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Call Center Representative jobs at USAA - 2273 jobs

  • Call Center Representative

    Sound Credit Union 3.9company rating

    Lynnwood, WA jobs

    Sound Credit Union is currently seeking a Call Center Representative to join our team! If you have a passion for helping others, possess a sense of curiosity, enjoy problem-solving, value building customer relationships, and are seeking a place that offers opportunities for professional development, then a position at Sound may be the perfect fit for you. We offer a unique Call Center Progression Model that is designed to provide you advancement in your role and an increase in your salary through on-the-job training and structured compensation increases. Your Compensation: Our pay ranges are built to allow for candidates with various levels of skill and experience to be considered and provide room for growth over time. The target salary range for this position is $21.50 - $24.00 depending on previous experience and education. The full salary range is $21.50 - $26.50. Why Work with Us: We stand by our purpose to support our members, employees, and communities through all waves of life. We pride ourselves on fostering a workplace that celebrates diversity and inclusivity, ensuring that every voice is heard and valued. Learn more about our company culture on our career's page! Your Benefits: 100% employer paid premiums for medical, dental, vision, and disability for yourself and more than 70% for dependent's premiums. 401k match dollar for dollar up to 4% - plus an additional discretionary profit share. Three weeks Paid Time Off (PTO) accrued annually to start, with increases over tenure. Up to 40 hours of employer paid Work/Life Balance time, awarded annually. 10 employer paid Federal Holidays every year. Up to 3% annual salary equivalent annual bonus may be awarded when the Credit Union meets its goals, paid each November. Up to $50/month gym/lifestyle reimbursement. Up to $5,000/year Tuition Assistance Program. Incentives for multilingual speakers. Employee Assistance Program (EAP) and Virtual Behavioral & Mental Health Services. Free and/or discounted banking services and loans. Employee Charitable Matching Program. Free ORCA pass. What You'll Do: Responsibilities: As the first point of contact in our Call Center, you will assist our members over the phone with financial transactions, respond to inquiries, build relationships, and provide information on account status, balances, and loan details to deliver exceptional member service. Requirements: One year experience in customer service required, preferably in a Call Center environment. High School Diploma or equivalent required. In addition: Must be bondable. Employer sponsorship to secure or maintain employment authorization not available. Our Hours: To best serve our members, this position requires a schedule of Monday - Friday with shifts between 8:00AM - 6:00PM and rotating Saturdays 9:00AM -1:00PM, affording a day off during the week. In this role, you will work out of our Lynnwood call center. In your role you may have the ability to combine hybrid in-person and remote work once fully trained. About Sound Credit Union... Sound Credit Union was founded in 1940 and is one of Washington State's largest credit unions. We have 26full-service branches located throughout the Puget Sound region. We live by our Guiding Principles of Make a Connection, Be a Champion, and Doing the Right Thing for our members, employees, and community. Visit our website at:careers/ to apply. The Future is in Our Hands... Sound Credit Union is proud to be an Equal Opportunity employer that values and celebrates the unique perspectives and experiences each person brings to our team. We welcome talent from all walks of life and actively foster an inclusive workplace where every team member can thrive and belong. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, veteran status, disability, age or any other protected status. We believe our differences make us stronger and are committed to building a team that represents a variety of backgrounds, perspectives, and skills.
    $21.5-24 hourly 1d ago
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  • Annuity Call Center Representative (Series 6 or SIE)

    Securian 3.7company rating

    Macon, GA jobs

    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 Macon, Georgia office. 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
    $22-24 hourly 2d ago
  • Customer Service Representative

