Member Service Representative jobs at TruStone Financial Credit Union - 349 jobs

This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). The office is located in Minnetonka and the expectation is they go into the office every day. What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Compensation: This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Are you a FINRA Series 6 or SIE licensed professional looking toleverageyour credentials in a rewarding customer service career? Join SecurianFinancial'sEnterprise Contact Center as a Senior Representative supporting our Annuity business line.This position is intended for licensed professionalsseekingto integrate their regulatoryexpertisewith a commitment to delivering outstanding customer service. We will consider Series 6 or SIE license holders. We will also support those with their SIE to obtain their Series 6. Why This Role: Monday-Friday schedule, NO weekends. Virtual hybrid work model with flexibility(mustresidewithin a 90-minute commutable distance to our offices). Comprehensive training and mentoring to build your annuityexpertise. Advancement opportunities within our growing team. Join a company committed to helping customers build securetomorrows. Responsibilities include but not limited to: As a licensed Contact Center Senior Representative,you willbe a trusted guide and problem solver, providing expert support to customers, financial professionals, channelpartnersand distributorsviaphone.Your Series 6 license enables you to service our full product portfolio, including variable products that require regulatory licensing. Deliver compassionate,timelyandaccurateresponsesfrom simple tocomplex annuityinquiries. Explain and resolvepolicy or account issues for customers and channelpartners. Support both fixed/indexed annuities and variableproducts. Navigate regulatory requirements whilemaintainingexcellent customerexperience. Meet or exceed contact center performance metrics while upholding Securian's qualitystandards. Handle 35-50 customer interactions daily across multiple channels. Work Environment: Location:Virtual hybrid model - mustresidewithin 90-minute commutable radius of St. Paul, Minnesota. Training Hours:8:00 AM - 4:45 PMCST. Ongoing Schedule:Assigned after training completion. Business Hours: Monday-Thursday 7:30 AM - 5:30 PM, Friday 7:30 AM - 4:30 PMCST. In-Office Requirements:Event-based for technical issues, or for moments that matter. The compensationrangeis $22-$24hourly.The salary range provided on the posting is broad to account for varying positions at this level within the enterprise. We share our ranges for transparencyand toaccount for individuals with different experiences and skillsets, as well as to allow for growth within the level. Qualifications: Active FINRA Series 6 license or SIE license with the ability to sit for the Series 6 exam within 90 days and ability to obtain the Series 6 License within 6 months of hire. Strong customer service mindset. Excellent verbal and written communication skills. Professional phone etiquette and active listening abilities. Self-motivated,punctualand dependable. High levelof reliability,trustworthinessand ability tomaintainconfidentiality. Technicalproficiency: ability to navigate multiple systems simultaneously whilemaintainingeffective customer engagement. Strong typing skills and computer literacy. Ability to multi-task and manage time effectively in a fast-pacedenvironment. Quick learner with strong knowledge retention. Meets technical requirements for remote work (bandwidth and system specifications). Preferred Qualifications: Experience in the financial services or insurance industry. Background servicing annuity or life insurance accounts (new business and/or in-force). Interest in career progression to Specialist / SME Support or leadership roles within the Contact Center. *At Securian Financial, the internal title for this position is Contact Center Sr Rep. What Sets You Apart: Successful candidates are empathetic problem solvers who combine regulatory knowledge with genuine care for customers.You reliably upholdhigh standardsin financialservicingand compliance work,demonstratingdrive and compassion. The estimated base pay range for this job is: $18.27 - $31.73 Pay may vary depending on job-related factors and individual experience, skills, knowledge, etc. More information on base pay and incentive pay (if applicable) can be discussed with a member of the Securian Financial Talent Acquisition team. Be you. With us. At Securian Financial, we understand that attracting top talent means offering more than just a job - it means providing a rewarding and fulfilling career. As a valued member of our high-performing team, we want you to connect with your work, your relationships and your community. Enjoy our comprehensive range of benefits designed to enhance your professional growth, well-being and work-life balance, including the advantages listed here: Paid time off: We want you to take time off for what matters most to you. Our PTO program provides flexibility for associates to take meaningful time away from work to relax, recharge and spend time doing what's important to them. And Securian Financial rewards associates for their service by providing additional PTO the longer you stay at Securian. Leave programs: Securian's flexible leave programs allow time off from work for parental leave, caregiver leave for family members, bereavement and military leave. Holidays: Securian provides nine company paid holidays. Company-funded pension plan and a 401(k) retirement plan: Share in the success of our company. Securian's 401(k) company contribution is tied to our performance up to 10 percent of eligible earnings, with a target of 5 percent. The amount is based on company results compared to goals related to earnings, sales and service. Health insurance: From the first day of employment, associates and their eligible family members - including spouses, domestic partners and children - are eligible for medical, dental and vision coverage. Volunteer time: We know the importance of community. Through company-sponsored events, volunteer paid time off, a dollar-for-dollar matching gift program and more, we encourage you to support organizations important to you. Associate Resource Groups: Build connections, be yourself and develop meaningful relationships at work through associate-led ARGs. Dedicated groups focus on a variety of interests and affinities, including: Mental Wellness and Disability Pride at Securian Financial Securian Young Professionals Network Securian Multicultural Network Securian Women and Allies Network Servicemember Associate Resource Group For more information regarding Securian's benefits, please review our Benefits page. This information is not intended to explain all the provisions of coverage available under these plans. In all cases, the plan document dictates coverage and provisions. Securian Financial Group, Inc. does not discriminate based on race, color, religion, national origin, sex, gender, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance or any other protected status. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by email at , by telephone (voice), or 711 (Relay/TTY). To view our privacy statement click here To view our legal statement click here

