Customer Service Advisor jobs at USAA - 61 jobs

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. **Job responsibilities:** + Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics + Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy + Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites + Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. + Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action + Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes + Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels **Required qualifications, capabilities, and skills:** + High School Diploma or equivalent + Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools + Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. + Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. + Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment + Ability to work independently, yet also function as a team member + You must be willing to work varied hours including nights and weekends **Shift / Schedule information:** Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: * Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics * Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy * Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites * Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. * Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action * Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes * Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: * High School Diploma or equivalent * Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools * Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. * Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. * Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment * Ability to work independently, yet also function as a team member * You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities: Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels Required qualifications, capabilities, and skills: High School Diploma or equivalent Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment Ability to work independently, yet also function as a team member You must be willing to work varied hours including nights and weekends Shift / Schedule information: Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours.

Job Description Licensed Insurance Customer Service State Farm (Dallas, TX) Dallas State Farm Agent is hiring a Licensed Customer Service Representative. ? Active TX Property & Casualty license required ? Life & Health license required Duties: Customer service, policy changes, billing questions, coverage support & follow-ups. What you get: Salary + Bonus Paid Time Off Growth & advancement Stable State Farm agency Licensed, reliable, and customer-focused? Apply now. Immediate interviews. Independent contractor agent. Not a corporate State Farm role.

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. Job responsibilities Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics. Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy. Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites. Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action. Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes. Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels. Required qualifications, capabilities, and skills High School Diploma or equivalent. Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools. Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment. Ability to work independently, yet also function as a team member. You must be willing to work varied hours including nights and weekends. Shift / Schedule information Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours. Additional information This is a hybrid position and all training will be held in person.

You are passionate about the travel industry, enjoy problem-solving, and share our common goal: to help our customers plan and book luxury travel with ease. Join Chase Travel and help us build the future of travel while taking your career to new heights! As a Travel Advisor, you will support both internal and external customers with questions related to travel reservations and more complex situations. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem with a focus on delivering service excellence. You will proactively work with external providers to negotiate an appropriate resolution and to minimize costs in a timely manner, while ensuring a seamless customer experience. **Job responsibilities** + Respond to customer inquiries related to travel arrangements and resolve issues by focusing on short-term and long-term fixes by being the company and customer advocate and focusing on root-cause resolution tactics. + Collaborate with internal teams to troubleshoot, learn, and deliver timely resolutions holding a high regard for accuracy. + Maintain a knowledge of all client programs, products, and procedures and support various on-line booking tools and knowledge of multiple websites. + Effectively negotiate with vendors and external customers to reach an acceptable resolution for all parties including issues with loyalty points, redemptions, program exceptions, waiving of fees, etc. + Maintain high levels of call quality based on outlined criteria; maintain appropriate level of confidentiality regarding information shared and observed. Keep immediate supervisor fully informed of all issues or unusual matters of significance and take prompt corrective action where necessary or provide suggestions for alternative courses of action. + Assist other Travel Advisors with questions on a real-time basis related to traveler policies and different booking applications, coaching Advisors on best practices to service all customers; monitor and manage agent errors, escalations, and customer exceptions, and update the information in a database used for tracking purposes. + Provide a professional level of energy and enthusiasm as well as favorable working relationships when partnering with internal and external customers and all departments to result in increased quality and customer service levels. **Required qualifications, capabilities, and skills** + High School Diploma or equivalent. + Two or more years of experience in the travel industry to include intermediate to advanced knowledge/proficiency of the Global Distribution System (GDS) and/or other technology platforms including self-booking tools. + Demonstrate effective communication and interpersonal skills to effectively manage internal and external customer issues. + Working knowledge of appropriate Microsoft Office programs such as Excel, Word, and Outlook; quick study of technical concepts. + Excellent time management and multi-tasking ability to include advanced knowledge/proficiency using multiple screens in an online environment. + Ability to work independently, yet also function as a team member. + You must be willing to work varied hours including nights and weekends. **Shift / Schedule information** Work schedules will vary. Candidates must be willing to work schedules during our operating hours, which include evenings and weekends. Specific information will be provided by the Recruiter. This position requires that you attend the training as scheduled. The training hours may not coincide with your regularly scheduled hours. **Additional information** This is a hybrid position and all training will be held in person. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210625351 JobSchedule: Full time JobShift: : Join a team where your expertise shapes the future of lending services. At JPMorganChase, you'll find opportunities for career growth, skill development, and meaningful impact. Be part of a collaborative environment that values your ideas and supports your professional journey. Experience the benefits of working with industry leaders dedicated to your success. Take the next step in your career with us. As a Loan Servicing Associate I within Lending Services, you manage a portfolio of loans and ensure compliance with terms and deadlines. You use your problem-solving skills to resolve issues and contribute to process improvements. You'll collaborate with stakeholders, train junior team members, and help drive positive outcomes for clients and the firm. Your work supports our commitment to excellence and client satisfaction, while fostering a culture of teamwork and growth. You will work alongside experienced professionals, gaining exposure to diverse loan products and servicing processes. The role offers opportunities to develop your skills in project management, stakeholder engagement, and strategic planning. You'll play a key part in maintaining high service standards and supporting the firm's long-term goals. Job responsibilities * Interpret and manage loan documents for assigned portfolios * Ensure compliance with loan terms and deadlines * Identify and resolve loan servicing issues within established policies * Collaborate with internal and external stakeholders to facilitate discussions and negotiations * Propose and implement improvements to loan servicing processes * Provide training and guidance to junior team members * Manage projects and support operational initiatives * Apply strategic planning and time management to align operations with goals * Maintain accurate records and documentation * Support client service operations and enhance satisfaction * Adhere to service level agreements in a high-volume, deadline-driven environment Required qualifications, capabilities, and skills * Two years of experience managing and interpreting loan documents in a financial institution * Proficiency in conflict management and negotiation * Strong critical thinking and problem-solving abilities * Experience training and guiding others in loan servicing tasks * Advanced strategic planning and time management skills * Ability to work efficiently in a fast-paced, high-volume environment * Strong organizational skills and attention to detail * Effective communication and interpersonal skills * Demonstrated ability to work independently and as part of a team * Commitment to maintaining compliance and service standards * Willingness to learn and adapt to changing priorities Preferred qualifications, capabilities, and skills * Experience collaborating with cross-functional teams to enhance client service * Flexibility and adaptability in dynamic environments * Positive attitude and motivation to contribute to team success * Self-starter with initiative and curiosity * Strong relationship-building skills * Ability to ask thoughtful questions to improve understanding and performance * Supportive and collaborative approach to teamwork Required or additional information * Visa sponsorship is not available for this position. * Work schedules will be full-time in office, on a 40-hour per week schedule.

