - AI ROI Leader (NA)

    Egain Corporation 4.3company rating

    Service associate job in Sunnyvale, CA

    A leading AI knowledge management firm is seeking a Head of Customer Success for North America. This role involves nurturing strategic partnerships with C-suite executives to enhance customer engagement and implement AI ROI strategies. The ideal candidate has over 10 years of experience in customer success, understands the complexities of regulated industries, and excels in communication and strategic thinking. The position is based in Sunnyvale, CA, requiring in-office presence and offers significant responsibility in driving client outcomes and satisfaction. This is a key role for shaping AI transformation in customer operations. #J-18808-Ljbffr
    $130k-171k yearly est. 1d ago
  • CRM Lead

    Now100

    Service associate job in San Jose, CA

    Job Title: CRM Lead Required Skills 5+ years of experience in CRM leadership or consulting roles with Oracle Service Cloud (Fusion). Solid understanding of customer service operations and CRM/contact center best practices. Strong communication, stakeholder management, and onsite leadership skills. Ability to create detailed functional and technical documentation. Experience managing projects in cross-functional enterprise environments Preferred Skills: Oracle certifications (e.g., Oracle B2C Service Certified). Familiarity with scripting (JavaScript, PHP) in Oracle Service Cloud. Experience with middleware/integration tools (e.g., MuleSoft, Oracle Integration Cloud). Understanding of customer experience analytics and reporting (e.g., Oracle BI, Genesys reporting).
    $121k-180k yearly est. 1d ago
  • Customer Success Associate

    Us ENT Partners

    Service associate job in San Jose, CA

    US ENT Partners helps ear, nose, and throat (ENT) practices achieve cost savings by aggregating purchasing volume to negotiate maximum discounts with manufacturers, distributors, and suppliers. Role Description This full-time Customer Success Associate role is located in the San Francisco Bay Area with a hybrid work model (3 days a week in office). The Associate will handle tasks such as data collection, analysis, interpretation, and communicate findings to stakeholders. This role will contribute to vendor alignment, performance tracking, and the development of actionable insights that support our member practices and internal strategic initiatives. Qualifications Bachelor's degree in Business, Healthcare Administration, Finance, Analytics, or related field 2-4 years of experience in a healthcare, operations, analytics, or consulting environment Strong Excel and data visualization skills (Power BI, Tableau, or similar) Familiarity with healthcare supply chain, group purchasing, or provider operations preferred Strong attention to detail, project management skills, and ability to meet deadlines Excellent written and verbal communication skills Self-starter with the ability to thrive in a fast-paced, hybrid team environment Why US ENT? Joining our team means being part of a dynamic organization that values data-driven decision-making and continuous improvement. We offer a collaborative work environment, opportunities for professional growth, and the chance to make a meaningful impact in the healthcare industry.
    $37k-59k yearly est. 3d ago
  • Customer Success Specialist

    Net2Source (N2S

    Service associate job in San Jose, CA

    Do you love developing and nurturing great relationships? As an N2S Customer Success Specialist, you will be responsible for managing and growing our Fortune 500 accounts, understanding their staffing requirements, and ensuring the successful placement of qualified candidates. You will play a crucial role in building strong client relationships and contributing to the growth and success of N2S Location: Remote from Bay Area, SFC, CA Qualifications: Must have 3-5 years of overall experience in the Staffing & Recruiting Industry with hands on recruiting experience and exposure of client communication preferably with LifeSciences or IT MSP clients. Strong understanding of working with VMS and MSP based accounts. Any experience working with a Hybrid/Offshore delivery model will be a plus. Proven experience in staffing, recruiting & client communication, supporting client/ MSP programs from a supplier side. Strong interpersonal and communication skills. Excellent negotiation and problem-solving abilities. Excellent reputation and relationship-building skills. Ability to work in a fast-paced, target-driven environment. Must be a self driven and highly motivated individual. Proficiency in using applicant tracking systems (ATS) and other relevant software. Key Responsibilities: Be the single point of contact for our Fortune 500 clients Build long-term client partnerships to understand their challenges and provide solution. Maximize market share with a client to make us their trusted staffing supplier. Qualify new job orders and work with the delivery lead for better coverage and support. Present candidates to Hiring Managers and follow up for feedback . Coordinate with Client to schedule candidate interviews and onboarding. Coordinate with recruiting team including screening, orientation, and placement of candidates. Use CRM/ATS (Job Diva) to manage activities. Constant communication with clients to build rapport and to obtain critical information including, job descriptions, referrals, and business leads. Additional Requirements: Must be open to travel across the country, especially locally, and support clients from their offices. Availability to work outside regular office hours, if needed. Benefits of working at N2S: Uncapped Commissions 100% Contribution to Health/Dental/Vision
    $39k-67k yearly est. 2d ago
  • Senior Client Services Consultant (San Jose, CA)