    Esquire Bank 4.4company rating

    Jericho, NY jobs

    Basic Function: The principal responsibility of this position is to create a welcoming environment for all clients while providing client support to our New York Branch. This individual will be the first point of contact for clients and internal partners. Principal Responsibilities: Answer and direct incoming telephone calls, take messages and greet customers in a friendly and courteous manner. Assist customers with deposits, withdrawals, or payments and resolve client concerns. Process transactions per customer requests. Transactions could include cash and check deposits, cash withdrawals or check cashing, issuing bank checks, debit card services, check ordering, online banking assistance, stop payments and wire transfers. Open commercial and consumer accounts and assist customers with routine account related inquiries. Respond to emails from clients in a timely manner and confirm with client that their request has been processed to their satisfaction. Utilize Sales Force to track client interactions. Assist with branch vault opening, closing and balancing procedures. Inform customers about bank products and services. Always maintain a professional appearance and demeanor. Comply with all department Security, company policies, procedures, and regulations. Ensure that all activities are performed in compliance with federal, state and Bank Secrecy Act regulatory requirements. Background and Experience: High school diploma or equivalent required, and 1-3 years Teller/customer service experience. Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, and speak clearly to customers and employees. Excellent organizational and time management skills. Ability to work independently with little to no supervision. Cash handling experience preferred. High level of accountability, efficiency, and accuracy. Prior Customer Service experience. Microsoft Office and Excel skills. Salesforce experience preferred. Location: Esquire Bank, Jericho, NY (On-site) Full time - M-F 8:30 am - 5:30 pm Estimated Salary Range: $40,000 - $55,000 / year Compensation may vary based on education, skills, qualifications and/or expertise.
    $40k-55k yearly 1d ago
  • Sales Call Center Rep.

    Dollar Bank, FSB 4.1company rating

    Pittsburgh, PA jobs

    The Senior Sales Call Center Rep. in the Account Sales department is responsible for generating new consumer loans and credit cards via proactive outbound solicitation calls to existing Dollar Bank customers as well as generating and maximizing any loans and credit card inquiries when assigned to handle inbound calls. This includes, assessing their needs and matching them with new and additional products and services. This role is required to achieve ambitious monthly and yearly goals for the department, as well as achieve service level goals such as CSAT, quality score, and call handling time. This position will also field inbound leads via email, and chat requests. The successful Lead Lending Solutions Specialist will be responsible for effective communication with all departments that are involved with the processing of new loan and credit card requests. This includes providing any necessary documentation or answering any outstanding questions that will lead to the expedient processing of the customer's application. You will work a rotating schedule including some evenings and Saturdays. You will have the opportunity to work a hybrid schedule after successfully completing training and supervisor approval. Education and Experience Requirements: High School Diploma/GED required. Three (3) years of proactive sales experience required, with demonstrated experience meeting goals including via outbound or telemarketing calls and lead generation. Certificate, Licenses and Registration Requirements: N/A Knowledge, Skill, and Ability Requirements: Must be service-oriented with strong people skills to assess customer needs and respond to questions. Proven critical thinking and problem-solving skills. Able to patiently communicate with customers and departments with diplomacy and tact. Excellent written and verbal communication skills including active listening. Proficient in a variety of computer applications Competent to work independently and in a team environment. Be flexible and able to adapt to changing priorities. Good organizational and time management skills. Essential Functions: Make outbound calls to existing Dollar Bank customers to retain and expand their relationship with the bank to include new loan and credit card products. Assess customer needs through effective listening and questioning in order to recommend solutions including additional products and services. Handle inbound product related calls and show the consistent ability to upsell and maximize these inquiries. Consistently provides the highest level of customer service meeting quality standards when aiding new and existing customers within the markets we serve. Ensure the accuracy of the information provided to customers. Maintain proficient knowledge of Dollar Bank's products, services, regulations, policies, and procedures, participating in regular product and customer service training throughout employment. Recommend and open several types of retail accounts. Act as a liaison with other departments in solving customer issues. Strive to meet established goals and establish loyal customer relationships. Achieve monthly goals which may include sales goals, CSAT, quality scores and call handling time. Adhere to Bank and department regulations, policies, and procedures in performing daily assignments and tasks. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Supervisory Responsibilities: N/A
    $28k-33k yearly est. 1d ago
  • Recovery Representative (Hybrid)

