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  • TurboTax (WFH) Customer Service - Entry-Level

    Turbotax

    Remote service consultant job

    Work from home with TurboTax Product Expert Get paid $18.50 per hour¹ Get a $405 Certification bonus³ Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴ Earn an additional $5/hr from April 9-15 for all hours worked Fast 24 hour Certification³ As a Customer Service Representative, you will help TurboTax customers by answering their questions concerning TurboTax products and tax return software. Most of these questions concern Downloading, Logging In, Getting Started with Basic Navigation, Importing Documents, Printing and Filing and very basic Tax questions. We'll give you amazing continuous support for everything. Get paid $18.50 per hour¹ Earn a $405 Bonus just for participating in getting certified as a TurboTax Product Expert³ $5.00 per hour Turbo Bonus Boost: Enjoy the bonus from April 9th through 15th with unlimited hours available, must work a minimum of 8 hours each day on April 13th, 14th, and 15th to qualify Certification takes place over 3 days Build your own schedule with flexible hours anytime between 8am EST and 12am midnight EST Monday to Sunday⁴ Minimum 25 hours per week required, want to work more? Go for it!¹ You'll be assigned an SME (Subject Matter Expert) who will support you during live calls. Plus Support an (MPS) Marketplace Performance Specialist as your advocate Required Experience & Skills To be successful in this Gig as a Service Provider for TurboTax you will need to be proficient in the following: This role doesn't require any specific accounting background. We're looking for enthusiastic individuals who are eager to learn and help TurboTax customers with their questions. Strong communication is key in assisting customers with TurboTax products and tax return software. You'll need to articulate solutions clearly and empathetically. The ability to understand and empathize with our customers needs while driving innovation and providing top-notch service.
    $28k-35k yearly est. 1d ago
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  • Customer Service Specialist

    Russell Tobin 4.1company rating

    Remote service consultant job

    Job title: Customer Support/Account Rep Duration: 6months Pay rate: $18/hr - $19.17/hour Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks. In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds. Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work-3 days in-office and 2 days from home-for greater flexibility and convenience. Preference Criteria: We prefer candidates with either a College Degree or Previous Contact Center Experience. Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service. Key Responsibilities: Addressing incoming phone calls with a high degree of accuracy and efficiency. Providing support on cash management products, online services, and general financial inquiries. Contributing to a fast-paced, team-oriented environment. Multi-tasking and adjusting quickly to changes in a busy financial service center. Qualifications: Preference for a College Degree or Previous Contact Center Experience. Highly professional, career-driven, and committed to delivering world-class service. Excellent communication skills and ability to work effectively in a team environment. Strong aptitude for multitasking and adjusting to fast-paced environments. Why Join Us: Opportunity to work with a reputable financial institution. Dynamic and collaborative work environment. Competitive compensation package and opportunities for career advancement. Be part of a team dedicated to delivering excellence in client service.
    $18 hourly 1d ago
  • Customer Service Specialist

    Calculated Hire

    Remote service consultant job

    Service Scheduling Administrator (SSA) Part-Time | Fully Remote After Training Training Location: Charlotte North Ops Center 115 Rhyne Road, Charlotte, NC Training is conducted onsite, five days a week. Work Schedule & Mobility: Onsite for training; fully remote after training Part-time role (minimum 22 hours/week) Hours may increase to 36+ per week if the contingent worker is available Required availability: Weekends: 7:00 AM - 6:00 PM Holidays: 7:00 AM - 4:00 PM Position Purpose: The Service Scheduling Administrator (SSA) is responsible for assigning, routing, and adjusting workloads for field service personnel to support daily operations, customer service commitments, and emergency response. This role serves as a critical point of contact for technicians, first responders, and emergency customers, ensuring timely, accurate, and professional resolution of service needs. The SSA supports after-hours operations and contributes to maintaining 24/7/365 emergency coverage across the service area. Nature & Scope The SSA supports the Planning & Progression Department, a centrally-led and regionally-executed team responsible for receiving, routing, and assigning all service orders for the Natural Gas Business Unit. This role requires: Independent judgment and analytical skills to optimize workloads in a dynamic operational environment The ability to assess service calls and emergencies and apply appropriate human relations skills Coordination of service and emergency response across a three-state service area operating 24/7/365 Operational Impact: Supports approximately 350 Service Technicians Helps manage an average of 56,000 emergency calls annually Key Responsibilities: Assign, route, and adjust daily workloads for field service personnel Answer inbound calls from technicians, first responders, and emergency customers Handle complex calls requiring research, follow-up, and sound judgment Monitor service workflows and adjust schedules as operational conditions change Ensure timely, accurate resolution of customer inquiries and emergencies Support after-hours technician operations and emergency response coverage Required Skills & Qualifications: Strong analytical, problem-solving, and decision-making skills Ability to multitask and prioritize in a fast-paced, high-volume environment Excellent communication and customer service skills Ability to remain calm and professional during emergency situations Education Requirement: High School Diploma or GED required
    $27k-35k yearly est. 1d ago
  • Customer Service and Sales Support

