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Financial Services Representative I at Global Credit Union
, , - Full Time
Skills Needed
Communication Skills, Human Relation Skills, Problem Solving, Relationship Building, Consultative Approach, Financial Product Knowledge, Member Engagement Strategies, Transaction Accuracy, Team Collaboration, Customer Service, Empathy, Cross Selling, Adaptability, Time Management, Sales Skills, Community Engagement
Specialization
A high school diploma or equivalent is required. Candidates should have a passion for helping people, good communication skills, and the ability to build relationships.
Roving Financial Services Officer I at Alabama One Credit Union
Tuscaloosa, Alabama, United States - Full Time
Skills Needed
Financial Services, Customer Service, Consumer Lending, Account Management, Credit Analysis, Relationship Development, Sales Leads, Cross Selling, Teller Transactions, Communication, Problem Solving, Financial Reporting
Specialization
This position requires a high school diploma or GED and at least one year of relevant experience, with a bachelor's degree preferred. Candidates must possess strong communication skills and a professional demeanor to effectively assist members and maintain product knowledge.
Financial Services Representative I at First Financial Federal Credit Union of Maryland
White Marsh, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Account Opening, Transaction Processing, Consultative Selling, Relationship Building, Communication Skills, Active Listening, Problem Solving, Crm Software, Financial Services, Fraud Detection, Regulatory Compliance, Digital Solutions
Specialization
Candidates must have a High School Diploma or GED and at least one year of customer service or sales experience. Proficiency in Spanish is considered a plus, and the ability to navigate credit union systems is essential.
Financial Services Rep I (Full Time) at Educational Employees Credit Union
Merced, California, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Cross Selling, Financial Industry Knowledge, Communication Skills, Spanish Speaking, Teller Transactions, Problem Solving
Specialization
Requires previous experience in cash handling or customer service with a strong desire to provide outstanding member service. Ability to cross-sell and proficiency in Spanish are preferred.
Financial Services Rep I (Full Time) at Educational Employees Credit Union
Madera, California, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Cross Selling, Financial Transactions, Communication Skills, Problem Solving, Attention To Detail
Specialization
Requires previous experience in cash handling or customer service with a strong desire to provide outstanding member service. Candidates must be self-motivated, dependable, and possess good communication skills.
HR Solutions Services Associate III at Conduent
Pasay, Metro Manila, Philippines - Full Time
Skills Needed
Data Organizing, Coordination, Analytical Processes, Operational Processes, Benefit Administration, Reporting, System Testing, Employee Support, Documentation, Communication, Problem Solving, Record Keeping
Specialization
The role requires vocational training, certifications, licensures, or equivalent experience. Candidates must possess proficiency in a range of analytical or operational processes and the ability to work within established procedures.
Experience Required
Minimum 2 year(s)
Field Services Technician - Tier III at Socket Telecom LLC
Columbia, Missouri, United States - Full Time
Skills Needed
Telecommunications, Installation, Network Cabling, Troubleshooting, Customer Service, Router Configuration, Modem Configuration, Wi Fi Gateway Setup, Bucket Truck Operation, Ladder Safety, Cat3 Cabling, Cat5 Cabling, Lan/Wan Technologies, Adsl/Xdsl Testing, Technical Documentation, Safety Protocols
Specialization