Customer Support Agent I - Bilingual Location: Janesville, WI At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. At First Mid, we aim to make our customers feel valued, satisfied, and understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized solution based on their needs and throughout their stages of life. We will create clients for life by adhering to our core values and our service standards. Responsibilities include, but are not limited to: Assisting callers with questions & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with our customer service standards. Service customers over the phone with accuracy and efficiency within policy guidelines. Create a quality service experience by ensuring timely resolution and follow-up to customer needs. Solicits assistance from management as needed. Seeks management approval for requests outside of their approved level. Notifies management of suspicious and questionable activity. Adheres to all bank compliance, security and operational policies and procedures. Performs changes to existing accounts as requested by the customer. Transferring request that are outside the scope of the CSC to the appropriate individual or department for assistance. Proactively looks for ways to improve processes that will improve the customer's experience and communicate those ideas to management. Maintains professional appearance and conduct within the guidelines set forth in Employee Handbook and/or First Mid policies. Ensuring all customer interactions & documentation follow bank policy & regulations, while maintaining customer confidentiality. Identifies and recommends products and/or services to best meet the needs of the customer. Educates and encourages customers to use alternate delivery systems such as ATM, Debit Card, Online, and Mobile Banking. Actively seeks out and maintains basic product knowledge of all banking products through training courses, meetings, corporate communications, etc. Complete other specified duties as assigned. Qualifications Education: High School Diploma/GED required. Experience: 1+ year of customer service experience and/or previous experience working in a financial institution preferred. Previous contact center experience preferred. Skills: Proficient in usage of Microsoft Office and computer application Strong organizational and communication skills, both oral & written. High level of interpersonal skills to interact with customers and potential customers in professional manner. Ability to work additional hours or hours outside of the departmental operating hours as needed. Total Rewards: Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses Visit our Total Rewards page to see our full list of benefits First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT LP123 Pay Range: $18.00 - $19.62 per hour Apply for this Position

Helping cultivate your growth. ProPartners Financial is the largest provider of credit programs for the direct sellers of crop inputs and seed in the nation with locations in St. Paul, MN and Normal, IL. Join us and be part of one of the most important and vital parts of the economy. We are proud to offer career opportunities for team members with varying backgrounds, experiences and interests. How we support you: Up to 9% towards 401k (3% fixed ProPartners contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. Where you will work: This position offers a hybrid work option up to 50%and is based out of the Normal, IL or St Paul, MN office location. The contributions you will make: This position provides high quality client service to support the effective delivery of credit products and services to current and prospective dealer clients for their customers. A typical day: Loan Processing Gathers or seeks clarification when required from dealers to complete loan applications from dealer's customers. Coordinates, reviews, and determines documents needed for transactions to perfect ProPartner's program requirements. Coordinates, reviews for acceptance, and tracks the compilation of documents needed for loan originations or renewals. Works within system designed workflows and accurately processes customer loan requests in accordance with dealer specific sales finance programs. Scans and indexes documents into archival system and workflows. Promotes loan processing efficiency by processing customer loan applications from all ProPartners Financial dealer relationships regardless of dealer affiliation. Provides support and works closely with PPF credit team by coordinating information gathering and dealer communication for underwriting larger loans. Client Service Works closely with ProPartners Financial relationship management team members to meet client needs in the origination or renewal of transactions including new loans and servicing actions for existing loans. Provides exceptional service and a consistent client experience to all clients and customers that aligns with the mission and vision of ProPartners Financial. The client contact may be by phone, email, and face to face visits. Client or customer requests may entail processing loan applications, loan servicing requests, calculating loan payoffs, verifying loan balances, providing guidance and answers to online banking questions, and answering general dealer program questions. Works closely with dealers to on-board new dealers or new dealer representatives. Provides dealer training for loan application, documentation requirements and new technology. Additional dealer training may include using dealer extranet, submitting loan requests using on-line loan applications, obtaining electronic signatures, using loan funding applications, and other ProPartners credit delivery processes and tools to support client experience. Engages with ProPartners Financial relationship team and clients to gain in-depth knowledge of dealer finance programs. Aligns dealer program criteria with PPF technology and system brand account configuration to support client experience. Assists clients in account maintenance corrections. Interacts and coordinates with ProPartners Financial loan accounting team to correct transactions and maintenance account records. Communicates and collaborates with internal team members to meet the needs of ProPartners Financial and internal and external clients. Provides support as needed to other business units/teams within ProPartners. Takes ownership of problems until they are resolved to the client's satisfaction which includes when to involve or notify others Loan Servicing Actively promotes ProPartners Financial (PPF) credit delivery products and services to enhance the client relationship and client efficiency. Consistently identifies and assesses client needs. Reviews and maintains a variety of daily and monthly client reports. Assesses