    Magnit

    Service associate job in San Jose, CA

    Posted Friday 9 January 2026 at 11:00 Who We Are Magnit is the future of work. Serving hundreds of the world's most recognizable brands for the past 30+ years, Magnit offers the industry's first holistic platform for the modern workforce. Magnit's integrated workforce management (IWM) platform supported by data, software, intelligence, and best-in-class services team is key to our clients' success. It can adapt quickly to regional or industry economic shifts, and provides the speed, scale, flexibility, transparency, and expertise required to meet an organization's contingent workforce management, talent strategy and broader organization goals. At Magnit, you'll work with passionate colleagues who collaborate and deliver meaningful results that positively transform the largest companies around the globe. About the Role This is a hybrid role working onsite 3 days per week in San Jose, CA. The Sr. Client Services Consultant is an onsite leadership role and acts as the primary escalation point for the client and junior staff members in the absence of the Program Manager. Depending on the size of the onsite team, the Sr. CSC responsibility may be limited to one product (payroll, business validation, or staffing desk) or may span over multiple product lines and staff supervisory duties. What You Will Do Follow, maintain, and update the SOP “Standard Operating Procedures” for day-to-day procedures. Ensure the team is following operational procedures per the SOP. Handle first line escalations and problem resolution; identify and resolve employee relations issues ensuring timeliness and adherence to appropriate laws and regulations. Depending on the size of the team, the Sr CSC's scope of responsibilities may be limited to one product (payroll, compliance or staffing desk) or may span over multiple product lines. Engage in and lead Business Development activities. When appropriate introduce new Magnit service lines to client managers. Work with OM/PM to identify opportunities to grow Magnit's business. Ensure agreed screening and pre-employment checks take place in line with client requirements. Maintain accurate and complete records for all in-scope workers. Manage the end-to-end engagement of client-sourced talent with your client group including ensuring the worker is correctly processed through Magnit payroll. Efficiently manage the relationship and performance of the approved staffing desk suppliers; identify suitable new suppliers to ensure smooth service delivery. Assist OM/PM in staff development, new staff orientation, and training. Utilize Magnit's proprietary software, Magnit VMS, to facilitate all required processes. Work with Program Manager to carry out ad hoc and structured training on co-employment for client groups as required. Assist in the drafting and presentation of Quality Business Reviews along with Internal Account Reviews; generate all required weekly reports to both client and Magnit on a timely basis. Contribute to team effort by accomplishing related results as needed. What You Will Need Bachelor's degree in business, Human Resources, or a related field or equivalent work experience. 5+ years of experience supporting a Management Service Provider (MSP) program performing duties such as recruitment services, staff augmentation, payroll, SOW. Advanced proficiency in a VMS platforms (e.g., Magnit VMS, Fieldglass, Beeline) required. Proven track record managing complex client accounts or high-volume staffing/payroll programs. Experience working directly with senior client stakeholders and vendors to deliver strategic workforce solutions. Strong command of Microsoft Office, particularly Excel and PowerPoint for reporting and client presentations. Demonstrated ability to lead initiatives, mentor junior team members, and drive operational improvements. Detail-oriented, self-motivated, and proactive in identifying and solving problems. Compensation: Salary range is $70,000-$80,000 USD annually. Salary rates are based on experience, skills, and geographical location. What Magnit will Offer You At Magnit, you'll be joining an innovative, high-growth environment and can quickly make an impact to help transform the largest companies in the world. You will work with passionate colleagues who collaborate and deliver. Magnit offers all employees the opportunity for growth and development, and we want individuals to fulfill their potential and blaze their own trails! Magnit will offer you a competitive benefits package, including unlimited PTO, medical, dental, and vision coverage, retirement planning, as well as discounts and perks for tickets, travel, merchandise and more! Magnit encourages employees to participate in giving back, and we will match employee contributions to favorite charities and support corporate volunteering hours to make a difference in your community! If this role isn't for you Stay in touch, we will let you know when we have new positions on the team. To see a complete list of our open career opportunities please visit *************************************************** To do our best work we need different viewpoints. Therefore, we celebrate diversity and embrace inclusion. As an equal opportunity employer, we are dedicated to building a team that represents a variety of backgrounds, perspectives, and skills. We strive to ensure that we maintain a positive and enriching work environment for all. #J-18808-Ljbffr
    $70k-80k yearly 2d ago
  • Community Based Services Specialist

