Service specialist jobs in Encinitas, CA - 1,105 jobs

We Are Accenture Song accelerates growth and value for our clients through sustained customer relevance. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration. With strong client relationships and deep industry expertise, we help our clients operate at the speed of life through the unlimited potential of imagination, technology and intelligence. Visit us at: ********************** Role Purpose * Support the development and delivery of customer-led growth strategies by identifying opportunities, validating ideas, and contributing to market launch planning. Consultants work closely with Managers and client teams to turn insights into market-ready propositions. Key Responsibilities Conduct research and analysis on customer needs, market trends, and competitive activity. Execute rapid testing protocols with real and synthetic customers to validate concepts. Synthesize findings into actionable recommendations for prioritization and launch. Collaborate with design, product, and marketing functions to shape propositions. Assist in building business cases for high-priority growth opportunities. What Success Looks Like Producing insight and recommendations that directly shape client growth decisions. Effectively applying proprietary methods to accelerate and de-risk validation. Building skills in structured problem-solving and client engagement. Qualification Basic Qualifications: * 3+ years in strategy consulting, corporate innovation, or customer insight roles focusing on customer growth for the financial services industry. Preferred Qualifications: Demonstrated consulting experience with client-facing delivery. MBA or relevant innovation program experience a plus. Strong research and analysis skills. Exposure to concept testing, prototyping, or agile product/service development. Excellent communication and collaboration skills. Understanding of AI/ GenAI Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. Role Location Annual Salary Range California $63,800 to $196,000 Cleveland $59,100 to $156,800 Colorado $63,800 to $169,300 District of Columbia $68,000 to $180,300 Illinois $59,100 to $169,300 Maryland $63,800 to $169,300 Massachusetts $63,800 to $180,300 Minnesota $63,800 to $169,300 New York/New Jersey $59,100 to $196,000 Washington $68,000 to $180,300 Locations

About Client: Company is a worldwide provider of legal services, serving law firms, corporations, financial institutions and government agencies helping them streamline the administration of business operations. Its scalable, flexible technology is designed to help you quickly and efficiently turn huge amounts of data into manageable, actionable tools you can use to meet a variety of objectives. Rate Range: $18-$20/Hr Job Description: A Service Specialist is part of a team that provides various administrative support to our clients which may include; copy, print, mail, hospitality, facilities, and receptionist services. Responsibilities: Provide comprehensive administrative support to the Office Administrator. Collaborate closely with the office administrative team, including HR, Recruiting, Operations & Management. Event planning. Prepare expense reports and process invoices. Provide administrative support to ensure efficient office operations: ordering business cards, updating maps, intranet pages, and tracking expenses. Provide support in managing visiting attorney offices and shared office spaces. Skilled in MS Office; Word, Outlook, Excel and Adobe. Create, revise, and format documents as per requirements. Maintain both physical and digital filing system, including data entry and electronic file organization. Assist with coordinating meeting logistics, including room setup and catering. Provide Receptionist Service. Maintain flexibility to meet deadlines and adapt to changing priorities. Contribute to special projects as needed. Qualifications: High school diploma required; some college preferred. Demonstrated initiative, highly organized and detail oriented. Possess strong interpersonal and time-management skills. Excellent written and verbal communication skills Strong technical skills: Microsoft Office Suite, Proficient with Excel, Chrome River a plus Comfortable with calendar management and scheduling. Exemplary customer service and collaborations skills, with the ability to work well within a team. Demonstrate initiative, independent thinking and creative problem solving. Proven ability to work independently while maintaining a high level of efficiency. Capability to handle multiple tasks simultaneously and see projects through to completion. Ability to work after hours when needed for events. Ability to walk, bend, kneel, stand, and/or sit for an extended period. Non-benefitted (other than those mandated under state or federal law).Please note that this position does not include paid time off benefits. ApTask offers subsidized insurance coverage to our employees. About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-certified company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment. If you have any concerns or queries about your personal information, please feel free to contact our compliance team at Applicant Consent: By submitting your application, you agree to ApTask's (*************** and , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at ************ or ***************. Message frequency may vary. Msg & data rates may apply. About ApTask: ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment. Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview. Candidate Data Collection Disclaimer: At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment. If you have any concerns or queries about your personal information, please feel free to contact our compliance team at . Applicant Consent: By submitting your application, you agree to ApTask's (*************** and , and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at ************ or ***************. Message frequency may vary. Msg & data rates may apply.