    Atlantic Union Bank 4.3company rating

    Richmond, VA jobs

    This position is responsible for increasing recovery revenue by communicating with borrowers and utilizing legal remedies to negotiate and to recover monies owed on charged-off accounts in an efficient and professional manner. This role requires customer servicing skills, strong attention to detail and accuracy, the ability to adapt well to change and some knowledge of the debt collection laws, regulations and compliance policies. Position Accountabilities Handle outbound or inbound telephone calls with the goal of gaining full payment recovery Work within established guidelines on settlement offer requests and negotiating repayment plans Document all recovery account activity in the collection system Ensure other work related systems are updates Prepare legal documents Work closely with other departments, branches and vendors Perform administrative duties as delegated Work hours as scheduled including overtime and weekend hours when needed Adhere to all applicable laws and regulations governing bank operations, including but not limited to compliance with Atlantic Union Bank's Policy and Procedures Perform other departmental duties as assigned by management Organizational Relationship This position reports to the Recovery Manager Position Qualifications Education & Experience Minimum of a high school diploma or equivalent Excellent communication skills Customer service focus Ability to recommend and negotiate payment arrangements Strong computer skills Knowledge & Skills Two years plus of collections, recovery, customer service or contact center work environment, or legal experience preferred Knowledgeable of Fair Debt Collection Practices High level of maturity and ability to deal in confidence with sensitive personal and financial information Proficient computer skills relevant to Outlook, Word and Excel Must be able to travel within Virginia Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $29k-40k yearly est. 2d ago
  • Customer Service Representative

    Tata Consultancy Services 4.3company rating

    Plano, TX jobs

    The CSAT Agent safeguards customer satisfaction during circuit discontinuance and migration activities across designated wire centers. You will proactively communicate, capture feedback, resolve issues, and drive CSAT improvements throughout the transition, partnering closely with Engagement Managers, Fulfillment Executors, and Data Analysts. The objective is to ensure continuity of service, transparent communication, and optimal customer satisfaction during migrations and disconnections. CSAT measurement & improvement: Run structured CSAT touchpoints (surveys, callbacks), log qualitative comments, and convert feedback into improvement actions. Collaborate with Data Analysts to segment dissatisfaction drivers and publish weekly insight summaries to pod leadership. Stakeholder collaboration Work hand‑in‑hand with Engagement Managers and client sales teams to align messaging and resolve customer concerns quickly. Maintain accurate case notes and status in program trackers/dashboards; contribute to governance and reporting cadences. Compliance & documentation Adhere to AT&T standards for data accuracy, privacy, and communication records; ensure inventory disposition is reflected in the systems of record. Outcomes & KPIs (program‑aligned) Customer Satisfaction (CSAT): Achieve/maintain target CSAT for migration interactions; reduce escalations week‑over‑week across pods. (Program emphasis on “optimal customer satisfaction.”) First‑Contact Resolution (FCR): Resolve defined classes of issues without handoff; hit FCR targets agreed in pod runbooks. Communication Quality: 100% adherence to approved outreach scripts and compliance requirements; zero privacy incidents. Data Hygiene: 100% accurate case logging and disposition updates in trackers/dashboards. Qualifications: 2-4 years in customer success, enterprise care, or telecom migration projects with measurable CSAT outcomes. Excellent verbal/written communication; ability to simplify complex migration steps for enterprise stakeholders. Experience with ticketing/CRM tools and structured survey/feedback collection. Salary Range: $40,000 - $55,000 per year
    $40k-55k yearly 3d ago
  • Customer Service Representative - Part Time - Bank Plaza - Wheeling, WV

    Wesbanco Bank Inc. 4.3company rating

    Wheeling, WV jobs

    Back Customer Service Representative - Part Time - Bank Plaza #51-8227 Wheeling, West Virginia, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Bank Plaza - Wheeling, WV. Market Wheeling Work Hours per Week 22.5 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues. Essential Functions: Excellent Customer Service Perform Customer Transactions Operational and Security Proficiency Identify referral opportunities Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Meets established individual referral goals as assigned. Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met. Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's products and services. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Wheeling, West Virginia, United States
    $27k-30k yearly est. 1d ago
  • Customer Support Center Representative - (1114)75th - Darien (R-206), NorthAurora (R-206), Oakbrook - 1515 W 22nd Street (F-202), Westmore - Lombard,