    Vitric 7

    Service consultant job in Columbus, OH

    📋 Customer Service and Sales Support | Customer Service, Marketing, Sales | 🚨 Start ASAP 📍 Columbus, OH | 💼 Entry Level | ⏱ Full-Time Our goal is to help our team members first master the basics of customer service and sales, client relationship building, and self-management. The Vitric 7 training program is designed to help team members strengthen communication skills, develop strong negotiation skills, and plant a foundation for great work habits that will propel them into the future. 📋 Job Summary: This is a full-time on-site role for a Customer Service and Sales Support Representative, located in Columbus, OH. The representative will handle day-to-day tasks including being the face of our store, providing customer support, maintaining customer satisfaction, and helping to facilitate sales processes. Responsibilities include answering customer issues, problem-solving with customers, providing detailed information about products and services, assisting the sales team, and contributing to a positive customer experience. ✅ Key Responsibilities: Promote products, services, and promotions to customers one on one. Greet and assist customers with a friendly and professional attitude. Provide in-depth product knowledge and recommendations to meet customer needs. Meet or exceed retail sales goals and performance targets. Participate in product training and stay up-to-date on promotions and new arrivals. Collaborate with team members to ensure a smooth and effective retail operation. 🎯 Who We're Looking For: High school diploma or equivalent; post-secondary education is a plus. Previous experience in retail or customer service is preferred but not required. Strong communication and interpersonal skills. Positive attitude with a passion for customer service. Ability to work in a fast-paced environment and handle multiple tasks. 📋 Why This Role? This is more than just a job-it's a launchpad for your career. With our rapid growth, you'll have the opportunity to take on leadership roles and make a real impact. If you're ready to grow, lead, and succeed, we want to hear from you! Competitive hourly wage plus commission/bonuses (if applicable) Employee discounts Opportunities for growth and advancement Supportive and inclusive team environment Ongoing training and development
    $22k-30k yearly est. 4d ago
  • Remote Customer Service Representative - Product Testing

    Glocpa

    Remote service consultant job

    We're looking for Customer Support Product Testers across the US to work from home and help top brands improve their products before they hit the market.
    $27k-36k yearly est. 60d+ ago
  • Customer Service Representative

    Convoco East Coast

    Service consultant job in Columbus, OH

    Columbus OH | Customer Service Representative - Full Time This is an in-person role. We're hiring Customer Service Representatives to support our clients face-to-face at live events and retail activations. You'll be the first point of contact for customers, welcoming them, answering questions, and ensuring they have a great experience. If you have a background in retail, hospitality, or customer service, you'll thrive here and if you don't, we'll train you from the ground up. What You'll Do Greet and assist customers in person Answer questions about products and services Guide customers through sign-ups or sales Work alongside a supportive team to meet goals What You Get Weekly pay: base + weekly bonuses Full-time schedule (Monday-Friday, in person) Paid training and coaching from experienced leaders Benefits after qualifying period A clear path to promotions and leadership If you're energetic, reliable, and people-focused, we want to meet you. Apply now, interviews this week.
    $27k-35k yearly est. 4d ago
  • Customer Service Specialist

    Net2Source (N2S

    Remote service consultant job

    Title: Customer Service Duration: 6+ months (Extension) Shift: 8am - 5pm Qualifications: A combination of formal education such as bachelor's degree, associate's degree with certifications and/or at least 2-4 years of progressive customer service experience Excellent communication skills Excels at interpersonal and relationship management skills Prior experience with the ability to successfully resolve conflict Strong ability to multi-task Some exposure to building products and/or retail industry preferred Developed systems aptitude and Microsoft Office skills SAP experience required Order Management Accept, enter, schedule and maintain orders within SAP Sales Force Order Entry Document Manager (OEDM) Understands and executes all types of order processing (EDI/Business Connections) Verify pricing Respond to inquiries, e.g. inventory availability, production schedule, technical questions, products and policies Ability to build efficient truckloads and schedules in coordination with the traffic department Verify accurate information on ship schedule/OEDM Is a high performer in the CAS Learning Path - achieving agreed upon metrics and demonstrating critical behaviours Can function across all regions and in multiple business groups Understands and correctly provides direction of the Service Advantage for our customer and Sales Team. Communicates, when necessary, with internal departments regarding Credit and Pricing Expedites hot or special orders as agreed upon with sales and supervisor Conflict Management Properly communicates, manages and resolves customer and sales issues in a professional and empathetic manner Address and correct customer service issues, forward issues to appropriate department, continued follow-up through resolution to ensure overall customer satisfaction Collaborate with cross-functional teams to expedite orders Perform backorder coordination/shipping Maintain customer records within all software databases Communicate any schedule delays in customer orders in a timely manner Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved. Order Management & Customer Service Supply Chain Support Cross train to gain understanding of the functions within Supply Chain to effectively support the overall Siding Products Group. Provide coverage for time off, peak periods and perform at the Learning Path proficient level and as a high performer in all aspects of customer service and related cross trained function(s). Maintain customer records within all software databases Manage the Return Material Authorization (RMA) process within agreed upon policy, ensuring customer satisfaction, while ensuring guidelines and goals are achieved. Is proficient in Salesforce or equivalent computer related skillset Maintain customer records within all software databases Responsibilities: Under the supervision of the Service Center Supervisor located in Malvern, PA (this is not a remote position) or Manager the Customer Service Temp is accountable for establishing a strong customer relationship based on trust and responsiveness to deliver World Class Service to the incumbents' customer base. The CST will accurately process customer orders in an efficient manner to ensure we exceed our customers' expectations. Additionally, the CST will manage multi-part customer complaints/concerns and be empowered to resolve issues in a timely and professional manner. The CST is fully proficient in all aspects of the Learning Path and is knowledgeable across all lines of business and regions. The CST will adhere to policies and procedures currently in place and maintain the required level of service to our customers. The CST works within the parameters as defined by customer service standards and the Service Advantage guidelines. The incumbent must analyse and respond to fluctuating situations and conditions in such a manner that not only meets/exceeds the expectations of our customer but considers the overall impact to the business. Proactively resolves customer problems/issues, exhibiting ownership for our customers. Demonstrates relentless customer service Flexibility in working hours 7:30am - 6pm with some overtime Willingness and ability to work from home during inclement weather or emergency situations - requires home phone line & internet
    $27k-36k yearly est. 4d ago
  • Specialist, Cisco Services and Renewals -REMOTE

