Client Relationship Specialist - Sacramento, CA
Service specialist job in Sacramento, CA
Regular
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You'll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn't required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
What you have
Required Qualifications:
1+ years of Client/Customer Service experience
Preferred Qualifications:
Previous experience in Financial Services/Wealth Management and/or closely related industry.
While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
Ability to handle client needs with tact and diplomacy
Outstanding written and oral communication skills
Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
Ability to build and maintain good cross-enterprise working relationships
Basic understanding of brokerage regulations and rules that govern client accounts
May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
Customer Service Representative
Service specialist job in Sacramento, CA
Customer Service Specialist
Sacramento, CA (onsite)
$20-22/hr
Do you have at least one year of customer service experience either from a call center or in retail? Do you have excellent communication skills and able to work in a fast paced environment? We are looking for a customer service professional for a new job opportunity in Sacramento, CA. If you are looking to join a great team and learning opportunities we encourage you to apply today!
Key Responsibilities
Handle 30-50 calls per day in a timely and professional manner.
Provide inbound telephone coverage and answer general product/service questions.
Place outbound calls for scheduling, follow-ups, and lead generation.
Accurately enter and update customer data in the system.
Research and resolve service requests, warranty issues, and complaints.
Promote company products/services and qualify leads.
Maintain compliance with company policies and safety standards.
Qualifications
Education: High school diploma or equivalent required.
Experience: Minimum 1 year of customer service experience; call center experience preferred.
Strong communication and interpersonal skills.
Computer proficiency with accurate data entry abilities.
Ability to work in a fast-paced, results-driven environment.
Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to *******************************************
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance
If you have the qualifications above and are interested in this opportunity - please apply today! If you are curious what else is available, please review the LHH website!
Customer Service Delivery Advocate
Service specialist job in Penryn, CA
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500!
Whether it's delivering happiness to customers on the driveway or getting involved in the local community, our Customer Advocates are leading the charge in reintroducing happiness into the car-buying process. Ready to join the 'Hauler-Life'?
Shift Requirement: The hours for this position are from 7am - 5pm, 9am - 7pm or 11am - 9pm. We ask that team members be available to work 7 days a week. Days off will rotate between weekdays and weekend days.
Pay Range: $22-$24 hourly
Unlock Your Earning Potential!
We offer a competitive starting hourly rate of $22/hr with significant growth opportunities based on performance. You can boost your earnings within a short timeframe:
Starting Pay Range: $22/hr
At 3 Months: $22.50/hr
At 6 Months: $23/hr
In your first year, you can progress from $22/hr to $24/hr through our performance-based Careers Not Jobs program, which provides four merit opportunities annually. As part of this program, eligible team members can enjoy an additional $0.50 increase in their pay every 90 days.
And that's not all! Market Operations may offer other performance-based incentive programs specific to your location, potentially unlocking even greater earnings.
Benefits + Perks:
We continually invest in our team members' success because when our team members grow, we grow. Here is how we invest in you:
Compensation: Competitive, Performance-Based Compensation PLUS 401(k) with Carvana match, opportunity for overtime during busy seasons
Fast Track Advancement Opportunities: Stellar performers achieve higher pay rates sooner based on performance. Hard work and stellar performance won't go unnoticed.
Health & Wellness: 100% Company Paid Healthcare Premiums plus Dental + Vision benefits. Wellness program to support mental, physical and financial health. We know pets are family too! Benefit from our pet care savings program to keep your furry friends healthy and happy.
Time Off & Work-Life Balance: Generous paid time off (13 days for the first year, increases to 20 days thereafter)
Education Support: We support you depending on where you are at in your education journey - if you are looking to pursue a bachelor's degree, we offer tuition reimbursement. And if you already have your bachelors degree we have a student loan repayment program!
Equity: Carvana Shares is something that we grant to our team members on an annual basis where you get to be an 'owner' in the company. We also offer an Employee Stock Purchase Plan discount!
Professional Development: Extensive internal growth and professional development opportunities
And more!
About the Role:
We're looking for enthusiastic, energetic, and self-motivated team players with at least 2 years of customer-facing experience to:
Deliver vehicles straight to customers' doors with our custom car haulers (don't worry - a commercial license is not required to drive the hauler and you will receive ample training)
Frequently load/unload vehicles onto the hauler (this part does require getting physical!) and regularly inspect the car-hauler to make sure the vehicle maintains safe to drive
Complete customer paperwork and include thorough notes in our customer tracking system
Consistently drive safe and maintain a clean driving record in accordance with Carvana's CMV Driver Qualification policy.
* Candidates must have (or be able to obtain) a Notary in your local jurisdiction within the first 90 days of employment (process sponsored by Carvana). This process may involve satisfying state-specific requirements. For further details, candidates can review their local state notary requirements here: State Notary Requirements .
* Candidates must be able to satisfy state-specific requirements related to access DMV/title and registration systems.
* Illinois, Michigan, Louisiana, and Missouri employees must obtain a Chauffeur's license or any other state specialty license within the first two weeks of employment (process sponsored by Carvana).
*California employees must obtain a Vehicle Verifier license within the first 90 days of employment (Process sponsored by Carvana).
General qualifications and requirements
Ability to perform physically demanding tasks like detailing vehicles and loading/unloading vehicles onto our haulers in indoor and outdoor conditions with occasional exposure to inclement/extreme weather (some markets may require deliveries to be made in the snow, while other markets require deliveries to be made in the summer heat) .
Ability to walk/stand and sustain physical activity for extended periods of time (8+ hours)
Must be able to read, write, speak and understand English
Requires high and low levels of movement with the ability to reach with arms, twist, kneel, crouch, climb, balance, and squat
Requires the grasping, carrying, lifting, pushing, and pulling of items of 50lbs.
Frequent driving requires excellent visual acuity and manual dexterity. Reasonable accommodations may be granted to enable individuals with disabilities to perform the essential functions
Legal stuff
This job description is not designed to 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.
Carvana is an equal employment opportunity employer. All applicants receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, marital status, national origin, age, mental or physical disability, protected veteran status, or genetic information, or any other basis protected by applicable law. Carvana also prohibits harassment of applicants or employees based on any of these protected categories.
All applicants must pass a drug test and obtain a DOT Medical Card. This roles is not eligible for visa sponsorship. Must be at least 21 years of age and possess a valid driver's license. Must be able to read, write, speak, and understand English."
Native American Services Specialist
Service specialist job in Sonora, CA
Since 1969, MACT Health Board's mission has been to improve the health status of the American Indian and Alaskan Native population. Our goal is to continue to provide high quality care to our patients throughout a variety of services, including Medical, Behavioral Health, Chiropractic, Dental, Optometry, Massage Therapy, Women's Health, and more.
Why MACT Health Care Inc?
Are you searching for a career that offers more than just a paycheck? A career where your professional skills directly empower the health and well-being of our local communities? At MACT Health Board, that's not just an idea-it's our daily mission and we invite you to explore our Career Opportunities. You won't be just another employee; you'll be a valued member of a team committed to making a difference and we know that taking care of our community starts with taking care of our own. We reward our employees with competitive compensation, benefit options and provide training and advancement opportunities to provide you with the skills to succeed in your future! Our careers offer a unique balance of philanthropic opportunities, cultural preservation and individual value! When you join MACT, you'll enjoy:
Medical, Dental, Vision, and life insurance benefits at no-cost to the employee
403(b) retirement plan, PTO including vacation, sick time, paid holidays and more
Balanced working hours; Monday-Friday 8-5pm.
Student Loan Repayment Program
Direct Student Loan Contributions: Our BenefitED program allows us to make direct quarterly contributions to your student loans to help you pay them off faster
Continuing Education credits: We empower our providers to stay at the top of their field. We offer reimbursement for continuing education and licensure fees.