We are seeking a detail-oriented and organized Customer Service Representative to join our team. The ideal candidate will be responsible for managing and responding to emails, focusing on different customers efficiently. Strong organizational skills and excellent email communication abilities are essential. Experience with high-volume data entry, ERP systems, and familiarity with Microsoft Word and Excel are required. The role involves working with numerous part numbers and effectively handling challenging situations with customers. Responsibilities + Manage and respond to customer emails in a timely and organized manner. + Focus on different customer needs and prioritize accordingly. + Maintain accurate alphanumeric data entry. + Utilize ERP systems for efficient data management. + Collaborate with the team to handle difficult scheduling and customer interactions. + Retain information about numerous part numbers and products. Essential Skills + Proficiency in data entry and customer service. + Strong organizational skills with attention to detail. + Experience with Microsoft Word, Excel, and ERP systems. + Ability to quickly learn and retain processes. + Excellent written and verbal communication skills. Additional Skills & Qualifications + Outgoing personality with the ability to work well with others. + Administrative support experience is a plus. + No degree needed; relevant experience is more important. + Ability to stay focused and work hard in a quiet, analytical team environment. Job Type & Location This is a Contract to Hire position based out of Carlsbad, CA. Pay and Benefits The pay range for this position is $22.00 - $24.00/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 onsite position in Carlsbad,CA. Application Deadline This position is anticipated to close on Jan 26, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. 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. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

DescriptionLife Science Service Specialist Location: Los Angeles, CA Salary: $109,000 to $111,000 per year Who are we? Established in 1975, Shimadzu Scientific Instruments is one of the largest suppliers of analytical instrumentation, physical testing, and environmental monitoring systems in the world. Ground-breaking scientific research, manufacturing ideas and results continue to propel Shimazu's outstanding reputation and "Excellence in Science." People dedicated to our mission have the largest impact on Shimadzu's continued growth and success. Would YOU like to join a diverse team of professionals working together with researchers, scientists and manufacturers to help better lives worldwide? What can Shimadzu offer YOU? Our Culture - A work environment that values diversity, inclusion & belonging Competitive Compensation - Day 1 Benefits & Competitive Salary Retirement Benefits - Matching 401K & Profit-Sharing Program Professional Growth - Clear pathways for Career, Leadership and Personal Development Health Benefits - Flexible Spending/Health Savings Accounts Work-Life Balance - Generous & Front-Loaded Paid Time Off Plan Education - Tuition Assistance Program for both graduate and undergraduate levels Insurance Perks - Pet Insurance, optional Identity theft, legal pre-paid and critical care buy-up insurance benefits, generous company paid life insurance & short-term disability programs Work Flexibility - Business casual Dress Attire & casual (jeans) Friday! Employee Engagement - Employee Resource Groups to network, build a sense of community and enhance one's career and personal development Shimadzu Scientific Instruments is seeking an Life Science Service Specialist to support the installation, maintenance, and repair of our specialized biotech instruments, including MALDI systems, PPSQ, LABNIRS, and related platforms. This is a hands-on, customer-facing role that plays a critical part in helping researchers and scientists perform mission-critical work in labs across the region. JOB FUNCTIONS INCLUDE, BUT ARE NOT LIMITED TO: Install, troubleshoot, and maintain biotech instrumentation across customer sites Provide technical training to end users and junior field service engineers Accurately document system builds, service visits, and part usage Develop preventive maintenance procedures and contribute technical feedback Manage and maintain regional parts inventory Provide timely phone/email-based technical support as needed Travel by air and car to perform on-site service; overnight travel required Ensure safety compliance and proper use of PPE per company and client protocols EDUCATION AND QUALIFICATIONS: Associate degree in Electrical Engineering or related tech field required Bachelor's degree in Life Sciences preferred 3+ years of field or in-house instrumentation service experience required Mechanical, electrical, and customer-facing troubleshooting skills essential Proficiency in technical documentation and remote support protocols Must be self-driven and comfortable working independently or with cross-functional teams At Shimadzu Scientific Instruments, we believe in providing structured career paths that recognize and reward talent. If your expertise surpasses the level specified in the listed position, we offer the flexibility to upgrade positions to better suit your qualifications accompanied by a salary adjustment. Compensation & Benefits: This full-time, non-exempt position comes with a comprehensive benefits package. In your first year, you will receive 10 paid vacation days, 8 paid personal days, 8 paid scheduled holidays and 3 paid floating holidays (Residents of California and Puerto Rico will receive state-mandated sick leave instead of personal days). After one year of employment, you will also be eligible for a generous short-term disability program with the company covering 100% of monthly premiums. The starting salary range for this role is $109,000 to $111,000 annually, paid semi-monthly. As a non-exempt position, you will be eligible for overtime and double time pay, as outlined in our employee handbook. Additional variable compensation may include a discretionary year-end bonus based on overall company performance. This position includes a company car with a fuel card (with a $55 per pay deduction for personal use), company laptop, and a company-paid cell phone, which remains company property but can be used for personal purposes. For more details on benefits, please visit ************************** Shimadzu is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Shimadzu via email, the Internet or in any form and/or method without a valid written search agreement in place for this position (and agency was requested to work the requisition) will be deemed the sole property of Shimadzu. No fee will be paid in the event the candidate is hired by Shimadzu as a result of the referral or through other means. EEO Statement: Shimadzu Scientific Instruments (SSI) is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, please click here. Qualifications BehaviorsFunctional Expert - Considered a thought leader on a subject Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well Innovative - Consistently introduces new ideas and demonstrates original thinking Team Player - Works well as a member of a group Thought Provoking - Capable of making others think deeply on a subject EducationBachelors of Chemistry (preferred) Associates of Electrical Engineering (required) Skills Instrument Repair (required) Instrument- MALDI (required) Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities 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.