    Santa Clara Family Health Plan 4.2company rating

    Service associate job in San Jose, CA

    Salary Range: $74,557 - $111,835 The expected pay range is based on many factors, such as experience, education, and the market. The range is subject to change. FLSA Status:Non-exempt Department:Community Based Programs Reports To:Manager, SDOH or Manager, Community Based Case Management Employee Unit: Employees in this classification are represented by Service Employees International Union (SEIU) Local No. 521 GENERAL DESCRIPTION OF POSITION The Community Based Services Specialist serves as the lead, primary contact, and liaison for developing, supporting and monitoring the network of public and community based providers and vendors delivering Enhanced Care Management (ECM), Community Supports (CS), and/or other activities, programs or special projects addressing social determinants of health. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to satisfactorily perform each essential duty listed below. Develop and maintain updated knowledge of community based services, and capacity across Santa Clara County and support identification and assessment of ECM and/or CS provider network gaps. Recommend for initial and ongoing needs to support ECM and/or CS delivery system and operational infrastructure including data exchange, workforce training and capacity building. Support ECM and/or CS authorization and delivery process in accordance with DHCS-developed service definitions, eligibility criteria and reporting requirements. Oversee the development and management of the ECM, SDOH and/or CS provider network including: Serve as a knowledge and resource expert for ECM, CS and/or SDOH provider network operations. Establish and manage positive and productive working relationships with all public and community-based providers and vendors delivering services to members under ECM, CS or SDOH projects. Receive, research and respond to inquiries and issues that are raised by or impacting providers in a timely fashion and in collaboration with appropriate business units. Proactively communicate and collaborate with providers to identify problem patterns, track and trend issues, prepare recommendations for potential service improvement opportunities and develop tools and processes to improve communication and other processes Oversee collaboration with internal business units, particularly Provider Network Operations, Health Services Department, Finance and Claims, regarding provider communication, training and support and to ensure payments are made in accordance with vendor agreement terms. Schedule, conduct and report on regular site visits with each provider as required and coordinate and host at least one annual meeting with providers. Conduct orientation and ongoing training and education to community service providers and office staff including technical assistance, development of presentations and other written guidance or materials, in-person sessions, webinars and/or calls as needed. Assist in the preparation of promotional materials for the public, website or newsletters. Oversee provider compliance with required ECM and/or CS trainings and technical assistance including in-person sessions, webinars, and/or calls as necessary. Establish and oversee a program for communicating and tracking ECM and/or CS provider compliance with vendor agreement scope of work, key operational and financial objectives, and quality and performance metrics. Maintain accurate and timely documentation of provider contacts in compliance with NCQA standards, DHCS, DMHC and CMS regulatory requirements. Contribute to the development of ECM and/or CS pricing including recommending changes in pricing subsystems. Support the Department Manager in generating reports and performing special projects. Troubleshoot with providers to address issues related to submission of claims and encounter data for ECM and/or CS services. Understand and track applicable regulatory and reporting requirements. Ensure accuracy and regulatory compliance for all materials or documents. Attend off-site meeting or events as necessary. Perform other related duties as required or assigned. REQUIREMENTS - Required (R) Desired (D) The requirements listed below are representative of the knowledge, skill, and/or ability required or desired. Bachelor's Degree in public health, social welfare or related field; or equivalent experience, training, or coursework. (R) Minimum two years of progressively responsible and direct work experience working with the essential duties and responsibilities described above. (R) Demonstrated experience leading/managing projects, initiatives, and/or leading or directing the work of others. (R) Knowledgeable in the field of home and community-based services and community resource networks and a particular interest in working to address health disparities and addressing the needs of low-income communities. A deep understanding of SDOH that impact Santa Clara County and community members. (R) Ability to think creatively and work strategically, to help develop and implement innovative solutions yielding measurable results to the organization. (R) Ability to think creatively and strategically, gather and analyze data, organize and write reports, organize work efficiently. (R) Ability to understand, interpret, and apply applicable rules and regulations, and establish and evaluate priorities. (R) Advanced working knowledge and proficient with Microsoft Suite applications, and the ability to operate all applicable software. (R) Excellent oral and written communication skills, including the ability to express oneself clearly and concisely when providing service to SCFHP internal departments and outside entities over the telephone, in person or in writing.(R) Ability to effectively facilitate meetings and deliver information/presentations to management, regulators, or staff (R). Ability to think and work effectively under pressure and accurately prioritize and complete tasks within established timeframes. (R) Ability to take initiative and exercise good judgment when making decisions within the scope of the position. (R) Ability to comply with all SCFHP policies and procedures. (R) Ability to perform the job safely with respect to others, to property, and to individual safety. (R) Maintenance of a valid California driver's license and acceptable driving record, in order to drive to and from offsite meetings or events; or ability to use other means of transportation to attend offsite meetings or events. (R) Knowledge of the community-based delivery system and managed care. (D) Project Management Professional (PMP) certification (D) WORKING CONDITIONS Generally, duties are primarily performed in an office environment while sitting or standing at a desk. Incumbents are subject to regular contact with co-workers, managers, external partners, and vendors, in person, by telephone, and via work-related electronic communications. PHYSICAL REQUIREMENTS Incumbents must be able to perform the essential functions of this job, with or without reasonable accommodation: Mobility Requirements: regular bending at the waist, and reaching overhead, above the shoulders and horizontally, to retrieve and store files and supplies and sit or stand for extended periods of time; (R) Lifting Requirements: regularly lift and carry files, notebooks, and office supplies that may weigh up to 5 pounds; (R) Visual Requirements: ability to read information in printed materials and on a computer screen; perform close-up work; clarity of vision is required at 20 inches or less; (R) Dexterity Requirements: regular use of hands, wrists, and finger movements; ability to perform repetitive motion (keyboard); writing (note-taking); ability to operate a computer keyboard and other office equipment (R) Hearing/Talking Requirements: ability to hear normal speech, hear and talk to exchange information in person and on telephone; (R) Reasoning Requirements:ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person, by telephone, and electronically, throughout a typical workday; attention to detail. (R) ENVIRONMENTAL CONDITIONS General office conditions. May be exposed to moderate noise levels. EOE (function () { 'use strict'; social Share.init(); })();
    $74.6k-111.8k yearly 1d ago
  • Customer Service Representative

    Appleone 4.3company rating

    Service associate job in Fremont, CA

    We are seeking a friendly, detail-oriented Bilingual Customer Service Representative (English/Spanish) to support members and providers with questions related to health and wellness benefit claims. This role serves as a key point of contact, ensuring accurate information, timely resolution, and a positive customer experience while upholding compliance and service standards. Key Responsibilities Respond to inbound phone calls, emails, and/or portal inquiries from members and providers in English and Spanish Answer questions related to health and wellness benefit claims, eligibility, coverage, and plan provisions Research and explain claim status, payments, denials, and required documentation Accurately document all interactions in claims and customer service systems Coordinate with internal departments (claims processing, eligibility, billing) to resolve issues Educate members on benefit usage and claims procedures in a clear, empathetic manner Adhere to HIPAA, company policies, and service-level standards Escalate complex or unresolved issues as appropriate Required Qualifications Fluent in English and Spanish (spoken and written) High school diploma or equivalent (Associate's degree or higher preferred) 1+ year of customer service experience (healthcare, insurance, or benefits experience a plus) Strong verbal communication and active listening skills Basic computer proficiency and ability to navigate multiple systems Strong attention to detail and problem-solving skills Ability to handle sensitive information with professionalism and confidentiality Preferred Qualifications Experience working with health insurance, TPA, or wellness benefit claims Familiarity with medical terminology and explanation of benefits (EOBs) Call center or member services experience Skills & Competencies Customer-focused mindset Clear and professional communication Time management and organization Empathy and patience when handling member concerns Ability to work independently and as part of a team For immediate consideration apply today. Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
    $31k-38k yearly est. 1d ago
  • Customer Specialist