Competitive Salary of $25.56-$28.88 hourly
Who you are:
We are seeking a passionate Native American Services Specialist for a Full Time role working in a clinical setting. As a member of the Native American Services team, the NAS Specialist serves as a trusted liaison between our Tribal communities, Native American patients and MACT's health services. The NAS Specialist will:
Work as part of an interdisciplinary team of professionals, engaging and providing case management services to Native Americans who qualify for Direct Care or Purchased & Referred Care (PRC) benefits
Verify eligibility of Native American patients for Direct Care or Purchased & Referred Care benefits
Advise eligible patients and staff about PRC benefits
Coordinate and schedule patient visits between MACT's Medical, Dental, Behavioral Health, and Optometry services as well as external specialty services
Follow each PRC Patients' treatment plan from scheduling visits and making reminder calls to contacting specialty offices and retrieving consult/referral reports
Document patient communications and outreach efforts as well as other communications and efforts related to PRC patients' care in the electronic health record system
Work with external partners, e.g. social services, ICWA advocates, adoption agencies, etc. to ensure appropriate documentation is received and timely access to care is provided
What you need:
High School Diploma/GED Certificate
Knowledge of medical/dental terminology
Experience with Advance Beneficiary notices and Medicare Medical Necessity
Must be a qualified American Indian
Current BLS/ALS certificate
Must pass Occupational Health Screening.
Must possess a valid form of identification as listed on the U.S. Department of Justice I-9 form, verified using the E Verify system.
Clean DMV driving record and MACT auto insurance driving eligibility (determined by auto insurance carrier).
The position requires an awareness and keen appreciation of American Indian traditions, customs, and socioeconomic needs and the ability at all times to meet and deal effectively in contacts with Indian health organizations which requires tact, courtesy, discretion, resourcefulness and good judgment in handling functions of a sensitive nature.
AMERICAN INDIAN PREFERENCE:
Preference in filling of a vacancy will be given to qualified American Indian applicants in accordance with the Preference Act (Title 25, U.S. Code, Sections 472 & 473) and Public Law 93-638, provided the applicant has submitted appropriate verification of Indian preference for employment. Other than the aforementioned requirement, the MACT Health Board, Inc. is an Equal Opportunity Employer.
NOTICE OF DRUG-FREE WORKPLACE ACT REQUIREMENT:
MACT Health Board, Inc. is required to implement the Drug-Free Workplace Act of 1988, 45 CFR Part 79, Subpart F. As such it is unlawful for employees to manufacture, distribute, dispense, possess, or use a controlled substance on the job site. Employees who are reasonably suspected of violating this act may be subject to drug testing as a condition of employment. Employer required fitness examinations shall include drug testing as evidence of employee and employer compliance with the Drug-Free Workplace Act.
Auto-ApplyStormwater Professional
Service specialist job in Sacramento, CA
The selected candidate will assist with providing Trihydro's clients and customers with effective, responsive, and safe stormwater compliance solutions. If you know Stormwater Management and you are familiar with the Best Management Practices utilized to protect water quality, and have an attention to detail, we encourage you to apply!
This full-time position requires approximately 40-45 hours per week and involves a blend of project management, strong communication skills, technical writing, reporting, and problem-solving abilities. If you thrive in a fast-paced, collaborative environment, this opportunity is ideal for you.
Key Responsibilities:
Design and manage stormwater BMP and restoration projects throughout Northern California.
Direct and manage staff and sub-contractors
Work closely with utility, private and industrial clients.
SWPPP development and technical review
Best Management Practices (BMP) design.
Monitor project progress and take corrective action as needed.
Ensure project deliverables are met on time and within budget.
Lead, mentor, and manage project teams, assign tasks, and monitor progress.
Support client stewardship and business development activities.
Qualifications:
Professional stormwater licensure preferred (e.g., QSD/QSP/QISP).
Experience with developing and implementing SWPPPs under the California Construction General Permit, Industrial and/or Municipal stormwater permits.
Experience with fire response and restoration (preferred).
Construction Management and/or Project Management experience.
Capable of performing limited field work (site assessments) along with writing, problem-solving skills and a commitment to producing high-quality deliverables.
A minimum 5 years of relevant experience.
A clean driving record.
A demonstrated commitment to safe work practices.
Written and oral communication skills with the ability to communicate effectively with clients, construction crews and project team members.
Initiative and motivation, with an emphasis on completing high quality project deliverables on schedule.
Dependability, with the ability to work independently or in a team environment.
Ability to travel within Northern California.
What We Offer:
Industry-leading 401(k) retirement plan, including a 6% discretionary match.
Paid time off including vacation, flex, sick, paid family medical leave, and holiday pay.
Comprehensive health insurance program (medical, dental, vision, and prescription).
Opportunities for professional development and career growth.
A collaborative and inclusive work environment.
Mentoring and opportunities for professional advancement.
Best-in-class safety culture.
The salary information shown below is a general guideline ONLY. Salaries are based on candidates' experience and qualifications, as well as market and business considerations.
Summary pay range: $80,000 - $110,000
This position will remain open until a qualified candidate has been selected.
Trihydro is an Equal Opportunity, Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability, or because of a protected Veteran status.
Flex Customer Service Officer- $31.00 (#726)
Service specialist job in Sacramento, CA
Join one of the fastest-growing and largest privately held security companies in the U.S.! Since 1998, Sunstates Security has established a reputation for providing excellent customer service and quality work environments for its team across the country. We're committed to hiring, developing, and retaining a diverse and exceptionally qualified workforce.
We reinvest in our employees by offering a benefits package that exceeds industry standards, career growth opportunities, extensive internal training, employee incentive programs, team recognition, and more. Employees are provided with the tools and knowledge they need to be successful and hands-on management support.
Recent national awards received by Sunstates include Outstanding Contract Security Company in 2022 & 2023 and INC's America's Fastest Growing Private Companies list.
Sunstates Security's mission and vision statement are at the heart of everything we do, focusing all efforts on honor, integrity, and trust. If you're searching for a career with challenging and rewarding opportunities, we invite you to explore the possibilities at Sunstates Security. As a proactive security partner for some of the country's leading companies and organizations, we provide careers for talented people to become part of a successful, growing company.
Job Skills / Requirements
Sunstates Security is hiring a Flex Customer Service Officers in the surroundings areas of Sacramento, CA area, with a pay rate of $31/hr, paid weekly. Must be available to work any shift/any day.
Includes a positive work environment with the following benefits:
Commute-friendly location
Extensive industry training
Advancement opportunities
Requirements:
CA Guard Card/ 40-hour Certificate preferred
CPR Card
To be considered, only those applicants who have submitted their most recent applications/resumes will be reviewed.
Successfully complete Sunstates background check which includes a 10 Panel Drug Screen and the clients more extensive background check
Must be 21 years of age or older with a valid driver's license, a clean driving record, and more than 3 years of driving experience
Responsibilities:
Provide exceptional customer service by upholding our standards in a friendly, professional, and courteous manner.
Conduct exterior and interior patrols of multiples building at a given time.
Ability to answer questions in a timely and professional manner for corporate employees and visitors.
Natural composure and an infectious attitude towards arising issues with the ability to adapt quickly and develop practical solutions with minimal supervision.
Prepare all required written reports in an ongoing and timely manner, including but not limited to: Daily Activity Reports (DAR's) and Incident Reports.
Ability to use Technology in a proficient way using platforms like Slack, & Emails.
Operating phones, radios, and computer systems and applications such as MAC IOS, Microsoft Office 365, and Google Suites
Monitoring Closed Circuit Television (CCTV) and alarm panels for emergencies and potential issues
Following site specific post orders, pass down messages, and being in compliance with employee handbook guidelines at all times
Conduct interior and exterior patrols within an office, and industrial complex
A Security Officer may perform a multitude of duties as specified by the Post Orders and Standard Operating Procedures (SOP). The Security Officer will read and become extremely knowledgeable of Post Orders and SOP, and will be able to act quickly and efficiently according to such directives.
Certification Requirements (All)
CA Guard Card
Additional Information / Benefits
The Sunstates customizable benefits package includes the following minimum components:
Affordable Care Act compliant Medical Benefits Program
Dental Insurance Program
Free Life Insurance
Disability Insurance
Paid Time Off & Bereavement Leave
Paid Holidays
Direct Deposit or Pay Cards
Employee Incentives
Referral Bonuses
Employee of the Month Award
Education Reimbursement
Service Awards
Employee Involvement Initiatives
Management Mentoring and Support
Career Advancement
401K program
Only candidates who meet our rigorous employment standards and who are excellent matches for open positions (as personally verified by Site Managers) are invited to join our security team. We are proud to be an Equal Opportunity Employer and supporter of our military veterans!
Benefits: 401K/403b Plan
This is a As Needed position 1st Shift, 2nd Shift, 3rd Shift, Weekends, Flex.