Caliber Collision has an immediate job opening for a Customer Service Representative to perform all-purpose duties, which may include, but not limited to greeting and providing extraordinary customer service to internal and external customers, monito Customer Service Representative, Customer Service, Representative, Business Operations, Retail

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 70 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Branch Operations Specialist to provide top notch customer service to our clients and customers in our San Diego Region. If you are passionate about bringing full-service banking services to new and existing customers, then we are interested in speaking with you! Essential Functions: Supports the assigned branch throughout the San Diego, CA Region by performing duties on the teller line, in new accounts, and branch operations. Driving is an essential function of this role and as such, employees must have a valid driver's license and good driving record. May occasionally be assigned to back-office departments. May also assist with special projects. Ensures high quality customer service goals are met. May train staff on proper bank procedures. Other duties as assigned. Qualifications: MUST BE ABLE to accept assignments throughout the Antelope Valley Region ranging in duration from one day to several months. MUST HAVE at least 4 years of experience in branch banking including assignments as Senior Teller and intermediate-level new accounts. High school diploma or equivalent required. Ability to contribute to the development of branch operations, new accounts, and sales principles. Proficient training skills. Benefits: Mileage and travel time pay. Eligible for sales bonuses, monthly incentives, and annual discretionary bonus. Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance. Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts. Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays, and any applicable state holidays. 401(k) plan with company match, Profit Sharing, and competitive compensation in line with work experience. Mental health benefits, including coaching and therapy sessions. Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. Employee Ambassador preferred banking products. This position is eligible to earn a base salary in the range of $27 - $33 hourly depending on job-related factors such as level of experience.

Aspire is a future-focused, impact-driven sales agency based in San Diego that plays a key role in helping businesses stay connected. Through our premier partnership with AT&T, we support local companies by providing them with high-quality, reliable telecommunications solutions. As a Client Enrollment Representative, you'll work directly with business owners who qualify for enhanced AT&T services by guiding them through available services and plans that elevate their operations, improve connectivity and bring them closer to their customers. You'll master our systems, sales strategies, and business process optimization through hands-on training, one-on-one mentorship, and regular performance evaluations. If you're eager to build your career, work with world-renowned brands, and join a team that's passionate about helping local businesses succeed, we'd love to have you on board. *Role Responsibilities for a Client Enrollment Representative:* * Directly engage local businesses in your assigned territory regarding their telecommunications needs and introduce eligible AT&T solutions that enhance reliability and efficiency. * Deliver clear, quality-focused sales presentations that walk potential clients through available connectivity options and the enrollment process * Ensure accuracy and integrity through precise enrollment orders, client follow-ups, and escalations to support performance forecasting, ensure a smooth onboarding process and create a seamless client experience. * Maintain sales reports, such as pipeline activity and territory metrics, to inform strategic direction and performance optimization * Build a strong understanding of AT&T's products and service plans, key performance drivers, and best business-to-business sales practices to effectively support business customers and drive performance. * Strive to establish strong lifetime product and services value in client relationships *Qualities That Set You Apart as a Client Enrollment Representative:* * Passion for sales and can spot trends and insights * Incredibly detail-oriented, ensuring accuracy and precision in every report and process. * Natural problem-solver, always looking for ways to make things more efficient. * Highly organized * Proactive learner, always eager to master new software and analytical techniques. * Enjoy supporting others and contributing to a team's overall success, even from a non-direct sales role. This is a full-time, commission-based position with an on-target earnings range of $42,000-$62,000 annually.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 555 Saturn Blvd Ste C, San Diego, California 92154 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.

