Member Service Representative jobs at Tower Federal Credit Union - 1155 jobs
Hybrid Mail Services Specialist
Commonwealth of Massachusetts 4.7
Boston, MA jobs
A state government agency is seeking a Mail Services Associate to join the Commonwealth Print and Mail Services Team. The ideal candidate will operate mail equipment, manage deliveries, and maintain postal records. Strong initiative and a collaborative mindset are essential for success in this flexible, hybrid work setting. Applicants must have two years of experience in electronic data processing or equivalent coursework. Comprehensive benefits are included. Background check is required.
#J-18808-Ljbffr
$76k-120k yearly est. 5d ago
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Client Service Specialist, Commercial Banking
CIBC 4.8
Chicago, IL jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
As a member of the Commercial banking team, you will be an integral component of Commercial Banking/Healthcare and part of a team of specialized professionals who create value for business clients by understanding their transaction needs. As the Client Service Specialist, you will be accountable to perform AML/Due Diligence, Account Opening, Loan funding and Service of a dedicated portfolio. This position needs to understand the client needs and taking responsibility for the execution of client request. You will provide relevant recommendations when appropriate while acting as a key interface to internal partners .
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
Relationship Building - As a Client Service Specialist, you will serve as the primary point of contact for clients, addressing inquiries, resolving issues, and building strong relationships.
Implementation & Transitioning - Coordinate new and existing client transitions and implementations, acting as the crucial point of contact, to ensure a proper transition from the other financial institution by working directly with clients to gather relevant information to execute the onboarding request. Provide clients with the required documentation/agreements to be executed to implement the requested cash management solution. Follow up and maintain communication throughout the transition with all partners to ensure that clients' cash management solutions need are delivered in a timely and seamless manner.
Operational Support - Interpret, validate and obtain the required information to complete the necessary implementation forms for internal and external client requests. Ensure all mandatory documentation such as Product Legal Agreements, and signed Payment Product Settlement Limit documentation (with supporting evidence of credit existence) are received prior to proceeding with the transition. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably.
Business Development - Identify, through the analysis process and client dealings, other potential sales and/or service improvement opportunities and refer potential sales to appropriate client relationship/cash manager sales managers. Recognize business risk elements of situations being handled, involving the appropriate supervisors or business partners as early as possible. Contribute to the business unit's goal of continuous improvement by identifying areas to enhance the client experience or resolve challenges.
Who you are
You have 4+ years of demonstrated experience in client services within the Banking Industry.
You have strong technical skills with Microsoft Office suite, particularly Excel, Word, and PowerPoint, as well as the ability to quickly learn proprietary software applications supporting the origination and cash management sales process.
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$75,000 - $85,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
California residents - your privacy rights regarding your actual or prospective employment
#LI-TA
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-120 S LaSalle St
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Client Service, Customer Experience (CX), Customer Service, Interpersonal Communication, Organizing, Problem Solving, Service Improvement, Work Collaboratively
$75k-85k yearly 6d ago
Client Service Specialist, Commercial Banking
CIBC 4.8
Chicago, IL jobs
We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.
To learn more about CIBC, please visit CIBC.com
What you'll be doing
As a member of the Commercial banking team, you will be an integral component of Business Banking and part of a team of specialized professionals who create value for business clients by understanding their transaction needs . Responsible for AML due diligence, deposit account opening, loan funding, and servicing a dedicated portfolio of commercial clients.
At CIBC we enable the work environment most optimal for you to thrive in your role. Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview.
How you'll succeed
Relationship Building - The Client banking Specialist will oversee the service needs of our relationships while collaborating with the team identified to support it. The execution process involves coordinating people and resources, as well as managing and tracking the relationship, while identifying and mitigating potential issues in a timely proactive manner. This job interacts on a regular basis with internal partners including Cash Management Sales, Relationship Managers, the Business Contact Centre, Business Banking product management, AML, wires, loan servicing and the branch network.
Operational Support - Interpret, validate and obtain the required information to complete the necessary AML/legal forms for internal and external client requests. Ensure all mandatory documentation haven been properly filled out and executed. Regularly update knowledge of internal (i.e., new products, procedures, and organizational changes) and external (i.e., technology, regulatory changes) developments to respond to client needs promptly and suitably.
Who you are
You have 4+ years of demonstrated experience in client services within the Banking Industry.
You have developed knowledge of CIBC systems and procedures.
You have strong technical skills with Microsoft Office suite, particularly Excel, and Word as well as the ability to quickly learn proprietary software applications supporting the origination.
You put our clients first. You engage with the purpose of finding the right solutions. You go the extra mile because it is the right thing to do.
You're driven by collective success. You know that collaboration can transform an innovative idea into a great one. You understand the power of an inclusive team that enjoys working together to bring a shared vision to life.
You give meaning to data. You enjoy investigating complex problems and making sense of information. You're confident in your ability to communicate detailed information in an impactful way.
Values matter to you. You bring your real self to work, and you live our values - trust, teamwork, and accountability.
At CIBC, we offer a competitive total rewards package. This role has an expected salary range of$75,000 - $85,000for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which may also include a discretionary bonus component. CIBC offers a full range of benefits and programs to meet our employee's needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave and Vacation), Holidays and 401(k), in addition to other special perks reserved for our team members.
California residents - your privacy rights regarding your actual or prospective employment
#LI-TA
What CIBC Offers
At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.
We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.
We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.
*Subject to plan and program terms and conditions
What you need to know
CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact **********************************
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.