Client Specialist
Service specialist job in Roseville, CA
About the Role:
As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed.
Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists!
The Impact You'll Make:
Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients.
Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
May schedule client appointments and/or conference room for appointments.
Assemble/generate materials including paperwork and reports for client meetings.
Understand and ensure business adherence with firm and financial industry regulatory policies.
May manage FA and Team's social media presence (website, LinkedIn, X, etc.).
Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
Seek ways to enhance FA(s) business effectiveness and marketability.
Initiates and completes all transactions to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction.
May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities.
What You'll Bring to Baird:
2+ years of prior industry and/or administrative work experience.
Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses.
Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms.
Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
Detail oriented with an emphasis on accuracy.
Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
Good analytical and critical problem-solving skills.
Bachelor's degree preferred, not .
Compensation and Benefits:
$23.90-$35.90 hourly rate
Bonus potential up to 8.5% of base pay
Compensation and bonus are commensurate with experience, performance and/or firm profitability
You'll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.
Home Service Specialist (Condo/Coop)
Service specialist job in Concord, CA
Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs.
Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance.
Job Description
Duration 10 months with possibility of contract extension
Pay Rate $20/hr
The Condo/Co-op Work Flow Coordinator will work within the Project Review Office (PRO) within the client's site. The candidate will be responsible for completing detailed reviews of Condominium and Cooperative project documentation received from the Retail, and Private Banking channels which includes, but is not limited to - Appraisals, Budgets and Financial Statements/1120s, By-Laws, Covenants, Conditions & Restrictions (CC&Rs), Insurance Declarations, Leasehold Agreements, Offering Plans (& Amendments) and Project Questionnaires. Accurate analysis and data entry of key project information in the Condo/Co-op Project databases is required.
The Condo/Co-op Work Flow Coordinator will consult with internal and external business partners to assist in determining if a project or individual loan requests meet eligible Condo/Co-op classifications and product specifications. In addition, you will communicate project status (approval, suspense, denial) to appropriate individuals and uphold fair lending practices of Bank of America, while meeting targets for productivity, quality and customer satisfaction. The Condo/co-op Specialist will contact Condo/Co-op Management companies, Developers, Sponsors, and Condo/Co-op Boards to obtain additional information, as required.
Qualifications
Minimum of 5+ years of
mortgage project underwriting
,
condo/co-op project review
or related experience
Analytical skills and computer skills
Excellent written and verbal communication/interpersonal skills
Must have excellent teamwork orientation and the ability to work independently in a fast moving environment
Strong analytical, decision making, and attention to detail skills
Processing or
underwriting Condo or Co-op transactions
Analyzing Corporate tax returns and/or Financial Statements
Analyzing appraisals
Familiarity with
Fannie Mae and Freddie Mac credit policy
Ability to communicate well in difficult situations
Additional Information
To know more on this opportunity, please contact:
Laidiza Gumera
************
*******************************
Easy ApplyAdventure Readiness Specialist - Service
Service specialist job in Sacramento, CA
About Rivian Rivian is on a mission to keep the world adventurous forever. This goes for the emissions-free Electric Adventure Vehicles we build, and the curious, courageous souls we seek to attract. As a company, we constantly challenge what's possible, never simply accepting what has always been done. We reframe old problems, seek new solutions and operate comfortably in areas that are unknown. Our backgrounds are diverse, but our team shares a love of the outdoors and a desire to protect it for future generations. Role Summary As a seasonal Adventure Readiness Specialist, you are a critical part of the Rivian Service team during our peak seasonal period, helping us provide seamless care that keeps owners focused on their adventure and their Rivians ready for the journey ahead. During our seasonal surges in delivery and service demand, you'll be on the front lines, helping our team navigate the high-volume peaks and ensure every owner's journey continues uninterrupted. This temporary role is also an exciting entry point, offering an expected 6-month, hands-on, rotational development experience that provides a comprehensive overview of our entire service operation. While this is a seasonal, temporary role, it will allow you to build skills that can prepare you for a potential future career as a Technician, Service Advisor, or Parts Advisor. Responsibilities This is a dynamic role where you will spend time learning and contributing across three key areas: Vehicle & Site Operations: Receive, inspect, and process incoming vehicle inventory. Maintain the quality and delivery readiness of our vehicles through washing, detailing, and charging. Manage vehicle logistics, including lot organization, shuttling vehicles, and secure key management. Maintain a clean, safe, and highly organized service center environment, adhering to 5S principles. Service Production Support: Assist technicians with basic vehicle repairs, focusing on Pre-Delivery Inspection (PDI) tasks and Express Lane work. Learn to safely use basic hand tools and power tools under direct supervision. Support the workshop by maintaining tool and equipment readiness. Front-of-House & Parts Support: Act as a friendly and professional first point of contact, assisting with greeting owners and creating a welcoming environment. Shadow Service Advisors to learn how to document customer concerns and navigate our work order systems. Assist the Parts team with receiving, stocking, and organizing parts, and fulfilling basic parts requests for technicians. Training & Career Development Participate in our TRAIL program-a guided path through hands-on learning, technical training, and professional growth. Receive mentorship and on-the-job training across multiple service roles. Complete Rivian Learning Network (RLN) modules. Explore pathways into long-term roles like Service Technician, Service Advisor, or Parts Advisor. Qualifications High School Diploma or GED is required. Experience in a hands-on environment is valued (e.g., retail, hospitality, warehousing, basic mechanical work). At least one year of direct automotive experience is preferred. A strong desire to learn, a high degree of adaptability, and a passion for working with your hands. Excellent communication and teamwork skills. Must be at least 21 years old and possess a valid driver's license with no driving-related suspensions or revocation of Driver's License (within a 3-5 year period). Ability to work a flexible 40-hour week, which may include varied shifts, weekends, and holidays. Physical exertion may be required to perform occupational tasks (sitting, standing, walking, bending, kneeling, carrying, reaching, pushing, pulling, and lifting up to 50 lbs). Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners. Ability to see, read, and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics. Pay Disclosure Salary Range/Hourly Rate for California Based Applicants: $20.90 - $23.22 per hour (actual compensation will be determined based on experience, location, and other factors permitted by law). Benefits Summary: Benefits Summary: Rivian provides robust medical/Rx, dental and vision insurance packages for full-time and part-time employees, their spouse or domestic partner, and children up to age 26. Full Time Employee coverage is effective on the first day of employment. Part-Time employee coverage is effective the first of the month following 90 days of employment. Equal Opportunity Rivian is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender, gender expression, gender identity, genetic information or characteristics, physical or mental disability, marital/domestic partner status, age, military/veteran status, medical condition, or any other characteristic protected by law. Rivian is committed to ensuring that our hiring process is accessible for persons with disabilities. If you have a disability or limitation, such as those covered by the Americans with Disabilities Act, that requires accommodations to assist you in the search and application process, please email us at candidateaccommodations@rivian.com. Candidate Data Privacy Rivian may collect, use and disclose your personal information or personal data (within the meaning of the applicable data protection laws) when you apply for employment and/or participate in our recruitment processes ("Candidate Personal Data"). This data includes contact, demographic, communications, educational, professional, employment, social media/website, network/device, recruiting system usage/interaction, security and preference information. Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services. Rivian may transfer or store internationally your Candidate Personal Data, including to or in the United States, Canada, the United Kingdom, and the European Union and in the cloud, and this data may be subject to the laws and accessible to the courts, law enforcement and national security authorities of such jurisdictions. Please note that we are currently not accepting applications from third party application services.
High School Diploma or GED is required. Experience in a hands-on environment is valued (e.g., retail, hospitality, warehousing, basic mechanical work). At least one year of direct automotive experience is preferred. A strong desire to learn, a high degree of adaptability, and a passion for working with your hands. Excellent communication and teamwork skills. Must be at least 21 years old and possess a valid driver's license with no driving-related suspensions or revocation of Driver's License (within a 3-5 year period). Ability to work a flexible 40-hour week, which may include varied shifts, weekends, and holidays. Physical exertion may be required to perform occupational tasks (sitting, standing, walking, bending, kneeling, carrying, reaching, pushing, pulling, and lifting up to 50 lbs). Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners. Ability to see, read, and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics.