Essential Duties and Responsibilities Be the first point of contact for customers wanting to cancel services. Engage with customers to identify cancellation reasons and offer tailored solutions. Communicate the value of services to reinforce customer commitment. Use negotiation and de-escalation techniques to maintain customer relationships and reduce churn. Track retention metrics, including save rates and customer feedback. Keep detailed records of all interactions in CRM systems. Collaborate with internal departments to resolve customer issues efficiently. Follow up with customers to ensure satisfaction post-resolution. Demonstrate thorough knowledge of service offerings and pricing to advise customers confidently. Handle all interactions with empathy and professionalism. Meet or exceed monthly retention KPIs, such as customer saves and call quality. Participate in ongoing training to stay updated on company services and policies. Utilize Microsoft Teams, Outlook, and other relevant tools. Perform additional duties as assigned. Customer Engagement Connect with customers proactively through phone and email. Build strong relationships by understanding their needs and preferences. Issue Resolution Address customer inquiries and concerns with professionalism and urgency. Work with internal teams to resolve issues efficiently. Upselling & Cross-Selling Identify opportunities to recommend additional services or products. Educate customers on the benefits of enhanced offerings. Customer Feedback Collect and share customer insights to support service improvements.

Handles previous and current Sales and Service clients whose key role is Retaining both Service and Sales clients. You will work to secure Used Car Inventory using our Lease Maturity Tools and appointment setting tools for our Sales Department by collaborating with the Sales Managers, Service Manager, Service Advisors, and Audi Brand Specialist. You'll be able to work with both Sales and Service Departments and convert Service Opportunities into New and Used Car retail Sales. Essential Duties: Assists and greets customer on both the Service Drive and Sales Department with the intention of retaining the client and or purchasing their current vehicle. Assists the Service and Sales department in a supportive role with current, previous, and new clients with trouble shooting or vehicle questions. Working monthly lease maturity portfolio. Making appointments for lease end customers to come in and review lease end options with the sales manager. Demonstrate the ability to communicate through a wide array of digital tools and platforms. With competency in Microsoft programs like (Excel, Outlook, Word, etc.) and keen to learn new technologies. Highly disciplined approach and works efficiently to meet the needs of guests, sometimes dealing with multiple guests simultaneously. Keeps updated and is capable of absorbing and retaining information regarding vehicles, the technology within and value added products. Demonstrates vast knowledge of the Audi product lineup, helps sales/service staff with understanding new technologies/updates. Attends sales meetings. Maintains professional appearance and workspace. Sells and delivers professional service when needed in the sales department Processes sales paperwork in accordance with dealership policies Keeps up-to-date on new Audi products and services within the industry. Will be responsible for clean and tidy showroom and vehicle display. Approaches and greets overflow sales prospects in a timely manner. Exhibits a high level of commitment to customer satisfaction. We don't believe in high pressure sales. We simply help our customers find the vehicle that meets their needs, while giving them a great experience. We price our vehicles based on extensive research to be highly competitive and our management staff will coach you to success! Audi Carlsbad has introduced an all-new compensation package that pays you in several different ways. · Guaranteed hourly wage · Volume / Unit bonuses · Flex scheduling featuring 2 full days off every week plus an early and a late day · You will receive a wide range of benefits including FULL medical, dental, and vision insurance · Discounts and an associate pricing program on vehicles, parts and service · Support for continuing education and personnel development are included

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 As a Service Advisor, you'll be part of a nationwide team servicing 20,000 cars a day and building customer loyalty that spans generations. Along with your communication skills and automotive knowledge, you'll utilize leading-edge technology to uncover selling opportunities that keep drivers safe in their vehicles. Position Overview Working in our state of the art service departments, the Service Advisor acts as the go-between for Service Technicians and customers. In this position, you'll be able to get out from behind the desk and play an active role in the service lane. AutoNation will look to you to explain the Service Technician's recommendations to the customer in easy-to-understand language - and suggest up-sell opportunities to keep the customer's vehicle safe. What Will I Do Every Day? Set, confirm and prepare for appointments with customers so they can have a great service experience Meet or exceed targeted sales goals & the targeted customer satisfaction index Greet customers in a friendly manner when they arrive Determine vehicle needs based on customer information and a vehicle walk-around, inspections and test drives Use a consultative selling process to assist customers in planning for ongoing required maintenance of their vehicle Produce repair orders for customers, including cost and time estimates, with full transparency Communicate frequently with technicians and parts associates to ensure timely completion of work Follow up with customers on the status of their vehicle, based on how the customer wants to be informed Follow up with customers to ensure satisfaction Gain superior product knowledge to effectively help customers Provide an exceptional customer experience to drive loyalty What are the requirements for this job? High school diploma or equivalent Proven ability to provide an exceptional customer experience Ability to set and achieve targeted goals Prior sales experience preferred but not required Demonstrated communication, consultative, interpersonal and organizational skills The willingness to follow up with customers Experience and desire to work with technology Valid in-state driver's license and an acceptable, safe driving record This is a commission role with an estimated monthly income of $2-11k. Exciting Benefits and Perks Await You: Competitive compensation and 401k matching Enjoy a healthy work-life balance with insurance plans (health, dental, vision) and maternity benefits. Associate purchase and discount programs for new and pre-owned vehicles, services, parts, collision, accessories, and AutoGear Access amazing deals and discounts through YouDecide, a website with offers from top providers and retailers Join our DRVPNK mission to raise and donate millions of dollars to cancer research and treatment, partnering with cancer charities nationwide AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the best decisions for their needs. With a network of dealerships nationwide strengthened by a recognized brand, we offer a wide variety of new and used vehicles, customer financing, parts, and provide expert maintenance and repair services. Through DRV PNK, we have raised over $40 million for cancer-related causes, demonstrating our commitment to making a positive difference in the lives of our Associates, Customers, and the communities we serve. AutoNation is committed to creating a diverse, equitable, and inclusive environment in our workplace and the services we provide. We welcome candidates from all backgrounds who are passionate about making a positive impact. Even if you do not meet every requirement, we encourage you to apply. Join our team and help us foster a culture of belonging while contributing to our revolutionary work in the automotive industry. We value innovation, teamwork, and a commitment to making a positive impact in the world. Employment Position: Full Time Salary: $24,000.00 - $144,000.00 Yearly Salary is not negotiable. Zip Code: 92008