credit scores and compares report findings to the Bureau Credit Union report to explain failures. May assist risk asset team with delinquent accounts. Assists with the renewal process and auto renewals for dealer clients. Coordinates and supports dealer requests for movement of available funds between customer product specific loans. Coordinates dealer requests for additional credit for customer accounts. Coordinates dealer requests for extension of maturity dates for customer accounts. Miscellaneous Support Provides office coverage during normal business hours. Provides phone support for dealer and customer calls. May participate in managing incoming and outgoing mail for clients and/or customers. Keeps current on process or procedure updates, as well as current ProPartners news. May serve on projects as stakeholder or participate in testing new systems or applications. The skills and experience we prefer you have: Associate's degree or an equivalent combination of education and experience sufficient to perform the essential functions of the job. Strong customer service experience. Entry-level experience loan processing or servicing in financial institution, preferred but not required. Attention to detail and accuracy. Mathematical and problem-solving skills. Time management and prioritization skills. Organizational, listening, written/verbal communication, and interpersonal skills. Flexible and adaptable to changing situations. Ability to multi-task in a fast-paced environment. Ability to work both independently and cooperatively with other team members to service all aspects of the client needs. #IND200 How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay$45,900-$65,000 USD ProPartners Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the US. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Treasury Management Services Representative I Location: Beloit, WI Job Id: 4265 # of Openings: 0 Treasury Management Services Representative I The Treasury Management Services Representative I in our Treasury Management department is responsible for independently assisting customers by providing them with solutions to any questions they may have, training them on products/services they utilize and overall support with any of the digital channels. The Customer Service Representative will provide exceptional, accurate and timely assistance involving daily processing of financial transactions in a fast-paced, time sensitive operations environment. Responsibilities include, but are not limited to: Handle direct calls from our commercial business customers as well as from our support centers and branches and inquiries/complaints concerning supported programs. Accurately & efficiently assists customers with questions and in-depth product & account inquiries by providing them with accurate information in a professional and courteous manner in accordance with customer service standards. Accurately & efficiently assists customers with requests such as account maintenance, service orders and general product inquiries. Work with the Digital Solutions team to ensure timely and accurate onboarding of products and services. Process temporary limit changes for ACH, RDC and mobile deposit while ensuring compliance with internal policies. Complete the training and onboarding process for new products and services to new or existing clients. Accurately & efficiently assists customers with complex questions and issues concerning internet banking, mobile banking, online bill pay, remote deposit capture, positive pay, online ACH and wire origination etc. Facilitate new account opening and service addition documentation when necessary. Acts as a liaison between the customer, and the operational team, as well as the relationship manager. Assists with customer outreach when systems are unavailable or decisioning deadlines are approaching. Identify and escalate system problems/errors when necessary. Processes work in a timely and efficient manner within the time frames set forth in the department service standards and service level agreements. Ensures customer interactions & documentation is compliant with bank policy & federal regulations, and all mandated timing requirements are met. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience, both internally and externally. Completes various validation and maintenance when call volumes are low. Completed required training associated with job function. Performs duties according to established bank policies and procedures and provides general back-up in areas not assigned as primary functions. Qualifications Education/Experience: Associates Degree or equivalent customer service, call center or banking experience. 1+ years Call center and/or banking experience desired. Previous experience with treasury management a plus but not required Skills: Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner Excels at computer and Internet skills Excellent verbal and written communication skills Use critical/analytical thinking and problem-solving skills to troubleshoot client issues and inquiries High level of interpersonal skills to interact with the banks most profitable customers and potential customers in a professional manner Pay Range: $17.74 - $22.18 per hour Apply for this Position

Category/Function Retail Banking Center Type Regular Full-Time Requisition ID 2025-18933 Workplace Type On Site Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities We are currently hiring for a Client Service Representative. We are seeking individuals who are customer focused and have a strong desire to help our clients meet their financial objectives. Whether you have several years of banking or are new to the banking industry, we want to help you reach your personal and professional goals. A Client Service Representative position is a key customer service position within the company. This position provides a variety of duties to include introducing bank products and services to customers, participating in the sales program, processing debit and credit transactions and assisting with customer relation issues. This person is also responsible for ordering and shipping all cash for the banking center, and CTR record keeping. Client Service Representative has the additional responsibility of managing the banking center vault which includes; balancing the vault, disbursing cash to other designated team members and ordering/shipping currency as needed. This position may also have the responsibility of opening new accounts. Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Our ideal candidate will possess the following skills: High school diploma or GED required 2-3 years of cash handling experience Excellent customer service skills Excellent balancing record Good organizational skills and attention to detail Ability to lift heavy boxes of coin Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team! Need help finding the right job? We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email (This email will respond to accommodation requests only.)