Join a team where your expertise shapes the future of lending services. At JPMorganChase, you'll find opportunities for career growth, skill development, and meaningful impact. Be part of a collaborative environment that values your ideas and supports your professional journey. Experience the benefits of working with industry leaders dedicated to your success. Take the next step in your career with us. As a Loan Servicing Associate I within Lending Services, you manage a portfolio of loans and ensure compliance with terms and deadlines. You use your problem-solving skills to resolve issues and contribute to process improvements. You'll collaborate with stakeholders, train junior team members, and help drive positive outcomes for clients and the firm. Your work supports our commitment to excellence and client satisfaction, while fostering a culture of teamwork and growth. You will work alongside experienced professionals, gaining exposure to diverse loan products and servicing processes. The role offers opportunities to develop your skills in project management, stakeholder engagement, and strategic planning. You'll play a key part in maintaining high service standards and supporting the firm's long-term goals. **Job responsibilities** + Interpret and manage loan documents for assigned portfolios + Ensure compliance with loan terms and deadlines + Identify and resolve loan servicing issues within established policies + Collaborate with internal and external stakeholders to facilitate discussions and negotiations + Propose and implement improvements to loan servicing processes + Provide training and guidance to junior team members + Manage projects and support operational initiatives + Apply strategic planning and time management to align operations with goals + Maintain accurate records and documentation + Support client service operations and enhance satisfaction + Adhere to service level agreements in a high-volume, deadline-driven environment **Required qualifications, capabilities, and skills** + Two years of experience managing and interpreting loan documents in a financial institution + Proficiency in conflict management and negotiation + Strong critical thinking and problem-solving abilities + Experience training and guiding others in loan servicing tasks + Advanced strategic planning and time management skills + Ability to work efficiently in a fast-paced, high-volume environment + Strong organizational skills and attention to detail + Effective communication and interpersonal skills + Demonstrated ability to work independently and as part of a team + Commitment to maintaining compliance and service standards + Willingness to learn and adapt to changing priorities **Preferred qualifications, capabilities, and skills** + Experience collaborating with cross-functional teams to enhance client service + Flexibility and adaptability in dynamic environments + Positive attitude and motivation to contribute to team success + Self-starter with initiative and curiosity + Strong relationship-building skills + Ability to ask thoughtful questions to improve understanding and performance + Supportive and collaborative approach to teamwork **Required or additional information** + Visa sponsorship is not available for this position. + Work schedules will be full-time in office, on a 40-hour per week schedule. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join a team where your expertise shapes the future of lending services. At JPMorganChase, you'll find opportunities for career growth, skill development, and meaningful impact. Be part of a collaborative environment that values your ideas and supports your professional journey. Experience the benefits of working with industry leaders dedicated to your success. Take the next step in your career with us. As a Loan Servicing Associate I within Lending Services, you manage a portfolio of loans and ensure compliance with terms and deadlines. You use your problem-solving skills to resolve issues and contribute to process improvements. You'll collaborate with stakeholders, train junior team members, and help drive positive outcomes for clients and the firm. Your work supports our commitment to excellence and client satisfaction, while fostering a culture of teamwork and growth. You will work alongside experienced professionals, gaining exposure to diverse loan products and servicing processes. The role offers opportunities to develop your skills in project management, stakeholder engagement, and strategic planning. You'll play a key part in maintaining high service standards and supporting the firm's long-term goals. Job responsibilities Interpret and manage loan documents for assigned portfolios Ensure compliance with loan terms and deadlines Identify and resolve loan servicing issues within established policies Collaborate with internal and external stakeholders to facilitate discussions and negotiations Propose and implement improvements to loan servicing processes Provide training and guidance to junior team members Manage projects and support operational initiatives Apply strategic planning and time management to align operations with goals Maintain accurate records and documentation Support client service operations and enhance satisfaction Adhere to service level agreements in a high-volume, deadline-driven environment Required qualifications, capabilities, and skills Two years of experience managing and interpreting loan documents in a financial institution Proficiency in conflict management and negotiation Strong critical thinking and problem-solving abilities Experience training and guiding others in loan servicing tasks Advanced strategic planning and time management skills Ability to work efficiently in a fast-paced, high-volume environment Strong organizational skills and attention to detail Effective communication and interpersonal skills Demonstrated ability to work independently and as part of a team Commitment to maintaining compliance and service standards Willingness to learn and adapt to changing priorities Preferred qualifications, capabilities, and skills Experience collaborating with cross-functional teams to enhance client service Flexibility and adaptability in dynamic environments Positive attitude and motivation to contribute to team success Self-starter with initiative and curiosity Strong relationship-building skills Ability to ask thoughtful questions to improve understanding and performance Supportive and collaborative approach to teamwork Required or additional information Visa sponsorship is not available for this position. Work schedules will be full-time in office, on a 40-hour per week schedule.