    Taylor Farms 4.5company rating

    Service associate job in Salinas, CA

    The Customer Champion will serve as the primary contact for Taylor Farms California FSQA and QA/Customer relations. This entry-level role supports daily operations at our cut vegetable facility, including process improvements, employee training, quality monitoring and reporting, data analysis, new product and equipment launches, and other tasks essential for safe and consistent business operations. The position provides exposure to all areas of plant operations, from receiving to shipping. Candidates should be patient and motivated to develop leadership skills for future growth within the company. Seasonal travel between Salinas, CA and Yuma, AZ required. Responsibilities will include, but not limited to: Investigate complaints, prepare corrective action reports, and respond promptly to the customer. May involve direct contact with restaurant locations. Responsible for audit preparedness, audit execution and corrective action follow ups. Coordinate and calibrate facility personnel. Will be responsible for collecting and sending samples for cuttings. Provide timely communication regarding any supply or quality concerns and collaborate on strategies to ensure continuous plant operations. Multi-task between day-to-day responsibilities and longer-term projects. Do what needs to be done to get the job done safely and with quality top of mind. Qualifications: No prior work experience but must possess a strong interest in pursuing a career within the produce industry. Proficient in basic computer operations. English proficiency required; Spanish is beneficial but not mandatory. Bachelor's degree or equivalent qualification.
    $33k-40k yearly est. 4d ago
  • Customer Service Coordinator

    Aramark Corporation 4.3company rating

    Service associate job in Fremont, CA

    Demonstrates active, personal, daily involvement, visibility, open-mindedness, and professionalism to Support Services, staff, internal and external customers, and suppliers. - Maintains required departmental records, reports, and files in accordance Customer Service Coordinator, Customer Service, Coordinator, Retail, Service
    $36k-46k yearly est. 1d ago
  • Client Service Representative III

    United Business Bank 4.2company rating

    Service associate job in Mountain View, CA

    Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Client Service Representative III (CSR III) is an onsite position and does not have remote opportunities. The Client Service Representative III (CSR III) is responsible for providing a variety of paying and receiving functions for clients in person, via phone, through the mail and through online banking including processing deposits, withdrawals, loan payments, cashiers checks, stop payments, and wires. The CSR III is responsible for balancing each days transactions and verifying cash totals. They perform a broad variety of Consumer and Business New Account functions such as opening and closing accounts, renewing certificates of deposit and assisting clients with bookkeeping and checking account problems. The CSR III answers client questions regarding the Banks products and services and performs a variety of account maintenance duties. They are responsible for actively cross-selling the Banks products and services, and accepts/processes various applications for online banking systems. The CSR III performs specific assigned side-jobs including various clerical functions, and assists the Branch Manager and/or the Client Service Manager with other duties as assigned. The CSR III assists clients promptly, courteously, efficiently and professionally. The CSR III performs all duties accurately, timely and efficiently, and according to Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education/Certification: High school graduate or equivalent. Required Knowledge: Knowledge of Teller, New Account and Operations procedures. Thorough understanding of banking products, services and operations. Experience Required: Minimum of 3 years of Teller and new account experience in the financial services industry. Skills/Abilities: Good communication skills. Professional appearance, dress and attitude. Good math skills. Ability to use Microsoft Office software package. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
    $33k-37k yearly est. 5d ago
  • Product Expert, Customer Support (Santa Cruz, CA)

    Omni Analytics 4.5company rating

    Service associate job in Santa Cruz, CA

    About Omni Omni is a business intelligence and embedded analytics platform that helps customers improve self-service, accelerate AI adoption, and build customer-facing data products. Whether users prefer AI, spreadsheets, SQL, or point-and-click, Omni makes it easy for anyone to explore and act on data - all from the same platform. At the core of Omni's platform is a built-in semantic layer that ensures consistency, trust, and AI readiness. Headquartered in San Francisco, Omni has office hubs in Santa Cruz, Philadelphia, Dublin, and Sydney, with team members around the world. The company has raised $97M in funding from leading investors including ICONIQ Growth, Theory Ventures, First Round Capital, Redpoint Ventures, Google Ventures, Snowflake Ventures, and Databricks Ventures. About the Role This role remains open as our team continues to grow and take on exciting new challenges. We are looking for a Product Expert who will provide exceptional technical support to our customers. As a Product Expert at Omni, you will use your knowledge of SQL, data analytics, and the Omni product to help customers solve data problems, learn best practices, and navigate the platform. You will be both the face of Omni, and the voice of the customer internally. You will provide personal attention and advocate for customers' needs while serving as their first line of help. We take pride in providing stellar, high-touch technical support throughout the customer lifecycle, and the Product Expert is the face and heart of the customer experience! You will: Become a deep expert in the Omni product & best practices Assist Omni's customers, potential customers, and partners via Slack, acting as the frontline as users navigate the product Provide proactive, positive, above-and-beyond technical support, digging deeper to find creative solutions that go beyond the surface of the questions being asked Stay up to date on the latest product improvements & roadmap Give voice to customer needs in internal discussions with Product and Engineering. Partner with Solutions Engineering to identify trends and proactively recommend product and tooling solutions to improve customer experience Share deep knowledge of actual usage cross-functionally to inform how we develop and market our product. Surface feature requests and reproduce and report bugs reported by Omni users Contribute to our community site, sharing design patterns, solutions, and troubleshooting guides to enable self-service. Create delightful experiences for our customers. Build trust-filled advisory relationships, and find ways to make data teams more successful. About you Love learning and problem solving; enthusiastic about helping and teaching others Strong communication skills, both written and oral Desire to work directly with customers on a daily basis Passionate about working with and talking about data Strong SQL skills; knowledge of SQL for analytics 1+ years experience in data analytics and/or business intelligence preferred This role is based in our Santa Cruz office, and allows for a hybrid schedule with 3 days/week in office. Why Join Us Passionate, close-knit team with extensive experience in the space, including founders from Looker and Stitch Data Health, dental, and vision insurance 401(k) Plan Unlimited PTO
    $63k-116k yearly est. Auto-Apply 60d+ ago
  • Customer Service Representative Sales Associate