    Presidio Networked Solutions, LLC

    Remote service consultant job

    Presidio, Where Teamwork and Innovation Shape the Future AtPresidio, we're at the forefront of a global technology revolution, transforming industries throughcutting-edge digital solutions and next-generation AI. We empower businesses-and their customers-to achieve more through innovation, automation, and intelligent insights. The Role As a Cisco Specialist, Services and Subscription Management, your primary role is to drive revenue growth in Cisco service contract renewals through retaining existing clients, upselling to strategic premium offerings, expanding within existing customer base, and assisting in uncovering white space opportunities. This role is responsible for supporting Presidio's federal customer base through the lifecycle of an agreement including creating renewal quotes/proposals, participating in driving Services EA opportunities and true forwards, managing the data throughout the term, and processing renewal orders. The Cisco Specialist works directly with Account Executives, clients, and Cisco, as well as cooperatively with internal cross functional teams to ensure success of the renewals practice. Responsibilities include: Proactively manage customer Cisco renewals and timeline for assigned account base Review renewals for upsell opportunities, position new offers, create and present quotes/proposals Participate in joint Presidio/OEM strategy meetings relating to renewal (multi-year, transition to Enterprise Agreements and additional strategic programs) Participate in customer facing meetings to present offerings, address questions, and drive opportunities to closure Assist in the Services EA sales cycle by helping identify qualified target customers, building standard renewal comparison quotes as needed, working in EAMP to scope the CX proposal install base Work in tandem with EA Client Success Managers to prepare customers for Services EA True Forwards, validate inventory adds/removals, assist with budgetary estimates, and work with Cisco asset management teams as needed Maintain and reconcile end-user's Cisco contract inventory and proactively manage this process quarterly, annually, etc. Triage all Cisco services related questions and issues both internally and externally Work with regional management, account executives and cross functional teams to promote and develop the Cisco service practice with the goal of increasing attach rate, renewal rate, and Services EA adoption. Accurately forecast renewals pipeline in conjunction with Account Executives Collaborate with manufacturer reps to secure pricing, ensure timely renewals and accurate forecasting Periodically review contracts within account base for accuracy - maintaining clean, consolidated contracts and managing customer access Prepare and process orders utilizing internal tools Track orders to completion, escalate as required, and ensure accurate booking Prepare and deliver Quarterly Business Reviews to clients as required Required Skills and Professional Experience Proficient in Microsoft Excel and MS applications Strong written and verbal communication skills Ability to work independently and in a cross functional team environment Strong knowledge of Cisco services, contracts, and Enterprise Agreements Familiarity with Cisco asset/contract management systems (e.g., CCWR, EAMP) Knowledge of service lifecycle management and subscription models Preferred Skills and Professional Experience 3+ years' experience in a support agreement renewal role Experience with Cisco service contracts and CX EA's (renewals, subscriptions, Enterprise Agreements) Experience supporting federal government programs, contracts, or stakeholders preferred Direct customer-facing experience (presentations, QBRs, consultative selling) Ability to provide revenue growth through renewals and upsells Contract and order management experience (tracking, reconciliation, processing) Your future at Presidio JoiningPresidiomeans stepping into aculture of trailblazers-thinkers, builders, and collaborators-who push the boundaries of what's possible. With our expertise in AI-driven analytics, cloud solutions, cybersecurity, and next-gen infrastructure, we enable businesses to stay ahead in an ever-evolving digital world. Here,your impact is real.Whether you're harnessing the power of Generative AI, architecting resilientdigital ecosystems, or drivingdata-driven transformation, you'll be part of a team that is shaping the future. Ready to innovate? Let's redefine what's next-together. About Presidio At Presidio, speed and quality meet technology and innovation. Presidio is a trusted ally for organizations across industries with a decades-long history of building traditional IT foundations and deep expertise in AI and automation, security, networking, digital transformation, and cloud computing. Presidio fills gaps, removes hurdles, optimizes costs, and reduces risk. Presidio's expert technical team develops custom applications, provides managed services, enables actionable data insights and builds forward-thinking solutions that drive strategic outcomes for clients globally. For more information, visit ***************** ***** Applications will be accepted on a rolling basis. Presidio is an Equal Opportunity / Affirmative Action Employer / VEVRAA Federal Contractor. All qualified candidates will receive consideration for this position regardless of race, color, creed, religion, national origin, age, sex, citizenship, ethnicity, veteran status, marital status, disability, sexual orientation, gender identification or any other characteristic protected by applicable federal, state, and local statutes, regulations, and ordinances. To read more about discrimination protections under Federal Law, please visit: If you have any difficulty using our online system and need an accommodation in the job application process due to a disability, please send an email to for assistance. Presidio is a VEVRAA Federal Contractor requesting priority referrals of protected veterans for its openings. State Employment Services, please provide priority referrals to . Notice to Massachusetts Candidates: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Recruitment Agencies, Please Note: Presidio does not accept unsolicited agency resumes/CVs. Do not forward resumes/CVs to our careers email address, Presidio employees or any other means. Presidio is not responsible for any fees related to unsolicited resumes/CVs. #LM Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $45k-86k yearly est. 7d ago
  • Customer Service Representative