We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.
Job Location
IL-120 S LaSalle St
Employment Type
Regular
Weekly Hours
40
Skills
Active Listening, Client Relations, Client Service, Customer Experience (CX), Internal Controls, Interpersonal Communication, Investigating, Operational Efficiency, Professional Responsibility, Professional Writing, Service Improvement, Work Collaboratively
$75k-85k yearly 6d ago
Customer Care Agent
Advance Financial 4.3
Johnson City, TX jobs
Working at Advance Financial is more than just another job. We pride ourselves on creating a world-class experience for our customers and employees. Our call center is open 365 days a year, including weekends and holidays, while still providing flexible working hours. You will work at the office during training. After your training is complete, you may be eligible for our work-from-home program, based on individual performance qualifications and business needs.
Benefits We Offer
$18-$22 per hour
$500 Sign-on Bonus paid after 90 days of employment
100% company-paid health insurance
401k with 5% company match
Student Loan Repayment Plan
Paid Parental Leave
On-site gym
Generous PTO plan including a Paid Birthday holiday
What You'll Do
Manage mostly inbound calls for current and potential customers
Answer questions about our products and services, take payments and offer outstanding customer support
Verify and update customer account information as necessary
Meet daily, monthly and quarterly metrics based off customer service-related measures
Identify and escalate customer calls with complex issues
Work cross-functionally with internal teams to ensure a seamless customer experience
Happily complete other responsibilities assigned
What We're Looking For
High School Graduate or equivalent (some higher education preferred)
2+ years of experience in a service-related field (call center preferred)
Must show a "Happy to Help" attitude at all times
Excellent communication skills in-person and over-the-phone
Well versed in Microsoft Office, and Google Suite
Quick to change and willing to ask questions rather than wait to be instructed
Incredible with time management and organizing yourself
Ability to retain a large amount of information at once
Physical Demands
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. He or she must be able to work with a computer screen that is quickly changing and flashing the user to be alert of specific information. Must be available to work all shifts, days, evenings, nights and weekends. Must be able to remain in a stationary position for 50% of the time.
Work Environment
Fast-paced retail service environment. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
AAP/EEO Statement
In order to provide equal employment and advancement opportunities to all individuals, employment decisions at the Company will be based on merit, qualifications, and abilities. The Company does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, or any other characteristic protected by law. This policy governs all aspects of employment, including selection, job assignment, compensation, discipline, termination, and access to benefits and training. Any employees with questions or concerns about any type of discrimination in the workplace are encouraged to bring these issues to the attention of their immediate supervisor and/or the VP, Human Resources. Employees can raise concerns and make reports without fear of reprisal. Anyone found to be engaging in any type of unlawful discrimination will be subject to disciplinary action, up to and including termination of employment.
#JCCCA
Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice.
23060 (Richmond, VA)
23320 (Chesapeake, VA)
33634 (Tampa, FL)
89144 (Las Vegas, NV)
75024 (Plano, TX)
19801 (Wilmington, DE)
68521 (Lincoln, NE)
56301 (St. Cloud, MN)
The responsibilities of this role include facilitating in a virtual environment by providing learning with materials that support our US Card curriculum. This individual will partner closely with key business associates providing input as needed, be familiar with adult learning theory, and communicate business intent learning materials effectively in a virtual environment. This will be done through coaching, performance management and people leadership while supporting new hires and internal agents on their learning journey.
Learning Associate Job Description:
* Facilitates both virtual and in person learning experience aligned to industry best practices
* Deliver on identified learning objectives
* Manage challenging classroom situations; oversees performance management of the classroom experience
* Prepare for class in a well-managed way following the Virtual Classroom Guide (class set-up, roster, communication, logistics, technology access, etc)
* Integrate business strategy and priorities into delivery as appropriate
* Partner with appropriate stakeholders to include compliance and other specialty projects
* Consult with clients to understand needs and provide recommendations
* Stay current on team meeting materials & updates
* Complete admin. duties as needed (Class Folder Updates, Weekly Training Report Completion, System access request follow up
* Deliver coaching and feedback to learners
* Able to adapt to different learning styles and technological platforms
What we value:
* Collaboration: You will engage with peers to balance urgency and quality, ensuring that our learners have the necessary information, tools, resources to service our customers .
* Kindness: In our dynamic business environment, you will demonstrate understanding and optimism, serving as a positive change agent who fosters an inclusive and supportive atmosphere.
* Assurance: You will achieve impactful results that enhance the skills and expertise of millions of customers, instilling a sense of trust in our training processes.
Basic Qualifications:
* High School Diploma, GED, or equivalent certification
* At least 2 years of experience facilitating trainings
* At least 2 years of experience in Microsoft Office or Google Suite
Preferred Qualifications:
* 3+ years of experience using facilitator tools such as Zoom, Snag It and virtual training tools
* 3+ years of experience facilitating trainings
Work from Home Technology Requirements
* Secure home office environment that is free from background noise and distractions
* Reliable private internet connection that is not supplied via cellular data or hotspot is required
* A private network that is password protected where you have ownership or line of site sight to every device on the network
* Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)
* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
* ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
* To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page
* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met
Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Location Requirements
Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), or 19801 (Wilmington, DE), 68521 (Lincoln, NE), or 56301 (St Cloud, MN) and report in person, when required, with at least 24 hours notice.