    Old Second National Bank 3.7company rating

    North Aurora, IL jobs

    Who We Are At Old Second, you're first! For more than 150 years, Old Second has consistently put businesses and individuals throughout the Chicago area first, and we're only getting started. With great employees we've grown from a single location in the back of a general store to 50 locations and over $6 billion dollars in assets. At Old Second we embrace values that foster an environment of community and growth. Recently, we've been voted a Forbes Best-In-State Bank for Illinois by our customers. Be a part of something big as we continue our growth story together! Position Overview This position is responsible for meeting sales and service goals by handling incoming customer calls, emails, web chats, and/or web cases, and resolving issues relating to new or existing accounts in a high-volume call center environment. The Senior Representative will have a proven track record of meeting and exceeding sales and service goals. Essential Job Functions - All Levels Meet and exceed sales and service goals by actively engaging in the referral and product generating process including maintaining and exceeding an industry standard service level, meeting individual sales referral goals and utilizing sales and customer service software. Handle customer calls, emails, web chats, and/or web cases efficiently and accurately regarding (but not limited to) balance and check inquiry, perform research when necessary, fund verifications, input customer account transfers, process check orders, work with various ATM transactional software, provide Online Banking support, and other misc. requests. Maintain advanced knowledge of Old Second products and services including both internal and legislated compliance and policy and procedures. Additional Responsibilities - Senior Level Maintain flexibility to resolve escalated Support Center issues including handling irate customers and complex operational or service issues. Maintain availability to assist in the training of new Support Center Representatives. Minimum Requirements - All levels High school diploma (or equivalent) and one year or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Must work onsite to perform responsibilities of this position. As a condition of employment, employees are required to acknowledge and agree to, in writing, call monitoring and recording for customer quality and performance standards upon hire. Minimum Requirements - Senior Level High school diploma (or equivalent) and two years or more of related experience (banking, cash handling, customer service and/or sales, office, etc.); or equivalent combination of education and experience. Competencies Excellent phone skills including customer service and sales Professional oral, written and interpersonal skills Collaborative and team oriented; works well with others Strong computer skills Preferred, but not required Knowledge of the Jack Henry system a plus Some college a plus Previous Customer Service experience Bilingual a plus NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the ongoing needs of the organization. Note: Job levels and hiring decisions are based upon both the business needs of the department and the qualifications of the incumbent. In some cases, an incumbent may meet the requirements of a Senior level but may be hired in at a lower level based upon business needs and staffing dynamics. Location Details This position is considered a hybrid role. With management approval, an incumbent may work a combination of remote and onsite work to perform the regular responsibilities of the role. Actual schedule requirements may vary based upon business needs. Onsite work may be performed at the following location(s) 75th - Darien , North Aurora, Oakbrook - 1515 W 22nd Street, Westmore - Lombard, IL Compensation & Benefits Customer Service Support Center Rep Base pay: $19.50 - $25.00 Senior Customer Service Support Center Rep Base Pay: $20.50 - $27.00 Variable Pay: Eligible to participate in the Retail Incentive Plan. Payment varies based upon sales/service performance. Old Second is committed to fair and equitable pay practices. Pay is dependent upon the pay range and the incumbent's knowledge, skills and experience. Benefits: How We Support You - Old Second Thanks for considering Old Second!
    $19.5-25 hourly 1d ago
  • Customer Service Representative (Regional Remote)