Join a company recognized for career growth and workplace excellence. As an Associate on our Agency and Institutional Capital Servicing team, you will have the opportunity to develop your skills, contribute to client success, and grow your career in a dynamic environment. Experience a culture that values innovation, collaboration, and professional development. As an Associate on the Agency and Institutional Capital Servicing Team, you will support the servicing of agency and institutional capital transactions, including Fannie Mae, Freddie Mac, and CMBS products. You will work closely with internal partners and external clients, ensuring smooth operations and high-quality service delivery. This role offers significant client contact and the opportunity to build expertise in commercial real estate loan servicing. Job Responsibilities Interpret loan documents to support accurate and timely servicing of agency and institutional capital transactions. Serve as a key contact for internal and external clients, responding to inquiries and resolving issues professionally. Support the execution of daily servicing operations, including documentation review, data entry, and transaction monitoring. Assist in maintaining servicing frameworks for agency products (Freddie Mac, Fannie Mae, CMBS). Contribute to process improvement initiatives and help identify opportunities for operational efficiency. Collaborate with team members and cross-functional partners (e.g., WLS, commercial real estate teams) to ensure operational readiness and coordinated client service. Maintain performance metrics and support quality control efforts. Foster a positive and collaborative team culture. Required Qualifications, Capabilities, and Skills Bachelor's Degree. 3+ years of experience in loan servicing, financial services, or related operations. Strong communication and interpersonal skills; comfortable with high client contact. Effective time management and multitasking abilities. Detail-oriented with strong organizational skills. Basic knowledge of mortgage products, lending, and real estate compliance. Analytical skills for problem-solving and decision making. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Preferred Qualifications, Capabilities, and Skills Experience in a high-volume, fast-paced environment. Ability to develop and interpret quantitative reports for performance analysis. Exposure to agency products (Fannie Mae, Freddie Mac, CMBS) is a plus. Experience with large loan portfolio sales is a plus. Familiarity with strategy or workflow software is beneficial. Required or Additional Information Visa sponsorship is not available for this position. Work schedules will be full-time in office, on a 40-hour per week schedule. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. FEDERAL DEPOSIT INSURANCE ACT This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