This is a dynamic role where you will spend time learning and contributing across three key areas: Vehicle & Site Operations: Receive, inspect, and process incoming vehicle inventory. Maintain the quality and delivery readiness of our vehicles through washing, detailing, and charging. Manage vehicle logistics, including lot organization, shuttling vehicles, and secure key management. Maintain a clean, safe, and highly organized service center environment, adhering to 5S principles. Service Production Support: Assist technicians with basic vehicle repairs, focusing on Pre-Delivery Inspection (PDI) tasks and Express Lane work. Learn to safely use basic hand tools and power tools under direct supervision. Support the workshop by maintaining tool and equipment readiness. Front-of-House & Parts Support: Act as a friendly and professional first point of contact, assisting with greeting owners and creating a welcoming environment. Shadow Service Advisors to learn how to document customer concerns and navigate our work order systems. Assist the Parts team with receiving, stocking, and organizing parts, and fulfilling basic parts requests for technicians. Training & Career Development Participate in our TRAIL program-a guided path through hands-on learning, technical training, and professional growth. Receive mentorship and on-the-job training across multiple service roles. Complete Rivian Learning Network (RLN) modules. Explore pathways into long-term roles like Service Technician, Service Advisor, or Parts Advisor.
Auto-ApplyWarranty Administrator & Customer Relations Specialist
Service specialist job in Roseville, CA
At Infiniti and Mazda Roseville we pride ourselves on providing an award winning level of service. We are a local family owned business in operation since 2017. We employ passionate, motivated, honest team members with integrity that encompass our Expect More brand. If you are looking to join a successful, stable company with unmatched service, facility, reputation, pay plans, benefits and a work environment built to support our team through growth. Then, this might be the place for you.
Benefits
Medical, Dental and Vision insurance
Available Supplemental Insurance
401K with Employer Contribution
Paid Vacation
Paid Sick Pay
Six Paid Holidays for many job categories
Tenure Recognition
Free Car Washes / Vacuum
Free Coffee
Company Picnic & Holiday Party
Manufacture Recognition Programs
Clean Safe Work Environment
High Speed Internet / Wifi
Latest Technology
Helpful Supporting Staff
Responsibilities
Book warranty repair orders and submit claims of manufacturer warranty.
Maintain receivables schedules; service contract claim submission and follow up.
Work closely and effectively with team of technicians, service writers, and supervisors.
Coordinates with vendors and manufacturers to ensure prompt receipt and shipment of replacement parts.
Communicate with Service Advisors to define the scope of a warranty claim.
Process all warranty paperwork to ensure proper documentation and to verify criteria.
Arrange for parts for shipment to factory or distributor.
Reconcile all warranty receivables and working with the accounting department to obtain payments; keep track of all services and customer records as required by warrantor.
Stays abreast of all factory recalls, announcements, and procedures.
Establish and build positive relationships with the manufacturers designated warranty representatives and the representative of any aftermarket warranty company with which the dealership conducts business.
Review every warranty repair order written for proper completion, accuracy, and legibility according to the applicable policies and procedure manuals.
Figure out the applicable labor operation code, failure codes, and/or other administrative data required and enter them on orders.
Ensure that all deductibles are properly documented so they are collected from the customer at the time of repair completion/delivery.
Review all returned and/or rejected warranty claims and prepare the repair orders for immediate re-submission.
Maintain record of all claims submitted, returned/rejected and paid and their status.
Establish and maintain a record and control of the physical inventory of parts to be returned, inspected, or scrapped by the manufacturer or other warranty authority.
Provide a weekly report to the service manager regarding claims status.
Build and maintain relationships with customers, acting as a primary point of contact to better assist them.
Actively listening to their needs and giving them tailored solutions.
Calling customers to follow up on their experience and the dealerships and inform them of incoming surveys and encourage the customers to complete the surveys.
Occasionally shuttle or valet customers to or from local locations.
Report to management any situation or condition that jeopardizes the safety, welfare, or integrity of the dealership, its employees, or customers.
Other tasks may be assigned by management.
Qualifications
Warranty experience preferred
Great customer service
Attention to detail
Ability to work well with others and be part of a team
Proficiency Microsoft Office
General accounting knowledge preferred
Valid driver's license and clean driving record
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Auto-ApplyReservationist
Service specialist job in Roseville, CA
If you reside in California, please see our California Applicant Privacy Policy for more information about our data handling practices and your data rights. Responsibilities MV Transportation is seeking a Reservationist to accept trip reservations from eligible passengers, collecting all necessary data required to schedule trips accordingly.
Job Responsibilities:
* Answer passenger calls collecting all necessary trip information for the permissible time period.
* Provide system information for current and new passengers as well as for potential passengers on accessing the transportation service and using it effectively.
* Complete data entry of passenger file information and for specific trip requests, negotiating requested times where necessary or appropriate.
* Provide feedback to passengers in the way of follow-up calls as a course of duty or as required by schedule changes.
* Communicate passenger cancellations in a timely manner to scheduling, dispatch, or vehicle operations personnel.
* Maintain up to date passenger records in customer database, making all necessary changes in status, client contact information, fare/rider type or other important field entries.
* Maintain a safe work area and a focus on safety to reduce the opportunity for injury to self or other employees.
* Maintain accurate records and appropriate filing systems.
* Communicate effectively with operations staff regarding scheduling or passenger issues.
* Ability to handle multiple tasks accurately and effectively.
* Excellent customer service.
* Professional demeanor and appearance.
* Reliable in attendance.
* Team player and helpful to staff, management, and peers.
Qualifications
Talent Requirements:
* High School diploma or equivalent.
* Able to work in a fast-paced environment.
* Experience in paratransit scheduling utilizing Trapeze PASS, preferred.
* Possess excellent decision-making skills.
* Excellent attendance record.
* Excellent verbal and written communication skills.
* Telephone speaking and/or call center experience.
* Computer experience.
Starting Pay Rate: $23.17/hour
MV Transportation 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 or ancestry, sex, physical or mental disability, veteran or military status, genetic information or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.
Where permissible under applicable state and local law, applicants may be subject to a pre-employment drug test and background check after receiving a conditional offer of employment.
#appcast
Auto-ApplyCustomer Service Representative and Sales Associate
Service specialist job in Jackson, CA
Job SummaryFOOTHILL APPLIANCE is looking for a Customer Service Representative to join our team! As a Customer Service Representative, you are a key member of the team and represent our members on client support calls. You are responsible for handling service requests and customer complaints. Answering and return phone calls and texts. Exemplifying our code of values, you show respect and courtesy to all customers and employees. You will also be willing to learn the appliances and other product we sell, so that you can makes sales as well.This position is right for you if you are self-motivated, energetic, and enjoy helping people. Ideally you are driven to provide the highest level of customer service and satisfaction and able to effectively manage a variety of situations on a day-to-day basis. Responsibilities:
Receive incoming calls in a professional and courteous manner
Perform marketing and sales functions to sell additional work and earn business
Complete work orders, return customer calls, and respond to customer complaints
Perform other duties as needed which may include cross-training in related positions
Selling Appliance and accessories to customers
Qualifications:
Minimum two years office experience
Appliance sales experience (recommended)
Strong written and verbal communication skills
Detail-oriented with strong data entry skills
Positive Attitude
Team player who can work independently
Benefits/Perks
Flexible Scheduling
Growth and Career Advancement Opportunities
Great Working Environment
Compensation: $15.00 per hour
Independent Retail offers a myriad of opportunities for people of all backgrounds.
When you think of jobs in retail, sales associates and store managers are probably the positions which come to mind. But what if we told you that 44% of people who work in retail don't work in sales?
Retail offers flexible, collaborative careers in logistics, marketing, project management, finance, merchandising, purchasing, technical trades, and customer service - to name just a few. Retail companies are also some of the most exciting brands in the country - and they're driving the industry's innovations in customer experience.
Retail is the #1 private-sector employer in the country
If you're seeking to make an impact from the start of your career, spark impressive change, learn new or innovative skills and most importantly, gain success in a field that rewards ambitious hard workers, retail is for you!
This employment opportunity is available at the organization listed at the top of this page. Your application will go directly to them and all hiring decisions will be made by their management. All inquiries should be made directly with the organization that posted this employment opportunity.