    Leeds Professional Resources 4.3company rating

    Remote service consultant job

    We are hiring a customer service representative to manage customer queries and complaints. To do well in this role you need to be able to remain calm when customers are frustrated and have experience working with computers. Pay $18/HR (Monday-Friday Day Shift) Work Environment: In-office training for 10 weeks. After successful training this position will become work from home. Additional Info: Must have reliable transportation and home internet access Must have Long Term Care, Medicare, or Medicaid experience for this role Customer Service Representative Responsibilities: Maintaining a positive, empathetic, and professional attitude toward customers at all times. Responding promptly to customer inquiries. Communicating with customers through various channels. Acknowledging and resolving customer complaints. Knowing our products inside and out so that you can answer questions. Processing orders, forms, applications, and requests. Keeping records of customer interactions, transactions, comments, and complaints. Communicating and coordinating with colleagues as necessary. Providing feedback on the efficiency of the customer service process. Managing a team of junior customer service representatives. Ensure customer satisfaction and provide professional customer support. Customer Service Representative Requirements: High school diploma, general education degree, or equivalent. Ability to stay calm when customers are stressed or upset. Comfortable using computers. Excellent communication skills and Microsoft Office Suite
    $18 hourly 4d ago
  • Customer Service Associate I (Hybrid)

    Cass Information Systems 3.7company rating

    Remote service consultant job

    The Customer Service Associate I is a business-to-business role which is accountable for facilitating accurate resolution of internal and external inquiries and issues pertaining to processing for assigned clients. Also, responsible for timely response to inquiries and issues, while maintaining a high level of customer satisfaction. ** Schedule: Monday - Friday with a flexible start time between 7:30am - 9:00am PRINCIPAL RESPONSIBILITIES AND DUTIES: Independently analyzes issues and processes, and clearly communicates, both verbally and in writing, to routine questions, processing issues, and requests according to company defined procedures/standards. Researches and analyzes payment history and recognizes when to contact vendors or customers to resolve exceptions and make payment decisions in a timely manner for all clients. Acts as a positive representative of the company, both internally and externally, making customers and their needs the primary focus of one's actions by helping to develop customer relationships. Keeps management informed of significant issues that may require additional attention, or may threaten the account relationship, on a timely basis. Suggests changes and/or enhancements to existing procedures to improve service to clients and internal processes. Works independently and with other internal departments to coordinate file maintenance and client validation file/database updates. Seeks guidance from the appropriate resource on significant non-routine issues. Documents and reports on errors made by all other Utility departments. Works overtime as needed. Other duties as assigned. Training is onsite Monday-Friday from 8:30am-4:00pm for approximately 90 days. SKILLS/ABILITIES AND MINIMUM REQUIREMENTS: Good interpersonal skills that will maximize client responsiveness and facilitate development of a solid working relationship with both utility clients and other staff members. Strong organizational skills with the ability to handle multiple tasks simultaneously. Working knowledge of office equipment such as fax machine, copy machine, and telephone. Proficient in Microsoft Office. Good problem-solving skills and attention to details. College-level course work in a general or business administration area or equivalent experience. Minimum 6 months customer service experience in a general business environment or equivalent experience.
    $28k-35k yearly est. 3d ago
  • Customer Service Representative

