Determine specialized product needs and services by working directly with customers. Suggest add-on sales to increase average transactions. Provide price estimates for designated installations prior to scheduling appointments. Coordinate parts orderi Service Advisor, Advisor, Retail, Compensation
$29k-38k yearly est. 2d ago
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Customer Service Representative - Porterville
Bank of The Sierra 4.0
Service specialist job in Porterville, CA
The Customer Service Representative assists Bank customers on the phone with questions regarding their accounts and Bank products. They must be able to maintain confidentiality and be prepared to deal with upset customers in a professional manner. To remain in the Customer Service Center, the employee must satisfactorily complete or have completed Bank of the Sierra's Teller Training Program and the New Accounts Training Program.
RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:
Have a polite and engaging telephone decorum.
Process a minimum of 175 phone calls daily.
Maintain an acceptable knowledge level of Bank products and compliance issues.
Assist customers with questions regarding Bank products.
Be willing and able to learn all "back office" job functions in the CSC.
Be willing and able to cross-sell bank incentive products daily.
Assist customers with questions regarding their various accounts.
Manage difficult or emotional customer situations; respond promptly to customer needs; solicit customer feedback to improve service; respond to requests for service and assistance; meet commitments.
Maintains confidentiality; listens to others without interrupting; keeps emotions under control.
Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and ethics; upholds organizational values.
Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity.
Other duties may be assigned.
REQUIRED KNOWLEDGE SKILL AND ABILITY:
To perform the job successfully, an individual should demonstrate the following competencies:
Excellent customer service skills, attentiveness, information retention, tact, and diplomacy in dealing with both customers and employees.
Mathematical skills.
Strong communication & organizational skills.
Detail-oriented, with a high degree of accuracy.
Competence with computers, telephone, 10-key calculator, other office machinery, Word, and Excel.
Ability to work in a fast-paced environment & under pressure as needed.
EDUCATION AND EXPERIENCE:
High school diploma or GED equivalent required.
Two (2) or more years of experience in bank operations, new accounts, or credit assistant/loan positions
WORK ENVIRONMENT:
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
PHYSICAL DEMANDS:
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 essential functions. While performing the duties of this job, the employee is frequently required to stand, use hands to handle or feel, reach with hands and arms, and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus.
AT-WILL EMPLOYMENT NOTICE:
I understand that, if hired, my employment with Bank of the Sierra is at-will, meaning that either I or the bank may terminate the employment at any time, with or without cause or advance notice, so as long as the reason is lawful.
By submitting this application, you understand and agree to the at-will notice.
Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$33k-38k yearly est. 2d ago
Immigration Services Officer
Department of Homeland Security 4.5
Service specialist job in Fresno, CA
Protect your homeland and defend your culture. Join USCIS, America's frontline defense against illegal foreign infiltration and fraud.
If you're ready to help safeguard the nation's immigration system and combat immigration fraud, review the
$79k-120k yearly est. 7d ago
Customer Service Representative
The Sun-Maid 4.2
Service specialist job in Fresno, CA
The Customer Service Representative (CSR) is a full-time role responsible for managing Ingredient and Export Customers. This individual will demonstrate exceptional commitment to their accounts as they interact with internal and external partners, in alignment with our commitment to ensure exceptional service. Must be an open communicator, collaborator, and self-starter.
Sun-Maid is a world leader for Raisins and dried fruit sales around the world. Sun-Maid is a Grower Cooperative that was founded in 1912 and still running strong 114 years later. Our products can be found in every major grocery store in the USA and Canada, and we export to over 50 countries. Our business is based on our grocery retails items, and as an ingredient supplier to some of the world's largest food manufacturers.
The ideal candidate will embrace our progressive culture, which emphasizes growth, innovation, and collaboration. Sun-Maid fosters a positive work environment through team-building activities and company-sponsored events. As one of the premier employers in the Central Valley, we are committed to expanding our team with individuals who share our values.
Essential Job Duties:
• Primary duty is to manage customer transactions including sales orders, logistics and correspondence.
• CSR is the primary contact point for day-to-day transactions, both internal & external.
• Communications with customers, brokers, Sun-Maid Sales, Shipping and others is a daily responsibility.
Customer management involves the following duties:
Set up new Customers as needed
Enter and manage customer orders daily
Oversee Customer contracts
Manage Export bookings & customs paperwork
Manage Customer promotions, promotional claims & disputes
Obtain and process credit/deduction documentation from Brokers or Customers.
Manage broker activities, including processing payments, adjustments and managing deductions
Ensure pricing on orders is correct and price lists are maintained
Coordinate customer requested returns
Prepare/review Customer Export documents including bank drafts, certs of production, organic certificates and quality documents
Sun-Maid internal collaboration involves the following duties:
Coordinate with Operations for production scheduling of customer specific items to meet demand
Notify supervisors and sales teams of Customer issues and assist in resolution.
Request freight pricing, coordinate shipment scheduling and freight payment processing with the Transportation team.
Work with Demand Management & Whse Reconciliation to help manage inventory at our forward warehouses.
Assist Accounts Receivable with short payments or overdue invoices.
Ability to handle one's own workload while providing back-up to other team members as needed
Ancillary Job Duties:
• Support implementation of new business solutions and/or procedures to improve accuracy and efficiency.
• Perform additional duties, as needed, by the company.
Requirements
Education and Experience:
Minimum AA degree preferred but not required.
Minimum 2 years of customer service experience preferred, ideally in a manufacturing environment.
Proficiency in Microsoft Excel, Word and PowerPoint.
Strong problem-solving skills, organizational ability, and sound business judgment.
Excellent communication skills (written and verbal).
Excellent math skills and accounting skills recommended.
Ability to manage multiple tasks simultaneously.
Collaborative team player with a positive attitude and strong work ethic.
Salary Description $22-$26/hr
$22-26 hourly 7d ago
HEDIS Service Associate N
Mindlance 4.6
Service specialist job in Fresno, CA
Any candidate with healthcare and customer service experience, Hedis exp is plus. Requires High School diploma and 6 months related work experience or an equivalent combination of education and experience. Candidates who have familiarity with medical terminology and with prior HEDIS experience are given preference for this position
Additional Information
Thanks & Regards
Nithisha Prasad
**********
$35k-43k yearly est. 3d ago
Engagement Specialist I
Empire MacHine Tools 3.9
Service specialist job in Fresno, CA
Engagement Specialist I (ESI) is responsible to work closely with parents/caregivers and community partners providing, case management and parent education to families. Responsible for planning and promoting family centered educational events, workshops, and trainings that build an awareness of the protective factors and parent leadership.
Essential Functions:
Responsible to greet visitors in a professional, courteous, and helpful manner.
Responsible to work collaboratively with the onsite Engagement Specialist II (ES II) to support the needs of the family's served.
Develops a working knowledge and maintain a reference guide of community resources.
Conduct outreach activities and administer Neighborhood Resource Center survey to engage the community.
Assess and evaluate needs of the families and provide guidance and case management either in person or virtually.