Auto-ApplyGovernment Services Specialist
Service specialist job in Sacramento, CA
🚨 Now Hiring: Government Services Specialist Location: Sacramento, CA (On-site | Full-time) Company: SERVPRO Team Carpenter Are you a detail-driven professional with a strong grasp of government processes and a passion for service? SERVPRO Team Carpenter is looking for a Government Services Specialist to help manage and grow our relationships with local, state, and federal agencies. If you have experience in restoration, project coordination, or facilities services-and you understand the unique compliance and communication requirements of government work-this could be your next great role.
🔎 What You'll Do:
Serve as the primary point of contact for all government-related accounts and contracts
Coordinate emergency services and scheduled work for government facilities (city, county, state, federal)
Maintain compliance with agency procurement requirements, security protocols, and documentation standards
Collaborate with our project managers, estimators, and administrative team to ensure timely and accurate service delivery
Build and strengthen relationships with government representatives and procurement officers
Support onboarding and documentation for GSA schedules, COOP programs, and emergency response protocols
✅ What We're Looking For:
Proven experience working with government contracts, facilities, or procurement (restoration or construction preferred)
Strong understanding of compliance standards, bid documentation, and COOP planning
Exceptional communication and coordination skills
Ability to manage multiple projects and deadlines with precision
Comfortable navigating bureaucratic systems and working under pressure
Prior experience in restoration, disaster response, or property services is a strong plus
💼 Why Join SERVPRO Team Carpenter?
Competitive salary
401(k) with employer match, paid time off, and health benefits
Supportive, high-performance team culture with growth opportunities
Work that makes a real impact during emergencies and large-scale losses
Be part of a well-established, multi-franchise SERVPRO operation recognized for excellence
🟢 Ready to Serve?
If you're organized, driven, and thrive in a structured, service-oriented environment, we want to hear from you. Apply now and help us continue to deliver exceptional results to the agencies that serve our communities. Compensation: $26.00 - $34.00 per hour
Picture yourself here fulfilling your potential.
At SERVPRO , you can make a positive difference in people's lives each and every day! We're seeking self-motivated, proactive, responsible, and service-oriented teammates to join us in our mission of helping customers in their greatest moments of need by repairing and restoring homes and businesses with an industry-leading level of service. With nearly 2,000 franchises all over the country, finding exciting and rewarding SERVPRO career opportunities near you is easy! We look forward to hearing from you.
All employees of a SERVPRO Franchise are hired by, employed by, and under the sole supervision and control of an independently owned and operated SERVPRO Franchise. SERVPRO Franchise employees are not employed by, jointly employed by, agents of, or under the supervision or control of Servpro Franchisor, LLC, in any manner whatsoever.
Auto-ApplyData Entry/Customer Service
Service specialist job in Livermore, CA
It is exciting times within our company as we are currently experiencing
a period of rapid growth and expansion. We are looking for an
experienced data entry clerk with a focus on on- time delivery, heavy
has room for growth within
the company.
Must be comfortable with electric instrumentation and calibration
This is a fantastic opportunity for the candidate who is very motivated,
hardworking, articulate, and organized. This position will be highly
visible in the organization and will partner directly with company
principles, and work closely with various team members throughout the
company on a daily basis.
Qualifications include:
Must be vaccinated
Must be proficient with Microsoft Office Suite, ability to work independently, strong computer skills, flexible and reliable.
Must have experience working in a small office environment.
Clean driving record.
Must pay close attention to detail
Ability to read purchase orders, invoices and sales orders
Able to pass a drug screen and criminal background check
Documentation of eligibility to work legally in the US required
Full Time Position With benefits
Email Resumes Only...
EDUCATION FISCAL SERVICES CONSULTANT
Service specialist job in Sacramento, CA
Please note this is an 'Until Filled' position. The application cut-off date is December 23, 2025, 11:59 PM (PST). Interested individuals must submit their application packages by the cut-off date to be considered. Under the direction of the Education Fiscal Services Administrator and Director of Government Affairs, the Education Fiscal Services Consultant (EFSC) works independently to oversee a variety of highly sensitive and complex technical analytical assignments related to fiscal policy and the budget process, including trailer bill legislation. The incumbent will provide expertise and advice related to K-12 education, school finance, and the state budget to the public, the Legislature, the local educational agency (LEA) governing board members, administrators, Department of Finance (DOF), California Department of Education (CDE) management and staff, and other state agencies. This position is responsible for formulating policy, providing direction, advocating, and providing technical assistance and support to establish or change funding relevant to California's childcare and pre-kindergarten through grade 12 public education system. The incumbent will attend budget hearings with the Director, and work with the State Superintendent of Public Instruction (SSPI) to advise, recommend, develop, and promote the SSPI's funding priorities.
Personal Leave Program 2025
Effective July 1, 2025, the State of California implemented the Personal Leave Program (PLP) 2025. This position is subject to PLP 2025 and will have a monthly base pay reduction of 3% in exchange for 5 hours of leave credits through June 2027. The salary range(s) shown on this job posting does not reflect the salary reduction.
You will find additional information about the job in the Duty Statement.
Working Conditions
TELEWORK OPTION
HYBRID
This position is headquartered in Sacramento and may be eligible for a hybrid telework schedule for eligible applicants residing in California. A hybrid telework schedule includes working remotely and physically reporting to the office.
Minimum Requirements
You will find the Minimum Requirements in the Class Specification.
* EDUCATION FISCAL SERVICES CONSULTANT
* EDUCATION FISCAL SERVICES ASSISTANT
Additional Documents
* Job Application Package Checklist
* Duty Statement
Position Details
Job Code #:
JC-498460
Position #(s):
174-310-2898-004
Working Title:
Legislative Budget Consultant
Classification:
EDUCATION FISCAL SERVICES CONSULTANT
$8,237.00 - $10,310.00 A
New to State candidates will be hired into the minimum salary of the classification or minimum of alternate range when applicable.
Shall Consider:
EDUCATION FISCAL SERVICES ASSISTANT
$5,912.00 - $7,396.00 A
$7,138.00 - $8,934.00 B
# of Positions:
1
Work Location:
Sacramento County
Telework:
Hybrid
Job Type:
Permanent, Full Time
Facility:
Government Affairs Division
Department Information
The California Department of Education (CDE) oversees the state's diverse and dynamic public school system, which is responsible for the education of more than six million children and young adults in more than 10,000 schools with 295,000 teachers. The CDE and the State Superintendent of Public Instruction are responsible for enforcing education law and regulations; and for continuing to reform and improve public elementary school programs, secondary school programs, adult education, some preschool programs, and childcare programs. The CDE's mission is to provide a world-class education for all students, from early childhood to adulthood. The CDE serves our state by innovating and collaborating with educators, schools, parents, and community partners, preparing students to live, work, and thrive in a highly connected world.
**********************
Application Instructions
Dates printed on Mobile Bar Codes, such as the Quick Response (QR) Codes available at the USPS, are not considered Postmark dates for the purpose of determining timely filing of an application.
Final Filing Date: Until Filled
Who May Apply
Individuals who are currently in the classification, eligible for lateral transfer, eligible for reinstatement, have list or LEAP eligibility, are in the process of obtaining list eligibility, or have SROA and/or Surplus eligibility (please attach your letter, if available). SROA and Surplus candidates are given priority; therefore, individuals with other eligibility may be considered in the event no SROA or Surplus candidates apply. Individuals who are eligible for a Training and Development assignment may also be considered for this position(s).
Applications will be screened and only the most qualified applicants will be selected to move forward in the selection process. Applicants must meet the Minimum Qualifications stated in the Classification Specification(s).
How To Apply
Complete Application Packages (including your Examination/Employment Application (STD 678) and applicable or required documents) must be submitted to apply for this Job Posting. Application Packages may be submitted electronically through your CalCareer Account at ********************** When submitting your application in hard copy, a completed copy of the Application Package listing must be included. If you choose to not apply electronically, a hard copy application package may be submitted through an alternative method listed below:
Address for Mailing Application Packages
You may submit your application and any applicable or required documents to:
Department of Education
Human Resources Division-Mail In
Attn: C&P PC 0413 / JC 498460
1430 N Street, Ste. 1802
Sacramento, CA 95814
Address for Drop-Off Application Packages
You may drop off your application and any applicable or required documents at:
Department of Education
Department of Education Drop-Off
Attn: C&P PC 0413 / JC 498460
1430 N Street (Lobby Drop-Off Box)
Sacramento, CA 95814
08:00 AM - 05:00 PM
Required Application Package Documents
The following items are required to be submitted with your application. Applicants who do not submit the required items timely may not be considered for this job:
* Current version of the State Examination/Employment Application STD Form 678 (when not applying electronically), or the Electronic State Employment Application through your Applicant Account at ********************** All Experience and Education relating to the Minimum Qualifications listed on the Classification Specification should be included to demonstrate how you meet the Minimum Qualifications for the position.