Under general supervision, the Brokerage Specialist provides marketing, research, transaction, and administrative support to across the organization. This role supports sales and leasing activities by preparing marketing materials, maintaining transaction data, coordinating client-related logistics, and assisting with internal processes in accordance with company Sales and Marketing operational policies and procedures. The Brokerage Specialist does not independently perform licensed real estate activities unless properly licensed. All activities requiring a California real estate license are performed only by licensed personnel and under appropriate broker supervision. The position requires a high level of professionalism, organization, and discretion in handling confidential sales, marketing, client, and proprietary information. Skills and Competencies Strong written, verbal, and interpersonal communication skills. Ability to organize, prioritize, and manage multiple assignments and deadlines simultaneously. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Adobe InDesign; familiarity with CRM, marketing, or project management software is a plus. Strong attention to detail and ability to follow established processes and compliance requirements. Professional demeanor with a customer service-oriented approach. Ability to work collaboratively in a team-oriented environment. Demonstrated ability to maintain confidentiality and handle sensitive information with discretion and integrity. Interest in commercial real estate, brokerage operations, and marketing strategy. Compliance Note This position includes both licensed and non-licensed duties. Employees may only perform activities requiring a California real estate license if properly licensed and acting under broker supervision, in accordance with California Department of Real Estate regulations. Salary Range Language The expected base salary for this position ranges from $75,000 to $85,000 annually. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package (including health, vision, and dental insurance, paid time off and a 401(k) retirement plan with employer matching), this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.). WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Essential Duties and Responsibilities Broker Support & Marketing Provide day-to-day marketing and administrative support to multiple brokers across the organization on sales and leasing assignments. Assist brokers with the preparation and execution of marketing strategies for property listings and business development initiatives. Create, format, and update marketing materials including flyers, brochures, proposals, offering memoranda, and presentations for broker review and approval. Support the preparation of comparable market analyses, market research summaries, and industry data for use by licensed brokers. Evaluate broker and client requests to determine appropriate content, format, and delivery of marketing and presentation materials. Data, Systems & Coordination Maintain and update marketing and sales infrastructure, including CRM systems, prospect databases, transaction records, and web-based platforms. Coordinate with internal departments such as Research, Financial Analysis, and Marketing to obtain requested data and materials. Audit, update, and maintain listings, sales records, and transaction documentation to ensure accuracy, completeness, and compliance. Analyze competitive and market information and prepare summaries for broker review. Client & Transaction Support Provide client service support that enhances broker-client relationships and supports business growth. Participate in client meetings and presentations in a support capacity as requested by brokers. Organize property tours, including scheduling, coordinating logistics, and preparing tour materials; licensed brokers conduct tours and discuss transaction-related matters. Respond to pricing inquiries and assist brokers in developing proposals and responses to non-routine client requests (California real estate license required). Perform additional duties and special projects as assigned.

Are you ready to join a team that is redefining client experience excellence? Come join JPMorgan Private Client as a Client Experience Specialist to help support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills A minimum of two years of financial services experience. Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills A bachelor's degree Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process . Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