    Santa Cruz Appliance Repair

    Service associate job in Santa Cruz, CA

    Job DescriptionBenefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Employee discounts Free food & snacks Free uniforms Health insurance Training & development Job Summary Santa Cruz Appliance Repair is looking for a Customer Service Representative to join our team! As a Customer Service Representative, you are a key member of the team and represent our members on client support calls. You are responsible for handling service requests and customer complaints. Exemplifying our code of values, you show respect and courtesy to all customers and employees. This position is right for you if you are self-motivated, energetic, and enjoy helping people. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis. Responsibilities: Help customers with appliance sales purchase Receive incoming calls in a professional and courteous manner Perform marketing and sales functions to sell additional work and earn business Complete work orders, return customer calls, and respond to customer complaints Perform other duties as needed which may include cross-training in related positions Qualifications: Strong written and verbal communication skills Detail-oriented with strong data entry skills Positive Attitude Team player who can work independently Able to lift 75 lbs. Benefits/Perks Full time position with benefits Growth and Career Advancement Opportunities Great Working Environment 401(k) matching Health and dental Aflac supplemental insurance Paid holidays and paid sick
    $39k-54k yearly est. 30d ago
  • Service Consultant

    Hyundai Motor America 4.5company rating

    Service associate job in Fremont, CA

    As a service consultant you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records. You will serve as the communicator and liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer. Education High School Experience 1-3 years Additional Information At Dosanjh Family Automotive Group, we are committed to an environment where the customer is always treated with respect and dignity. Our associates are our most valuable resource and growth is encouraged through diligence, teamwork & creativity. Above all, there is the highest standard of honesty and integrity when conducting business. If you have an interest in automotive and a desire to develop a career in the industry, apply today! Benefits Medical & Dental Insurance Vision Discount Program 401K Plan Paid time off and vacation Life insurance w/AD&D Feature Growth opportunities Paid Training Employee vehicle purchase plans Family owned and operated Employee Assistance Program Health Reimbursement Account Discounts on products and services Above average industry pay Technician Specific Benefits Relocation assistance available for qualified candidates State-of-the-art facility with cutting edge technology Shop equipped with the newest technology and equipment Uniforms provided Discounts on products and services Work environment OSHA certified to current Air Quality Standards Highly productive shop Career advancement opportunities, promote from within ASE and state inspection certification reimbursement and all training expenses paid to further your career Paid continued education, on-going manufacturer hands on and web based training Clean and professional work environment Most manufacturer special tools provided Apprenticeship program Competitive wages The Technician Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $33.00 and $45.00 per hour. Responsibilities Perform work specified on the repair order with efficiency and in accordance with dealership. Test-drive vehicles, and test components and systems, using diagnostic tools and special service equipment. Diagnose, maintain, and repair vehicle automotive systems including engine, transmission, electrical steering, suspension, brakes, air conditioning, etc. Communicate directly with the Service Advisor so that customers are informed if any additional service is needed. Provide an estimate of time needed for additional repairs. Execute repairs under warranty to manufacturer specifications. Qualifications 2+ years of Service Technician experience preferred High school diploma or equivalent, ASE Certification required B level qualifications, including Diagnostic, Electrical and Engine Repair Dexterity, requiring a steady hand, excellent hand-eye coordination Mechanical and troubleshooting skills and ability to operate electronic diagnostic equipment Excellent customer service skills and basic computer competencies Positive, friendly attitude, along with an eagerness to improve Enjoy working in a dynamic environment Teammate with ability to collaborate with others effectively Ability to learn new technology, repair and service procedures and specifications Valid driver's license and clean driving record We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Employment Position: Full Time Salary: $65,000.00 - $95,000.00 Yearly Salary is not negotiable. Zip Code: 94538
    $65k-95k yearly 60d+ ago
  • Post Closing Servicing Specialist - Contract