We are unable to consider applicants who:
* Do not maintain network-compatible internet access
* Live or work beyond the 100 mile radius of their dedicated location, or
* Live or work in the state of California.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $66,700 - $76,100 for Learning Associate
Chesapeake, VA: $66,700 - $76,100 for Learning Associate
Tampa, FL: $66,700 - $76,100 for Learning Associate
Lincoln, NE: $66,700 - $76,100 for Learning Associate
Las Vegas, NV: $66,700 - $76,100 for Learning Associate
Wilmington, DE: $66,700 - $76,100 for Learning Associate
Richmond, VA: $66,700 - $76,100 for Learning Associate
St Cloud, MN: $66,700 - $76,100 for Learning Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
Are you looking for a challenging role that includes the convenience of working virtually at home? Then a Capital One Customer Operations role may be the role for you! To be eligible for this role, candidates must live within 100 miles radius of one of the following zip codes (excluding CA) and report in person, when required, with at least 24 hours notice.
23060 (Richmond, VA)
23320 (Chesapeake, VA)
33634 (Tampa, FL)
89144 (Las Vegas, NV)
75024 (Plano, TX)
19801 (Wilmington, DE)
68521 (Lincoln, NE)
56301 (St. Cloud, MN)
The responsibilities of this role include facilitating in a virtual environment by providing learning with materials that support our US Card curriculum. This individual will partner closely with key business associates providing input as needed, be familiar with adult learning theory, and communicate business intent learning materials effectively in a virtual environment. This will be done through coaching, performance management and people leadership while supporting new hires and internal agents on their learning journey.
Learning Associate Job Description:
* Facilitates both virtual and in person learning experience aligned to industry best practices
* Deliver on identified learning objectives
* Manage challenging classroom situations; oversees performance management of the classroom experience
* Prepare for class in a well-managed way following the Virtual Classroom Guide (class set-up, roster, communication, logistics, technology access, etc)
* Integrate business strategy and priorities into delivery as appropriate
* Partner with appropriate stakeholders to include compliance and other specialty projects
* Consult with clients to understand needs and provide recommendations
* Stay current on team meeting materials & updates
* Complete admin. duties as needed (Class Folder Updates, Weekly Training Report Completion, System access request follow up
* Deliver coaching and feedback to learners
* Able to adapt to different learning styles and technological platforms
What we value:
* Collaboration: You will engage with peers to balance urgency and quality, ensuring that our learners have the necessary information, tools, resources to service our customers .
* Kindness: In our dynamic business environment, you will demonstrate understanding and optimism, serving as a positive change agent who fosters an inclusive and supportive atmosphere.
* Assurance: You will achieve impactful results that enhance the skills and expertise of millions of customers, instilling a sense of trust in our training processes.
Basic Qualifications:
* High School Diploma, GED, or equivalent certification
* At least 2 years of experience facilitating trainings
* At least 2 years of experience in Microsoft Office or Google Suite
Preferred Qualifications:
* 3+ years of experience using facilitator tools such as Zoom, Snag It and virtual training tools
* 3+ years of experience facilitating trainings
Work from Home Technology Requirements
* Secure home office environment that is free from background noise and distractions
* Reliable private internet connection that is not supplied via cellular data or hotspot is required
* A private network that is password protected where you have ownership or line of site sight to every device on the network
* Internet service must be provided by Cable or Fiber Internet Service Providers (ISP)
* Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions
* ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred
* To validate ISP speeds from a Chrome browser, go to *************** type Speed Test and run from the Google landing page
* Both Hardwire and WiFi internet connections are acceptable as long as speed and security requirements are met
Capital One reserves the right to request proof of internet provider, speed and service package from the associate. Requirements are subject to change, as new systems and technology is delivered. Capital One reserves the right to modify internet service requirements with sixty (60) days notice. Internet Service Provider specs can change by provider and location within the US. If you are experiencing consistent issues with internet stability Capital One reserves the right to ask the agent to upgrade internet service to ensure a good customer experience.
Work from Home Location Requirements
Candidates must live within 100 mile radius of 23060 (Richmond, VA), 23320 (Chesapeake, VA), 33634 (Tampa, FL), 89144 (Las Vegas, NV), 75024 (Plano, TX), or 19801 (Wilmington, DE), 68521 (Lincoln, NE), or 56301 (St Cloud, MN) and report in person, when required, with at least 24 hours notice.
We are unable to consider applicants who:
* Do not maintain network-compatible internet access
* Live or work beyond the 100 mile radius of their dedicated location, or
* Live or work in the state of California.
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
The minimum and maximum full-time annual salaries for this role are listed below, by location. Please note that this salary information is solely for candidates hired to perform work within one of these locations, and refers to the amount Capital One is willing to pay at the time of this posting. Salaries for part-time roles will be prorated based upon the agreed upon number of hours to be regularly worked.
Plano, TX: $66,700 - $76,100 for Learning Associate
Chesapeake, VA: $66,700 - $76,100 for Learning Associate
Tampa, FL: $66,700 - $76,100 for Learning Associate
Lincoln, NE: $66,700 - $76,100 for Learning Associate
Las Vegas, NV: $66,700 - $76,100 for Learning Associate
Wilmington, DE: $66,700 - $76,100 for Learning Associate
Richmond, VA: $66,700 - $76,100 for Learning Associate
St Cloud, MN: $66,700 - $76,100 for Learning Associate
Candidates hired to work in other locations will be subject to the pay range associated with that location, and the actual annualized salary amount offered to any candidate at the time of hire will be reflected solely in the candidate's offer letter.