Requires a high school diploma or equivalent and relevant experience in telecommunications, construction, or utility work. Must possess a valid driver's license and the physical ability to work in aerial and underground environments.
Experience Required
Minimum 2 year(s)
Client Services Manager, Home Health at BAYADA Home Health Care
Prescott, Arizona, United States - Full Time
Skills Needed
Customer Service, Home Health Care, Case Management, Scheduling, Relationship Building, Fiscal Management, Medicare Compliance, Oasis, Supervision, Electronic Medical Record, Communication, Interpersonal Skills, Goal Achievement
Specialization
A bachelor's degree is required for this position, along with strong computer skills and excellent communication abilities. Prior experience in a medical office or home care setting, as well as knowledge of Medicare and OASIS, is preferred.
Experience Required
Minimum 2 year(s)
Client Services Manager, Home Health at BAYADA Home Health Care
Prescott, Arizona, United States - Full Time
Skills Needed
Customer Service, Home Health Care, Case Management, Scheduling, Relationship Building, Fiscal Management, Medicare Compliance, Oasis, Supervision, Electronic Medical Record, Communication, Interpersonal Skills, Goal Achievement
Specialization
A bachelor's degree is required for this position, along with strong computer skills and excellent communication abilities. Prior experience in a medical office or home care setting, as well as knowledge of Medicare and OASIS, is preferred.
Experience Required
Minimum 2 year(s)
Guest Services Rep Part Time-104020 at Extended Stay America
Novi, Michigan, United States - Full Time
Skills Needed
Customer Service, Front Office Operations, Cash Handling, Reservation Management, Property Management System, Communication, Problem Solving, Sales, Safety Compliance, Cleaning, Time Management, Attention To Detail
Specialization
Candidates must have a high school diploma or GED and possess strong communication skills. Proficiency in property management software and the ability to perform basic mathematical calculations are required.
Real Estate Services Support Manager at Polk County Board of County Commissioners
Bartow, Florida, United States - Full Time
Skills Needed
Real Estate Negotiation, Right Of Way Acquisition, Eminent Domain, Property Appraisal, Title Research, Contract Preparation, Asset Management, Legal Document Review, Public Relations, Staff Supervision, Project Coordination, Budget Preparation, Land Inventory Maintenance, Easement Acquisition, Regulatory Compliance, Notary Public
Specialization
Requires a Bachelor's degree in Real Estate or Business with 5 years of experience, or an Associate's degree with 7 years of experience, including supervisory and eminent domain management. Must possess a valid Florida Driver's License and be able to qualify as a Florida Notary Public.
Experience Required
Minimum 5 year(s)
Secretary Floater - Crisis Services at SpectraCare
Dothan, Alabama, United States - Full Time
Skills Needed
Clinical Records Maintenance, Medical Billing, Insurance Verification, Emr Systems, Microsoft Word, Microsoft Excel, Microsoft Outlook, Clerical Support, Patient Admissions, Patient Discharges, Report Generation
Specialization
Requires a high school diploma or GED and at least one year of experience in a medical office environment. A valid driver's license and proficiency in Microsoft Office are mandatory.
Entry Level - Office Services Clerk at IST Management Services
Pelican Bay, Florida, United States - Full Time
Skills Needed
Customer Service, Mailroom Services, Document Digitalization, Copying And Printing, Receptionist Services, Vendor Relations, Communication Skills, Keyboarding, Windows Pc Skills, Time Management, Organization, Attention To Detail
Specialization
Candidates must have a high school diploma or GED and prior customer service experience. Physical ability to lift up to 55 pounds and proficiency in a Windows PC environment are required.