    Diamond Credit Union 3.6company rating

    Pottstown, PA jobs

    Member Advocate - Member Experience Center-Call handles member requests and provides exceptional member service, using product knowledge to recognize cross sell opportunities and refer to appropriate credit union specialists. Supervisory Responsibilities: No direct reports. Essential Functions: Effectively handle incoming calls, making sure all calls are answered within 2 rings, while ensuring established average speed of answer performance and abandon rate standards are met. Assist members with general inquiries, account management, routine account-related requests such as: account reconciliation, evaluation and explanation of products, service fee and overdraft charges, up to and including fee refunds, transfer of funds, stop payment requests, debit cards (i.e.: usage, limits and dispute processing), credit card and loan payment processing, account maintenance changes (i.e.: name/address, phone, etc.) check reorders and interaction with internal support departments and 3rd parties. Requirements Required Skills / Abilities: Demonstrated dedication to positive, member-focused service. Good interpersonal and communication skills to ensure member related issues are handled in a fair, consistent manner. Good organizational skills and attention to detail. Ability to work through member situations and provide effective and accurate resolutions. Good technical skills and ability to work with multiple systems. Ability to be available at 8:00am M-Sat. Available to work until 5:00pm M-W, 7:00pm Th, 6:00pm Fri, and 1:00pm Sat on a rotational basis. Education / Experience: High school diploma or equivalent. Two plus years of customer service experience, preferably within a financial institution. Diamond Credit Union complies with all laws related to equal employment opportunity. It is the policy of the Credit Union to not discriminate against any employee or applicant because of sex (including gender identity, gender expression, sexual orientation, pregnancy, and pregnancy related decisions). Diamond Credit Union will not engage in any discriminatory employment practices based on race, color, religion, gender, age, national origin, ancestry, veteran status, disability, or any other characteristics protected by law.
    $24k-29k yearly est. 1d ago
  • Customer Service Representative

    Capital Bank Md 4.3company rating

    Rockville, MD jobs

    About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Position Purpose Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Position Responsibilities Responsible for performing tasks directly related to servicing deposit accounts which include but are not limited to processing financial transactions, opening new accounts, processing changes to existing accounts, and conducting research to resolve problem situations. Ensure a high level of customer satisfaction through the delivery of superior service. Conduct all tasks following established bank policies and procedures. Identify opportunities to cross-sell additional products and services to existing customers. Working in partnership with Relationship Managers, Commercial Lenders, and Treasury Management Specialists, assist customers with the establishment of new deposit accounts and ancillary deposit services. Actively support all marketing campaigns. Participate in outbound calling activities. Minimum Education and Experience One year of college education or equivalent work experience One year of experience in a cash handling position; preferably as a Teller in a Bank or Credit Union Detail oriented Commitment to the delivery of superior customer service Ability to work successfully with a wide variety of people in a team environment Ability to solve problems and use sound judgement Strong interest in building a career in the Financial Services Industry Willingness to work at other locations when necessary Technical Knowledge and Skills Microsoft office software suite (Word and Excel) Excellent oral and written communication skills. Compensation Base Salary Range: $18.39 - $24.03 hourly. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description. Additional Compensation: This role will include a yearly annual target bonus based on individual performance Working Arrangements This role is expected to work in office Monday through Friday at assigned work location. Why Join Us? Join a growing company with a culture that fosters an entrepreneurial spirit Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more! Company Contributions to your 401k - Regardless of your contribution Employee Perks: Employee Recognition Program, Commuter Benefits, Employee Banking Discounts and much more! Generous Paid Time Off and Paid Holidays. Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $18.4-24 hourly 3d ago
  • Customer Service Representative - Part Time - Weirton Penco - Weirton, WV

    Wesbanco Bank Inc. 4.3company rating

    Weirton, WV jobs

    Back Customer Service Representative - Part Time - Weirton Penco #51-8583 Weirton, West Virginia, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Weirton Penco Banking Center. Market Wheeling Work Hours per Week 27.5 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues. Essential Functions: Excellent Customer Service Perform Customer Transactions Operational and Security Proficiency Identify referral opportunities Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Meets established individual referral goals as assigned. Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met. Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's products and services. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Part-time Area of Interest Retail Services All Locations Weirton, West Virginia, United States
    $27k-30k yearly est. 1d ago
  • Insurance Customer Service Representative