Merchants Bank, Winona, has an opening for a full-time Loan Servicing Representative. This position involves data input and maintaining all types of loans (Commercial, Real Estate and Consumer) in the database. Also works with loan payments, taxes, insurance, and escrow functions. This position involves working with external and internal customers via telephone, providing accurate and appropriate information, and timely follow-through. A high level of accuracy with data entry and ability to problem solve required. Must be able to multi-task and prioritize, work as a team, be organized, and able to research. Excellent customer service skills required. This full-time position will generally be 32 hours/week. Hours will vary Monday-Friday between 8:00am - 5:00pm. Merchants Bank offers competitive wages and benefits for our full-time employees including health, dental, life, disability and vision insurance; flexible spending accounts, 401(k) and ESOP retirement plans; bonus plan; paid time off; tuition reimbursement; and a variety of voluntary supplemental insurance options. Please click on Apply Now or apply in person at Merchants Bank, Winona (102 E 3rd Street). Questions can be emailed to ********************. Merchants Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities. Job Summary: Under limited supervision, performs a variety of Loan Servicing functions in connection with Commercial, Real Estate and Consumer loans by following established policies and pro cedures set forth for the Department. Is responsible for data input and inquiries relative to all lending functions of the Bank. Responsible for timely and accurate transaction processing and reporting of loan information, as well as extensive customer service via phone, email, and occasionally in person. Essential Duties: Employees with this job description are cross trained in all areas. While individuals may focus on specific shared daily duties, they must possess the ability over time to perform all the duties listed below. Regular, dependable attendance and punctuality are essential functions of the job. Adherence with financial requirements and regulations is required. Employee will be expected to contribute to a positive working environment through words and actions. Employee will be expected to work as a TEAM, in addition to completing individual responsibilities. Employee will be expected to greet internal and external customers in a friendly and outgoing manner. Employee will be expected to take responsibility to insure that internal and external customers receive outstanding service. Employee may be asked to perform other duties as required by business needs. Employee will be expected to complete compliance and product knowledge assignments timely. General: Responds to internal and external customer phone or written loan inquiries in a courteous, prompt (immediately or within 4 hours) and accurate manner by phone, as well as, through written cor respondence Distributes a wide variety of reports both within and outside the department; Possesses knowledge and understanding of reports which remain within the department; Maintains proper retention of reports within department Researches identified customer and computer system problems utilizing problem solving skills to hypothesize causes; Communication including recommendations with Manager/Assistant Manager for correction and prevention of continued problems Annually reviews and prepares interest paid statements Successfully completes “help desk” responsibilities in a timely and accurate manner. This includes all incoming servicing email, workflow items for late fee waivers, loan payments and advances, troubleshooting issues, as well as being the first individual to pick up the telephone by the second ring. Performs other duties as requested by manager/assistant manager within the Bank. Emphasis: Payment/General Servicing: Input of all real-time loan payments and loan advances for all MFGI locations Loan maintenance as required for all MFGI locations, including but not limited to, coupon books, payment schedule modifications, auto deducts, ACH, FTM, payment and/or interest rate changes, risk rating changes, collateral changes, officer number changes, etc. ACH or FTM setup and account review to ensure transactions are accurate & timely Reviews and processes daily, weekly, and monthly loan reports Completes consumer loan input, including Overdraft & Home Equity Lines of Credit for all locations Completes commercial new loan, renewal, change in terms loan input for all locations Input purchased and sold commercial loan participations on Signature system Reviews commercial participation reports and transacts/dialogs with participating banks Complete setup of new dealers in floorplan software and manage daily disbursements Completes retail and correspondent mortgage boarding for all locations Input sold participations for Secondary Market mortgage portfolio (sold to Fannie Mae/Freddie Mac) Place loans in non-accrual and charge-off on Signature system and prepare accounting histories and payoff statements, when requested Servicemembers Civil Relief Act (SCRA) processing and tracking Manages credit bureau reporting, monitoring of error reports and resolution of disputes, as required by Fair Credit Reporting Act (FCRA) Completes monthly Federal Housing Association (FHA), Veterans Administration (VA), Rural Economic Development, and Agriculture Best Management Practices Loan Program (AgBMP) reporting Emphasis: Secondary Market Servicing: Performs all servicing functions for secondary market investors (Freddie Mac & Fannie Mae) loans, i.e. reporting payoffs and daily transaction activity, remittance of cash, participation input, property loss claims management, escrow processing, cancellation or private mortgage insurance, etc. Utilizes Freddie Mac and Fannie Mae WEB applications for communication and transfer of data Processing in Signature system of all mortgage modification and deferral loans Reports & reconciles investor accounts monthly per secondary market guidelines and as required by external auditors Emphasis: Escrow Servicing: Ongoing monitoring, maintenance, and disbursement of all escrow accounts for payment of homeowners insurance, flood insurance, private mortgage insurance, FHA mortgage insurance, USDA guaranty fees and property taxes Manage property loss claims for all mortgage loans, as required by Secondary Market guidelines Provides annual PMI disclosures to all upfront and monthly private mortgage insurance loans. Responds to written requests for cancellation of PMI, as required by Regulation and Secondary Market guidelines and completes automatic PMI terminations based on original value when loan is at 78% LTV Annually inquires with each State/County on status of taxes paid for all non-escrow customers with appropriate notification per established pro cedures Ongoing follow-up with insurance agents to obtain initial insurance policies for credit file as required by secondary market and errors & omissions policy Verification of adequate coverage and importing of all insurance policies to electronic storage Provide annual escrow statements, including statements for modified loans, that require a longer timeframe for the spread of any shortage and/or deficiencies Working Conditions: Inside working environment, very low noise level. Physical Demands: Work is performed primarily sitting at a desk. Requires a high degree of finger dexterity, very good finger-eye coordination. Mental Demands: Requires above-average aptitude in the area of math/number skills, and evaluation/reasoning skills. Above-average skill in problem analysis and problem solving. Ability to speak with clarity and articu late thoughts and ideas well. Must be able to remain calm under pressure and relate to all types of personalities. Skill Requirements: Independent thought, good organization, self-motivation to complete tasks and remain on schedule with minimal supervision. Personal com puter skills, good typing skills, effective telephone and written com munication skills. Amiable personality; team player. Relationships: Responsible to the Loan Operations Manager for clarification of position responsibilities and authority and for proper interpretation. Position will have extensive phone and written interaction with cus tomers and staff. Extensive person-to-person interaction with staff. Must have ability to work in a team environment. Personal man ner to enhance the overall professional image of the Bank.