* Resume is required and must be included.
* Statement of Qualifications -
Interested individuals MUST submit a Statement of Qualifications (SOQ) with their application. Resumes, letters, and other materials do not take the place of the SOQ. The SOQ should have a title of "Statement of Qualifications, Your Name," be no more than 2 pages, no smaller than 12-point font, and address the following:
1. Have you had prior experience with work related to Proposition 98 or education finance? If yes, please explain.
2. What skills and experience related to LEA business practices, such as accounting, budgeting, financial reporting, and public school law and finance, and financial management do you possess that would assist you in succeeding in this position?
3. Describe your experience managing multiple concurrent tasks and projects, in both an independent and collaborative setting.
Applicants requiring reasonable accommodations for the hiring interview process must request the necessary accommodations if scheduled for a hiring interview. The request should be made at the time of contact to schedule the interview. Questions regarding reasonable accommodations may be directed to the EEO contact listed on this job posting.
Desirable Qualifications
In addition to evaluating each candidate's relative ability, as demonstrated by quality and breadth of experience, the following factors will provide the basis for competitively evaluating each candidate:
* Knowledge of school district business and financial management practices; public school law, and finance
* Excellent analytical skills to interpret data, solve administrative and fiscal problems
* Excellent verbal and written communication skills
* Excellent verbal and written communication skills
* Excellent interpersonal and organizational skills
* Ability to exercise good judgment, initiative, and creativity
* Ability to analyze situations and take effect action
* Ability to establish and maintain cooperative relations with local, state, and federal officials and agencies
Benefits
The State of California provides comprehensive benefits packages determined by the employee's bargaining unit. Some of these benefits include:
* Medical benefits, including health, dental, and vision insurance
* Paid holidays: 11 paid State holidays, 1 personal paid holiday, and 2 professional development days
* 401(k) and 457(b) Plans (Savings Plus)
* Employee Assistance Program
* Commute Program
More benefit information can be found on CalHR's website: Benefits Summary
Contact Information
The Hiring Unit Contact is available to answer questions regarding the position or application process.
Hiring Unit Contact:
Terasita Cortopassi
**************
**********************
Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the Department's EEO Office.
EEO Contact:
Randi Thompson, EEO Officer
**************
******************
California Relay Service: ************** (TTY), ************** (Voice) TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.
Important Application Instructions
* How to Apply for state jobs: *************************************************************
* Electronic applications submitted through your CalCareer account are highly recommended.
* DO NOT include any confidential information on any documents you submit for this job vacancy. Confidential information that should be excluded or removed from these documents includes, but is not limited to, your Social Security Number (SSN), birthdate, age, student identification number, driver license (unless required), examination results, LEAP status, and marital status.
* Incomplete or late application packages will NOT be considered.
* For experience to be considered, your STD 678 (state application) must be complete and include dates, accurate hours per week, total time worked, duties and responsibilities, and contact names and phone numbers of supervisors. Applications that are submitted blank or with "see resume" in place of duties performed will be considered incomplete.
* For civil service classifications, do not use working titles.
* If you choose not to submit electronically and are mailing or dropping off your hard copy State Application (STD. 678), use the revised 06/2024 version.
* If you are using education to meet the minimum qualifications, you must submit a copy of your transcripts or diploma. Foreign transcripts must be accompanied by an academic credential evaluation. List of approved agencies: Foreign Transcript Evaluation (CL-635)
* Please note that the CalCareer system will not allow you to make changes to your application once it is submitted.
* Candidates who reside outside of the State of California may be admitted to the job interview but must provide proof of residence in California prior to being eligible for appointment.
* For general information about getting a job with the state, please view the job series videos here: Work4CA:How to Get a State Job Series.
Examination Information
To be considered for this job opportunity, applicants must be reachable on an employment list, have transfer eligibility, or have reinstatement eligibility. If you are new to California State service and you do not have list eligibility, you must take the exam for this classification.
Please note: A separate application is required for the examination and must be submitted to the address on the examination bulletin.
The examination bulletin(s) may be viewed on the California Department of Education Web page at: Examinations Bulletins - Exams & Jobs (CDE Intranet) or at the link below:
Education Fiscal Services Consultant: ********************************************************************************
Education Fiscal Services Assistant: ********************************************************************************
Equal Opportunity Employer
The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.
It is an objective of the State of California to achieve a drug-free work place. Any applicant for state employment will be expected to behave in accordance with this objective because the use of illegal drugs is inconsistent with the law of the State, the rules governing Civil Service, and the special trust placed in public servants.
Specialist, North American Cross-Dock Operations
Service specialist job in Tracy, CA
Estes Forwarding Worldwide (EFW) is a leading domestic and international freight forwarder in the United States, providing customized logistics and warehousing solutions for clients around the world and across all industries via air, ground, and ocean freight. A subsidiary of Estes Express lines with corporate located in Richmond, Virginia, EFW is uniquely backed by Estes Express Lines' extensive line haul network providing EFW clients with a hybrid transportation network. The company has received industry awards, including Specialty Carrier of the Year and E-Commerce Delivery Carrier of the Year, and has been recognized by Global Trade Americas as a leading 3PL to watch.
We are proud to offer highly competitive pay and a comprehensive benefits package, including:
Paid vacation, sick time, and holidays
401(k) plan with company match
Medical, dental, and vision insurance
Short- and long-term disability plans
Life and accidental death & dismemberment insurance
Job referral bonus program
Position Pay Range: $24-$27/HR
Responsibilities
The Specialist, North American Cross-Dock Operations, is responsible for maintaining the expected service level of all EFW shipments, updating shipments with the most accurate and timely status, and ensuring the quality of service provided to EFW customers. The Specialist, North American Cross-Dock Operations will also assist with the day-to-day activity of the dock as well as the integrity of freight and warehouse operations.
To perform this job successfully, an individual must satisfactorily perform each essential duty. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential duties.
Track, trace, and monitor Estes Forwarding shipments and update the status with complete notes.
Perform clerical processes related to the Estes Forwarding business. Process routine customer information in support of transportation, billing, and/or collection efforts.
Monitor the Web, fax, and voice mail for service provider updates.
Maintain data for specific customers, markets, products, and/or processes as required.
Assist and support coordinators, supervisors, and managers with various business needs.
Communicate to Estes Forwarding Coordinator or Supervisor any issues or problems that may put a shipment in jeopardy of failure.
Confirm charges from service providers as needed.
Maintain familiarity with conditions that need special and accessorial charges and ensure that all costs and charges are complete and accurate.
Perform miscellaneous job functions to assist with operations, sales efforts, contracts, and billing.
Support and promote company core values.
Move freight, stock, or other materials to and from storage or production areas, loading docks, delivery vehicles, ships, or containers, by hand or using trucks, tractors, or other equipment.
Read work orders or receive oral instructions to determine work assignments or material or equipment needs.
Regular attendance is required.
Comply with company C-TPAT and TSA security procedures.
Perform other duties as assigned.
Qualifications
The qualifications listed below are representative of the minimum knowledge, skill, and/or ability required.
SKILLS AND ABILITIES
Must be able to work flexible shifts.
Intermediate proficiency in Microsoft Office, internet, web-based, and job-specific software applications.
Ability to plan, organize, and manage multiple projects and set priorities.
Ability to develop and use collaborative relationships to accomplish work goals; develops individual relationships by listening, sharing ideas, and appreciating others' efforts.
Maintain stable performance under pressure or opposition; handle stress in a manner that is acceptable to others and the organization.
Use appropriate methods and a flexible interpersonal style to help build a cohesive team and facilitate the completion of team goals.
Read, analyze, and interpret highly complex regulations and procedures, and respond to common inquiries or complaints.
Ability to effectively present information and respond to questions from groups of customers and employees.
Ability to read and interpret general business documents.
Ability to write routine reports and general business correspondence.
Ability to work with peers and communicate basic concepts.
Ability to solve practical problems through standardized solutions that require limited judgment.
Ability to follow prescribed and detailed procedures to solve routine problems.
Must be eligible to work in the United States.