    First Mid Bank & Trust 4.0company rating

    Saint Peters, MO jobs

    Insurance Customer Service Representative Location: St. Peters, MO 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. Responsible for transactional customer service and policy renewal process. Supports account administrators, account managers and producers in renewing existing policies and selling new accounts. Responsibilities include, but are not limited to: Renew and/or market expiring policies by gathering updated customer information and processing with underwriters/systems for policy issue. Meets customers' daily requests including policy changes, certificates of insurance, provides answers to customer questions. Monitors policy expiration list to be certain that expiring policies are renewed. Monitors accounts receivable balances on assigned accounts. Provides administrative support to producers including preparing insurance applications. Cross-sell insurance and bank services in a professional manner. Complete required training associated with job function. Performs other duties as required. Qualifications Education: High school diploma or GED. Some college preferred but not required. Prefer candidates that hold current Property and Casulty License, Series 6 or ability to obtain within 90 days of employment. Experience: Prior insurance experience is preferred. Prior experience with Excel, Word and related software is required. Skills: Ability to gain thorough knowledge of insurance products and coverages. Must have the ability to gain and maintain an Insurance Producers license and a valid Illinois Driver's license for this role. First Mid will facilitate training and testing for additional licensure as needed. High level of organizational and communication skills including the ability to handle multiple simultaneous tasks and establish priorities. Ability to empathize with customers and to respond appropriately. May be required to work earlier or later than the normal workday and may be required to work outside of the office to facilitate extended hours or customer visits. 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 Pay Range: $17.50 - $22.19 per hour Apply for this Position
    $17.5-22.2 hourly 1d ago
  • Customer Care Unit Specialist I

    American National Bank of Texas 3.7company rating

    Mesquite, TX jobs

    The Customer Care Unit Specialist specializes in daily operations of inbound contact center service efforts, answering customer inquiries, processing transactions, troubleshooting problems, and identifying opportunities to refer or sell additional products or services based on the customer needs. Other duties: Assists customers with paying and receiving transactions as a virtual teller and processes consumer loan applications and new accounts via phone and internet Provides timely and accurate information regarding bank services and resolves problems Performs operational procedures and maintenance required to support the process of providing quality customer service Looks for cross-sell opportunities by uncovering new and existing customer expansion opportunities and refers customers to appropriate bank area Keeps informed about bank services and products in general and bank procedures in order to effectively serve the customer Demonstrates professional, prompt and courteous service and shows respect and confidence when assisting customers Qualifications: High School diploma or equivalent educational/work experience 1 year general banking, customer service or call center experience Bilingual (Spanish) language skills preferred Skills: Working knowledge of Microsoft Excel and MS Word; basic keyboarding and calculator skills; must be able to do simple math and carry out written instructions Lifting in an office setting may be required up to 30 lbs. ANBTX strongly encourages candidates that are fluent in English and Spanish to apply. Jobs that specifically require candidates to be bilingual will be posted as a requirement. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
    $30k-34k yearly est. 1d ago
  • Customer Service Representative- Waldorf Rte. 5 - Waldorf, MD

    Wesbanco Bank Inc. 4.3company rating

    Waldorf, MD jobs

    Back Customer Service Representative- Waldorf Rte. 5 #61-8681 Waldorf, Maryland, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Waldorf Rte. 5 Banking Center. Market Mid-Atlantic Work Hours per Week 40 Requirements High school diploma or GED required. Banking, cash handling, sales, and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned. Essential Functions: Excellent Customer Service Operational and Security Proficiency Identify referral opportunities Relationship building Cross-selling of Bank's products and services Business development (inside and outside) Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability. Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals. Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met. Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals. Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals. Educates bank team on uncovering opportunities to help advance financial wellness of customers. Sets priorities and follows through on the implementation of the defined sales and service activities. Promotes company products and services in the community to assist in the continuing growth of the Bank. Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements. Actively participates in regular sales and staff meetings. Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues. Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate. Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed. Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures. Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Cross trained and expected to assist with operational duties. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Strong consumer lending skills are preferred with a solid understanding of consumer lending products. Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base. Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing. Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Additional Information: The wage range for the Customer Service Representative position is $17.00 - $20.50 per hour and eligible for approved overtime and referral incentives. The position includes 17 days of PTO (Paid Time Off) and 5 days of STD (Short Term Disability) and 11 annual paid holidays. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Waldorf, Maryland, United States
    $17-20.5 hourly 1d ago
  • Program Client Representative