Positions open at our Lyndale & Old Shakopee Road branch. Flexible schedule between the hours of 8:45 - 6:15 M-F and 2 Saturdays a month. (schedule may vary) Hourly Rate: $16.50 hr. - $24.50 hr. Depending on experience. Plus, Monthly Incentives, Quarterly Bonuses, Referral Opportunities MY Credit Union offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, Generous PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays. JOB SUMMARY: To satisfy the needs of our members by providing quick and accurate service in a professional friendly manner. This includes posting transactions, answering inquiries and respond to various member requests by providing routine information on Credit Union products & services, policies including eligibility for membership or referring members to appropriate personnel for more advanced issues. This employee is always expected to maintain a professional appearance and comply with all Credit Union policies and procedures, including Standards of Conduct and Confidentiality. ESSENTIAL DUTIES AND RESPONSIBILITIES : Provides member and team support as described on MY CREDIT UNION's Mission statement. Represents the Credit Union in a courteous and professional manner, providing prompt, efficient and accurate service in the processing of transactions. Properly follow security procedures, including but not limited to opening and closing procedures. Cross sell Credit Union Products and Services Responsible for regular and predictable attendance including punctuality. Actively cross sells and maintain up-to-date knowledge on all products and services. Performs other duties as needed or assigned. STANDARDS OF PERFORMANCE: Always convey a professional image by being respectful, courteous, and considerate of members and co-workers through verbal and non-verbal communications, adhering to MY CREDIT UNION's dress code, and maintain a clean organized workspace. Follow MY CREDIT UNION's Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY CREDIT UNION's policies and procedures. To remain compliant with all other MY CREDIT UNION's policies and procedures Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training. TELLER DUTIES: Perform routine member service transactions, including but not limited to, deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling gift cards, etc. Respond and resolve member's requests. Provide account information regarding account status, current balances, and loan payoffs. Follow internal security procedures for member identification. Prepare and process Federal Reserve cash shipments and deliveries. Prepare and process ATM shipment. Follow internal balancing procedures. Follow Safe Deposit Box procedures for member access. Follow scanning procedures. Order and fill branch supplies. Included in a Saturday work schedule rotation. MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent. Experience: 6 months or more of customer service. Credit Union experience preferred. Other Required Knowledge, Skills, and Abilities: Excellent verbal and non-verbal communication skills. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms, credit union documents, operating and maintenance instructions, and procedure manuals. Desire, ability, and experience in working with and helping people in a professional setting with a professional business appearance. Up-to-date and comprehensive knowledge of all MY CREDIT UNION'S products and services. Proficiently operate a computer. Working knowledge of Microsoft Office and Windows operating system. Ability to use copy machine, printer, and general office equipment. Must be well organized. Must be bondable and honest. EQUIPMENT USED: Microsoft 365, Microsoft Office Suite, 10-Key Calculator, Computer MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS: Mental Effort: Able to manage multiple requests at the same time. Able to maintain a professional demeanor in stressful circumstances. Ability to communicate with the public. Physical Requirements: The employee must be able to lift 35 pounds. The employee is regularly required to stand for extended periods (6-8 hours a day). Use their hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must be able to read from a computer screen and enter data with the use of a keyboard. Working Conditions: Stress varies depending on workflow from high to low. Some travel between offices may be required. Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of team members assigned to this job. As markets change and the organization grows, job descriptions may change over time as requirements and team member skill levels evolve. With this understanding, MY CREDIT UNION retains the right to change or assign other duties to this position. If requested, MY CREDIT UNION will make every effort to provide reasonable accommodations to enable team members with disabilities to perform the position's essential job duties. MY CREDIT UNION is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Flexible schedule between the hours of 8:45 - 6:15 M-F and 2 Saturdays a month. (schedule may vary) Hourly Rate: $16.50 hr. - $24.50 hr. Depending on experience. Plus, Monthly Incentives, Quarterly Bonuses, Referral Opportunities MY Credit Union offers a comprehensive benefit package that includes: Medical, Dental, Vision, Life, STD, LTD, Generous PTO, Tuition Reimbursement, 401(k)/Retirement Plan with up to a 6% matching contribution and Paid holidays. JOB SUMMARY: To satisfy the needs of our members by providing quick and accurate service in a professional friendly manner. This includes posting transactions, answering inquiries and respond to various member requests by providing routine information on Credit Union products & services, policies including eligibility for membership or referring members to appropriate personnel for more advanced issues. This employee is always expected to maintain a professional appearance and comply with all Credit Union policies and procedures, including Standards of Conduct and Confidentiality. ESSENTIAL DUTIES AND RESPONSIBILITIES : Provides member and team support as described on MY CREDIT UNION's Mission statement. Represents the Credit Union in a courteous and professional manner, providing prompt, efficient and accurate service in the processing of transactions. Properly follow security procedures, including but not limited to opening and closing procedures. Cross sell Credit Union Products and Services Responsible for regular and predictable attendance including punctuality. Actively cross sells and maintain up-to-date knowledge on all products and services. Performs other duties as needed or assigned. STANDARDS OF PERFORMANCE: Always convey a professional image by being respectful, courteous, and considerate of members and co-workers through verbal and non-verbal communications, adhering to MY CREDIT UNION's dress code, and maintain a clean organized workspace. Follow MY CREDIT UNION's Harassment, Discrimination and Respectful Conduct Policy and the Fraud Policy/Code of Ethics Statement. Complies with Bank Secrecy Act/Anti-Money