    Teksystems 4.4company rating

    Remote service consultant job

    ** This Customer Service Representative position is unique compared to traditional call center roles. It is highly relationshipdriven and does not rely on scripts. In this role, you will work closely with clients and may interact with the same partners multiple times per week. The ideal candidate delivers a premium, whiteglove service experience rooted in problem solving, ownership, and proactive communication. Responsibilities Customer Support & Relationship Management Provide whiteglove customer service to Husqvarna dealers, distributors, national accounts, and internal partners. Serve as a trusted point of contact for recurring dealer interactions, building strong ongoing relationships. Respond to customer inquiries via phone, email, chat, and CRMgenerated cases. Order & Product Support Look up and research parts in the Husqvarna system to resolve customer questions. Address pricing inquiries and provide accurate information to customers. Respond to technical questions from internal and external stakeholders. Case Management Maintain active login status and process assigned cases across phone, chat, email, CRM, Web Warranty, and written correspondence within established departmental metrics. Document case details, actions taken, and resolutions thoroughly in the CRM system. Communicate escalations clearly and promptly to the Customer Care Leadership Team to ensure timely resolution. Report discrepancies related to parts, pricing, Illustrated Parts Lists (IPLs), or manuals through established internal procedures. *Job Type & Location* This is a Contract position based out of Charlotte, NC. *Pay and Benefits*The pay range for this position is $29.88 - $29.88/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully remote position. *Application Deadline*This position is anticipated to close on Jan 16, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
    $29.9-29.9 hourly 7d ago
  • Customer Service Representative (Regional Remote)

    Diamond Credit Union 3.6company rating

    Remote service consultant job

    Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists. Supervisory Responsibilities: No direct reports. Essential Functions: Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met. Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Ability to work through member situations and provide effective and accurate resolutions. Good technical skills and ability to work with multiple systems. Ability to be available at 8:00am M-Sat. Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis. Education / Experience: High school diploma or equivalent. Two plus years of customer service experience, preferably within a financial institution. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $24k-29k yearly est. 3d ago
  • Customer Service Representative

    Concero

    Remote service consultant job

    We are looking for a dedicated and empathetic Inbound/Outbound Call Center Representative to join our Patient Services team. In this role, you will be responsible for making inbound/outbound calls to an existing patient list to schedule doctor appointments. The ideal candidate will have excellent communication skills, a compassionate approach to patient interactions, and the ability to manage a high volume of calls efficiently. Key Responsibilities: Outbound Calling: Make a minimum of 25 outbound calls per hour to existing patients to schedule doctor appointments. Inbound: Take high volume incoming calls from patients to assist in scheduling doctor appointments. Navigate through multiple applications to answer insurance and account questions. Appointment Scheduling: Accurately book and confirm appointments based on patient availability and doctor schedules with a goal of setting a minimum of 125 appointments per month. Patient Interaction: Engage with patients in a courteous and professional manner, addressing their questions or concerns and providing relevant information about their appointments. Data Management: Update patient information, appointment details, and call outcomes in the company's scheduling and CRM systems. Documentation: Maintain accurate records of patient interactions and appointment status, ensuring all information is entered correctly and promptly. Compliance: Adhere to privacy regulations and company policies regarding patient information and appointment scheduling. Feedback and Improvement: Report any issues or patient feedback to the Call Center Manager to help improve processes and patient satisfaction. Performance: Maintain and exceed company metrics for outbound and inbound calls and appointments set. Qualifications: Experience: Previous experience in a call center or customer service role is preferred, particularly in a healthcare or insurance setting. Training will be provided. Communication Skills: Strong verbal communication skills with a focus on clear, compassionate, and effective patient interaction. Organizational Skills: Excellent organizational skills with the ability to manage multiple tasks and maintain a high level of productivity. Technical Proficiency: Familiarity with scheduling software and CRM systems is a plus; proficiency in data entry and technical aptitude use required. Attention to Detail: High attention to detail to ensure accuracy in scheduling and patient information. Empathy: Ability to approach each call with empathy and professionalism, particularly when dealing with sensitive patient information. Working Conditions: Schedule: Full-time. Flexibility in scheduling may be required based on call volume and patient needs. Hours are Monday-Friday between the hours of 8:30-6:00. There are occasional Saturdays based on Company needs Environment: Remote work environment. Noise Requirements: Must be able to provide and maintain a quiet, distraction-free workspace with zero background noise to ensure clear, professional-quality inbound and outbound calls.
    $26k-34k yearly est. 2d ago
  • Customer Service Representative

    Randstad USA 4.6company rating

    Service consultant job in Columbus, OH

    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.
    $28k-35k yearly est. 4d ago
  • Customer Service Enrollment Specialist - In Office