    Point Digital Finance, Inc. 4.2company rating

    Service associate job in Palo Alto, CA

    Job Description ***Please note this is a four-month contract*** 100% Onsite in Palo Alto, CA About Point ✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage. ✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers. ✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area. ✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture. About the role We are seeking a Post Closing Servicing Specialist on a 4-month contract basis (with the possibility of extension depending on business needs). You will be responsible and accountable for all aspects of review, preparation, recording, accuracy timely submission, and maintenance of all Closing Documentation. You will assist in all aspects of internal controls, status, and reporting of all physical and e-recording of all closing documents. In this role, you will work with banks and title companies to resolve issues in recording. You will assist in monitoring the vendors' document recording processes, as well as contribute to internal reporting on the status of the recorded documents. You will also assist in providing Servicing support as needed. This role will report to the Post-Closing Team Lead. Your responsibilities Receive and review physical closing documents. Prepare packets for shipment to custodians. Receive electronic and physical recorded documentation and final title policies. Report issues related to the recording of all closing documents. Regularly liaise with title companies and other vendors involved in the recording process. Work with custodians to resolve any exceptions. Be the first point of contact for document-related inquiries and questions as they arise. Perform other duties as assigned by manager. Cross-train in other functions and assist as needed. About you High School diploma or equivalent. 1-2 years of document handling or processing experience, preferably in real estate or banking. Notary Public certification is preferred. Basic skills in Google Docs and Google Sheets or Microsoft Office equivalent are required. Willing and able to work in the office 5 days a week. Knowledge of real estate documents, title insurance, or escrow functions is a plus. Experience communicating with and interacting with title companies, counties, and external counterparties in the real estate recording process. Willing to learn new systems and processes as the team grows and adapts to new tools and techniques Strong attention to detail, prioritization, and organization skills; able to work at a pace that ensures that established deadlines are met. Ability to handle multiple projects in a fast-paced, hyper-growth environment. Ability to work with cross-functional groups throughout all levels within the organization and participate in the problem-solving process. Desire to continuously improve and a positive, "can-do" approach. Solid verbal and written communication skills. Solid interpersonal and customer service skills. Our benefits NA for contract role Compensation at Point will be determined by skills and experience. Point has identified the expected annual hourly range for this role at this level to be: $21.63 - $28.84 At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation. Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn. California Consumer Privacy Act Notice
    $38k-56k yearly est. 24d ago
  • Administrative Services Specialist

    California State University System 4.2company rating

    Service associate job in San Jose, CA

    Reporting to the Senior Director of Resources and Operations, the Administrative Services Specialist provides leadership and business solutions for the School's highly complex online and in-person programs. This position oversees the financial and day-to-day operations of the School providing direction to faculty, staff, and students. The position also provides direct support to the Director and Associate Director and serves as a key technical advisor, providing information, expertise, and recommendations to implement strategic objectives for the short-term and long-term goals of the department and programs. The incumbent initiates and distributes confidential and critical communications with University and external stakeholders, and identifies needs and creates solutions for the department related to staffing, finance, and programmatic needs. Key Responsibilities * Oversee complex department financial information for various funds including Operating Fund, PaCE Fund, Trust Fund, SSETF Fund, Research Foundation Funds, and University Advancement endowed and non-endowed funds. * Reconcile and maintain all funds based on university and state policies and procedures. * Analyze budget information, address issues, and initiate corrections via University software and tools * Develop and implement policies, procedures, and systems for efficient operations. * Prepare periodic, mid-year, and year-end budget projection reports * Audit travel reimbursements, monitor recruitment events budget * Serve as Property Manager and oversee scholarships, including tracking, establishing, and processing awards. * Resolve staffing issues, prepare evaluations, monitor work performance. * Track and approve payroll, time taken, and HR expense adjustments Knowledge, Skills & Abilities * Ability to communicate with constituents in a professional and respectful manner. * Knowledge of State, CSU, and University policies and procedures in order to provide expertise and leadership. * Knowledge and ability to analyze, interpret, compile, apply, integrate, and present complex data and information. * Knowledge and ability to advise management regarding policies, procedures, and the impact of data at hand. * Knowledge and ability to apply CSU and FIRMS-GAAP accounting principles. * Knowledge of organizational and operating structures and functional areas, and their impact on campus and off-campus structures. * Ability to use multiple application systems and databases for data analysis, research, report preparation, and execution of projects. * Excellent written and verbal communication skills across multiple formats. * Ability to inform, negotiate, persuade, and achieve goals. * Ability to work strategically under minimal supervision. * Knowledge and skill in project management. * Ability to provide work lead direction to administrative staff. * Ability to address issues using research and analysis to provide solutions Required Qualifications * A bachelor's degree and/or equivalent training * Four years of administrative work experience involving study, analysis, and/or evaluation leading to the development or improvement of administrative policies, procedures, practices, or programs Preferred Qualifications * Demonstrated success with financial and audit projects, from planning through reporting, with a strong background in data analysis within a higher education or complex organizational setting. * Experience with CSU systems, including CSU financial, travel, and procurement policies, or comparable higher education/state systems. * Experience developing and monitoring grant pre-award and post-award budgets, endowments, and scholarships, including financial tracking, reporting, and liaison responsibilities. * Proficiency in PeopleSoft/Oracle, OnBase, Adobe, Google Workspace, MS Office, DocuSign, and other database/administrative support tools. * Experience preparing and analyzing complex budget projections, including forecasting revenues, mandatory costs, and expenses Compensation Classification: Administrative Analyst/Specialist - Exempt II Anticipated Hiring Range: $7,059/month - $7,500/month CSU Salary Range: $5,314/month - $7,741/month San José State University offers employees a comprehensive benefits package typically worth 30-35% of your base salary. For more information on programs available, please see the Employee Benefits Summary. Application Procedure Click Apply Now to complete the SJSU Online Employment Application and attach the following documents: * Resume * Letter of Interest Application screening has been extended to January 4, 2026. This position is open until filled. Contact Information University Personnel ************* ************ CSU Vaccination Policy The CSU strongly recommends that all individuals who access any in-person program or activity (on- or off-campus) operated or controlled by the University follow COVID-19 vaccine recommendations adopted by the U.S. Centers for Disease Control and Prevention (CDC) and the California Department of Public Health (CDPH) applicable to their age, medical condition, and other relevant indications and comply with other safety measures established by each campus. The system wide policy can be found at ****************************************************** and questions may be sent to *************. Additional Information Satisfactory completion of a background check (including a criminal records check) is required for employment. SJSU will issue a contingent offer of employment to the selected candidate, which may be rescinded if the background check reveals disqualifying information, and/or it is discovered that the candidate knowingly withheld or falsified information. Failure to satisfactorily complete the background check may affect the continued employment of a current CSU employee who was offered the position on a contingent basis. The standard background check includes: criminal check, employment and education verification. Depending on the position, a motor vehicle and/or credit check may be required. All background checks are conducted through the university's third party vendor, Accurate Background. Some positions may also require fingerprinting. SJSU will pay all costs associated with this procedure. Evidence of required degree(s) or certification(s) will be required at time of hire. SJSU IS NOT A SPONSORING AGENCY FOR STAFF OR MANAGEMENT POSITIONS. (e.g. H1-B VISAS) All San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Incumbent is also required to promptly report any knowledge of a possible Title IX related incident to the Title IX Office or report any discrimination, harassment, and/or retaliation to the Office of Equal Opportunity. Jeanne Clery Disclosure of Campus Security Policy and Crime Statistics Act and Campus Housing Fire Safety Notification: Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at **************************************************************** The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming. The ASR also contains statistics of Clery crimes for San José State University locations for the three most recent calendar years. A paper copy of the ASR is available upon request by contacting the Office of the Clery Director by phone at ************ or by email at ************************. Pursuant to the Higher Education Opportunity Act, the Annual Fire Safety Report (AFSR) is also available for viewing at ******************************************************************* The purpose of this report is to disclose statistics for fires that occurred within SJSU on-campus housing facilities for the three most recent calendar years, and to distribute fire safety policies and procedures intended to promote safety on Campus. A paper copy of the AFSR is available upon request by contacting the Housing Office by phone at ************ or by email at **********************. Campus Security Authority - In accordance with the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act (Clery Act) and CSU systemwide policy, this position is subject to ongoing review for designation as a Campus Security Authority. Individuals that are designated as Campus Security Authorities are required to immediately report Clery incidents to the institution and complete Clery Act training as determined by the university Clery Director. Equal Employment Statement San José State University is an equal opportunity employer. The university prohibits discrimination based on age, ancestry, caste, color, disability, ethnicity, gender, gender expression, gender identity, genetic information, marital status, medical condition, military status, nationality, race, religion, religious creed, sex, sexual orientation, sex stereotype, and veteran status. This policy applies to all San José State University students, faculty, and staff, as well as university programs and activities. Title IX of the Education Amendments of 1972, and certain other federal and state laws, prohibit discrimination on the basis of sex in all education programs and activities operated by the university (both on and off campus). Reasonable accommodation is made for applicants with disabilities who self-disclose. San José State University employees are considered mandated reporters under the California Child Abuse and Neglect Reporting Act and are required to comply with the requirements set forth in CSU Executive Order 1083 as a condition of employment. Advertised: Dec 23 2025 Pacific Standard Time Applications close:
    $5.3k-7.7k monthly Easy Apply 60d+ ago
  • Envision Service Consultant/Advisor