At this time, EFW will not sponsor a new applicant for employment authorization for this position.
EFW offers an opportunity to grow and develop your career in an environment that provides a fulfilling workplace for employees, creates an environment for continuous learning, and embraces the ideas and diversity of others. All qualified applicants will receive consideration for employment without regard to sex, pregnancy, race, ethnicity, color, creed, religion, national origin, age, disability status, protected veteran status, marital status, sexual orientation, gender identity or expression, or any other legally protected status.
SUPERVISION
The position functions with supervision and has no direct reports.
EDUCATION/EXPERIENCE
Minimum of a High School Diploma (or equivalent) and 0-2 years of experience. 1-3 years of experience in the Transportation or Freight Forwarding industry preferred. However, a combination of experience and/or education will be taken into consideration.
LICENSES/CERTIFICATIONS
None required.
TRAVEL
None required.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential duties of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential duties.
Typically sitting at a desk or table. The employee is intermittently required to stand, walk, and reach with hands and arms. The employee must be capable of individually lifting a minimum of 30 lbs. and team lifting a minimum of 70 lbs. The employee is often required to exert maximum muscle force to lift, push, pull, or carry objects repeatedly or continuously over time. This involves muscular endurance and resistance to muscle fatigue. The employee is frequently required to bend, stretch, twist, or reach with your body, arms, and/or legs. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee is required to see details at close range (within a few feet of the observer) and at a distance.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential duties of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform essential duties.
Normal office situation. However, while performing the duties of this job, the employee is regularly on the dock exposed to moving mechanical parts. The employee is frequently exposed to wet and/or humid conditions and extreme cold and/or heat. The employee is occasionally exposed to high, precarious places; fumes or airborne particles; toxic or caustic chemicals; outside weather conditions; risk of electrical shock and vibration. The noise level in the work environment is usually loud.
EFW is an Equal Opportunity Employer, Minorities/Female/Disabled/Veteran.
Auto-ApplyReservationist
Service specialist job in Concord, CA
Transdev is actively seeking a transportation dispatcher for their Paratransit service in the Concord locations. We are looking for qualified dispatchers who can provide excellent customer service to both our passengers and our drivers. Join Transdev and become a part of the largest private-sector operator of transportation in North America one that cares about its employees, passengers and the communities they serve.
Position Subject to Collective Bargaining Agreement:
+ $19.60 - $23.89 (Union Collective Bargaining Agreement Payscale)
+ Starting pay $19.60 with progression to $23.89 over 5 years.
Benefits include:
+ Vacation: up to 14 days per year
+ Sick days: 5 days
+ Holidays: 8 days; 6 standard and 2 floating
+ Other standard benefits: 401(k) retirement plan, medical, dental and vision, life insurance, short-term disability, voluntary long-term disability.
Responsibilities
+ Answers customer calls and inputs all customer trip requests using a computerized scheduling system.
+ Provides accurate responses to callers' questions about schedules, trips and other questions using information made available to the agent
+ Accurately schedules trips through specialized software, in accordance with Americans with Disabilities Act (ADA) provisions and company requirements; determine if trip is to be scheduled by pick up time or by arrival/appointment time; inform customers accordingly
+ Provides transit information to passengers; providing friendly, professional customer service interaction; answers calls from clients and schedule services
+ Monitor call wait time, and number of calls in queue; efficiently address customers' needs so other customers can be helped
+ Enters new customer information or changes into the system.
+ Follows rules and regulations of the Company; follows instructions of management and supervisors
+ Adheres to all regulations related to the Americans with Disabilities Act (ADA)
+ Maintains confidentiality of passengers' information
+ Maintains a clean and well-organized work area
Qualifications
Education, Licensing, and Certifications:
+ High school diploma or equivalent, such as GED, required
Experience:
+ One to two years of dispatch and/or customer service experience preferred
Skills and Knowledge Required:
+ Ability to organize logical and efficient schedules and routes and adapt to changes
+ Ability to read, comprehend and understand a map
+ Ability to read, understand, and interpret transit system operating rules, regulations, policies, phases and routes
+ Ability to assist handicapped passengers when needed
+ Working knowledge and proficiency with Microsoft Word, Excel and PowerPoint programs
+ Strong written and oral communication skills
+ Clear speech and pleasant phone demeanor
+ Ability to use a multi-line phone system and handle multiple tasks concurrently
+ Ability to interact professionally with internal and external customers on all levels and be able to work well with diverse groups
+ Will be cross trained as Reservations for coverage purposes
Physical Requirements:
+ Must be able to work shifts or flexible work schedules as needed.
+ Majority of work is accomplished indoors and in air conditioned or well-ventilated facilities
+ Majority of work is accomplished in an office or in a cubicle space equipped with a telephone and computer.
+ The employee is generally subjected to long periods spent sitting, typing, or looking at a computer screen.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Transdev complies with federal and state disability laws and makes reasonable accommodations for applicants and candidates with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, please contact ********************
Drug-free workplace:
Transdev maintains a drug-free workplace. Applicants must:
+ Be eligible to work in the United States without requiring sponsorship now or in the future (if based in the U.S.).
+ Successfully pass a pre-employment drug screen.
About Transdev:
Transdev is the largest private sector operator of multiple modes of passenger transit in North America, providing bus, rail, paratransit and shuttle services. We manage over 200 transportation contracts for cities, transit authorities and airports, providing safe, sustainable, and innovative mobility solutions. Our mission is to improve public transportation, to enhance quality of life and contribute to a more sustainable environment.
For more information, please visit our website at *******************
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status or any other classification protected by federal, state, or local law.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is the largest private sector operator of multiple modes of passenger transit in North America, providing bus, rail, paratransit and shuttle services. We manage over 200 transportation contracts for cities, transit authorities and airports, providing safe, sustainable, and innovative mobility solutions. Our mission is to improve public transportation, to enhance quality of life and contribute to a more sustainable environment.
California applicants:Please Click Herefor CA Employee Privacy Policy.
Job Category: Call Center / Dispatch / Reservationist / Scheduler
Job Type: Full Time
Req ID: 6412
Pay Group: DP0
Cost Center: 680
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Transdev is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, national origin, age, disability, veteran status, genetic data, gender identity, sexual orientation, religion or other legally protected status, or any other classification protected by federal, state, or local law.
Drug-free workplace
If based in the United States, applicants must be eligible to work in U.S. without restrictions for any employer at any time; be able to pass a drug screen and background check.
California applicants: Please Click Here for CA Employee Privacy Policy.
About Transdev
Cities, counties, airports, companies, and universities across the U.S. contract with Transdev to operate their transportation systems, maintain their vehicle and fleets, and deliver on mobility solutions. Transdev U.S. employs a team of 32,000 across 400 locations while maintaining more than 17,000 vehicles.
Part of a global company, Transdev is a leader in mobility with operations in 19 countries, proudly operated by 110,000 team members from around the world. As an operator and global integrator of mobility, we are driven by our purpose. Transdev - the mobility company - empowers the freedom to move every day thank to safe, reliable, and innovative solutions that serve the common good. Find out more at ************************* or watch an overview video.
Sales Enrollment Representative
Service specialist job in Elk Grove, CA
As a Sales Enrollment Representative, you will play a key role in helping individuals access essential telecommunications services through compelling, relationship-focused sales campaigns. This entry-level position offers comprehensive training, empowering you to build your skills while connecting people to custom telecommunications solutions that enhance their lives!
Due to increased demand from our telecommunications client partner, we are in need of a Sales Enrollment Representative with an unrelenting work ethic, tenacious attitude, and a reputation as a dependable team player. The Sales Enrollment Representative will play a key role in acquiring new customers through the execution of residential sales campaigns. Their primary responsibility is to guide prospective customers through the sales process and help them enroll in internet, TV, and phone plans.
Sales Enrollment Representative Responsibilities:
Interact with customers directly through residential sales campaigns in an effort to drive and achieve new customer acquisition targets
Establish genuine relationships with customers, identify their pain points and needs, and clearly explain the value and benefits of telecommunications products and services
Close sales and facilitate the enrollment process by completing orders using CRM software, and ensure all necessary information is collected for successful account set up
Promote and upsell services to meet customer needs and achieve sales growth
Track sales metrics and report directly to Senior Managers regularly to ensure personal success
Keep up-to-date with changes in pricing, product offerings, and company policies.