Support Services Deskside Technician at GDR Group
Irvine, California, United States - Full Time
Skills Needed
Windows, Apple, Microsoft 365, Active Directory, Azure Ad, Hardware Troubleshooting, Printer Troubleshooting, Customer Service, Networking, Tcp/Ip, Dns, Dhcp, Wi Fi, Itsm, Autotask, Mobile Device Management
Specialization
Candidates should have 0-1 years of help desk or customer service experience and familiarity with Windows, Apple, and Microsoft 365 environments. Professional certifications such as CompTIA A+, Network+, or Microsoft certifications are preferred.
Guest Services Rep Part Time-104020 at Extended Stay America
Bakersfield, California, United States - Full Time
Skills Needed
Customer Service, Front Office Operations, Cash Handling, Reservation Management, Property Management System, Conflict Resolution, Sales, Safety And Security Procedures, Housekeeping Assistance, Communication, Time Management, Attention To Detail
Specialization
Candidates must possess a High School Diploma or GED, or equivalent experience in a related field. Proficiency in English, basic math skills, and the ability to operate property management software are required.
CLUB - Overnight Member Services Rep at Planet Fitness CareerPlug
Kenner, Louisiana, United States - Full Time
Skills Needed
Customer Service, Communication, Leadership, Cleaning, Member Enrollment, Fitness Promotion, Interpersonal Skills, Dependability, Problem Solving, Teamwork
Specialization
Candidates must be at least 18 years old and possess a High School diploma or GED equivalent. The role requires the physical ability to stand, walk, and lift up to 50 lbs, along with a strong commitment to dependability and customer service.
Guest Services Rep Part Time-104020 at Extended Stay America
Maryland Heights, Missouri, United States - Full Time
Skills Needed
Customer Service, Front Office Operations, Cash Handling, Reservation Management, Property Management System, Sales, Conflict Resolution, Housekeeping, Safety Compliance, Communication, Time Management, Attention To Detail
Specialization
Candidates must possess a high school diploma or GED and have basic proficiency in property management software. Strong communication skills and the ability to follow safety and security procedures are essential for this role.
Food and Nutritional Services Worker at Lifepoint Health
Tucson, Arizona, United States - Full Time
Skills Needed
Meal Preparation, Therapeutic Diets, Texture Modified Diets, Food Sanitation, Food Storage, Cleaning Procedures, Critical Thinking, Decisive Judgment, Hospital Food Service
Specialization
A high school diploma or GED is preferred, along with previous experience in food service or a hospital setting. Candidates must possess critical thinking skills and the ability to work with minimal supervision in a stressful environment.
Event Services - Kitchen and Utility at Wedgewood Weddings
Carmel-by-the-Sea, California, United States - Full Time
Skills Needed
Dishwashing, Food Preparation, Plating, Facility Maintenance, Time Management, Efficiency Under Pressure, Interpersonal Skills, Sanitization
Specialization
Candidates must have a sense of urgency, the ability to work under pressure, and a positive attitude. Mandatory availability for evenings, weekends, and holidays is required.
Client Services Project Manager, CX at NICE
, , United States - Full Time
Skills Needed
Project Coordination, Ai Delivery, Saas Delivery, Raid Logs, Agile, Waterfall, Prompt Engineering, Risk Management, Stakeholder Communication, Smartsheet, Jira, Ms Project, Salesforce, Conversational Ai, Nlu, Llm
Specialization
Requires up to 4 years of experience in customer-facing software or SaaS projects with a foundational understanding of AI and delivery methodologies. Proficiency in project management tools and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
Financial Services Representative I at Global Credit Union
, , -
Full Time