    Envision Motors of Milpitas

    Service associate job in Milpitas, CA

    We are looking for a motivated Service Advisor to join our team! It is the mission of Envision Motors to provide the best retail experience for all our customers, and to provide our employees with the best conditions in which to work in. Our focus on employee experience stems from the realization that the key to any successful business begins with the employee and what drives their ambition. It is our goal to employ the absolute best, most driven, and ethical individuals, who realize that through hard work, one can achieve any goal imaginable. As Envision Motors continues to rapidly grow, we welcome new employees to grow with us. Automotive Assistant Service Advisor - Essential Duties Producing high sales targets. Maintains reporting systems required by general management and the factory. Attends advisor meetings. Monitors the performance of the service and parts departments. Strives for harmony and teamwork within the departments and with all other departments. Understands and ensures compliance with manufacturer warranty and policy procedures. Establishes and maintains good working relationships with customers to encourage repeat and referral business. Fosters professional employee development and coordinates with department managers to determine need for advanced training. Maintains high-quality service repairs and minimizes comebacks. Conducts periodic spot checks of completed jobs for thoroughness and quality. Makes customer satisfaction a department priority, ensuring that service and parts personnel are courteous and respectful in their interaction with customers. Handles customer complaints immediately and according to dealership's guidelines. Administers warranty claims, reviews warranty policy adjustments, understands and applies warranty guidelines, ensures correct processing of claims and communicates warranty information and clarifications to customers. Develops dealership service and parts pricing plans and recommends to dealer or general manager. Works with parts and service managers to find ways to improve the overall profitability of the dealership. Keeps abreast of new equipment and tools available and recommends purchases. Maintains safe work environment. Maintains a professional appearance. Other tasks as assigned. Automotive Service Advisor - Qualifications Experience in the Automotive industry. At least 1 year experience as a Service Advisor at an authorized dealership and not as an Express Advisor. Strong skills in sales. Reynolds and Reynolds knowledge Preferred Able to communicate well with all customers. Must have valid driver's license with a clean record.
    $51k-113k yearly est. Auto-Apply 60d+ ago
  • Reservationist