JobID: 210646970 JobSchedule: Full time JobShift: : Join JPMorgan's Commercial Bank and be the compliance expert in our Insurance Center of Excellence! As an Insurance Servicing Associate in the Wholesale Lending Services group, you will ensure compliance with FDPA regulations and corporate policies for flood, hazard, and liability insurance coverages. You will build strong internal partnerships and play a crucial role in maintaining our commitment to compliance. Job Responsibilities * Conduct thorough reviews of insurance coverage for assets and collateral, ensuring alignment with established guidelines and procedures. * Lead or participate in meetings with representatives from various business areas, including Corporate Flood Program, Insurance Center of Excellence, Legal, Compliance, and more. * Apply proficient conflict management skills to facilitate discussions and negotiations, resolving conflicts effectively. * Utilize advanced strategic planning skills to propose and implement improvements to current working methods, enhancing efficiency and effectiveness. Required Qualifications, Capabilities, and Skills * Two or more years of experience or equivalent expertise in insurance servicing, specifically in reviewing assets and collateral for appropriate coverage. * Demonstrated proficiency in conflict management, with a track record of facilitating discussions and creating win-win solutions. * Proven ability to apply critical thinking skills to prioritize, organize, compare, and critically evaluate various aspects of insurance servicing. * Ability to communicate effectively, both in writing and orally. * Advanced proficiency in time management and organization, with a demonstrated ability to efficiently manage and monitor multiple tasks and activities. Preferred Qualifications, Capabilities, and Skills * Experience in the financial services industry. * Innovative mindset, motivated to continuously improve processes. Final Job Grade and offer title will be determined at the time of offer and may differ from this posting.