Responsible to recruit participants, coordinate, plan, provide resource materials and hosts Family Cafés and other EPU trainings/workshops.
Ensures that all Family Café surveys and other outcome assessments are completed.
Responsible to collect, summarize and report all data and information including the Family Café surveys and other outcome assessments as required by program.
Responsible for entering data into identified data bases; Apricot 360 and ETO.
Continue skill development related to job responsibilities by attending approved trainings and participation in the development and achievement of the program, department and personal goals.
Maintain, manage, and process client records and information in a confidential manner that meets HIPAA and other applicable confidentiality regulations.
Follow all EPU health and safety policies and procedures, using universal precautions when diaper changing.
Attend staff meetings, trainings and in-services.
Standard working hour are Monday through Friday between 8:30 AM to 6:00 PM. Staff are required to work Saturdays and evenings as needed.
Required to hold valid California Driver's license and good driving record with no serious violations for the previous two-year period and be able to provide proof of current automobile liability insurance.
Must perform other duties as they are assigned by the Engagement Specialist II, NRC Manager, Director of Parent Services and/or Chief Executive Officer.
Requirements
Knowledge, Skill and Experience:
Education: Bachelor's degree in Social Services, Child Development or other related field. May consider work experience of 5+ year or more in lieu of education.
Skills: Must have strong communication skills both written and verbal, able to make independent decisions within guidelines, accept responsibility, dependable, reliable, time management, committed, highly motivated, professional code of ethics and professional demeanor, must be adaptable, use good judgement, logic skills, are self-confident, capable.
Experience:
2+ years' experience facilitating parent education programs or groups.
Knowledge of and experience in Strengthening Families Protective Factors Framework. This is an evident based approach to work on how to work with families.
Experience providing hand's on activities and engaging participants when conducting workshops, trainings, and events.
Must be able to conduct classes, workshops, meetings and training virtually through Zoom or other designated virtual resource.
Experience working with various local community resources and human services.
Ability to adapt and work with individuals and families with range of personalities, diverse backgrounds, economic and cultural differences.
Must be computer literate with Microsoft Office Products.
Must hold valid California Driver's license and good driving record with no serious violations for the previous two-year period and be able to provide proof of current automobile liability insurance.
Bi-lingual skills in other languages is a plus but not required.
Physical Demands:
Typical Working Condition: Position works majority of the time at The Fresno Neighborhood Resource Center facility. EPU does not have control over the location and condition of all the environments staff may be exposed.
Equipment Used: Must be able to operate a vehicle in order to attend meetings and visit families at their homes. Must be able to work on a computers, work with a printers, utilize telephone, work with a copier and fax machines and other office related equipment.
Essential Physical Tasks: Must be able to sit for long periods of time, working with a keyboard, computer screen.
This position is a part-time, 30 hours per week opportunity and is benefit eligible.
This position description may not be an exhaustive list of all duties, knowledge, or abilities associated with this classification; however, it is intended to accurately reflect the principle job elements. Related duties, knowledge, or abilities to those expressly stated may also be required for successful performance of the position.
Salary Description $20.00 - $22.00 per hour DOE
$20-22 hourly 10d ago
Aircraft Cabin Service Agent
G2 Secure Staff 4.6
Service specialist job in Fresno, CA
Responsible for comprehensive cleaning of aircraft interiors, and galley stocking per aircraft specifications. MINIMUM QUALIFICATIONS AT ENTRY: A. EDUCATION AND EXPERIENCE 1. Previous cleaning or custodial experience preferred. 2. Must be 18 years of age or older.
3. Must have a reliable telephone and transportation.
4. Must have a High School Diploma or GED.
5. Must have a driver's valid license.
B. PHYSICAL AND MENTAL DEMANDS
With or without reasonable accommodation, the position requires the physical and mental capacity to perform effectively all essential functions. In addition to other demands, the demands of the job include:
1. Treat all information as confidential.
2. Possess the tact to deal with all levels of employees and client representatives.
3. Must be able to sit, stand, lift, and/or bend throughout shift and climb stairs.
4. Must be able to lift, carry, and/or hold up to 50 lbs.
5. Must pass pre-employment and random drug test.
6. Must complete a criminal background check.
7. DMV check may be required.
8. Must be able to read, write, understand and carry out instructions in English.
9. Must meet necessary requirements to obtain a security sensitive identification badge.
10. Must be able to verbally direct in English.
11. Must be a citizen of the United States or possess the necessary authorization from the Immigration and Naturalization Service (INS).
12. Must have good hearing and vision.
13. 10-20% outside work.
14. May be required to work weekends, overnight shifts and holidays.
15. May be exposed to occasional loud noise levels.
ESSENTIAL FUNCTIONS:
1. Thorough cleaning of aircraft interiors, including turn and overnight aircraft as directed by company and/or client specifications and procedures to include but not limited to the following: vacuum, dust, clean bathrooms, clean galley, fold blankets, change pillow cases, add supplies, clean out garbage, position seatbelts, clean tray tables, clean windows, upholstery exchange and rug exchange.
2. Provision aircraft as directed with required ship supplies by aircraft type
3. Pull assignments or work orders from computer, as needed.
4. Leave notice for supervisor to re-order supply items that are running low.
5. Do all reports accurately and in a timely manner.
6. Must be familiar with all FAA/ TSA/Airline/Company regulations.
7. Keep supervisor informed of needs and problems in assigned areas, maintain cleanliness of immediate work area and report maintenance needs.
8. Project a positive image and respond to inquiries from airlines, staff and public in a courteous manner.
9. Attend meetings and inservices as required.
10. Utilize appropriate communications channels and maintain records, reports and files as required.
11. Must be attired in proper uniform or business attire as directed by company officials and identification badges must always be visible.
12. Adhere to company policies and procedures and participate in achievement of company objectives.
13. Utilize company and client equipment, supplies and resources in a conscientious, cost effective manner.
14. Perform other duties as requested.
The functions listed describe the business purpose of this job. Specific duties or tasks may vary and be documented separately. The employee might not be required to perform all functions listed. Additional duties may be assigned, and functions may be modified, according to business necessity. All assigned duties or tasks are deemed to be part of the essential functions, unless such duties or tasks are unrelated to the functions listed, in which case they are deemed to be other (non-essential) functions. Employees are held accountable for successful job performance. Job performance standards may be documented separately, and may include functions, objectives, duties or tasks not specifically listed herein. In performing functions, duties or tasks, employees are required to know and follow safe work practices, and to be aware of company policies and procedures related to job safety, including safety rules and regulations. Employees are required to notify superiors upon becoming aware of unsafe working conditions. All functions, duties or tasks are to be carried out in an honest, ethical and professional manner, and to be performed in conformance with applicable company policies and procedures. In the event of uncertainty or lack of knowledge of company policies and procedures, employees are required to request clarification or explanations from superiors or authorized company representatives.