Professionally represent the company at all times.
Benefits of Being a Sales Enrollment Representative:
Competitive compensation package with industry-leading commission incentives
Help connect people to the newest & top telecommunication products and services
Learn valuable techniques in sales, customer service, and program enrollment
Work in diverse settings, meeting with various consumers directly
Collaborate with the Sales Enrollment Representative team to achieve company-wide goals while also progressing your career
What We Look For Sales Enrollment Representative:
Previous experience as a Sales Enrollment Representative, customer service, or marketing is preferred but not required
Excellent communication and interpersonal skills
A goal-driven mindset with long-term aspirations
Ability to thrive in a fast-paced, collaborative environment
Basic understanding of technology & devices
Flexibility to work weekends, evenings, or events as needed
This is a performance-driven position with uncapped commission incentives. Compensation is commission only, with estimates based on average earnings in the role.
Take the first step toward a fulfilling career as a Sales Enrollment Representative. Join us to build your foundation in sales and customer service while improving communities and achieving your personal and professional goals. Join us today!
Auto-Applycall Center Specialist
Service specialist job in Folsom, CA
Business Development Representative
GROWING AUTOMOTIVE DEALERSHIP IS LOOKING FOR CALL CENTER SPECIALISTS.
This position is responsible for assisting service customers with scheduling appointments, updates on vehicle statuses, and customer retention efforts. Specialists must maintain regular attendance and demonstrate exceptional phone skills. Successful candidates will be flexible, possess good organizational skills, and maintain outstanding attention to detail. Consumers services specialists must also demonstrate good time management skills, be self-motivated and possess good interpersonal skills.
Specific duties include:
· Handle inbound phone inquiries and web appointment requests from customers
· Navigate through multiple computer applications with speed and accuracy
· Maintain a high level of world class customer service/professionalism to all customers
· Recommend additional products that best suit the customer
· Accept and implement coaching and feedback in order to achieve individual and team performance goals
· Other duties as assigned
Candidate requirements:
· High school diploma or equivalent required
· Previous customer service experience required
· Call center experience highly preferred
· Excellent verbal and written communication skills
· Proficient computer abilities
In addition to a competitive hourly rate of pay, representatives may qualify for department bonus incentives.
Business Development Representative
Job Title: Business Development Representative
Reports to: BDC Manager
SUMMARY
The Business Development Representative focuses on increasing the service traffic of the dealership by receiving inbound service appointment calls and making outbound calls which produce solid and specific appointments for the service department. The BDR must be a friendly, articulate, enthusiastic, and self-motivated team player with outstanding communication skills, a positive attitude, and an excellent work ethic.
DUTIES AND RESPONSIBILITIES
· Follow the BDC scripts and guidelines on all inbound and outbound calls
· Ensure that all calls presented are answered promptly and professionally
· Ability to work well under pressure
· Must possess strong organizational skills, time management skills, and the ability to multitask
· Acquire a complete knowledge of service information related to the makes and models of the dealership
· Develop proficiency with all features of the BDC Customer Relationship Management (CRM) software
· Ensure that all information entered into BDC software is consistent and accurate
· Maintain a current knowledge of coupons, direct mail pieces, and recall information
· Develop a thorough understanding of and demonstrating adherence to the BDC and dealership policies and procedures
· Consistently maintain daily, weekly, and monthly goals which correspond to the objectives of the dealer and your individual performance
· Ensure that all outbound calls such as - not limited to - No Show, Confirmation, Marketing, Follow Up, and Task List calls are made in a timely and effective manner
· Consistently meet the guidelines set for number of activities to be completed daily
· Ensure that the appointments are set consistent with policy/evenly distributed and and set for the appropriate times and personnel
· Demonstrate the ability to interact effectively with dealer personnel at all levels
· Maintain strict confidentiality of confidential personal information for our customers
· Perform other duties as assigned
· Maintain a professional code of conduct at all times
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Business Development Representative
Job Title: Business Development Representative
Reports to: BDC Manager
EDUCATION and/or EXPERIENCE
High school diploma or general education diploma (GED); or one to three months related experience and/or training; or equivalent combination of education and experience. Must be proficient in Microsoft Office including Outlook, Word, and Excel and possess the ability to navigate through multiple windows and multiple software applications. Knowledge of Google Docs/Drive is beneficial. Must be able to work well with customers and work well under pressure. Must possess strong organizational and time management skills. Must also possess the ability to multitask. Will be trained on dealership computer systems.
REASONING ABILITY
Ability to apply common sense, understanding to carry out instructions furnished in written, oral, or diagram form. The individual must be able to deal with problems involving several concrete variables in standardized situations.
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The individual will work at a desk in an office setting for most of the shift. S/he will spend several hours a day speaking to clients and internal staff selling, problem solving and making appointments. Professional personal appearance is required.
NOTE
This is not necessarily an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. While this list is intended to be an accurate reflection of the current job, the dealership reserves the right to revise the functions and duties of the job or to require that additional or different tasks be performed when circumstances change (i.e., emergencies, changes in personnel, workload, rush job, or technological developments).
Job Type: Full-time
Salary: $15.50 - $18.00 per hour
Expected hours: 40 per week
Benefits:
401(k)
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance
Supplemental pay types:
Commission pay
Work Location: In person
Financial Services Consultant 1
Service specialist job in Livermore, CA
This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience. Support the credit union's mission, vision, and service standard. The role requires a high degree of integrity, compliance with regulatory standards, and a strong focus on delivering exceptional member service.
Essential Job Duties:
Teller Duties
Processes member transactions accurately and efficiently, including deposits, withdrawals, loan payments, and check cashing
Processes various transactions and answer member account inquiries. Post transactions to member's account and maintain member records.
Balances cash drawers at the beginning and end of shifts to ensure accuracy
Balances cash drawer and other transactions correctly and according to standard operating procedures
Issues cashier's checks, money orders, and bank drafts
Verifies and reconcile daily transactions to maintain accurate records
Proactively educates members of our products and services
Member Service Duties:
Resolves any issues and problems faced by members, providing timely and regular updates.
Maintains a high level of professionalism and confidentiality in all member interactions.
Assists members with the following:
Deposit Accounts: Opening, closing, maintaining accounts and certificate of deposit.
Monetary Transactions: Share draft orders, stop payments, statement copies, check deposits, and cash deposits/withdrawals.
Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.
Loans: Credit card, loans, and bill payments
Business Accounts- Open DBA, sole- Proprietor, LLC's and Corporations.
IRA and Fiduciary transactions
Upholds the Credit Union's compliance with the Bank Secrecy Act (BSA), which includes compliance with the Customer Identification Program and anti-money laundering policies and procedures.
Reports unusual or suspicious activity in writing to the Risk, Legal and Compliance Department.
Complete Currency Transaction Reports (CTRs) and submit them to the designated internal department for quality control in a proper and timely manner.
Ensures all member interactions and transactions are conducted with integrity and in compliance with applicable laws and regulations.
Performs other duties as assigned.
Financial Sales Duties:
Develops and maintains strong relationships with members, understanding their needs and providing tailored financial products and solutions.
Engages with members to understand their financial situations and short-term and long-term financial objectives.
Performs consultative selling to offer personalized products to members to help them achieve their financial goals.
Collaborates with other departments, such as Investment Services, Consumer Lending, Mortgage and Business lending, to provide comprehensive financial guidance.
Promotes financial products and services that are suitable for members based on their needs.
Identifies opportunities for account and membership growth and cross-selling additional products or services.
Maintains knowledge around products and services offered.
Requirements
Required Skills/Abilities:
Excellent interpersonal and communication skills
Excellent organizational skills and attention to detail.
Strong proficiency with Microsoft Office applications. Familiar and comfortable with information technology, particularly digital means of communication.
Strong verbal/written communication skills
Adaptability and willingness to learn new skills and technologies
Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
Knowledge:
Ability to become thoroughly knowledgeable of Credit Union products and services, features, and benefits.
Education and Experience:
Minimum one year experience in financial industry or consultative sales role or related experience
Minimum high school diploma, or more than one year of related experience.
Physical Requirements:
Prolonged periods of sitting at a desk and working on a computer.
Needs to be flexible with schedule to meet the needs of the organization and membership.
Must be able to lift 20 pounds at times.
Salary Description $23.00-$25.00 (Depends on Experience)