This role is also eligible to earn performance based incentive compensation, which may include cash bonus(es) and/or long term incentives (LTI). Incentives could be discretionary or non discretionary depending on the plan.
Capital One offers a comprehensive, competitive, and inclusive set of health, financial and other benefits that support your total well-being. Learn more at the Capital One Careers website. Eligibility varies based on full or part-time status, exempt or non-exempt status, and management level.
This role is expected to accept applications for a minimum of 5 business days.
No agencies please. Capital One is an equal opportunity employer (EOE, including disability/vet) committed to non-discrimination in compliance with applicable federal, state, and local laws. Capital One promotes a drug-free workplace. Capital One will consider for employment qualified applicants with a criminal history in a manner consistent with the requirements of applicable laws regarding criminal background inquiries, including, to the extent applicable, Article 23-A of the New York Correction Law; San Francisco, California Police Code Article 49, Sections 4901-4920; New York City's Fair Chance Act; Philadelphia's Fair Criminal Records Screening Act; and other applicable federal, state, and local laws and regulations regarding criminal background inquiries.
If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation, please contact Capital One Recruiting at ************** or via email at RecruitingAccommodation@capitalone.com. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
For technical support or questions about Capital One's recruiting process, please send an email to **********************
Capital One does not provide, endorse nor guarantee and is not liable for third-party products, services, educational tools or other information available through this site.
Capital One Financial is made up of several different entities. Please note that any position posted in Canada is for Capital One Canada, any position posted in the United Kingdom is for Capital One Europe and any position posted in the Philippines is for Capital One Philippines Service Corp. (COPSSC).
$66.7k-76.1k yearly 6d ago
Customer Service Representitive I
Corvel 4.7
Fort Worth, TX jobs
The Customer ServiceRepresentative is responsible for addressing client and/or provider inquiries via email, fax, telephonic, or written correspondence ensuring adherence to contractual and state guidelines as well as client instructions.
This is a remote position.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES:
Take inbound calls and makes outbound calls as needed.
Analyzes client and provider inquiries to determine appropriate steps for resolution.
Performs review of claim history to ensure accurate information is communicated to internal and external customer.
Works directly with internal departments and management for resolution of Customer Service inquiries.
Able to accurately communicate CERIS findings to clients and providers in written and verbal format.
Maintain reports and spreadsheets as needed.
Additional duties as assigned.
KNOWLEDGE & SKILLS:
Excellent communication, verbal, written and organizational skills.
Prior knowledge of inpatient and outpatient hospital revenue cycle required.
Excellent written and verbal communication skills.
Contract interpretation, medical terminology and coding knowledge.
Proficiency with Microsoft applications
EDUCATION & EXPERIENCE:
* High school diploma or equivalent
* 3+ years of healthcare revenue cycle experience (collections, appeals, denials
management, etc)
2+ years working with customers in a fast-paced, deadline-oriented environment
2+ years experience as a Customer Servicerepresentative
Strong attention to detail, organizational and time management skills with the ability
to interpret, research and identify core issues
* Strong customer focus, analytical and decision making skills
* Strong technical skills with the ability to work across multiple software systems and
comfortable work remote out of your home
PAY RANGE:
CorVel uses a market based approach to pay and our salary ranges may vary depending on your location. Pay rates are established taking into account the following factors: federal, state, and local minimum wage requirements, the geographic location differential, job-related skills, experience, qualifications, internal employee equity, and market conditions. Our ranges may be modified at any time.
For leveled roles (I, II, III, Senior, Lead, etc.) new hires may be slotted into a different level, either up or down, based on assessment during interview process taking into consideration experience, qualifications, and overall fit for the role. The level may impact the salary range and these adjustments would be clarified during the offer process.
Pay Range: $13.63 - $21.00 per hour
A list of our benefit offerings can be found on our CorVel website: CorVel Careers | Opportunities in Risk Management
In general, our opportunities will be posted for up to 1 year from date of posting, or until we have selected candidate(s) to fulfill the opening, whichever comes first.
About CERIS
CERIS, a division of CorVel Corporation, a certified Great Place to Work Company, offers incremental value, experience, and a sincere dedication to our valued partners. Through our clinical expertise and cost containment solutions, we are committed to accuracy and transparency in healthcare payments. We are a stable and growing company with a strong, supportive culture along with plenty of career advancement opportunities. We embrace our core values of Accountability, Commitment, Excellence, Integrity and Teamwork (ACE-IT!).
A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
CorVel is an Equal Opportunity Employer, drug free workplace, and complies with ADA regulations as applicable.
#LI-Remote
$13.6-21 hourly 6d ago
Float Member Services Representative
Bridge Credit Union 3.9
Powell, OH jobs
Here at Bridge Credit Union, we strive to serve our communities with excellence at every opportunity by expanding our borders and creating new and improved ways to serve. Without our dedicated staff, we would not be able to reach our goal of great service! If you are looking to expand your knowledge, develop in your career and grow within a rapidly growing company, this opportunity may be for you!
We offer: Affordable health and vision insurance
Free dental insurance
401K plan with up to a 5% match,
Accrued vacation and injury/illness leave
Short-term and Long-term Disability
Life insurance
And more!
Must be willing to travel.
Qualifications:
High school graduate or equivalent.
Required knowledge:
Cash handling..
Good communication skills. Professional appearance, dress, and attitude.
The ability to operate related computer applications and business equipment including adding machine, copy machine, coin and money counting machines, and telephone. Data entry skills.
Work Schedule
Full time position
Monday - Friday 9 a.m. - 5 p.m.
Saturday 9 a.m. - 1 p.m.
Job Description:
Responsible for providing a variety of paying and receiving functions for members in person, via phone, electronically, and through the mail, including but not limited to processing deposits, withdrawals, loan payments, cashiers' checks, money orders, and cash advances. Balances each day's transactions and verifies cash totals. Performs a broad variety of memberservices functions such as opening and closing accounts, renewing certificates, and assisting members with account inquiries and problems. Answers members' questions regarding Credit Union services provided and performs a variety of account maintenance duties. Actively cross-sells Credit Union services. Performs specific assigned duties and assists other MemberServicesRepresentatives/Specialist with duties as required. Serves members promptly and professionally. Acts as a daily vault teller, when needed.
Job Posted by ApplicantPro
$22k-28k yearly est. 2d ago
Customer Service Representative
CCF Holdings LLC 4.4
Cincinnati, OH jobs
Your Opportunity
Customer ServiceRepresentative
CheckSmart
Norwood, OH
As a Customer ServiceRepresentative (CSR), you'll help people in your community access the financial solutions they need-right when they need it the most. You'll play a pivotal role in our fast-paced environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences. Many of our senior leaders launched their careers in this dynamic entry level position, so rest assured you'll be offered hands-on training, coaching, and development as we invest in your long-term success. If you're looking for an opportunity to advance at a fast-growing, profitable, impact-driven company, then read on!
What We Offer
Benefits & Perks*
Paid on-the-job training and a comprehensive new hire program.
Access to a robust learning management system, full of e-learning modules to help boost your professional and personal development.
Cross brand training that enables you to move into opportunities at any one of our eleven brands across the country.
Enrollment in a Key Holder Program designed to establish and enhance leadership potential for promotion.
Performance-based career advancement.
Educational Reimbursement Program.
Multiple coverage choices for medical insurance, all include telemedicine and medical spending account options (HSA/FSA).
Traditional 401(k) and Roth 401(k) Retirement plan with a generous Company match program.
Company-Sponsored Life and AD&D Insurance.
Basic and Enhanced Voluntary benefits so you may choose the right coverage at the right price for you and your family. Plans include dental, vision, short-term and long-term disability plans, supplemental life and AD&D insurance, accident, critical illness, hospital indemnity, ID theft protection, legal services program, and pet insurance.
Free access to mental health resources, life coaching, and more for you and your family members through our Employee Assistance Program.
Free access to exclusive discounts from nationwide and local retailers through our Discount Marketplace.
Paid time off that grows with you, starting with 12 days in your first year.
A relaxed, business casual dress code that includes jeans and sneakers!
Based on current benefit offering, which is subject to change with or without notice. Certain benefits are subject to the terms and conditions of the governing plan documents which should be consulted for additional details and eligibility requirements.
What You'll Do - Essential Duties and Responsibilities
Connect with customers to cultivate lasting relationships that drive repeat business.
Review, validate, and process customer transactions with accuracy.
Maximize customer success by offering personalized financial services that fit their lifestyle.
Enter and maintain customer information with precision and integrity into a Point of Sale (POS) system.
Build new business by completing daily call campaigns.
Assist in customer account management and collections by accepting payments and managing customer appointments.
Perform duties outside of the office, where applicable, including on site vehicle appraisals, store errands, and external marketing. Participate in in-store and community events.
Maintain internal and external store appearance and meet cleanliness standards to enhance customer experience.
Maintain office security protocols and conduct proper opening and closing procedures, including management of vault and cash drawer, as needed.
Uphold compliance with Company policies and procedures, and all relevant local, state, and federal laws and regulations.
Engage in ongoing training and stay current on product and process changes.
Work efficiently in a dynamic and fast-paced environment and effectively navigate multiple tasks with ease to meet individual and team performance standards.
Conduct additional tasks as directed by leadership.
Maintain a full-time work schedule with regular, in-person attendance, including weekends. A full-time work schedule for this position includes, at a minimum, 40 hours per week.
Store hours, schedules, and/or the minimum number of hours required for this position may be subject to change by brand and at the sole discretion of the Company. Speak with your recruiter about the most up-to-date requirements.
What We're Looking For - Qualifications and Skills
A high school diploma or equivalent.
Excellent verbal and written communication skills, plus professional demeanor with customers and colleagues.
Meticulous attention to detail and ability to accurately enter data.
Proficiency in using phones, POS system, Microsoft Office, and other computer systems.
Must be at least 18 years of age (19 in Alabama).
Background check required. All background checks are conducted, and their results are considered, in accordance with applicable law.
The ability to meet the physical demands of this position, which frequently includes remaining in a stationary position, including standing up to 90% of the time; moving and transporting up to 25 pounds; moving inside and outside of the store; and operating mechanical controls, such as a keyboard.
Nice to Haves - Preferred Qualifications and Skills
Experience in check cashing, document verification, and/or money order processing.
Prior cash handling, cash drawer/vault management experience.
Bilingual (English/Spanish) is a plus and may be required for certain locations.
Valid driver's license, auto insurance, and personal vehicle to use throughout the workday (mileage compensated).
Workplace Awards & Recognition
We are honored to be recognized as a Military Friendly Employer and Military Friendly Spouse Employer for four consecutive years and have received designation as a Top Employer for Hispanic and Latinos by HLPA in 2023, 2024, and 2025. Additionally, we have been named one of America's Greatest Workplace in Financial Services 2025 by Newsweek.
Our Purpose
The Community Choice Financial Family of Brands ("CCF" or the "Company"), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. Community Choice Financial Family of Brands is steadfast in our commitment to help people across the country get access to the short-term financial services they need when they need it the most.
Think you'll thrive here? Learn more at *************************************************
The information contained herein is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. The Company may, at its discretion, revise the job description at any time, and additional functions and requirements may be assigned by supervisors as deemed appropriate. Requirements, skills, and abilities included have been determined to illustrate the minimal standards required to successfully perform the position.
Important: The Community Choice Financial Family of Brands will never ask you for banking or other payment information at any point during the interview or hiring process, nor will we conduct an interview via text message. Any official email correspondence will come from the *****************. In-store positions are in person only.
The Community Choice Financial Family of Brands is committed to providing an inclusive workplace free of discrimination based on race, color, religion, sex, age, national origin, military status, disability, pregnancy, sexual orientation, gender identity or expression, genetic information or any other characteristic protected by applicable law. Candidates of all backgrounds are encouraged to apply. CCFI Companies, LLC is an equal-opportunity employer.
$27k-35k yearly est. 6d ago
Customer Retention Representative (Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some insurance and/or sales experience preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$60k-114k yearly est. Auto-Apply 19d ago
Customer Retention Representative (Part-time AM Shift Remote)
Globe Life and Accident Insurance Company 4.6
Remote
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-time AM Customer Retention Representative? Globe Life is looking for a Part-time AM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team.
Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote/work-from-home position.
What You Will Do:
Answer questions regarding coverage, premium, and other policy information.
Compose business letters, communicating effectively through written and verbal communication.
Work independently and making judgment decisions is required.
Make outbound calls to existing policyholders to collect delinquent premium payments.
Resell the benefits of our policies and provide excellent customer service.
Record policyholder information for reporting and transactional purposes.
Extensive telephone contact and appropriate telephone skills are required.
Maintain discretion and tact when providing service to customers.
Additional production incentive pays after the training period.
Bilingual (Spanish) hourly pay differential.
What You Can Bring:
High school diploma or equivalent is required.
Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
A minimum typing speed of 30 wpm is required.
Experience in a call center environment is preferred.
Some insurance and/or sales experience is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
Reliable and predictable attendance of your assigned shift.
Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Part-Time Customer Retention Representative? Globe Life is looking for a Part-Time Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers evening shifts, Monday through Friday, and requires a 4-hour shift on Saturday between 8:00 am and 2:00 pm Central Time Zone.
What You Will Do:
Inbound Call Support: Handle incoming calls from policyholders returning a call from our outbound efforts (voicemail, text message, and/or email) and working to understand their needs to explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policyholder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs), including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some experience in insurance and/or sales is preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
$62k-109k yearly est. 60d+ ago
Customer Retention Representative (Remote)
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
* Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
* Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
* Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
* Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
* Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
* Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
* Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
* Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
* High school diploma or equivalent.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook.
* Minimum Typing speed of 30 wpm.
* Experience in a call center environment preferred.
* Some insurance and/or sales experience preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$62k-109k yearly est. 14d ago
Customer Retention Representative -PT AM MCK-Remote
Globe Life Inc. 4.6
McKinney, TX jobs
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. Our thriving and dynamic community offers ample room for professional development, increased earning potential, and a secure work environment.
We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team.
Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
* Answer questions regarding coverage, premium, and other policy information.
* Compose business letters, communicating effectively through written and verbal communication.
* Work independently and making judgment decisions is required.
* Make outbound calls to existing policyholders to collect delinquent premium payments.
* Resell the benefits of our policies and provide excellent customer service.
* Record policyholder information for reporting and transactional purposes.
* Extensive telephone contact and appropriate telephone skills are required.
* Maintain discretion and tact when providing service to customers.
* Additional production incentive pays after the training period.
* Bilingual (Spanish) hourly pay differential.
What You Can Bring:
* High school diploma or equivalent is required.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
* A minimum typing speed of 30 wpm is required.
* Experience in a call center environment is preferred.
* Some insurance and/or sales experience is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
Primary Duties & Responsibilities At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to help Make Tomorrow Better.
Role Overview:
Could you be our next PT PM Customer Retention Representative? Globe Life is looking for a PT PM Customer Retention Representative to join the team!
In this role, you will be responsible for conserving business on behalf of the Company. You'll be a vital part of a dedicated, professional team. Representatives play a key role in ensuring that customers who call in with the intention of canceling are aided in understanding the importance of keeping their coverage, as well as providing policy maintenance.
This is a remote / work-from-home position.
What You Will Do:
* Answer questions regarding coverage, premium, and other policy information.
* Compose business letters, communicating effectively through written and verbal communication.
* Work independently and making judgment decisions is required.
* Make outbound calls to existing policyholders to collect delinquent premium payments.
* Resell the benefits of our policies and provide excellent customer service.
* Record policyholder information for reporting and transactional purposes.
* Extensive telephone contact and appropriate telephone skills are required.
* Maintain discretion and tact when providing service to customers.
* Additional production incentive pays after the training period.
* Bilingual (Spanish) hourly pay differential.
What You Can Bring:
* High school diploma or equivalent is required.
* Basic Microsoft Office Skills, including Word, Excel, and Outlook, are required.
* A minimum typing speed of 30 wpm is required.
* Experience in a call center environment is preferred.