$27k-32k yearly est. 34d ago
Customer Service Representative
Norma Group 4.2
Service specialist job in Visalia, CA
As part of an international mid-sized corporation with ambitious growth plans, an innovative mindset and high customer focus, NDS is looking for highly motivated and team-oriented individuals with eagerness to join our journey from good to great. Customer Service Representative
Visalia, Ca
Overview and Scope:
The Customer Service Representative (CSR) position at NDS is critical to the growth, success and strategic objectives of NDS. Provide excellent customer service to maintain and enhance existing business and to obtain new business. This requires that the CSR take personal and complete responsibility for every order to ensure that the customer requirements are met from time of initial order receipt until the product is delivered and the customer is satisfied. Providing support to the sales regions to help insure objectives are met and opportunities become closed sales based on NDS objectives and initiatives.
Specific Job Responsibilities and Accountabilities:
* Sales and Growth
* Identify upsell and add-on product opportunities by asking probing questions to identify product need.
* Timely and accurate processing of customer orders; insuring that all job orders contain all components necessary for the customer to execute and complete the installation.
* Provide first line of technical support insuring customers have accurate product and application knowledge including providing any needed specification data.
* Coordinate, expedite and track critical orders through delivery with regular communication to the customer.
* Communication of product promotions to customers through outbound calls.
* Record complete and accurate information on job leads through inbound calls.
* Sales region main point of contact for general customer service requests.
* Document important and crucial customer information into the Salesforce system for follow up and notification to sales team members.
* Other
* Support ISR and ISA in providing written job quotes as needed
* Support ISR and ISA in logging information in the Salesforce as needed
* Answer inbound calls in a timely and professional manner; meeting customers expectations.
* Regional point of contact for distributors and sales representatives
* Daily maintenance of filing and reports; purchase orders, open orders, backorders, suspense
* Support ISR with Salesforce input and other administrative activities related to closing of sales as needed
* Generate and processing of profoma invoices
* Other projects and assignments as designated by Supervisor
* Keep department manager informed of successes, key information and roadblocks.
Competencies and Skills Required:
* Demonstrate exceptional interpersonal communication and relationship building techniques.
* Have the ability to work in a diverse and dynamic team environment.
* Exhibit skills for multitasking, flexibility and quickly adapting and responding to the changing needs and priorities of all customers; internal and external.
* Demonstrated ability to perform data analysis, problem solve and make recommendations for resolution.
* Solid aptitude for learning new tools, processes and techniques.
* Exceptional verbal and written communication skills.
* Strong organization skills.
Minimum Qualifications
* Demonstration of the competencies and skills listed above.
* Two or more years of experience in a customer service, sales or call center environment with increasing responsibility.
* NDS product and business knowledge or experience in a similar industry.
* Working knowledge of Syspro or similar ERP system.
* Intermediate or advanced experience with Microsoft programs (i.e. Word, Excel, and PowerPoint).
* Ability to effectively work cross functionally.
Desired Qualifications
* Bachelor Degree
* Irrigation or plumbing product design or installation knowledge
NDS, a proud member of NORMA Group, is a market leader for solutions in Storm Water Management, Efficient Landscape Irrigation, and Flow Management for residential and commercial markets. Enjoy Speed. Adapt Fast. Don't' hesitate - take action, apply today and join our team!
NDS, Inc.,
851 N Harvard,
Lindsay CA 93247
**********************
$31k-37k yearly est. 60d+ ago
Captain - Customer Service
Daveandbusters
Service specialist job in Fresno, CA
Dave & Buster's is different from everywhere else. No two days are ever the same. Time will fly by serving hundreds of people with flexible schedules you can accommodate school or other jobs. Plus, your co-workers are awesome!
Dave & Buster's offers an attractive benefits package for many positions, including medical, dental, vision, 401K, FREE GAMES and more.
POSITION SNAPSHOT: Our Captain position ensures Guests' initial impressions with Dave & Buster's are positive and welcoming. The Captain's position requires a strong communicator who will guide our Guests through their Midway, retail, game rental and dining experiences. Our Captains also act as an initial point of contact in the enforcement of house policies and maintaining the safety and security of the unit.
NITTY GRITTY DETAILS:
Delivers an unparalleled Guest experience through the best combination of food, drinks and games in an ideal environment for celebrating all out fun.
Acts as an initial point of contact in matters concerning safety and security in all areas: front door, Viewpoints, Midway, bar areas, kitchen and back of house areas, dining areas, private event rooms and restrooms.
Acts as ambassador to the building, assisting Guests with all requests and answers questions as needed.
Greets Guests with a positive attitude and enthusiasm while performing multiple job functions. Smiles and greets Guests upon entering.
Keeps immediate supervisor promptly and fully informed of all problems or unusual matters of significance and takes prompt corrective action where necessary or suggests alternative courses of action.
Provides timely and accurate service while managing wait times and communicating information as needed to Guests, Team Members and Managers.
Competently diffuses difficult Guest situations while protecting the integrity and safety of our staff, building and house policies.
Assists with the maintenance and upkeep of the Viewpoint and Midway areas.
Assists in the cleanliness and organization of the rental equipment. Ensures all billiard supplies are stocked, properly cleaned and maintained to maximize costs and decrease loss.
Checks for restocking of necessary supplies. Brings all areas up to standard.
Assists in the rental of Billiards and Shuffleboards, maintaining and resetting the area after each use.
Assists with the set up and break down of special events functions as directed by management.
Provides game assistance by promptly notifying Support Technicians or Management as needed.
Assists and directs Guests to Kiosk areas and answer questions as needed.
Ensures that our Guests adhere to house policies as outlined and informs management of any issues.
Bids farewell to Guests leaving. Ensures everything was satisfactory and invites Guests to return.
Assists other Team Members as needed or as business dictates.
Maintains a favorable working relationship with all other company Team Members to foster and promote a cooperative and harmonious working climate that will be conducive to maximum Team Member morale, productivity and efficiency/effectiveness.
Is dressed in accordance with dress guidelines, looking neat, clean and professional at all times.
Must demonstrate ability to read and communicate in English.
Must be at least 18 years of age.
RequirementsSTUFF OUR ATTORNEYS MAKE US WRITE:
The physical demands described here are representative of those that must be met by a Team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this position, the Team member will regularly be required to:
Work days, nights, and/or weekends as required.
Work in environments with both hot and cold temperatures such as freezers and around cooking equipment.
Work in noisy, fast paced environment with distracting conditions.
Read and write handwritten notes.
Lift and carry up to 30 pounds.
Move about facility and stand for long periods of time.
Walk or stand 100% of shift.
Reach, bend, stoop, mop, sweep and wipe frequently.
The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified in this position.
As an equal opportunity employer, Dave & Buster's is dedicated to our policy of nondiscrimination in all aspects of employment, and we comply with all Federal, State and Local laws regarding nondiscrimination.
Dave and Buster's is proud to be an E-Verify Employer where required by law.