Laundering/CIP (U.S. Patriot Act) procedures and policies. Safeguard the confidentiality and security of member information and other sensitive data, in accordance with MY CREDIT UNION's policies and procedures. To remain compliant with all other MY CREDIT UNION's policies and procedures Be an effective team member through cooperation, flexibility, dependability, attendance, lack of tardiness and participation at meetings and training. TELLER DUTIES: Perform routine member service transactions, including but not limited to, deposits, withdrawals, cash advances, loan payments, transfers, check cashing, selling gift cards, etc. Respond and resolve member's requests. Provide account information regarding account status, current balances, and loan payoffs. Follow internal security procedures for member identification. Prepare and process Federal Reserve cash shipments and deliveries. Prepare and process ATM shipment. Follow internal balancing procedures. Follow Safe Deposit Box procedures for member access. Follow scanning procedures. Order and fill branch supplies. Included in a Saturday work schedule rotation. MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent. Experience: 6 months or more of customer service. Credit Union experience preferred. Other Required Knowledge, Skills, and Abilities: Excellent verbal and non-verbal communication skills. Ability to speak effectively to members and employees of the organization. Ability to read and interpret basic forms, credit union documents, operating and maintenance instructions, and procedure manuals. Desire, ability, and experience in working with and helping people in a professional setting with a professional business appearance. Up-to-date and comprehensive knowledge of all MY CREDIT UNION'S products and services. Proficiently operate a computer. Working knowledge of Microsoft Office and Windows operating system. Ability to use copy machine, printer, and general office equipment. Must be well organized. Must be bondable and honest. EQUIPMENT USED: Microsoft 365, Microsoft Office Suite, 10-Key Calculator, Computer MENTAL & PHYSICAL DEMANDS/WORKING CONDITIONS: Mental Effort: Able to manage multiple requests at the same time. Able to maintain a professional demeanor in stressful circumstances. Ability to communicate with the public. Physical Requirements: The employee must be able to lift 35 pounds. The employee is regularly required to stand for extended periods (6-8 hours a day). Use their hands and fingers to handle or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee is occasionally required to climb, balance, stoop, kneel, crouch, or crawl. The employee must be able to read from a computer screen and enter data with the use of a keyboard. Working Conditions: Stress varies depending on workflow from high to low. Some travel between offices may be required. Disclaimer: This position description is intended to describe the general nature and level of work being performed by the person assigned to this position. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of team members assigned to this job. As markets change and the organization grows, job descriptions may change over time as requirements and team member skill levels evolve. With this understanding, MY CREDIT UNION retains the right to change or assign other duties to this position. If requested, MY CREDIT UNION will make every effort to provide reasonable accommodations to enable team members with disabilities to perform the position's essential job duties. MY CREDIT UNION is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.

Job Description As a NorthRidge employee, you would be responsible in helping us live our organizational mission of supporting the people in our communities; encouraging their learning and understanding of their unique financial situations and providing tools for our members to reach their dreams. As a credit union, our philosophy is “people helping people,” as an employee, your role would be to uphold our mission and the credit union philosophy in your day-to-day activities. The position of Teller (Member Service Representative) is responsible for providing an exceptional member experience while accurately processing transactions, opening accounts, providing product and service recommendations, etc. Use a sales-through-service attitude to demonstrate product knowledge and identify and meet the needs of our individual members. You are responsible for being an excellent steward of our members' finances. What you'll do: Assist members with front-line financial transactions including deposits, withdrawals, loan payments, transfers, cashier checks etc. Communicate with members via phone, email, face to face, or any other means approved by NorthRidge to handle these transactions including electronic service assistance. Open all accounts, certificates of deposit, and other products or services in accordance with federal regulations, ensuring all related forms and documents are completed and filed/scanned in a timely manner. Recommend the appropriate products to members based on their needs. Actively cross-sell products and services to members during each interaction, when appropriate. Maintain accurate member account information on computer system such as address, phone, email, etc. Remain in compliance with regulations and follows all BSA policy and procedures including the completion of annual BSA training. Works on special projects and prepares required reports for management when needed. Perform a variety of miscellaneous tasks including filing, copying, data input. Accurately balance cash drawer and vault daily. Accurately balance ATM when needed. Ability to work in a stationary position for 95% of the workday. Moving, lifting and/or carrying 50 pounds with or without accommodation. Perform other duties as assigned. Minimum Qualifications: High school diploma or GED 6 months of related experience Experience in working and serving the public is required Interpersonal communication skills Working knowledge of computer systems and applications such as Microsoft Office and Teams, Outlook, etc. A Standout Candidate: Excels with a can-do, proactive, positive attitude Actively looks for ways to help people Has a friendly and professional demeanor Can handle conflict and assess confrontational situations to act appropriately Demonstrates the willingness to learn What's in it for you? 10.5 Paid Holidays Paid Birthday Day Off Paid Time Off Paid Sick and Safe Time Medical and Dental Benefits 401K Options Career Advancement and Training Opportunities Our Core Values: Relationships: We care about you. Integrity: We do what is right. Advocacy: We work on your behalf. NorthRidge cares deeply about our members and our communities. Our employees have opportunities to volunteer as a team and come up with new ideas to serve our communities. If you are ready to be a part of something great, apply to join our team today! Travel between locations, for training and conferences is occasionally required. Reliable transportation is necessary to succeed.

Member Services Representative E-Branch Hours: Full time: 38-40 hours per week. Shifts may vary between the hours of 8:30 am - 5:30 pm Monday-Friday and 8:30am - 12:30pm Saturdays. This role will require 1-2 Saturdays a month. Role: To assist members with their financial transactions and telephone requests, respond to and resolve problems in a timely manner, create relationships and establish rapport with members while maintaining the image and upholding the values of the Credit Union. Essential Functions & Responsibilities: This position will be on a scheduled rotation assisting the membership in person, by phone, or via our digital platforms. · Perform financial transactions including but not limited to deposits, withdrawals, loan payments, transfers, wires, etc. · Assist members and potential members with their requests in a timely manner; answer questions about products and services and provide resolution, escalating issues when necessary, with recommendations. · Troubleshoot member's digital service issues and provide resolution. · Identify value added solutions by recommending our products & services. · Ensure that accurate records are maintained. · Perform other duties as assigned. Performance Measurements: · Provide accurate, friendly and exceptional service to all members. · Ability to balance the needs of the member and the credit union while remaining in compliance with federal regulations and credit union policy. · Protect our members by verifying their identity by asking security questions that only they would know. Knowledge and Skills: Experience · Six months to two years of similar or related experience. Education · Equivalent to a high school education. Interpersonal Skills · Building trust is crucial, along with maintaining courtesy and tact. This role involves frequent personal interactions, often dealing with sensitive or personal matters. Establishing and nurturing relationships with people and companies is essential. Other Skills · Excellent communication skills · Problem solving abilities · Organizational skills · Ability to multi-task · Ability to handle stress and work under pressure · Strong proficiency with technology and essential software Physical Requirements · This position primarily requires sitting, some standing and walking. The ability to occasionally lift/lower objects of between 10 and 25 pounds. · Reasonable accommodation to these requirements will be made for employees with disabilities. Work Environment · This position is set in a comfortable, professional office environment with moderate lighting and temperature controls to support a productive atmosphere. The noise level is typically quiet, allowing for focused and uninterrupted work. As a SharePoint employee, you will receive: ·Affordable insurance options for Medical, Dental, Vision, and more! ·Company-paid Life/AD&D, and Short-Term/Long-Term Insurances ·Generous PTO offerings ·10+ Paid Holidays ·401(k) and employer match upon eligibility. Participants are vested immediately. SHAREPOINT CREDIT UNION is an EEO Employer - M/F/Disability/Protected Veteran Status View all jobs at this company

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: Fleet Activities Yokosuka 1-Honcho Bldg 1558 NFCU Yokosuka, Yokosuka, Kanagawa 238-0001 JP Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: MCAS Iwakuni - NFCU CROSSROADS MALL BLDG 410, Iwakuni, Yamaguchi 74000 JP Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues Desired Qualifications: * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Part-Time hours are typically 20-25+ hours a week. (Please note, during training longer hours will be required) Location: Atsugi Kouka Shisetsu Building 75, Ayasa-Shi, Kanagawa 252-1101 JP Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

Kickstart your career with a $5,000 bonus - yours to earn! We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 120 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us! This is an entry level position and does not require any previous experience. If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today! Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled." ~ Jessica W., Operations Trainer - United States Responsibilities As a Financial Service Representative, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success. If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together! Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism. Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell. Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings. Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution. Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence. Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets. This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth. Qualifications We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment. Customer Focus: A genuine desire to help others and provide top-tier service in every interaction. Sales Mindset: Confidence in promoting products and services that meet customer needs. Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly. Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges. Adaptability: Willingness to learn new systems and processes in a dynamic environment. Team Player: A collaborative spirit with a desire to contribute to team success. Educational Background: High School diploma or equivalent required; college coursework or degree is a plus. Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate! Work Location: 2900 Deerfield Drive, Ste 119, Janesville, WI 53546 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $15.75 - $22.25 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires. #LI-Onsite #HeightsFinance #HFCLP Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections, Finance EEO Statement Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works. Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.

Job Description Do you have a passion for connecting with people and a knack for turning financial data into actionable strategies? We're offering a fantastic opportunity for a money-savvy individual to break into the dynamic world of financial services. As an entry-level financial advisor, you'll develop long-term client relationships and delve into diverse areas like estate planning, business administration, and mutual funds. If you possess excellent communication skills and a meticulous approach, we want to hear from you! Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401(k), and pension plan. Compensation: $65,000 - $85,000 per year Responsibilities: Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Serve as a collaborative team player willing to further development through continued training opportunities Qualifications: A required Bachelor's degree in business administration, finance, or similarly related field Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Valid FINRA Series 7 & 63/66 preferred but not required Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Job Description About FCCU FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement. As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community. Core Values-Strengthen Community by helping members grow and thrive. Community-Our Communities define who we are "People Helping People." Integrity-We will live and work with uncompromised integrity. Passion-We will display passion in our work and service to our membership. Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success. Job Responsibilities Our goal is to meet our members' financial needs with extraordinary personal service. This passion for quality and people-focused care is also evident in how we treat our employees. Arrive each day full of energy and ready to provide unsurpassed customer service to our members while maintaining our tradition of community trust. Cheerfully and in a professional manner, you greet them in person, on the telephone, or by email and enjoy developing and nurturing relationships as you serve their financial needs. You stay busy as you efficiently process routine financial teller transactions for our new and existing members. You have opportunities to utilize your product knowledge and cross-sell financial products and services to meet their current and future financial needs. You will have the ability to open new accounts, secure retail loans, process transactions and cross-sell products and services to meet members' financial needs and increase member satisfaction. You provide engaging, personal service to members and truly care about finding real solutions to their financial needs. You are goal-oriented and always learning and improving. You take pride in being the face of FCCU and projecting a positive image to our current and prospective members alike! Qualifications High school diploma or GED Previous cash-handling preferred Ability to operate a computer, telephone and other office equipment Competitive team player, with a positive attitude willing to learn and adapt to change Ability to communication, both written and verbal Detail-oriented and able to work in a fast-paced member service environment Benefits We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance. Work Schedule Part time Monday-Friday and rotating Saturdays. You must complete an FCCU employment application located at ****************************** First Community Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)

About FCCU FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement. As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community. Core Values-Strengthen Community by helping members grow and thrive. Community-Our Communities define who we are "People Helping People." Integrity-We will live and work with uncompromised integrity. Passion-We will display passion in our work and service to our membership. Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success. Job Responsibilities Our goal is to meet our members' financial needs with extraordinary personal service. This passion for quality and people-focused care is also evident in how we treat our employees. Arrive each day full of energy and ready to provide unsurpassed customer service to our members while maintaining our tradition of community trust. Cheerfully and in a professional manner, you greet them in person, on the telephone, or by email and enjoy developing and nurturing relationships as you serve their financial needs. You stay busy as you efficiently process routine financial teller transactions for our new and existing members. You have opportunities to utilize your product knowledge and cross-sell financial products and services to meet their current and future financial needs. You will have the ability to open new accounts, secure retail loans, process transactions and cross-sell products and services to meet members' financial needs and increase member satisfaction. You provide engaging, personal service to members and truly care about finding real solutions to their financial needs. You are goal-oriented and always learning and improving. You take pride in being the face of FCCU and projecting a positive image to our current and prospective members alike! Qualifications High school diploma or GED Previous cash-handling preferred Ability to operate a computer, telephone and other office equipment Competitive team player, with a positive attitude willing to learn and adapt to change Ability to communication, both written and verbal Detail-oriented and able to work in a fast-paced member service environment Benefits We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance. Work Schedule Part time Monday-Friday and rotating Saturdays. You must complete an FCCU employment application located at ****************************** First Community Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)

Job Description WHO WE ARE: TruStone Financial is a full-service, member-owned credit union that provides simple yet competitive financial tools to empower our members' financial well-being. Founded by teachers in 1939, TruStone Financial has since grown to the second-largest credit union in Minnesota and our 550+ employees serve more than 200,000 members across 23 locations in Minnesota and Wisconsin. Our vision is to create exceptional financial experiences, and to do that we need our exceptional people! Join our growing team and help us deliver on our mission to engage, educate and inspire our members to achieve lifelong financial well-being. WHAT YOU'LL DO: The Member Service Representative maintains a unique working knowledge of all operational and technical facets of the credit union, its service offerings, benefits, and rules and regulations regarding our members and their accounts. This position is responsible for performing advanced functions and providing universal support for our members related to department operational activities and financial services to effectively serve and resolve all member inquires, concerns and issues. The position of Member Service Representative also is required to be fully knowledgeable, up-to-date with changing policies and procedures and skilled in all functional areas of the credit union and is required to provide leadership, training and support, both technical and operational, to co-workers and other credit union staff. The position requires exercising independent judgment and decision making skills while safeguarding member information and maintaining professionalism in a fast paced environment. WHAT YOU'LL BRING: Availability to work 40 hours per week Monday through Friday between the hours of 8:45am - 5:45pm and rotating Saturdays 8:45am - 1:15pm at our Plymouth Corporate Office; non-exempt. In addition: High School Diploma or equivalent. 1+ years of related financial or customer services experience, preferred. Excellent customer service and sales skills. Experience in computer systems with MS Office experience preferred. Math aptitude and keyboarding skills. Excellent verbal and written communication skills. Ability to work as a team player being flexible and dependable. Ability to work independently while displaying initiative and decision making skills. Ability to maintain a high level of professionalism while working under pressure. General knowledge and experience working with mobile devices (iPhones, iPads, androids, tablets, etc.) and their operating systems. Ability to use excellent customer service skills providing high quality, professional support over the phone. Compliance with the Bank Secrecy Act and all its provisions. Ability to pass a pre-employment drug test and various background checks. Regular and reliable attendance at the workplace. WHAT WE OFFER: The salary range for this position is $19.00 to $21.50 per hour. In addition, we offer: Competitive pay and incentive programs for all positions. Health insurance with the ability to choose which plan option is best for you - a Traditional Health Plan or Health Savings Plan. Affordable dental and vision insurance coverage. Earn 22 days of paid time off annually for full-time employees with an equivalent accrual for part-time employees - and, the longer your tenure, the more PTO you'll have to enjoy. 10+ paid holidays each year. Up to 16 hours of paid time annually to volunteer for organizations you are passionate about. 401(k) with 50% employer match on the first 6% you contribute - plus, after one year of service, an additional 3% safe harbor employer contribution that is immediately 100% vested regardless if you are contributing or not. Eligibility for profit sharing opportunities in the form of a contribution to your 401(k) account. Employer-paid Short Term and Long Term Disability benefits. Employer-provided life insurance up to 2.5x your base salary with the option to purchase additional coverage for yourself, spouse and eligible dependents. Reimbursement for higher education expenses of up to $5,250 per calendar year (including tuition, books and activity fees). Career development opportunities - including our STEP job shadow program, TruStone Academy certification courses, Mentorship Program and more. Special employee discounts when you join TruStone Financial as a credit union member. Employee activities, events, discounts, and many other great benefits and perks! TruStone Financial Credit Union is an Affirmative Action and Equal Opportunity Employer of Protected Veterans, Individuals with Disabilities and all Protected Classes.