    Compeer Financial 4.1company rating

    Normal, IL jobs

    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.
    $45.9k-65k yearly 1d ago
  • Customer Service Representative - Johnson Ave - Bridgeport, WV

    Wesbanco Bank Inc. 4.3company rating

    Bridgeport, WV jobs

    Back Customer Service Representative - Johnson Ave #53-8672 Bridgeport, West Virginia, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Johnson Ave Banking Center. Market Morgantown Work Hours per Week 37.5 Requirements High school diploma required. Supervisory or proven leadership experience preferred with a minimum of six months of CSR experience required. Summary: Promote a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Charged with ensuring excellent customer service and operational expectations are met regarding all Customer Service Representative (CSR) related matters. Assists banking center management with operational reports and duties. Expected to perform the duties of a CSR. Serves as the primary point of contact for issues and complex or escalated customer service needs for CSR function. Supports the banking center in achieving sales goals by identifying referral opportunities as well as observing and providing coaching to CSR staff. Essential Functions: Excellent Customer Service Identify Referral Opportunity Leadership of CSR Line Operational Control and Reporting Essential Duties and Responsibilities: Personally, models the standards of the Bank's Mission, Vision, and Pledge. Promotes a sales and service culture within the banking center and assists the Banking Center Manager in ensuring that the CSR staff receives proper coaching and training to identify referral opportunity. Assists in and completes reports related to Operations as assigned by Banking Center Management. Develops knowledge of the Bank's products and services. . Performs the normal duties of a CSR with accuracy and efficiency as outlined in separate CSR job description. Charged with maintaining appropriate levels of cash as assigned by the Bank through ordering and shipping of money. Primary contact for customer issues and complex customer's needs related to CSR function. Ensures security and dual control procedures as assigned by the Bank are met at all times. Communicates pertinent information to the CSR staff in a timely manner. Responsible for ensuring all necessary and assigned audits are performed at the standard set by the Bank. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Supervisory Responsibilities: Responsible for assisting management in interviewing, hiring, and coordination of training of new CSR hires. Charged with assigning and directing work, assists with coaching, training, and evaluating performance. Addresses complaints and resolves issues relating to the CSR line. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Bridgeport, West Virginia, United States
    $27k-30k yearly est. 3d ago
  • Customer Service Representative - Wellsburg - Wellsburg, WV

    Wesbanco Bank Inc. 4.3company rating

    Wellsburg, WV jobs

    Back Customer Service Representative - Wellsburg #51-8697 Wellsburg, West Virginia, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Wellsburg Banking Center. Market Wheeling Work Hours per Week 37.5 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues. Essential Functions: Excellent Customer Service Perform Customer Transactions Operational and Security Proficiency Identify referral opportunities Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Meets established individual referral goals as assigned. Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met. Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's products and services. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Wellsburg, West Virginia, United States
    $27k-30k yearly est. 4d ago
  • Customer Service Representative - Huntington Downtown - Huntington, WV