    The Whittingham Agencies

    Service consultant job in Plain City, OH

    Crafting Brighter Futures for Businesses & Families across the US At the forefront of specialized financial services, we help families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. As a Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures. You'll be the face of our company, embodying our values and commitment. Primary Responsibilities: Engage with clients to understand their financial goals and concerns. Present tailored solutions to safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a full-time role that has flexible hours. Unlimited Earning Potential: Your dedication determines your earnings*. Company Culture: At our company people are ambitious but respectful, high-energy, and treat every member like family. We do (optional) company outings frequently! Grow with Us: Dive into continuous learning and development opportunities. Application Process: Submit Your Application: No stringent qualifications needed. We believe in potential. Virtual Company Overview: Once your application is in, you'll receive an invite to a virtual overview, detailing everything you need to know about the position. This session lasts 20-30 minutes, and you can self-schedule at your convenience, often on the same day. Interact with Us: During the overview, you'll have the chance to chat with our team members and ask any questions. FAQs: When will I hear back after applying? Typically, within 24 hours. Is there any specific software I need for the virtual overview? No, our platform is accessible through any standard web browser. Details will be provided in the invitation. What's the growth trajectory for a Benefits Representative? Our focus is on continuous learning and development. Many of our reps have seen exponential career growth within our organization. * This is a commission only role with average earnings of $65,000+ in the first year and uncapped room for rapid growth based on performance. State and federal laws require licensing to sell certain insurance products. Ability to obtain a license is required.
    $65k yearly 11d ago
  • Licensed Customer Service Representative

    Commonwealth Casualty Company

    Remote service consultant job

    The Customer Service Representative is responsible for delivering high-quality support to policyholders and prospective customers. This entry-level role ensures a positive customer experience by answering questions, resolving issues, processing policy updates, and providing accurate information in a timely and professional manner. Duties and Responsibilities: · Manage multiple tasks and priorities while efficiently navigating various systems to perform job functions. · Demonstrate a strong understanding of company procedures, processes, tools, and systems. · Take full ownership of customer accounts during the review and servicing process. · Maintain accurate internal records by archiving all necessary documentation and evidence. · Develop and maintain strong knowledge of company products, pricing, underwriting guidelines, and policy features. · Receive, investigate, and respond to all customer inquiries, concerns, and complaints in a timely and professional manner. · Request, track, and follow up on any missing or required information from customers. · Provide accurate quotations, pricing details, and policy information to new and existing customers. · Successfully complete the sales process in accordance with the company's regulatory requirements. · Answer incoming calls promptly, professionally, and courteously while maintaining excellent customer service standards. Job Requirements · High school diploma or equivalent required. · Active insurance license (Property & Casualty) · Bilingual skills are a plus (Spanish/English preferred). · Ability to learn and apply insurance guidelines, processes, and systems. · Ability to thrive in a fast-paced, high-pressure environment while maintaining accuracy and professionalism. · Proficient in Microsoft Office applications and comfortable handling phone communications with a professional disposition · Time-management skills · Customer-focused mindset with strong problem-solving skills · Previous customer service experience preferred. · Candidates are required to complete a basic computer proficiency and customer service skills test and achieve an acceptable passing score. Work Environment & Schedule · Standard schedule: Monday-Friday; Currently hiring for shifts between 5:00 AM and 6:00 PM MST and the schedule will vary depending on call center needs at the time of hiring. · In-office position and require on-site attendance for all scheduled shifts for Arizona. · Remote position available for out-of-state applicants only, and this position requires the schedule to accommodate Arizona time.
    $28k-37k yearly est. 3d ago
  • Aging Services Specialist