Salary
Compensation is from $16 - $17 per hour
Salary Range:
16.9
-
18.4
We are an equal opportunity employer and participate in E-Verify in states where required.
$16-17 hourly Auto-Apply 16d ago
Customer Service Technician
Agiliti Health
Service specialist job in Fresno, CA
Who We Are
Agiliti is a nationwide company of passionate medical equipment management experts who believe every interaction has the power to change a life. We proudly serve within hospitals, healthcare facilities, and our 90+ local service centers to ensure quality medical equipment is in the right place at the right time for effective patient care. Make an impact in healthcare and grow your career with Team Agiliti!
The Medical Equipment Service and Delivery Driver is responsible for driving to and from healthcare locations to complete delivery and equipment management tasks for a district office, including customer delivery and pick-up of medical equipment; processing, cleaning, inspecting, and testing equipment including inventory maintenance.
What You Will Do in This Role
Safely load, secure, and deliver medical equipment to customers. Retrieves equipment from customer locations, safely transporting the equipment back to the office.
Educate and engage customers at the time of delivery, keeping customers informed on the features and functionality of the equipment
Complete all paperwork and data entry accurately and in a timely manner to ensure accurate documentation for billing, inventory, and regulatory compliance.
What You Need For This Role
Be 21 years of age or older, with high school diploma or equivalent.
Hold a current, valid, and unrestricted driver's license. Must have a safe driving record based on Agiliti policies.
Have customer service experience. Prior work experience in hospital setting is helpful.
Have basic computer skills.
Be willing to work flexible hours, including evenings, weekends and holidays, as well as emergency off-hours as required to support a 24/7 schedule.
Be able to lift and/or push up to 75 pounds.
Be able to stand and walk for long periods of time.
Be able to frequently bend, stoop, twist, climb, crouch/squat, kneel/crawl, sit, and stand for long periods of time.
It is the policy of Agiliti to provide equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender identity, sex, sexual orientation, national origin, age, physical or mental disability, genetic information, marital status, status as a veteran, military service, or any other characteristic protected by applicable federal, state, or local civil rights laws. In addition, Agiliti will provide reasonable accommodations for qualified individuals with disabilities. Agiliti strictly prohibits any form of retaliation against individuals who make good faith reports of alleged violations of this policy or who cooperate in Agiliti's investigation of such reports. Affirmative Action Policy Statements
You may be required to obtain certain vaccinations, or provide proof of current vaccination status, based on customer and/or company requirements. If vaccination is required, Agiliti will provide specific directions and cover the expense at a participating clinic. Please note, this includes the COVID-19 vaccination.
Agiliti offers a robust suite of benefits for regular, full-time, non-union employees including: health insurance options for Medical, Dental & Vision plans, Short- and Long-Term Disability plans, Flexible Spending Accounts, Health Savings Accounts, Life Insurance Options, Paid Time Off, 401K Saving Plan with employer match, Employee Discounts, Tuition Reimbursement, Daily Pay program, Employee Assistance Program, and wellness programs.
Agiliti is an equal opportunity employer and provides reasonable accommodations to employees and applicants consistent with state and federal law.
If you require assistance with your application, please contact ****************************.
Primary Job Location:Fresno DistrictAdditional Locations (if applicable):Job Title:Customer Service Technician ICompany:
Agiliti
Location City:FresnoLocation State:California
Pay Range for All Locations Listed:
$17.09 - $26.33
This range represents the low and high ends of the Agiliti pay range for this position. This base pay range information is based on the market locations shown.
For sales positions, this range combines the base salary and the target incentive pay.
The actual pay offered may vary depending on several factors including geographic location, experience, job-related knowledge, skills, and related factors. Dependent on the position offered, short-term and/or long-term incentives may be provided as part of the compensation. Applicants should apply via Agiliti's internal or external career site.
$17.1-26.3 hourly Auto-Apply 57d ago
Operations Specialist
Adapthealth
Service specialist job in Fresno, CA
The Operations Specialist is responsible for supporting the Operations Team through multiple tasks required for the successful support of each region's individual needs. Essential Functions and Job Responsibilities: * Supports operations team with discovery and training as necessary with AdaptHealth processes.
* Responsible for providing support during process improvement initiatives to assist with driving all areas of workflow, including verification, and data analysis.
* Develop and maintain working knowledge of current products and services offered by the company
* Must be familiar with payer guidelines and reading clinical documentation to determine qualification status and compliance for all equipment and services.
* Working knowledge in all areas of AdaptHealth customer service, intake, daily operations and revenue cycle processes and workflows from beginning to end, which may include
* Review all required documentation to ensure accuracy
* Accurately process, verify, and/or submit documentation
* Complete insurance verification to determine patient's eligibility, coverage, co-insurances, and deductibles
* Obtain pre-authorization if required by an insurance carrier and process physician orders to insurance carriers for approval and authorization when required (if helping a region)
* Navigate through multiple online EMR systems to obtain applicable documentation
* Enter and review all pertinent information in EMR system including authorizations and expiration dates
* Meet quality assurance requirements and other key performance metrics
* Pays attention to detail and has great organizational skills
* Actively listens to teams, region leaders and handle stressful situations with compassion and empathy.
* Ability to analyze data and reports to identify execution errors in workflow, troubleshoot and fix the exceptions, advise staff on corrections.
* Collaborate with the Operations Team on exceptions and solutions within workflow processes
* Communicate with operations teams and leadership on an on-going basis regarding any noticed trends in process errors with insurance companies
* Assist with various projects and tasks as needed for various unique processes
* Participate in the effort to define, document, and refine processes, procedures and workflows for business operations based on industry and company best-practices.
* Participate in the effort to create training materials and train client engagement and service teams
* Maintain patient confidentiality and function within the guidelines of HIPAA.
* Completes assigned compliance training and other educational programs as required.
* Maintains compliant with AdaptHealth's Compliance Program.
* Perform other related duties as assigned.
Competency, Skills and Abilities:
* Excellent ability to communicate both verbally and in writing
* Ability to prioritize and manage multiple tasks
* Proficient computer skills and knowledge of Microsoft Office
* Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
* General knowledge of Medicare, Medicaid, and Commercial health plan methodologies and documentation requirements preferred.
* Work well independently and as part of a group
* Ability to adapt and be flexible in a rapidly changing environment, be patient, accountable, proactive, take initiative and work effectively on a team
Requirements
Education and Experience Requirements:
* High School Diploma or equivalency
* Three (3) years' work related in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry is required.
Physical Demands and Work Environment:
* Work environment will be stressful at times, as overall office activities and work levels fluctuate
* Must be able to bend, stoop, stretch, stand, and sit for extended periods of time
* Subject to long periods of sitting and exposure to computer screen
* Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use
* Excellent ability to communicate both verbally and in writing
* Ability to effectively communicate both verbally and written with internal and external customers with the ability to demonstrate empathy, compassion, courtesy, and respect for privacy.
* Mental alertness to perform the essential functions of position.