Join a company recognized for career growth and workplace excellence. As an Associate on our Agency and Institutional Capital Servicing team, you will have the opportunity to develop your skills, contribute to client success, and grow your career in a dynamic environment. Experience a culture that values innovation, collaboration, and professional development. As an Associate on the Agency and Institutional Capital Servicing Team, you will support the servicing of agency and institutional capital transactions, including Fannie Mae, Freddie Mac, and CMBS products. You will work closely with internal partners and external clients, ensuring smooth operations and high-quality service delivery. This role offers significant client contact and the opportunity to build expertise in commercial real estate loan servicing. **Job Responsibilities** + Interpret loan documents to support accurate and timely servicing of agency and institutional capital transactions. + Serve as a key contact for internal and external clients, responding to inquiries and resolving issues professionally. + Support the execution of daily servicing operations, including documentation review, data entry, and transaction monitoring. + Assist in maintaining servicing frameworks for agency products (Freddie Mac, Fannie Mae, CMBS). + Contribute to process improvement initiatives and help identify opportunities for operational efficiency. + Collaborate with team members and cross-functional partners (e.g., WLS, commercial real estate teams) to ensure operational readiness and coordinated client service. + Maintain performance metrics and support quality control efforts. + Foster a positive and collaborative team culture. **Required Qualifications, Capabilities, and Skills** + Bachelor's Degree. + 3+ years of experience in loan servicing, financial services, or related operations. + Strong communication and interpersonal skills; comfortable with high client contact. + Effective time management and multitasking abilities. + Detail-oriented with strong organizational skills. + Basic knowledge of mortgage products, lending, and real estate compliance. + Analytical skills for problem-solving and decision making. + Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). **Preferred Qualifications, Capabilities, and Skills** + Experience in a high-volume, fast-paced environment. + Ability to develop and interpret quantitative reports for performance analysis. + Exposure to agency products (Fannie Mae, Freddie Mac, CMBS) is a plus. + Experience with large loan portfolio sales is a plus. + Familiarity with strategy or workflow software is beneficial. **Required or Additional Information** + Visa sponsorship is not available for this position. + Work schedules will be full-time in office, on a 40-hour per week schedule. + Final Job Grade and officer title will be determined at time of offer and may differ from this posting. **FEDERAL DEPOSIT INSURANCE ACT** This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join JPMorgan's Commercial Bank and be the compliance expert in our Insurance Center of Excellence! As an Insurance Servicing Associate in the Wholesale Lending Services group, you will ensure compliance with FDPA regulations and corporate policies for flood, hazard, and liability insurance coverages. You will build strong internal partnerships and play a crucial role in maintaining our commitment to compliance. Job Responsibilities + Conduct thorough reviews of insurance coverage for assets and collateral, ensuring alignment with established guidelines and procedures. + Lead or participate in meetings with representatives from various business areas, including Corporate Flood Program, Insurance Center of Excellence, Legal, Compliance, and more. + Apply proficient conflict management skills to facilitate discussions and negotiations, resolving conflicts effectively. + Utilize advanced strategic planning skills to propose and implement improvements to current working methods, enhancing efficiency and effectiveness. Required Qualifications, Capabilities, and Skills + Two or more years of experience or equivalent expertise in insurance servicing, specifically in reviewing assets and collateral for appropriate coverage. + Demonstrated proficiency in conflict management, with a track record of facilitating discussions and creating win-win solutions. + Proven ability to apply critical thinking skills to prioritize, organize, compare, and critically evaluate various aspects of insurance servicing. + Ability to communicate effectively, both in writing and orally. + Advanced proficiency in time management and organization, with a demonstrated ability to efficiently manage and monitor multiple tasks and activities. Preferred Qualifications, Capabilities, and Skills + Experience in the financial services industry. + Innovative mindset, motivated to continuously improve processes. Final Job Grade and offer title will be determined at the time of offer and may differ from this posting. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Join a company recognized for career growth and workplace excellence. As an Associate on our Agency and Institutional Capital Servicing team, you will have the opportunity to develop your skills, contribute to client success, and grow your career in a dynamic environment. Experience a culture that values innovation, collaboration, and professional development. As an Associate on the Agency and Institutional Capital Servicing Team, you will support the servicing of agency and institutional capital transactions, including Fannie Mae, Freddie Mac, and CMBS products. You will work closely with internal partners and external clients, ensuring smooth operations and high-quality service delivery. This role offers significant client contact and the opportunity to build expertise in commercial real estate loan servicing. Job Responsibilities Interpret loan documents to support accurate and timely servicing of agency and institutional capital transactions. Serve as a key contact for internal and external clients, responding to inquiries and resolving issues professionally. Support the execution of daily servicing operations, including documentation review, data entry, and transaction monitoring. Assist in maintaining servicing frameworks for agency products (Freddie Mac, Fannie Mae, CMBS). Contribute to process improvement initiatives and help identify opportunities for operational efficiency. Collaborate with team members and cross-functional partners (e.g., WLS, commercial real estate teams) to ensure operational readiness and coordinated client service. Maintain performance metrics and support quality control efforts. Foster a positive and collaborative team culture. Required Qualifications, Capabilities, and Skills Bachelor's Degree. 3+ years of experience in loan servicing, financial services, or related operations. Strong communication and interpersonal skills; comfortable with high client contact. Effective time management and multitasking abilities. Detail-oriented with strong organizational skills. Basic knowledge of mortgage products, lending, and real estate compliance. Analytical skills for problem-solving and decision making. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Preferred Qualifications, Capabilities, and Skills Experience in a high-volume, fast-paced environment. Ability to develop and interpret quantitative reports for performance analysis. Exposure to agency products (Fannie Mae, Freddie Mac, CMBS) is a plus. Experience with large loan portfolio sales is a plus. Familiarity with strategy or workflow software is beneficial. Required or Additional Information Visa sponsorship is not available for this position. Work schedules will be full-time in office, on a 40-hour per week schedule. Final Job Grade and officer title will be determined at time of offer and may differ from this posting. FEDERAL DEPOSIT INSURANCE ACT This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

Do you have financial planning experience and want to advance your career with an industry-leading firm? Ameriprise Financial is America's leader in financial planning and ranked #1 in customer dedication. As a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and build a positive impact on a client's overall experience, we invite you to take your career to the next level by applying to join our team today! Key Responsibilities: Assist advisor(s) in servicing clients including preparing financial plans, conducting investment research and completing trades and transactions as described by the advisor. Prepare and summarize client meetings by scheduling and confirming meetings, entering data into contact manager, building the agenda and summary of meetings, escorting clients to advisor meeting and providing vital follow-up. Ensure new business paperwork is submitted efficiently which includes preparation of forms and documentation for submission to home office, acquisition of appropriate signatures, tracking of new insurance applications and coordination of rollovers. Coordinate marketing events which include organizing the event, contacting vendors, finalizing event details, crafting marketing compliance documentation and managing event marketing reimbursement. Provide general administrative duties such as answering the advisors' phone, processing expense management reports, preparing routine client correspondence, supporting closes, setting up client documents and new business correspondence and alerts. Required Qualifications: Bachelors degree or equivalent. 3 - 5 years relevant experience required. Series 7 or ability to obtain within 150 days. State securities agent registration (S63 or S66) or ability to obtain within 150 days. Experience working in a client service environment. Detail-oriented, strong math, and analytical skills. Good organization and time management skills. Able to manage multiple priorities and prioritize effectively. Able to independently work with minimal direct supervision. Able to communicate with all levels within the organization. Process oriented and can work with a team. Strong computer and software skills. Preferred Qualifications: State IAR registration (S65 or S66) or ability to obtain within 150 days. Life, Accident, and Health licenses & Variable Contracts or ability to obtain within 150 days. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Business Support & Operations Line of Business AAG Ameriprise Advisor Group

JobID: 210693966 JobSchedule: Full time JobShift: : If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products. Job responsibilities * Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests * Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities * Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions * Review and identify potential business opportunities for clients to engage in additional products and services Required qualifications, capabilities, and skills * FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date * Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines * Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook Preferred qualifications, capabilities, and skills * College degree or equivalent client service experience preferred * Experience with a wide array of financial products preferred

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is to perform cash and trade processing activities in a fast-paced environment while focusing on quality, details and accuracy. Responsibilities: Apply basic technical knowledge to ensure efficient customer service that meets quality standards Assist with activities related to compliance and control Perform job duties by following detailed procedures or explicit instructions under direct supervision Aid in internal and external customer contact Serve as a backup processor for team members during high volume periods Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Previous relevant experience preferred Pass basic induction and operations training Effective written and verbal communication Education: High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ Job Family Group: Operations - Transaction Services ------------------------------------------------------ Job Family: Cash Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Irving Texas United States ------------------------------------------------------ Primary Location Full Time Salary Range: $39,520.00 - $46,810.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 19, 2026 ------------------------------------------------------ Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.

The Cash and Trade Proc Rep 2 is an entry level role responsible for processing basic and routine cash & trade operations in coordination with the Transaction Services team. The overall objective is to perform cash and trade processing activities in a fast-paced environment while focusing on quality, details and accuracy. **Responsibilities:** + Apply basic technical knowledge to ensure efficient customer service that meets quality standards + Assist with activities related to compliance and control + Perform job duties by following detailed procedures or explicit instructions under direct supervision + Aid in internal and external customer contact + Serve as a backup processor for team members during high volume periods + Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics. + Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. **Qualifications:** + Previous relevant experience preferred + Pass basic induction and operations training + Effective written and verbal communication **Education:** + High School diploma or equivalent This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required. ------------------------------------------------------ **Job Family Group:** Operations - Transaction Services ------------------------------------------------------ **Job Family:** Cash Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Irving Texas United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $39,520.00 - $46,810.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ **Most Relevant Skills** Please see the requirements listed above. ------------------------------------------------------ **Other Relevant Skills** For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ **Anticipated Posting Close Date:** Jan 19, 2026 ------------------------------------------------------ _Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._ _If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi (*************************************************************************** ._ _View Citi's EEO Policy Statement (*********************************************** and the Know Your Rights (*********************************************************************************************** poster._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.