Start Date

Immediate

Expiry Date

30 Jun, 26

Salary

73491.0

Posted On

01 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Communication Skills, Human Relation Skills, Problem Solving, Relationship Building, Consultative Approach, Financial Product Knowledge, Member Engagement Strategies, Transaction Accuracy, Team Collaboration, Customer Service, Empathy, Cross-Selling, Adaptability, Time Management, Sales Skills, Community Engagement

Industry

Financial Services

Description
Overview Reports to: Varies by location Functions Supervised: None Primary Functions: Deliver positive member experiences through a consultative, empathetic, and personalized service approach in person and over the phone. Accurately perform requested transactions and member service activities while proactively identifying opportunities and making financial product and service recommendations to meet member needs. Contribute to the growth of the credit union by meeting individual, branch, and business line goals through cross sales activities. Duties and Responsibilities: Actively engage with existing and prospective members to create a positive member experience that is consistent with the values and culture of the organization. Ensure all members receive prompt, professional, helpful, and courteous service during each interaction. Deepen member relationships through expert knowledge of credit union products and services and the execution of member engagement strategies through in-person conversations, relationship calling and referrals to other business lines. Use a consultative approach and resources such as the Member Vision Plan to develop solutions that will educate and improve member's financial well-being. Ensure accuracy and completion of all transactions and member service requests as outlined in the employee performance standards. Efficiently onboard members in the system and complete outbound call programs and set appointments to meet member needs, as assigned. Support the Member Service Center with incoming calls as scheduled, monitor activities and remain flexible to changes. Build meaningful relationships by participating in branch promotions and community events, as assigned. Work effectively in a team environment across all organizational levels. Perform other duties as assigned. Qualifications Education: High school graduate or equivalent Creditable Experience in Lieu of Education: Not Applicable Experience/Skills: Passion for helping people and the drive to build relationships that assist members meet financial goals. Good communication and human relation skills. Ability to effectively ask open-ended questions, problem solve and provide solutions. Develop strong working relationships with coworkers and business line partners through collaboration. Must be able to lift 25 pounds Tenure: Financial Services Representative II (Category 14) requires six months tenure in the Financial Services Representative I (Category 15) position, and completion of curriculum with performance that meets or exceeds expectations as stated on Performance Evaluation Plan. Senior Financial Services Representative (Category 13) requires six months tenure in the Financial Services Representative II (Category 14) position, with performance that meets or exceeds expectations as stated on Performance Evaluation Plan and Employee Success Profile. Directly related work experience and/or accelerated training completion may be substituted for tenure. Compensation Starting base salary will be determined based on candidate experience, qualifications, education, and applicable local or state wage requirements, and will fall within the range provided below. In accordance with our Salary Administration policy, new hire base salaries generally fall between the minimum and midpoint of the listed range. Salary Pay Range: 13 $49,284 - $73,391 annually Salary Pay Range: 14 $45,633 - $66,624 annually Salary Pay Range: 15 $42,254 - $60,844 annually Benefits Short-term and long-term incentives Comprehensive medical, dental and vision insurance plan that has HSA and FSA options 401(k) plan with a 5% match Employee Assistance Program (EAP) Life and disability coverage Voluntary cash benefits for accident, hospitalization and critical illness Tuition Reimbursement Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays Click here to view Global’s comprehensive Benefits Programs Equal Opportunity Employer
Responsibilities
Deliver positive member experiences through a consultative and personalized service approach. Accurately perform transactions and proactively identify opportunities to recommend financial products and services.
Financial Services Representative I at Global Credit Union
, , - Full Time
Skills Needed
Communication Skills, Human Relation Skills, Problem Solving, Relationship Building, Consultative Approach, Financial Product Knowledge, Member Engagement Strategies, Transaction Accuracy, Team Collaboration, Customer Service, Empathy, Cross Selling, Adaptability, Time Management, Sales Skills, Community Engagement
Specialization
A high school diploma or equivalent is required. Candidates should have a passion for helping people, good communication skills, and the ability to build relationships.
Roving Financial Services Officer I at Alabama One Credit Union
Tuscaloosa, Alabama, United States - Full Time
Skills Needed
Financial Services, Customer Service, Consumer Lending, Account Management, Credit Analysis, Relationship Development, Sales Leads, Cross Selling, Teller Transactions, Communication, Problem Solving, Financial Reporting
Specialization