$47k-76k yearly est. 49d ago
Member Experience Specialist
Valley First Credit Union 3.8
Service specialist job in Clovis, CA
The Member Experience Specialist effectively assesses individual member inquiries and provides solutions to meet member needs and credit union objectives. Provides member education and identify cross selling opportunities with an emphasis on strengthening member relationships.
Open various new accounts, process necessary information and educate themembers as to services/products available as a result. (For example, Visa check card, online banking, automated teller, etc.)
Use every member contact as an opportunity to advise member about additional services or programs they will benefit from.
Assist with wide variety of member services including open/close Shared Certificates, assist members with checkbooks, process credit card/loan applications, solve fraud issues, close accounts, etc.
Assist members with opening CD's and educate customers as to penalties, earnings, etc.
Explain and expedite the opening, closing, transfer, and rollover of IRA certificates.
Set up auto transfers and sign-up members for ACH transfers and wires.
Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Other duties as assigned.
Experience, Education & Skills
2- 4 years of customer service experience
1 year + of similar or related experience, including time spent in financial or sales and service positions.
Knowledge and proven ability in troubleshooting issues that may arise with digital technologies including websites
High school diploma or GED is required.
Ability to analyze and make sound decisions
Employee must be professional, dependable, and flexible
Maintain enthusiasm towards job functions and duties
Maintain thorough knowledge of all Credit Union products and services
Ability to evaluate each member's financial situation and cross-sell beneficial products and services
Support service and sales objectives; meet monthly, quarterly and annual goals as set forth by management
Maintain knowledge of rules and regulations that govern credit unions including but not limited to, BSA, OFAC and Reg. CC.
Pay Range and Schedule:
This position is a Tier 6, with a pay rate ranging from $22.00- $28.00 per hour
The anticipated pay rate for new hires is between the low-end and midpoint of the range, depending on experience
The pay rates listed above are based upon the geographic location of our Administrative Offices in Modesto, CA using the greater Central Valley area for our pay range calculations
Full Time, typically 36-40 hours per week
Schedule will be based around branch's hours of operation, which are as follows:
Monday to Thursday- 9am to 5:00pm
Friday- 9am to 6pm
Flexibility to occasionally work early or late hours, typically with advance notice
$22-28 hourly 16d ago
Operational Branch Services Officer
Westamerica Ban 3.6
Service specialist job in Sanger, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join on our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Weekly Hours: 40
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Essential Functions:
Customer Service
Deliver 5 Points of Service to external customers. (Your Community Banker, Sundown Rule, It's your time, 24hrs or bust, Statement of fact, Everybody makes a difference)
Adhere to QIS standards minimum 95%.
Actively contributes to team success through clear, effective communication with Co-workers.
Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Sales Support
Meets goal of $110/FTE per month on average.
Assist CSM with internal sales activity for new product and service referrals.
Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
Cross sell appropriate products and services to clients and prospects.
Contributes to Key Initiatives.
Decision Making and Accountability
Exercise sound judgment to protect Bank assets and control losses.
Assist CSM with Audit readiness of branch.
Coach / train staff.
Meet attendance guidelines.
Respond well to constructive feedback and work to correct any noted concerns.
Support CSM with teller line coverage and schedules.
Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security
Adhere to Control Consciousness policies and procedures.
Follow branch security procedures in opening, closing, and branch operations.
Complete regulatory tutorials to ensure understanding of compliance standards and expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Transaction Accuracy
Meet established standards for accuracy and compliance with policies and procedures.
Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits
Compliance Responsibilities
Complete regulatory tutorials to ensure understanding of compliance standards & expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Promotional Guidelines:
BSO's are eligible for promotion based upon the following minimum criteria:
Must be in current position for six months.
Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
Must not have been on counseling for same six-month period.
Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
CSM may require additional training/classes based upon specific branch need.
Work Environment:
The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
Equipment Used To Perform Functions:
10-key machine, Microsoft based computers, fax machine, photocopier, ATM, tube system for drive-up window and Branch Capture equipment.
Decision Making: (Give examples of decisions and recommendations made by incumbent)
Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Financial Impact:
Inaccurate transactions will impact branch's cash balances, decrease teller incentive payouts and may result in customers feeling discontent toward the bank.
Requirements
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS:
Good customer relations and basic math skills required.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
MENTAL DEMANDS:
Accurately count and dispense funds to customer.
Recognize opportunities to cross-sell products.
Respond positively to challenging customers.
Maintain established service standards.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.90 - $19.21
$40k-56k yearly est. 3d ago
Fresno Nees Branch - Member Service Specialist III (Full-Time/Part-Time)
Golden 1 Credit Union 4.3
Service specialist job in Fresno, CA
JOB TITLE: Member ServiceSpecialist III DEPARTMENT: Branch Channel Delivery STATUS: Non- Exempt PAY SCALE: $23.00- $23.00 Hourly GENERAL DESCRIPTION:Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services.
TASKS, DUTIES, FUNCTIONS:
Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
Provides Golden 1 services to member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Assesses members needs while processing transactions.
Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above.
Activates alarm.
Verifies signature cards in ECM (Enterprise Content Management).
Check acceptance approval within assigned limits.
Ensures confidentiality of all member and credit union information.
Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members' financial service needs to ensure members are provided with meaningful financial solutions.
Mentors and advises MSSI's and MSSII's.
Develops coaching and leadership skills by observation and training courses.
Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
Refer member's home lending/investment needs to the appropriate business partner through EnAct referrals.
Process consumer loan applications and completes the fulfillment of loan when appropriate.
Approves signature cards.
Audits loan reports and provides coaching as needed to avoid future errors.
Provide approvals based on authorized limits as assigned by the Branch Manager.
Notarizes member documents (certification of trust, etc.).
Collects medallion stamp request information and sends to MSS IV or above for approval.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
COMMUNICATION & INTERACTIONS:
Interacts professionally with members.
Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
Effective listener. Communicates with empathy.
Associates member needs based on conversation to G1 products and services.
Overcomes basic objection or resistance through conversation.
Works as part of a team.
Accepts constructive feedback positively and utilize it to help personal and professional development.
Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1.
Communicates the ""why"", not just the ""how"" or ""what".
Overcomes member objections and resistance with a calming and reassuring presence
Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience.
Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research)
EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed.
QUALIFICATIONS:
EDUCATION: High School or GED required.
EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member ServiceSpecialist II or teller role at Golden 1 or another financial institution preferred.
BEHAVIORS:
Fosters a positive and engaging work environment. Treating others with courtesy and respect.
Inspires others through words and actions and embracing G1's mission, vision and core values.
Displays positive, outgoing, and empathetic attitude.
Punctual and reliable.
Results-orientated.
Takes on any task required to meet or exceed all team objectives.
Takes the initiative to identify, investigate and resolve member issues, including operational and support situations.\
Willingness and flexibility in taking on new responsibilities as business requires.
Willingness to learn and master new and emerging banking technology.
Presents Golden Services (Internal/External).
Assumes Positive Intent in all communication.
4. KNOWLEDGE/SKILLS:
Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and customer service.
Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager.
Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ.
PHYSICAL REQUIREMENTS:
Prolonged standing throughout the workday. A teller stool is provided as may be needed.
Ability to lift up to thirty pounds.
Ability to frequently move about the branch to accomplish tasks.
Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
Corrected vision in the normal range.
Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.
LICENSES/CERTIFICATIONS: Certified Notary Public, if required for specific branch.
REV. 3.8.2023
$23-23 hourly 10d ago
Care Coordinator-ECM - Delano CHC
Clinica Sierra Vista 4.0
Service specialist job in Delano, CA
Clinica Sierra Vista is excited to be one of the largest Federally Qualified Health Centers in the Nation! We're honored to serve the men and women of the fields. We also offer care and support to the inner city, the rural and isolated, those of low, moderate, and fixed incomes, and families from an array of cultural backgrounds who speak several languages. We don't inquire about immigration status because we simply don't need to know. If you come to us, we will treat you like any other patient.
As we grow our team, we are looking for individuals who believe the patient is always #1.
Why work for us?
* Competitive pay which matches your abilities and experience
* Health coverage for you and your family
* Generous number of vacation days per year
* A robust wellness plan and health club discounts
* Continuing education assistance to grow and further your talents
* 403(B) plan with company matching
Intrigued? We'd love to hear from you! Please review the job details below and then click "apply."
We're looking for someone to join our team as a Care Coordinator-ECM who:
The Care Coordinator will report to the Practice Manager. Care Coordination allows primary care physicians to use dedicated time to direct proactive care for their patients, uses staff support to conduct outreach, and leverages new panel-based information technology tools.
Essential Functions:
* Meet with all new patients, explaining PCP's, Patient Portal and all aspects to accessing care.
* Assign patients to provider panels ensuring balance.
* Receives monthly panel report and reviews PCP assignments.
* Determines continuity percentages for each provider - assure that majority of visits with PCP
* Resolves unassigned patients by reviewing appointment history (and possibly the clinical record) to determine appropriate assignment.
* Collaborates with appropriate site.
* communication with outside provider to ensure continuity.
* Proactively engage priority patients to promote availability of expanded access clinic and reduce unnecessary Emergency Room utilization.
* Run, manage and analyze standard CSV reports.
* Oversee and analyze data from assigned panels in regard to CSV-priority conditions. This includes the running of reports within the CSV computer structure, Excel etc.
* Responsible for clinic-wide compliance with CSV, PCMH, CMS, Meaningful Use and California Department of Public Health (CDPH) requirements.
* Clinic-wide required to meet or show consistent improvement on CSV clinical quality goals.
You'll be successful with the following qualifications:
* Education: Medical Assistant certification or program completion preferred.
* Computer proficiency: Excel, Word, Outlook, PDF, Electronic Health Records, etc.
* Bilingual (Spanish-English) preferred.
* Maintain excellent internal and external customer service at all times.
* Maintain the highest degree of confidentiality possible when performing the functions of this department.
* Possess the tact necessary to deal effectively with patients, providers, and employees, while maintaining confidentiality.
* Must be able to work independently, handling high volume and multiple tasks.
* Must be reliable with attendance.
* Must be highly organized and detail oriented.
* Possess knowledge of modern office equipment, systems and procedures.
* Ability to multi-task and work efficiently in a potentially stressful environment.
* Ability to apply common sense understanding when carrying out detailed written or oral instructions.
* Must have excellent verbal and written communication skills.
* Ability to effectively present information and respond to questions from internal and external customers.
* Must have a pleasant, professional attitude toward patients, providers, co-workers and superiors.
* Teamwork skills a must.
* Must adhere to Clinica Sierra Vista's employee health/immunization requirements or provide a valid exemption request for subsequent approval.
Clinica Sierra Vista values human rights, goodwill, respect, inclusivity, equality, and recognizes that the organization derives its strength from a rich diversity of thoughts, ideas, and contributions. As leaders in healthcare industry, we aspire to be an employer of choice by promoting an organizational culture that reflects these core values. We seek to attract, develop, and retain a talented and dedicated workforce where people of diverse races, genders, religions, cultures, political affiliations and lifestyles thrive. Our goal is to create a welcoming and inclusive environment that empowers our employees to provide the highest level of service to our community of residents and businesses; they're counting on us.
Clinica Sierra Vista is an equal opportunity employer and strives to attract qualified applicants from all walks of life without regard to race, color, ethnicity, religion, national origin, age, sex, sexual orientation, gender identity, gender expression, marital status, ancestry, physical disability, mental disability, medical condition, genetic information, military and veteran status, or any other status protected under federal, state and/or local law. We aim to create an environment that celebrates and embraces the diversity of our workforce. We welcome you to join our team!
$35k-41k yearly est. 13d ago
Member Service Representative (Part-Time) - Lemoore/NAS Lemoore
Navy Federal 4.7
Service specialist job in Lemoore, CA
To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role.
This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you.
Experience in building effective relationships through rapport, trust, diplomacy, and tact
Effective research, analytical, and problem-solving skills
Experience working independently and in a team environment
Experience maintaining composure in a high-production and changing environment
Experience navigating multiple systems efficiently and adapt to evolving technologies
Effective skill exercising sound judgment and make informed decisions
Ability to embrace and support change initiatives in a dynamic and continuously evolving environment
Effective verbal and written communication skills to engage with members and colleagues
Desired Qualifications:
Working knowledge of deposit and loan products, services, and operational procedures
Experience in customer service, preferably in banking or a financial institution
Hours: Available Monday - Saturday, hours based on business needs.
Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required)
Location: 855 N. Lemoore Ave Ste 190, Lemoore, California 93245 and Bldg 839 Hancock Cir, Lemoore, California 93245
Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance.
*Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.
Provide basic counseling on available products and services to meet member needs
Assist members with opening and maintaining deposit accounts, loans, and other financial products
Research and resolve basic account discrepancies and service requests
Identify opportunities to cross-service products and enhance member relationships through education
Understand and comply with all relevant federal and institutional regulations related to financial products and services
Support team members by sharing knowledge and best practices as experience grows
Ensure cash and other negotiable instruments are handled properly and securely
Process routine transactions, including deposits, withdrawals, loan payments, and check cashing
Perform other duties as assigned
$34k-42k yearly est. Auto-Apply 1d ago
HEDIS Service Associate N
Mindlance 4.6
Service specialist job in Fresno, CA
Mindlance is a national recruiting company which partners with many of the leading employers across the country. Feel free to check us out at ************************
Job Description
Any candidate with healthcare and customer service experience,
Hedis exp is plus.
Requires High School diploma and 6 months related work experience or an equivalent combination of education and experience.
Candidates who have familiarity with medical terminology and with prior HEDIS experience are given preference for this position
Additional Information
Thanks & Regards
Nithisha Prasad
**********
$35k-43k yearly est. 60d+ ago
Member Service Specialist (Fresno County) (Full-Time/Part-Time)
Golden 1 Credit Union 4.3
Service specialist job in Fresno, CA
JOB TITLE: Member ServiceSpecialist
DEPARTMENT: Branch Channel Delivery
STATUS: Non- Exempt
PAY SCALE: $21.50 - $23.00 Hourly
GENERAL DESCRIPTION: Provide members the highest level of service available in an efficient and courteous manner. Process monetary transactions within assigned limits, maintain accurate records and balance each day's transactions in accordance with established policies and procedures. Proactively engage with members to identify products and services designed to assist them in achieving their financial goals. Answer questions, and direct members to appropriate department for specialized services.
TASKS, DUTIES, FUNCTIONS:
Processes and audits financial transactions including deposits, withdrawals, transfers, payments and general ledger entries while maintaining a cash drawer.
Provides Golden 1 services to member, including but not limited to cashier's checks, money orders, savings bonds, wire transfers and transactions, additional sub-shares, and debit card issuance.
Assesses members needs while processing transactions.
Identifies opportunities to help members relative to Golden 1 product or service offerings and documents in EnAct system.
Identifies and report fraudulent activity to management and Financial Investigations dept., in accordance with current procedures to prevent potential loss to the credit union.
Assists in the proper operation of the ATM and Teller Cash Dispenser Units including, but not limited to, replacing receipt cartridge, clearing a blockage, etc.
May be required to take the lead for open and closing responsibilities in the absence of MSS IV and above.
Activates alarm.
Verifies signature cards in ECM (Enterprise Content Management).
Check acceptance approval within assigned limits.
Ensures confidentiality of all member and credit union information.
Maintains current knowledge of all Golden 1 products and services, as well as of policies and procedures for teller functions.
Performs additional responsibilities essential to the operations of the branch (TCR, SBO, Safe deposit box, etc...), as needed.
Opens deposit and specialty accounts (e.g., Roth IRA) and identifies members' financial service needs to ensure members are provided with meaningful financial solutions.
Mentors and advises MSSI's and MSSII's.
Develops coaching and leadership skills by observation and training courses.
Engages in consultative dialogue with members to identify current and future financial needs and documents in EnAct system.
Enroll members in the different channels that Golden 1 uses: online, mobile, etc.
Refer member's home lending/investment needs to the appropriate business partner through EnAct referrals.
Process consumer loan applications and completes the fulfillment of loan when appropriate.
Approves signature cards.
Audits loan reports and provides coaching as needed to avoid future errors.
Provide approvals based on authorized limits as assigned by the Branch Manager.
Notarizes member documents (certification of trust, etc.).
Collects medallion stamp request information and sends to MSS IV or above for approval.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
COMMUNICATION & INTERACTIONS:
Interacts professionally with members.
Communicates in a professional manner (proper grammar, punctuation and tone) in both written and verbal communication.
Effective listener. Communicates with empathy.
Associates member needs based on conversation to G1 products and services.
Overcomes basic objection or resistance through conversation.
Works as part of a team.
Accepts constructive feedback positively and utilize it to help personal and professional development.
Ability to have a consultative dialogue by asking effective questions and connecting to answer to solutions offered by G1.
Communicates the ""why"", not just the ""how"" or ""what".
Overcomes member objections and resistance with a calming and reassuring presence
Demonstrates polished presentation skills, e.g.: Speaks clearly and confidently; Communicates in a clear and concise manner; able to convey complicated information in an understandable manner to the audience.
Demonstrates networking skills, e.g.: Asks effective questions and processes answers; speaks with sincerity; uses positive language; makes friends-not contacts; follows-up on networking conversations.
ORGANIZATIONAL CONTACTS & RELATIONSHIPS:
INTERNAL: Participates in team meetings. Frequent routine and complex verbal and written communication with the following departments: Branch Network, Home Loan Reps, IT Help Desk, Deposit Account Servicing, Financial Advisors, Member Development Officers, Call Center (MSCC), Fraud Management, MSSI Training, Loan Processing and Underwriting. Internal conversations are more research focused (e.g., fraud avoidance and account research)
EXTERNAL: Frequent transaction related interactions and consultative conversations with members. Follows-up and initiates conversation with potential members identified at marketing and table events. May be required to sign-in outside vendors and visitors as needed.
QUALIFICATIONS:
EDUCATION: High School or GED required.
EXPERIENCE: Minimum two plus year of prior experience in a banker role at another financial institution or customer relationship building role preferred, plus and 1 year as a Member ServiceSpecialist II or teller role at Golden 1 or another financial institution preferred.
BEHAVIORS:
Fosters a positive and engaging work environment. Treating others with courtesy and respect.
Inspires others through words and actions and embracing G1's mission, vision and core values.
Displays positive, outgoing, and empathetic attitude.
Punctual and reliable.
Results-orientated.
Takes on any task required to meet or exceed all team objectives.
Takes the initiative to identify, investigate and resolve member issues, including operational and support situations.\
Willingness and flexibility in taking on new responsibilities as business requires.
Willingness to learn and master new and emerging banking technology.
Presents Golden Services (Internal/External).
Assumes Positive Intent in all communication.
4. KNOWLEDGE/SKILLS:
Functional: Excellent oral and written communication skills. Advanced knowledge in the following areas: Federal Rules and Regulations as applied to credit unions, G1 products (consultative), deposit fulfillment (with Subshares) and Fulfillment, Deposit Services, Lending Services, employee handbook, Knowledge Base (G1 policies and procedures), cash handling, teamwork, and customer service.
Technical: Basic knowledge in the following systems/applications: Microsoft Office (Word, Excel, Outlook and PowerPoint), eFunds, Bridger, Card @ Once, EnAct (referrals, uncovering opportunities and reviewing balances), ECM, Springboard, DSUI / TNav, Wire Exchange, SBO, HRIS (ADP), Concur, Relationship Manager.
Proficient adding profiles and updating tasks, activities and notes in EnAct. Proficient in Maestro and LPQ.
PHYSICAL REQUIREMENTS:
Prolonged standing throughout the workday. A teller stool is provided as may be needed.
Ability to lift up to thirty pounds.
Ability to frequently move about the branch to accomplish tasks.
Corrected hearing within normal range. A telephone device to enhance hearing will be provided if needed.
Corrected vision in the normal range.
Possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment, including an adding machine and typewriter, if needed.
LICENSES/CERTIFICATIONS:
Certified Notary Public, if required for specific branch.
REV. 3.8.2023
$21.5-23 hourly 11d ago
Operations Specialist
Adapthealth LLC
Service specialist job in Fresno, CA
The Operations Specialist is responsible for supporting the Operations Team through multiple tasks required for the successful support of each region's individual needs.
Essential Functions and Job Responsibilities:
Supports operations team with discovery and training as necessary with AdaptHealth processes.
Responsible for providing support during process improvement initiatives to assist with driving all areas of workflow, including verification, and data analysis.
Develop and maintain working knowledge of current products and services offered by the company
Must be familiar with payer guidelines and reading clinical documentation to determine qualification status and compliance for all equipment and services.