We appreciate your interest in employment with Barry's! Barry's is committed to a policy of equal employment opportunity, and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin, ancestry, sex, gender, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, gender identity, gender expression, marital status, or any other legally recognized protected basis under federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Applicants with disabilities who need assistance with the application process may be entitled to a reasonable accommodation in accordance with applicable law. If you need assistance in completing this application or with the application process because of a disability, please contact the People and Culture Department (*****************). Barry's is the Best Workout in the WorldTM. Founded in West Hollywood in 1998, it's the original strength and cardio interval fitness experience that provides an immersive, high-intensity, one-hour workout that's as effective as it is fun. Our fitness classes alternate between working out with weights and running on a treadmill. Each day focuses on a different muscle group in order to achieve real results and to prevent injuries. Our program is designed to tone muscle and maximize fat loss, while spiking the metabolism for up to 48 hours following the class. Please be aware that smoking is prohibited in all indoor areas of Barry's studios and corporate offices. About the Role Client Specialists are the first line of contact at all Barry's studios. As such, they are well-versed in all aspects of our business complying with company policies, procedures and directives. Client Specialists are key to developing lasting client relationships through providing superior hospitality and assisting clients with class selections, bookings, and questions; maintaining a clean studio; FuelBar orders; and merchandise purchases. Our Client Specialists are excellent communicators and positive brand ambassadors, helping convey memorable experiences for our clients. Their passion for Barry's is conveyed in every client interaction. We are looking for passionate, hard-working, reliable, team-oriented, and forward-thinking problem-solvers with outgoing interpersonal skills, a love for health, an excitement for our brand, and the desire to be a part of building a stronger Barry's community. This position encompasses the following responsibilities, each of which is carried out in equal measure: Front Desk, Facilities & Fuel Bar. What You'll Do Front Desk Responsibilities: * Client Experience: Understanding of hospitality principles & processes and ability to execute as part of the Barry's Client Experience * Support the client experience with hospitality and studio amenities to build personalized experiences with the goal of positively impacting both sales and service * Be an effective brand ambassador, ensuring clients are warmly welcomed, assisted accordingly, and have a memorable experience commensurate with the Barry's brand * Establishing and maintaining Interpersonal Relationships: The candidate must develop constructive and cooperative working relationships with clients/staff, and maintain them over time * Assist clients, building individual connections, and providing direction with any questions or concerns * Communicating with Supervisors, peers: the candidate must provide information to supervisors and co-workers, by telephone, in written form, e-mail, text, or in person in a timely and efficient manner * Deliver first class client experience at all times * Ensure a clean and welcoming atmosphere at all times by assisting in studio cleaning, restocking, and upkeep as needed * Guide clients with regards to the latest studio promotions, membership discounts and/or special events * Maintain product knowledge for all studio retail operations * Participate in all relevant training and development programs and meetings as directed by Operations leaders * Have flexibility with schedule, having the ability to work weekends, holidays, morning or night shifts and adhere to work schedule, and meeting minimum availability requirements Fuel Bar Responsibilities: * Deliver quality protein smoothies and customer service in the Fuel Bar * Handle pre-orders and orders on the spot, custom to each client's needs * Assist clients with questions and product selection * Complete client's orders in a timely manner utilizing a POS transaction * Maintain fuel bar department areas clean and sanitized * Follow departmental procedures for safety, proper food handling, and sanitation according to local, state, and federal health code regulations * Properly rotate merchandise in refrigerated coolers and department tables, paying special attention to spoiling goods according to company policy * Prepare various fuel bar goods following company recipes Facility Maintenance: * Prepare studio spaces before, after, and in-between classes by cleaning exercise equipment, sweeping, mopping and/or vacuuming floors, and wiping mirrors * Support in cleaning and maintaining of locker rooms to brand standard as directed * Regular deep cleaning, organization, and service of common areas, including the lobby space, FuelBar, Red Room/Lift/Ride spaces, retail shelves, locker rooms, hallways, and storage areas * Conduct small studio repairs when appropriate * Laundry services, including collecting, washing, and folding towels * Adhere to daily and weekly cleaning and maintenance checklists Customer Service: * Ensure all existing and new clients are provided with the highest level of hospitality * Maintain client database and utilize information to increase client contact * Attend social functions within the community to generate new business, invite current and prospective clients to in-studio events, and reach out through curated clienteling tools Qualifications * Strong hospitality skills and alignment with Barry's Mission, Vision and Values. * Ability to work either a full-time or part-time schedule * Full-time employees: Must be available for a minimum of 30 hours per week with minimal restrictions. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. * Part-time employees: Must be available for a minimum of 24 hours per week and minimum of 3-4 hours per available shift depending on state regulations. Must be available mornings, afternoons, evenings, inclusive of one weekend day (Saturday/Sunday) during studio operating hours, aligned with business needs. * Friendly, outgoing personality and enjoy social interaction * Exhibits enthusiasm for the studio and for the job * Must be a patient, courteous listener, able to show empathy * Responding to clients request with a can-do attitude * Cooperative manner with a focus on team culture. * Ability to prioritize and work within a fast-paced environment * Exceptional cleaning skills and a clear understanding of what constitutes a sanitary environment * Have an eye for detail and care for the studio's appearance and cleanliness * Work as a cohesive team with all Barry's staff members to ensure efficiency and effectiveness * Maintain a professional appearance and behavior * Demonstrate excellent communication skills * Candidates must be at least 18 years or older to apply

You like interacting with people, fixing things and understand what it means to be a champion of a brand. You are the voice of the company for customers, you understand what it is like to be a customer and appreciate going above and beyond to delight people and solve their problems. This role is key to enhancing our customer-focused product and supporting its users. Responsibilities Deliver above-and-beyond customer service and experiences through phone, email and social media channels. Explain complex investment principles clearly, helping prospects and customers see the benefits of our products. Troubleshoot customer issues and concerns, investigating why they happened, and communicate to find rapid resolutions. Act as the internal voice of the customer, offering insights to help build a better product. Suggest improvements to company processes. (website, frequently asked questions, etc.) Requirements 2-3 years of relevant work experience. Expertise with customer service, financial services or retail banking. Technical savvy, specifically the ability to navigate multiple systems simultaneously to respond to customer inquiries. Exceptional written communication skills and ability to built rapport - you will speak with our customers through both email and over the phone. Bonus Points Customer service or related experience working with CRM systems (Salesforce, ZenDesk, ZoHo)

Property Description Paradise Point Resort and Spa is a picturesque, waterfront resort nestled on a private island in San Diego, California, offering a serene and idyllic work environment. As a job applicant, joining the team at Paradise Point Resort and Spa means being part of a premier luxury resort known for its stunning views, lush gardens, and world-class amenities. The resort boasts a range of exciting employment opportunities, from front-of-house positions to behind-the-scenes roles, providing a diverse and rewarding career path. With its focus on delivering exceptional guest service, Paradise Point Resort and Spa offers employees the chance to hone their hospitality skills while working in a breathtaking location. The resort is committed to fostering a positive and inclusive work culture, providing opportunities for growth and development, and creating a welcoming and supportive team environment. Joining the team at Paradise Point Resort and Spa presents a unique opportunity to be part of a prestigious resort that epitomizes relaxation, luxury, and unparalleled guest experiences. Overview We are seeking a motivated Resort Reservations Agent to join our dynamic hospitality team. This customer service and sales position offers competitive base pay plus commission, giving you the opportunity to increase your earnings through hotel bookings, room upgrades, and personalized upselling. As a Reservations Agent, you will assist guests with hotel reservations, answering travel-related inquiries, and delivering exceptional customer service throughout the booking process. The ideal candidate is energetic, passionate about hospitality career opportunities, and has proven communication, organizational, and hotel sales skills. You must demonstrate a customer-centric attitude, exceptional attention to detail, and the ability to excel in a dynamic, high-performance hospitality environment while maintaining top-tier service standards. If you are looking for a hotel reservations or hospitality sales role with commission potential and growth opportunities, we encourage you to apply today and join a company that values performance and guest satisfaction. Qualifications High school diploma or equivalent required; additional education in hospitality, tourism, or business is a plus Previous experience in hospitality, hotel reservations, customer service, call center, or sales preferred Demonstrated ability to identify sales opportunities, upsell room types, packages, or add-ons, and meet or exceed performance goals Strong verbal and written communication skills with the ability to build rapport, influence decisions, and close bookings Proven ability to multitask, prioritize, and remain organized in a fast-paced, high-volume environment Excellent attention to detail and accuracy when handling reservations, guest information, and payment information Proficiency with basic computer applications and experience using reservation systems, CRM platforms, or property management systems (PMS) preferred Comfortable navigating multiple systems while handling calls and responding to guest inquiries Ability to work a flexible schedule, including evenings, weekends, and holidays as required Positive, professional attitude with a strong willingness to learn, grow, and succeed in a commission-based role Benefits Davidson Hospitality Group is an award-winning, full-service hospitality management company overseeing hotels, restaurants, dining and entertainment venues across the US. A trusted partner and preferred operator for Hilton, Hyatt, Kimpton, Marriott, and Margaritaville, Davidson offers a unique entrepreneurial management style and owners' mentality that provides the individualized personal service of a small company, enhanced by the breadth and depth of skill and experience of a larger company. In keeping with the company's heritage of delivering value, Davidson is comprised of four highly specialized operating verticals: Davidson Hotels, Pivot, Davidson Resorts and Davidson Restaurant Group. In keeping with the company's heritage of delivering value to its owners and team members, Davidson offers a rich benefit program with a variety of benefits designed to enrich the lives and well-being of our team members and their families. Multiple Tiers of Medical Coverage Dental & Vision Coverage 24/7 Teledoc service Free Maintenance Medications Pet Insurance Hotel Discounts Tuition Reimbursement Paid Time Off (vacation, sick, bereavement, and Holidays). 401K Match Working at Davidson is like nowhere else. It's less of a job, more of a calling. It's part career, part revolution. Because whatever you do here, you play a part in helping redefine the way quality hospitality is delivered to our guests, our clients, our partners, and each other. EOE AA- Minorities/Females/Vet/Disability/Gender Identity/Sexual Orientation Davidson Hospitality is a drug free workplace. Pre-employment drug test and background check required. We participate in E-Verify. Salary Range USD $18.75 - USD $18.75 /Hr.

We are seeking an outgoing individual for our Remote Travel Coordinator opportunity. As a Coordinator, you will be responsible for booking amazing trips for corporate and leisure clients in destinations all around the world! This is great for anyone who absolutely loves to travel and help others with planning. Roles & Responsibilities Research, Create, and Execute exceptional itineraries for clients Review individuals needs and wants for travel, to ensure you can cater a trip specially designed to meet their needs Complete ongoing training to earn and maintain certification to book travel Attend ongoing webinars with vendors and suppliers, to become specialized with specific destinations Review budgets, and plan trips according to clients budget constraints Create promotional materials to utilize Monitor restrictions on travel that come and go Book travel needs (airline, car rental, hotel accommodations, cruise, ticket/event sales, etc) Effectively communicate with clients pre/post travel Handle issues that may arise during the bookings and/or travel for clients Network with tour operators regarding packages that you can possibly offer to clients Part Time or Full time Requirements Must be at least 18years of age, and be authorized to work within the US, Mexico, Australia or United Kingdom. Must be able to effectively communicate with clients (strong sales background a plus) Must have a smartphone with internet access, laptop recommend but not required Personal travel experience is a huge plus, however not required Previous experience in customer service or hospitality also a plus, but not required Benefits Flexible Schedule Travel Perks Licensed & Bonded Personal Website E&O Insurance with Fraud Protection Daily Training Available Travel Agent Certification

Job Description The position of Lending Call Center Specialist I is established to provide prompt, professional and accurate information, by accepting and processing routine loan requests/applications in a Call Center environment. The position requires the cross-selling of Credit Union products and services to meet members' needs and increase member satisfaction as well as to maintain quality service standards set by the organization. Minimum Qualifications (Education, Experience, Skills) High School diploma or equivalent. Successful completion of the Credit Union's Real Estate Certification Training Program once hired into the position. One year of Financial Institution customer service experience required. 6 months of consumer or real estate experience preferred. Strong organization skills, ability to balance competing priorities, provide thorough follow up within established time frames, and work with a sense of urgency. Ability to work in a team environment. Possess effective verbal and written communication skills. Possess superior customer service skills, with high level of integrity. Demonstrated sales ability. Sales techniques and thorough knowledge of and a willingness to actively promote Credit Union products and services. Essential Duties and Responsibilities Promptly answer all incoming calls through phone queue in a polite and professional manner; determine nature of caller's business, determine eligibility for memberships, process members' requests working with appropriate personnel in order to satisfactorily service the call and/or complete the loan process within established service level. Meet established sales, production, efficiency and quality departmental metrics consistently. Keep abreast of all regulatory requirements for establishing new loan applications. Quote real estate rates and programs; pre-qualify member, process real estate loan applications, and provide any necessary follow-up as required. Quote consumer loan rates and programs; pre-qualify member, process consumer lending applications and provide any necessary follow-up as required. Provide borrowers with status on applications. Interview members via the telephone to determine their financial needs and assist in selecting appropriate loan programs, account types and services best suited to their needs. Process and follow-up on Real Estate and Consumer Loan application leads. Contact member within 24 hours of assignment. Ongoing development of industry knowledge and workflow processes; be proficient in troubleshooting and solving problems at each step of the application process. Provide support through Live Chat with members. Provide Help Desk support for team member inquiries. Participate in AML/BSA compliance training as assigned. Adhere to credit union AML/BSA policy and procedures including CTR rules and form preparation, identify and refer suspicious activity to the Compliance Department, perform OFAC comparisons, and properly identify individuals in accordance with Branch Operations procedures. Other Duties and Responsibilities May participate in the training of other staff members in product knowledge and basic methods of originations and cross-selling. Perform other duties as assigned. Physical Demands and Work Environment 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. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls and talk or hear. The employee is frequently required to stand and reach with hands and arms. The employee is occasionally required to walk; sit; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The noise level in the work environment is usually moderate. Monday - Thursday: 8:00 AM/5:00 PM Friday: 8:00 AM/6:00 PM Saturday: 8:30 AM/5:00PM (Rotating) Sunday: OFF Full Time - 40 hours a week

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Responsibilities Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned Qualifications Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: 28201 Marguerite Prkwy Ste 14, MIssion Viejo, California 92692 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at . About Us Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.* Fortune 100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom Fortune . 2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.