    Wesbanco Bank Inc. 4.3company rating

    Huntington, WV jobs

    Back Customer Service Representative - Huntington Downtown #52-8345 Huntington, West Virginia, United States Apply X Facebook LinkedIn Email Copy Location This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be Huntington Downtown Banking Center. Market Charleston Work Hours per Week 37.5 Requirements High school diploma or GED required. Cash handling and customer service experience preferred. Job Description Summary: Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. The Customer Service Representative (CSR) is charged with accepting and accurately processing transactions according to the Bank's policies and procedures. As the initial contact for new and existing clients, a CSR is charged with providing excellent customer service while identifying sales opportunities and performing account transactions. Determines the proper individual/line of business to handle sales opportunities and more complex customer services issues. Location: This position is 100% in office. The employee will work their scheduled work hours in a designated WesBanco location. Consideration for location will be [insert location -- if a floating CSR, list home branch and all float locations]. Essential Functions: Excellent Customer Service Perform Customer Transactions Operational and Security Proficiency Identify referral opportunities Essential Duties and Responsibilities: Personally models the standards of the Bank's Mission, Vision, and Pledge. Accepts and accurately processes all financial service transactions. Responsible for CSR cash drawer and follows proper balancing and cash handling procedures. Complies and operates within security and audit procedures. Maintains a position of trust and responsibility by keeping all employee information and customer business confidential and in a secured location. Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center. Meets established individual referral goals as assigned. Determines appropriate individual/line of business to handle sales opportunities and more complex customer service issues; follow up to ensure customer need was met. Complete outbound customer calls as needed to support the sales and service needs of the Banking Center. Develops and maintains working knowledge of the Bank's products and services. Other Skills and Requirements: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs. Ability to read and comprehend simple instructions, short correspondence, and memos. Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization. Must have strong product knowledge for the level of selling and successfully promoting products expected with position. Ability to write simple correspondence. Sound mathematical and analytical skills preferred. Must have excellent organizational skills and the ability to multi-task and to be flexible. Ability to lift and carry up to 25 lbs. Must be available to work all hours of operations. Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Huntington, West Virginia, United States
    $27k-30k yearly est. 1d ago
  • Contact Center Representative (Bilingual Spanish)

    First Bank 4.6company rating

    Saint Louis, MO jobs

    First Bank Service Center Rep -- Tier 2 Our Service Center Representatives are responsible for providing an excellent client experience by meeting client needs regarding financial and service inquiries from multiple channels. What You Will Be Doing Support more complicated service requests that require more time, experience and knowledge on a particular product or service. Identifies cross-sell and referral opportunities for the expansion of the product and service relationships including additional account relationships as well as other products and services offered by the bank. Be a friendly voice/representative of First Bank, analyzing client requests, setting appropriate expectations and forwarding them to specialized Service Representative experts (Tier-3 and above) if needed. Be resourceful in searching for answers through documentation, knowledge base, communities and provide informational request resolutions. Contributing to the accomplishment of individual, team and First Bank performance goals High school diploma or general education degree (GED) required A minimum of 2 years client service experience and/or training, preferably in a banking environment; or equivalent combination of education and experience. Previous contact call center experience preferred. Intermediate to advanced comprehensive knowledge and experience with Microsoft Office and business-related software required.
    $30k-33k yearly est. 1d ago
  • Universal Experience Rep I

    Firstlight Federal Credit Union 4.2company rating

    El Paso, TX jobs

    Part of the Retail Floater team and provides coverage to various engagement centers throughout the city. Assists members in an Engagement Center setting or by using virtual technology. A UER I is responsible for providing exceptional service to our members by identifying and recommending appropriate products and service solutions based on the members financial needs. A UER I is responsible for a variety of services, including, but not limited to opening accounts, closing accounts, renewing certificate accounts, transactions, and assisting members with financial education. Responsible for educating members on Credit Union technology. Effectively role models the Credit Union's Core Values. The UER level I is an entry position in training and may progress to a level II. Job Qualifications EDUCATION/CERTIFICATION: High School diploma or equivalent. EXPERIENCE REQUIRED: One (1) year financial institution experience or three (3) years of customer service experience for every year of financial institution experience required. FirstLight Federal Credit Union is proud to be an Equal Opportunity workplace and an Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. Scan QR Code for information.
    $28k-33k yearly est. 1d ago

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