Working knowledge in all areas of AdaptHealth customer service, intake, daily operations and revenue cycle processes and workflows from beginning to end, which may include
Review all required documentation to ensure accuracy
Accurately process, verify, and/or submit documentation
Complete insurance verification to determine patient's eligibility, coverage, co-insurances, and deductibles
Obtain pre-authorization if required by an insurance carrier and process physician orders to insurance carriers for approval and authorization when required (if helping a region)
Navigate through multiple online EMR systems to obtain applicable documentation
Enter and review all pertinent information in EMR system including authorizations and expiration dates
Meet quality assurance requirements and other key performance metrics
Pays attention to detail and has great organizational skills
Actively listens to teams, region leaders and handle stressful situations with compassion and empathy.
Ability to analyze data and reports to identify execution errors in workflow, troubleshoot and fix the exceptions, advise staff on corrections.
Collaborate with the Operations Team on exceptions and solutions within workflow processes
Communicate with operations teams and leadership on an on-going basis regarding any noticed trends in process errors with insurance companies
Assist with various projects and tasks as needed for various unique processes
Participate in the effort to define, document, and refine processes, procedures and workflows for business operations based on industry and company best-practices.
Participate in the effort to create training materials and train client engagement and service teams
Maintain patient confidentiality and function within the guidelines of HIPAA.
Completes assigned compliance training and other educational programs as required.
Maintains compliant with AdaptHealth's Compliance Program.
Perform other related duties as assigned.
Competency, Skills and Abilities:
Excellent ability to communicate both verbally and in writing
Ability to prioritize and manage multiple tasks
Proficient computer skills and knowledge of Microsoft Office
Solid ability to learn new technologies and possess the technical aptitude required to understand flow of data through systems as well as system interaction
General knowledge of Medicare, Medicaid, and Commercial health plan methodologies and documentation requirements preferred.
Work well independently and as part of a group
Ability to adapt and be flexible in a rapidly changing environment, be patient, accountable, proactive, take initiative and work effectively on a team
Requirements
Education and Experience Requirements:
High School Diploma or equivalency
Three (3) years' work related in health care administrative, financial, or insurance customer services, claims, billing, call center or management regardless of industry is required.
Physical Demands and Work Environment:
Work environment will be stressful at times, as overall office activities and work levels fluctuate
Must be able to bend, stoop, stretch, stand, and sit for extended periods of time
Subject to long periods of sitting and exposure to computer screen
Ability to perform repetitive motions of wrists, hands, and/or fingers due to extensive computer use
Excellent ability to communicate both verbally and in writing
Ability to effectively communicate both verbally and written with internal and external customers with the ability to demonstrate empathy, compassion, courtesy, and respect for privacy.
Mental alertness to perform the essential functions of position.
Salary Description $17-$21/hr DOE
$17-21 hourly 3d ago
Operational Branch Services Officer
Westamerica Ban 3.6
Service specialist job in Huron, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals:
Delivering a wide variety of financial services with a superior customer service guarantee.
Under direct supervision: Provides quality service to customers. Promotes sales of Bank services and products.
Weekly Working Hours: 38
Customer Service
· Deliver 5 Points of Service to internal and external customers. (Your Community Banker, Sundown Rule, It's your time, 24 hrs or bust, Statement of fact, everybody makes a difference)
· Adhere to QIS standards minimum 95%.
· Actively contributes to team success through clear, effective communication with co-workers.
· Make outbound service or sales calls via telephone and written correspondence as directed by CSM.
Resolve customer problems and answer customer inquiries, ensuring superior customer service standards are maintained.
Sales Support
· Meets goal of $110/FTE per month on average.
· Assist CSM with internal sales activity for new product and service referrals.
· Provide coverage for operations and platform activities, including completion of necessary paperwork associated with opening and closing of accounts.
· Cross sell appropriate products and services to clients and prospects.
Contributes to Key Initiatives.
Decision Making and Accountability
· Exercise sound judgment to protect Bank assets and control losses.
· Assist CSM with Audit readiness of branch.
· Coach/train staff.
· Meet attendance guidelines.
· Respond well to constructive feedback and work to correct any noted concerns.
· Support CSM with teller line coverage and schedules.
Under the direction of the CSM, provide support with daily operational tasks. Assigned tasks may include processing Branch Capture, certifications, assisting with cash shipments as well as balancing the ATM and Vault.
Security and Compliance Responsibilities
· Adhere to Control Consciousness policies and procedures.
· Follow branch security procedures in opening, closing, and branch operations.
· Complete regulatory tutorials to ensure understanding of compliance standards and expectations.
Answer regulatory questions correctly during Audit/Branch Review.
Transaction Accuracy
· Meet established standards for accuracy and compliance with policies and procedures.
Employee's cash differences and operating losses are within loss limits and BSA errors within allowable limits.
MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Good customer relations and basic math skills required.
PROMOTIONAL GUIDELINES: BSO's are eligible for promotion based upon the following minimum criteria:
· Must be in current position for six months.
· Performance and minimum referral criteria must be met at least four times during the previous six-month period (refer to the “Minimum Monthly Referrals” matrix in Chapter 18 of the Operations Manual for current referral criteria.
· Must not have been on counseling for same six-month period.
· Performance appraisal does not contain a “below expectation” and/or “needs improvement” in any rated category.
· CSM may require additional training/classes based upon specific branch need.
PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job the employee may be required to use hands to finger, handle, feel, or manipulate computers, calculators, phones and other office equipment and must be able to clearly communicate and write, hear, and talk with co-workers and customers. The employee is required to walk and stand for long periods of time. The employee is required to occasionally reach, sit, stoop, kneel or crouch. The employee may occasionally lift and/or move up to 25 pounds. Specific visual abilities are required in the job including close vision, distance vision, color vision, peripheral vision, and ability to adjust focus.
WORK ENVIRONMENT: The work environment described here is representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The employee generally works in an office environment but may occasionally be required to perform job duties outside of the typical office setting. While performing the duties of this job, the employee is occasionally exposed to moving mechanical parts. The noise level in the work environment is usually moderate.
MENTAL DEMANDS:
· Accurately count and dispense funds to customer.
· Recognize opportunities to cross-sell products.
· Respond positively to challenging customers.
· Maintain established service standards.
EQUIPMENT USED TO PERFORM FUNCTIONS:
10-key machine, Microsoft based computers, fax, photocopier, ATM, tube system for drive-up window, Branch Capture equipment.
DECISION MAKING:
· Accept and process check of a bank customer written to a non-customer when the non-customer produces proper documentation.
Identify best approach to obtain additional data from customer when there appears to be questions about the legitimacy of their requested transaction.
Requirements
EOE
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Salary Description $16.90 - $19.21
How much does a service specialist earn in Visalia, CA?
The average service specialist in Visalia, CA earns between $31,000 and $77,000 annually. This compares to the national average service specialist range of $27,000 to $71,000.