This position requires a high school diploma or GED and at least one year of relevant experience, with a bachelor's degree preferred. Candidates must possess strong communication skills and a professional demeanor to effectively assist members and maintain product knowledge.
Financial Services Representative I at First Financial Federal Credit Union of Maryland
White Marsh, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Cash Handling, Account Opening, Transaction Processing, Consultative Selling, Relationship Building, Communication Skills, Active Listening, Problem Solving, Crm Software, Financial Services, Fraud Detection, Regulatory Compliance, Digital Solutions
Specialization
Candidates must have a High School Diploma or GED and at least one year of customer service or sales experience. Proficiency in Spanish is considered a plus, and the ability to navigate credit union systems is essential.
Financial Services Rep I (Full Time) at Educational Employees Credit Union
Merced, California, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Cross Selling, Financial Industry Knowledge, Communication Skills, Spanish Speaking, Teller Transactions, Problem Solving
Specialization
Requires previous experience in cash handling or customer service with a strong desire to provide outstanding member service. Ability to cross-sell and proficiency in Spanish are preferred.
Financial Services Rep I (Full Time) at Educational Employees Credit Union
Madera, California, United States - Full Time
Skills Needed
Cash Handling, Customer Service, Cross Selling, Financial Transactions, Communication Skills, Problem Solving, Attention To Detail
Specialization
Requires previous experience in cash handling or customer service with a strong desire to provide outstanding member service. Candidates must be self-motivated, dependable, and possess good communication skills.
HR Solutions Services Associate III at Conduent
Pasay, Metro Manila, Philippines - Full Time
Skills Needed
Data Organizing, Coordination, Analytical Processes, Operational Processes, Benefit Administration, Reporting, System Testing, Employee Support, Documentation, Communication, Problem Solving, Record Keeping
Specialization
The role requires vocational training, certifications, licensures, or equivalent experience. Candidates must possess proficiency in a range of analytical or operational processes and the ability to work within established procedures.
Experience Required
Minimum 2 year(s)
Field Services Technician - Tier III at Socket Telecom LLC
Columbia, Missouri, United States - Full Time
Skills Needed
Telecommunications, Installation, Network Cabling, Troubleshooting, Customer Service, Router Configuration, Modem Configuration, Wi Fi Gateway Setup, Bucket Truck Operation, Ladder Safety, Cat3 Cabling, Cat5 Cabling, Lan/Wan Technologies, Adsl/Xdsl Testing, Technical Documentation, Safety Protocols
Specialization
Requires a high school diploma or equivalent and relevant experience in telecommunications, construction, or utility work. Must possess a valid driver's license and the physical ability to work in aerial and underground environments.
Experience Required
Minimum 2 year(s)
Client Services Manager, Home Health at BAYADA Home Health Care
Prescott, Arizona, United States - Full Time
Skills Needed
Customer Service, Home Health Care, Case Management, Scheduling, Relationship Building, Fiscal Management, Medicare Compliance, Oasis, Supervision, Electronic Medical Record, Communication, Interpersonal Skills, Goal Achievement
Specialization
A bachelor's degree is required for this position, along with strong computer skills and excellent communication abilities. Prior experience in a medical office or home care setting, as well as knowledge of Medicare and OASIS, is preferred.
Experience Required
Minimum 2 year(s)
Client Services Manager, Home Health at BAYADA Home Health Care
Prescott, Arizona, United States - Full Time
Skills Needed
Customer Service, Home Health Care, Case Management, Scheduling, Relationship Building, Fiscal Management, Medicare Compliance, Oasis, Supervision, Electronic Medical Record, Communication, Interpersonal Skills, Goal Achievement
Specialization
A bachelor's degree is required for this position, along with strong computer skills and excellent communication abilities. Prior experience in a medical office or home care setting, as well as knowledge of Medicare and OASIS, is preferred.
Experience Required
Minimum 2 year(s)
Guest Services Rep Part Time-104020 at Extended Stay America
Novi, Michigan, United States - Full Time
Skills Needed
Customer Service, Front Office Operations, Cash Handling, Reservation Management, Property Management System, Communication, Problem Solving, Sales, Safety Compliance, Cleaning, Time Management, Attention To Detail
Specialization
Candidates must have a high school diploma or GED and possess strong communication skills. Proficiency in property management software and the ability to perform basic mathematical calculations are required.
Real Estate Services Support Manager at Polk County Board of County Commissioners
Bartow, Florida, United States - Full Time
Skills Needed
Real Estate Negotiation, Right Of Way Acquisition, Eminent Domain, Property Appraisal, Title Research, Contract Preparation, Asset Management, Legal Document Review, Public Relations, Staff Supervision, Project Coordination, Budget Preparation, Land Inventory Maintenance, Easement Acquisition, Regulatory Compliance, Notary Public
Specialization
Requires a Bachelor's degree in Real Estate or Business with 5 years of experience, or an Associate's degree with 7 years of experience, including supervisory and eminent domain management. Must possess a valid Florida Driver's License and be able to qualify as a Florida Notary Public.
Experience Required
Minimum 5 year(s)
Secretary Floater - