Service specialist job description

1.Knowledge of retail banking products, services, and investment industry.2.Knowledge of mortgage processing, underwriting, and closing procedures.3.Explain products and services solutions to customer with financial needs and offer appropriaterecommendations.4.Open new accounts, close accounts, complete deposit tickets, withdrawal slips and money order forms asrequested; input and verify account information in the system.5.Order checks, prepare daily wire transfer report, respond to information subpoenas and levies.6.Process checks and cash deposits, check cashing and withdrawals from account; verify customer signatureson incoming checks.7.Perform end of day proof and balance teller cash box at end of shift.8.Perform remote capture on POD items; prepare currency shipment to FBR, prepare and file CurrencyTransaction Report.

Competencies:

1.In order to perform the job successfully, an individual should demonstrate the following competencies:Manage difficult customer situations; respond promptly to customer requests.

2.Maintain confidentiality.Possess basic math and accounting skills.

3.Follow instructions and pre-established guidelines.

4.Ability to apply common sense understanding when dealing with problems.

5.Bilingual-English and Mandarin is must, Cantonese is preferred

6.Customer orientation, may need to follow up customer call besides of bank office hour

7.Detailed orientation and well-organized skill

8.NMLS is must and previous mortgage loan experience is strongly preferred

9.Need to understand the local and China financial system

10.Have Real estate agent/ broker network is highly preferred

Physical Demands:

This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required.

Required Education and Experience:

High school diploma or GED; related work experience in banking or accounting; knowledge of the Bank’s products; ability to determine customer’s needs and suggest other products to them.

Language/Communication Skills:

Must be able to read and comprehend simple instructions, correspondence, memos and procedures in English. Ability to effectively communicate with customers in a pleasant manner; must be outgoing and friendly. Ability to listen carefully to determine what customer may need. Ability to speak Cantonese, Mandarin and other Chinese dialects is highly desirable.

Other Duties:

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is understood and agreed that the employee may be required to perform additional duties as assigned by the employee’s supervisor or Manager.

Risk Management Responsibilities:

Owns the risks they take and are responsible and accountable for ongoing management of risks, including the identifying, measuring, monitoring, assessing (self-assessment) and reporting risk exposure proactively to senior management.

Job DescriptionThe Mobility Specialist, TNC is an essential member of the Hertz Local Edition team. As a brand ambassador, the Mobility Specialist will be facilitating the fastest, easiest, and most valued rental car experience to Lyft and/or Uber drivers.
Responsibilities:
Ensure optimal operational efficacies to provide customers with the best rental car experience. Provide assistance in creating a rental car reservation, processing rentals, and providing clean and safe vehicles to our customers. Assist customers with various post-rental inquiries that involve the rental and billing process. Work in a fast-paced environment, while providing helpful customer service that enhances the customer’s rental experience. Answer phone inquiries about the Hertz/Lyft/Uber Rental Car Program, rental requirements, billing, rental car extensions, roadside assistance questions, and more. Effectively communicate the Hertz/Lyft/Uber Rental Car Program and Procedures. Maximize revenue opportunities with customers by actively soliciting business after customer inquiry by overcoming customer objections. Ensure vehicles are prepared for customer pick-up, including checking vehicles for damage, cleaning interior (windows, door jams, trunk, vacuum, etc) and exterior (wash) of vehicle, filling gasoline tanks, and checking fill levels of all fluids.

Professional Experience:
Ability to work in a fast-paced environment with a variety of tasks. Ability to demonstrate professionalism, enthusiasm, and outstanding communication skills. Previous customer service. Strong time management and organizational skills are required. Computer literate and detail-oriented. Must have a valid driver's license, be 20 years of age, with an acceptable driving record.


Knowledge:
Customer service resolution practices. Excellent communication techniques. Sales Management/Coaching ability.


Skills:
Demonstrate good written and oral communication skills. Work in a fast-paced environment with a variety of tasks. Excellent organizational and time management skills. Demonstrate professionalism and interpersonal skills. Show a high level of ownership, accountability, and initiative. Proven experience in working well within a team. Ability to work flexible shifts including weekends and holidays; and work overtime as required. Willing to work outdoors during all weather conditions. Assist with special administrative projects when needed. Ability to stand for long periods of time. Ability to communicate in English clearly and proficiently. Candidates fluent in other languages are encouraged to apply.

At Hertz, we champion and celebrate a culture of diversity and inclusion. We take affirmative steps to promote employment and advancement opportunities. The endless variety of perspectives, experiences, skills, and talents that our employees invest in their work every day represents a significant part of our culture – and our success and reputation as a company.

Individuals are encouraged to apply for positions because of the characteristics that make them unique.


Qualified applicants with criminal histories will be considered for employment in a manner consistent with applicable federal, state, and local laws. Hertz is a drug-free workplace.



EOE, including disability/veteran.

The Expertise You Have

• Series 7 required

• Series 63 or ability to obtain upon hire

• 3-5 years of previous financial services experience

Our Investments in You

Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

COVID work policy

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.

Learn More: Dynamic Working

Please see below for the salary range for work locations in Colorado only:

$45,000 - $70,500

This position is eligible for incentive compensation or an annual bonus opportunity.

Certifications: Series 07 - FINRA, Series 63 - FINRA
Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " Dynamic Working ."

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.