    Transdevna

    Service associate job in San Jose, CA

    Transdev in San Jose, CAis hiring a Reservationistto intercept customer calls and schedule transportation. We are seeking friendly, customer service-oriented people who are dedicated to safety. Transdev is proud to offer: + Starting Pay of $22.48/hour with progression to $24.37 at 5 years. (Union Collective Bargaining Agreement) Benefits include: + + Vacation: * 1 week ( 40 hours) paid vacation after 1 full year of service * 2 weeks (80 hours) paid vacation after 2 full years of service * 3 weeks (120 hours) paid vacation after 5 full years of service * 4 weeks (160 hours) paid vacation after 20 full years of service + Paid Sick Leave: 5 days accrued per year of employment + Medical, dental, and vision benefits available following 60 days of employment, life insurance, 401k, and 10 paid company holidays. + All Benefits are subject to Union Collective Bargaining Agreement Benefits may vary depending on location policy. The above represents the standard Corporate Policy. Key Responsibilities: + Answer customer calls and input ride information using a computerized scheduling system. + Enter new customer information and changes into the system. + Data entry into spreadsheets and databases. + Communicate late vehicle service and verifying "No Shows" with customers. + Resolve service-related complaints. + Create daily route maps of the reservations for the drivers. + Other duties as required. Qualifications: + High school diploma or GED required. + 2 years reservationist or customer service experience. + Computer literate + Excellent communication and listening skills. + Subject to a DOT drug testing and physical if applicable. DOT Regulation 49 CFR Part 40 does not authorize the use of Schedule I drugs, including cannabis, for any reason. Physical Requirements: + Must be able to work shifts or flexible work schedules as needed. + The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen. + Work environment will be a combination of both indoors and outdoors. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact ******************** Drug-free workplace: Transdev maintains a drug-free workplace. Applicants must: + Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.). + Successfully pass a pre-employment drug screen. About Transdev: Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thanks to safe, reliable, and innovative solutions that serve the common good. Find out more at ****************** or watch an overview video at******************* O5cv0G4mQ The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status. California applicants: PleaseClick Here for CA Employee Privacy Policy. Job Category: Call Center / Dispatch / Reservationist / Scheduler Job Type: Full Time Req ID: 6957 Pay Group: QQP Cost Center: 352 The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request. Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law. Drug-free workplace If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check. California applicants: Please Click Here for CA Employee Privacy Policy. About Transdev Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles. Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at http://****************** or watch an overview video.
    $22.5-24.4 hourly 19d ago
  • Reservation Agent ($22/hr)

    The Sheraton Palo Alto

    Service associate job in Palo Alto, CA

    Description of the role: The Reservation Agent is responsible for handling reservations and inquiries for our esteemed guests at The Sheraton Palo Alto. As a Reservation Agent, you will play a vital role in providing exceptional customer service and ensuring a seamless reservation process for our guests. Responsibilities: Assist guests in making reservations via phone, email, or in person Provide accurate information about room availability, rates, and hotel amenities Ensure reservations are entered correctly into the system Handle special requests and ensure guests' preferences are accommodated Answer and resolve guests' inquiries and complaints in a timely manner Maintain a positive and professional attitude while interacting with guests Other duties as assigned by management Requirements: Prior experience in a customer service role preferred High school diploma or equivalent Excellent communication and interpersonal skills (good typing skills) Ability to multitask and work in a fast-paced environment Proficiency in using reservation and hotel management systems Attention to detail and ability to handle confidential information Flexibility in working shifts, including weekends and holidays Must be eligible to work in the United States Benefits: Competitive hourly compensation Health, dental, and vision insurance 401(k) retirement plan Paid time off and holiday benefits Discounted hotel rates worldwide About the Company: The Sheraton Palo Alto is a renowned hotel situated in the heart of Palo Alto, California. We pride ourselves in delivering exceptional hospitality to our guests and ensuring their comfort and satisfaction. With our luxurious accommodations, state-of-the-art facilities, and dedicated service team, we strive to create memorable experiences for all our guests. EEOC Statement: The Sheraton Palo Alto is an equal opportunity employer. We value diversity and strive to create an inclusive and welcoming work environment for all team members. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, or any other protected status in accordance with applicable laws.
    $29k-36k yearly est. Auto-Apply 39d ago
  • Financial Services Consultant 1

    Sandia Laboratory Federal Credit Union 4.4company rating

    Service associate job in Livermore, CA

    This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service. Essential Job Duties: Teller Duties Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records. Balances cash drawers at the beginning and end of shifts to ensure accuracy Balances cash drawer and other transactions correctly and according to standard operating procedures Issues cashier's checks, money orders, and bank drafts Verifies and reconcile daily transactions to maintain accurate records Proactively educates members of our products and services Member Service Duties: Resolves any issues and problems faced by members, providing timely and regular updates. Maintains a high level of professionalism and confidentiality in all member interactions. Assists members with the following: Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit. Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals. Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services. Loans: Credit card, loans, and bill payments Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations. IRA and Fiduciary transactions Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures. Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department. Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner. Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations. Performs other duties as assigned. Financial Sales Duties: Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions. Engages with members to understand their financial situations and short-term and long-term financial objectives. Performs consultative selling to offer personalized products to members to help them achieve their financial goals. Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance. Promotes financial products and services that are suitable for members based on their needs. Identifies opportunities for account and membership growth and cross-selling additional products or services. Maintains knowledge around products and services offered. Requirements Required Skills/Abilities: Excellent interpersonal and communication skills Excellent organizational skills and attention to detail. Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication. Strong verbal/written communication skills Adaptability and willingness to learn new skills and technologies Ability to manage multiple tasks and prioritize effectively in a fast-paced environment Knowledge: Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits. Education and Experience: Minimum one year experience in financial industry or consultative sales role or related experience Minimum high school diploma, or more than one year of related experience. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Needs to be flexible with schedule to meet the needs of the organization and membership. Must be able to lift 20 pounds at times. Salary Description $23.00-$25.00 (Depends on Experience)
    $28k-34k yearly est. 30d ago

Learn more about service associate jobs

How much does a service associate earn in Gilroy, CA?

The average service associate in Gilroy, CA earns between $30,000 and $78,000 annually. This compares to the national average service associate range of $23,000 to $63,000.

Average service associate salary in Gilroy, CA

$48,000
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