    Commonwealth of Pennsylvania 3.9company rating

    Remote service consultant job

    Are you interested in a rewarding career opportunity where you will be an advocate for older Pennsylvanians? The Pennsylvania Department of Aging (PDA), Bureau of Protective Services is eager to welcome an Aging Services Specialist as a vital member to our dedicated staff of professionals. Your diligence in this role will ensure that quality protective services are consistently available to older adults across the commonwealth. Join us in our mission to promote independence, purpose, and well-being in the lives of older adults and apply today! DESCRIPTION OF WORK An Aging Services Specialist is a principal liaison between the Pennsylvania Department of Aging (PDA) and the Area Agencies on Aging (AAAs) regarding the administration and implementation of Pennsylvania's Older Adults Protective Services Act (OAPSA). This professional provides technical assistance and guidance to Area Agency on Aging (AAA) policies and procedures and resolves non-compliance issues identified during monitoring reviews. Collaboration with PDA's Bureau of Quality Assurance to deliver technical assistance and training ensures compliance and accurate data collection in PDA's protective services electronic database system. Additional duties to include but not limited to: Review and respond to protective services inquiries and complaints from a variety of sources Develop, implement and review policy, procedure and/or regulations regarding protective services and/or guardianship program areas Manage the training contract to ensure all deliverables are timely and effectively met Search and apply for grants and other funding opportunities that involve protective services and associated grants and projects Assist with grant and contract planning, oversight and management including preparing, submitting, managing deliverables to ensure all steps are completed timely and in accordance with budget and submission of required reports and deadlines Interested in learning more? Additional details regarding this position can be found in the position description. Work Schedule and Additional Information: Full-time employment Work hours are 8:00 AM to 4:30 PM, Monday - Friday, with 60-minute lunch. Telework: You may have the opportunity to work from home (telework) part-time. You will be required to report to the headquarters office in Harrisburg when needed. In order to telework, you must have a securely configured high-speed internet connection and work from an approved location inside Pennsylvania. If you are unable to telework, you will have the option to report to the headquarters office in Harrisburg. The ability to telework is subject to change at any time. Additional details may be provided during the interview. Salary: In some cases, the starting salary may be non-negotiable. You will receive further communication regarding this position via email. Check your email, including spam/junk folders, for these notices. REQUIRED EXPERIENCE, TRAINING & ELIGIBILITY QUALIFICATIONS Minimum Experience and Training Requirements: Two years of professional experience in a human services program conducting human services related research or providing social services to clients, and a bachelor's degree; or An equivalent combination of experience and training. Other Requirements: You must meet the PA residency requirement. For more information on ways to meet PA residency requirements, follow the link and click on Residency. You must be able to perform essential job functions. How to Apply: Resumes, cover letters, and similar documents will not be reviewed, and the information contained therein will not be considered for the purposes of determining your eligibility for the position. Information to support your eligibility for the position must be provided on the application (i.e., relevant, detailed experience/education). If you are claiming education in your answers to the supplemental application questions, you must attach a copy of your college transcripts for your claim to be accepted toward meeting the minimum requirements. Unofficial transcripts are acceptable. Your application must be submitted by the posting closing date . Late applications and other required materials will not be accepted. Failure to comply with the above application requirements may eliminate you from consideration for this position. Veterans: Pennsylvania law (51 Pa. C.S. *7103) provides employment preference for qualified veterans for appointment to many state and local government jobs. To learn more about employment preferences for veterans, go to ************************************************ and click on Veterans. Telecommunications Relay Service (TRS): 711 (hearing and speech disabilities or other individuals). If you are contacted for an interview and need accommodations due to a disability, please discuss your request for accommodations with the interviewer in advance of your interview date. The Commonwealth is an equal employment opportunity employer and is committed to a diverse workforce. The Commonwealth values inclusion as we seek to recruit, develop, and retain the most qualified people to serve the citizens of Pennsylvania. The Commonwealth does not discriminate on the basis of race, color, religious creed, ancestry, union membership, age, gender, sexual orientation, gender identity or expression, national origin, AIDS or HIV status, disability, or any other categories protected by applicable federal or state law. All diverse candidates are encouraged to apply. EXAMINATION INFORMATION Completing the application, including all supplemental questions, serves as your exam for this position. No additional exam is required at a test center (also referred to as a written exam). Your score is based on the detailed information you provide on your application and in response to the supplemental questions. Your score is valid for this specific posting only. You must provide complete and accurate information or: your score may be lower than deserved. you may be disqualified. You may only apply/test once for this posting. Your results will be provided via email.
    $38k-46k yearly est. 3d ago
  • Remote P&C Licensed Insurance CSR

    The Auto Club Group 4.2company rating

    Remote service consultant job

    Why Choose a Career with the AAA The Auto Club Group (ACG) You excel at interacting with others and providing a high level of customer service. You enjoy a job that keeps you busy but also one that provides for you and your family. At AAA The Auto Club Group (ACG), you will find that you can have a fulfilling career and will be joining a company that truly cares about its members and employees. Continue reading to see what our Insurance Customer Sales and Service Rep opportunities are all about! A Day in the Life of an Insurance Customer Sales and Service Rep: Our Insurance Customer Sales and Service Representatives provide service to internal and external customers in a customer-focused, high-volume, fast-paced sales call center environment. Insurance Customer Sales and Service Representatives explain product features and service advantages to existing and potential customers to promote and sell the various membership and/or insurance products and services to achieve sales production goals. In this role, you will also have the opportunity to: Provide price quotes on all insurance products that factor in all applicable rules (underwriting, business, etc.) and discounts to complete the sale. Rewrite and reinstate insurance policies according to underwriting and business rules. Complete membership and/or insurance applications, endorsements, and change forms (e.g., address change, etc.) as necessary. Accept & process payments at the point of sale. Make outbound follow-up calls to customers in response to questions or complaints. Correspond with and respond to inquiries from sales representatives, insureds, mortgage companies, and other sources regarding ratings, premiums, billing problems, and cancellations, as well as obtain and verify payments and other types of information. Provide efficient processing of customer policies, endorsements, and status and coverage changes. Assist agents in resolving technical and business-related issues. May assist other Customer Interaction Centers (e.g., Emergency Road Service, Claims, Membership, Travel, etc.) in servicing members and/or customers when necessary to ensure quality service goals are met. How we reward our employees: In addition to a competitive starting salary, ACG offers excellent and comprehensive benefits packages: Hourly rates starting at $21.75/hour plus bonuses and sales incentives Overtime earning potential at time and a half the hourly wage Fully paid training Medical, dental, and vision benefits 401k with employer match Paid parental leave and adoption assistance Paid Time Off (PTO), company-paid holidays, CEO days, and floating holidays Paid volunteer day annually Tuition assistance program, professional certification reimbursement program, and other professional development opportunities AAA Membership Discounts, perks, rewards, and much more $1,000 sign-on bonus for Licensed Property and Casualty Agents. **To qualify for the Sign-On Bonus, applicants must be new to ACG.Our Recruiting Team can provide additional details at the time of application** We are looking for candidates who have: Education High School Diploma or equivalent (GED) Experience Providing a high level of customer-focused service Navigating through a PC Windows environment, including accessing information from multiple applications Managing and navigating multiple sources of information and applying them as needed Performing monetary transactions (e.g., entering key data into the cash terminal, adjusting account balances, etc. Cross-selling Certifications / Licensure Current Property & Casualty Insurance license May be required to attain and maintain state membership licenses as appropriate by the department Preferred Qualifications College-level coursework, certification, or equivalent (i.e., relevant continuous learning) To prepare you for this exciting opportunity, we offer: Full-time paid training on Monday, February 2, 2026 Monday through Friday from 9:00 a.m. - 5:30 p.m. EST during training Monday through Friday, 12:30 p.m. - 9:00 p.m. and rotational Saturday, 9:30 a.m. - 6:00 p.m. EST after training Work Environment This is a remote call center position. Call Center employees to work remotely full-time. An exception to this would be in the case of connectivity or service level issues, in which employees would be required to report temporarily to a designated ACG facility (if located service levels are restored. Willingness and ability to work extended/irregular hours, including weekends/holidays. Interested in learning more? Apply Today! #LI-Remote #Appcast Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life's journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you'll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit *********** Important Note: ACG's Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to consent to a background and drug screen based on the requirements of the position.
    $21.8 hourly 7d ago
  • Customer Service Representative