* Some insurance and/or sales experience is preferred.
* Excellent verbal and written communication skills.
* Ability to solve complex policyholder issues with a positive attitude.
* Ability to work in a fast-paced environment and work well under pressure.
* Knowledge of life and/or health insurance terminology preferred.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full-time and/or part-time based on the position specifications.
Applicable To All Employees of Globe Life Family of Companies:
* Reliable and predictable attendance of your assigned shift.
* Ability to work full time and/or part time based on the position specifications.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
* Competitive compensation designed to reflect your expertise and contribution.
* Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
* Robust life insurance benefits and retirement plans, including company-matched 401k and pension plan.
* Paid holidays and time off to support a healthy work-life balance.
* Parental leave to help our employees welcome their new additions.
* Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
* Company-paid counseling for assistance with mental health, stress management, and work-life balance.
* Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
* Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
Location: McKinney, TX
$62k-109k yearly est. 14d ago
Customer Retention Representative (Remote)
Globe Life Family of Companies 4.6
McKinney, TX jobs
At Globe Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.
Role Overview:
Could you be our next Customer Retention Representative? Globe Life is looking for a Customer Retention Representative to join the team!
As a Customer Retention Representative, you will play a critical role in maintaining Globe Life's customer base by engaging with policyholders who are considering cancellation or have policies in a lapsed status. This role focuses on building relationships, understanding customer needs, and providing solutions to retain valuable life insurance coverage.
This remote position offers a schedule Monday through Friday, with a 10:00 a.m. to 6:30 p.m. Central Time Zone workday.
What You Will Do:
Inbound Cancellation Support: Handle incoming calls from policyholders requesting policy cancellations, working to understand their concerns and explore retention options.
Outbound Lapse Recovery: Proactively contact customers with lapsed life insurance policies to discuss opportunities and payment solutions.
Customer Consultation: Assess individual policyholder situations and recommend appropriate coverage adjustments.
Relationship Building: Demonstrate clear, empathetic, and professional communication by actively listening to policy holder concerns, asking clarification questions to fully understand their situation, and explaining policy options and solutions in simple, easy-to-understand language.
Documentation: Maintain accurate records of all customer interactions, retention efforts, and outcomes in company systems.
Product Knowledge: Stay current on life insurance products, policy features, and company procedures to provide accurate information.
Communication: Adapt communication style to meet individual customer needs, maintain a calm and supportive tone during difficult conversations, and ensure all the information provided is accurate and complete. Follow up with customers as needed to confirm understanding and satisfaction with proposed solutions.
Performance Metrics and KPI Achievement: Meet or exceed established contact center key performance indicators (KPIs) including call volume targets, retention rate goals, first call resolution, adherence targets, call quality targets, and attendance expectations. Efficiently manage daily call quotas for both inbound cancellation calls and outbound lapse recovery contacts while maintaining quality standards.
What You Can Bring:
High school diploma or equivalent.
Basic Microsoft Office Skills, including Word, Excel, and Outlook.
Minimum Typing speed of 30 wpm.
Experience in a call center environment preferred.
Some insurance and/or sales experience preferred.
Excellent verbal and written communication skills.
Ability to solve complex policyholder issues with a positive attitude.
Ability to work in a fast-paced environment and work well under pressure.
Knowledge of life and/or health insurance terminology preferred.
How Globe Life Will Support You:
Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don't just work, but thrive at Globe Life:
Competitive compensation designed to reflect your expertise and contribution.
Comprehensive health, dental, and vision insurance plans because your well-being is fundamental to your performance.
Robust life insurance benefits and retirement plans, including a pension plan.
Paid holidays and time off to support a healthy work-life balance.
Parental leave to help our employees welcome their new additions.
Subsidized all-in-one subscriptions to support your fitness, mindfulness, nutrition, and sleep goals.
Company-paid counseling for assistance with mental health, stress management, and work-life balance.
Continued education reimbursement eligibility and company-paid FLMI and ICA courses to grow your career.
Discounted Texas Rangers tickets for a proud visit to Globe Life Field.
Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At Globe Life, your voice matters.
$62k-109k yearly est. 60d+ ago
Loan Servicing Representative II (1836)
State Department Federal Credit Union 4.5
Alexandria, VA jobs
At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.
Benefits and Perks of SDFCU Include:
Diversity and Inclusion: Work in an environment that values and respects all team members
Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
Flexible Work Options: Potential work-from-home options after the introductory period
Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance
Tuition Reimbursement: Support for your ongoing education and career development
Commute/Parking Incentives: Financial incentives for your daily parking
Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
Gym Reimbursement: Stay healthy with our gym membership reimbursement program
Team Bonding: Participate in company and team bonding events that foster a collaborative work environment
Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.
State Department Federal Credit Union is seeking a Loan ServicingRepresentative II to support key functions in loan processing, member support, and financial counseling.
Essential Duties and Responsibilities:
Process monthly Moneyline review reports
Process charge-offs via Episys
Manage CheckSystems reporting
Oversee lien recordation
Title follow-up with DMVs and dealerships
Support members through credit counseling and financial wellness education.
Managing the BALANCE program and vendor relationship
Review third-party counseling proposals
Handle total loss claims
Post payoff checks
Prepare title documents for release.
Qualifications
Required Skills and Competencies:
Minimum of 4 years credit union or financial institution experience related to consumer loan products and the servicing of loans and insurance products. Episys, Streamlend, MeridianLink and FDR experience are a plus.
Business degree or related Credit Union, Consumer Lending experience helpful.
Excellent interpersonal, verbal and written communication skills.
Excellent organizational skills and attention to details.
Consumer Credit Counseling Certification helpful.
Ability to perform multiple tasks accurately and meet strict deadlines.
Demonstrated expertise using Microsoft Office suite.
Ability to work flexible hours, to include working overtime and weekend hours, with minimal advance notice.
$24k-47k yearly est. 15d ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$30k-34k yearly est. Auto-Apply 34d ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank (CSB Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions: Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* To serve our customers in a professional and caring manner.
* Adhere to CSB Customer Service & Retail Ready! Standards
* Follow CSB professional standards of dress and conduct
* Build rapport with customers by asking quality questions to help meet their needs.
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
* Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
* Service customers in a professional, efficient and expedient manner.
* Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
* Resolve difficult transactions and/or sensitive customer relations.
* Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
* Must have excellent working relationship with all departments of the Bank.
* Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
* Research issues which arise from customer questions when an immediate answer is unable to be given.
* Must be able to follow-thru and get back to customer in a timely manner.
* Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
* No customer shall go longer than 24 hours without at least an update to the situation.
* Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
* Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
* Must be able to work independently and make the necessary decisions to take care of the customer.
* Daily and backup responsibilities for Bank Operations
* Will also assist the Bank Operations Manager with special projects.
* Create reference material for CSC staff members.
* Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
* Competitive base wage
* Incentive compensation and profit sharing
* Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
* Paid time off for vacation, illness, bereavement, and jury duty
* 401(k) with an employer match and on-site advisers
* Employee Assistant Program (EAP) with free access to mental health resources
* Comprehensive wellness program with financial incentives to promote a healthy lifestyle
* Training and professional development opportunities to help you reach your long-term goals
* Paid holidays available immediately upon hire
* Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.
$30k-34k yearly est. 60d+ ago
Customer Service Center Representative - Operations Center
The Commercial & Savings Bank 3.7
Millersburg, OH jobs
The Commercial & Savings Bank (CSB) has been an independent community bank for 145 years, with 17 locations across Holmes, Medina, Stark, Tuscarawas, and Wayne counties. CSB is recognized as a top employer in our region as an eight-year winner of the NorthCoast 99 award (********************** which recognizes the 99 best employers for top talent in Northeast Ohio.
This full-time position is located on-site at our Operations Center, in Millersburg, Ohio. In addition to a competitive base wage, CSB offers a wide variety of employee benefits listed below.
Summary: We expect all CSB employees to serve our customers and fellow bank employees in a professional and caring manner. Through our Customer Service Center (CSC), which will focus on customer phone inquiries, a professional rapport will be established while providing exceptional customer service at all times. Additional emphasis will be placed on identifying customer needs and cross-selling of products and services offered by all areas of the bank.
Essential Functions:
Essential duties and responsibilities include the following; however, other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
To serve our customers in a professional and caring manner.
Adhere to CSB Customer Service & Retail Ready! Standards
Follow CSB professional standards of dress and conduct
Build rapport with customers by asking quality questions to help meet their needs.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Respond to customer inquiries & provide all relevant information to customer regarding account information, for both deposits and loans.
Service customers in a professional, efficient and expedient manner.
Perform duties regarding service support. This includes items such as, but is not limited to, transfers between accounts, balance inquiries, account problems, check reorders, stop payments, Online Banking ID/PIN Unlock and Resets, Live Chat, ATM and Wire questions, etc.
Resolve difficult transactions and/or sensitive customer relations.
Must be thoroughly knowledgeable with all products, services, and lines of business offered by CSB. Keeps abreast on the most recent offerings by CSB, including features and benefits.
Must have excellent working relationship with all departments of the Bank.
Demonstrate the ability to identify customer needs by listening to the customer and probing or inquiring to learn more before answering questions.
Research issues which arise from customer questions when an immediate answer is unable to be given.
Must be able to follow-thru and get back to customer in a timely manner.
Follow up with customer by e-mail or phone call to see if questions or concerns have been taken care of in a timely manner, especially when questions or concerns had to be forwarded to another CSB department.
No customer shall go longer than 24 hours without at least an update to the situation.
Must be able to decipher customer inquiries and prioritize the importance of the call(s). Certain customer situations will demand a priority over others.
Ensure customer privacy and positively identify each customer calling, doing so in a way that the customer appreciates the protection of their private information.
Must be able to work independently and make the necessary decisions to take care of the customer.
Daily and backup responsibilities for Bank Operations
Will also assist the Bank Operations Manager with special projects.
Create reference material for CSC staff members.
Demonstrates a commitment to CSB's vision, mission, and core values and seeks to align one's behavior in such a way that gives these foundational principles the best chance at becoming a reality.
Education: A high school diploma or general education degree (GED) is required.
Summary of Employee Benefits:
Competitive base wage
Incentive compensation and profit sharing
Comprehensive benefits including medical, dental, vision, short- and long-term disability, and group life insurance - (plan and/or benefits eligibility requirements apply)
Paid time off for vacation, illness, bereavement, and jury duty
401(k) with an employer match and on-site advisers
Employee Assistant Program (EAP) with free access to mental health resources
Comprehensive wellness program with financial incentives to promote a healthy lifestyle
Training and professional development opportunities to help you reach your long-term goals
Paid holidays available immediately upon hire
Volunteerism opportunities to give back to our local communities
The Commercial & Savings Bank is an Equal Opportunity Employer.