    Thermoid

    Service consultant job in Bellefontaine, OH

    The Customer Service Representative supports Thermoid's customers by providing accurate product and service information, processing orders, resolving delivery and service issues, and coordinating closely with internal teams. This role requires strong verbal communication skills, confident phone interaction, and excellent time management to ensure daily tasks are completed accurately and on schedule. The ideal candidate is proactive, motivated, and eager to take on additional responsibilities to support team success. Principal Duties and Responsibilities: Customer Support & Order Processing • Answer customer questions by phone and email, requiring clear, confident verbal communication and a professional demeanor. • Process customer orders and respond promptly to sales and service inquiries. • Provide accurate quotes and lead times for new and existing products. • Maintain customer records with up-to-date account information. • Assist in resolving customer credit issues and documentation needs. Customer Outreach Responsibilities • Conduct proactive outreach, with an emphasis on phone-based communication, to follow up on open orders, quotes, delivery timing, backorders, and general service needs. This outreach is essential to driving excellence in customer service, strengthening customer relationships, and ensuring customers receive clear, timely, and accurate communication throughout the order lifecycle. • Document all outreach interactions accurately in D365 per established company standards. • Support Thermoid's Customer Outreach Program by completing required weekly outreach activities. Issue Identification & Resolution • Clarify customer complaints or delivery issues, determine root cause, and recommend the best solution. • Coordinate internally to expedite corrections, adjustments, or order updates, ensuring timely follow-up. • Initiate paperwork including credits, complaints, RMAs, and internal requests on behalf of customers. Administrative Responsibilities • Perform clerical tasks such as filing, data entry, correspondence, and document preparation for the sales and service departments. • Ensure accurate and consistent communication across Manufacturing Operations, Scheduling/Planning, Quality, Engineering, Finance, Sales, and Marketing. Performance & Team Responsibilities • Demonstrate strong time management and ensure daily tasks are completed consistently and accurately. • Work with a high degree of motivation and ownership; proactively seek opportunities to take on additional responsibilities that support the team. • Participate in improving workflow, customer experience, and cross-departmental communication as business needs evolve. Experience and Education: • Associate's Degree preferred; equivalent experience considered. • Minimum of two years of customer service experience preferred, ideally in a manufacturing or industrial setting. • Friendly, helpful, customer-focused approach with strong problem-solving skills. • Proven attention to detail, accuracy, and consistency in following procedures. • Strong time-management, task prioritization, and organizational abilities. Technical Skills: • Proficiency with Microsoft Office, especially Outlook and Excel. • Strong verbal and written communication skills; high comfort level handling phone-based customer interaction. • Ability to perform basic math and geometry calculations. • Experience with ERP or order-entry systems; ability to learn new systems quickly (D365 preferred but not required). • Solid administrative and documentation skills. Organizational Relationships: • Reports to: Customer Service Manager • Internal communication with: Manufacturing Operations, Quality, Planning/Scheduling, Engineering, Finance, Sales, and Marketing. • External communication with: Customers and distributors to maintain strong partnerships and support coordination. HBD Industries is proud to be 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. HBD NOTICE OF COLLECTION - CALIFORNIA - December 2022 Please click on this link to view the notice.
    $27k-35k yearly est. 3d ago
  • Customer Service Advisor - Yellow Springs - Yellow Springs, OH

    Wesbanco Bank Inc. 4.3company rating

    Service consultant job in Yellow Springs, OH

    Back 173d Customer Service Advisor - Yellow Springs #32-8219 Yellow Springs, Ohio, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Yellow Springs, OH. Market Cincinnati Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Yellow Springs, Ohio, United States
    $31k-35k yearly est. 3d ago

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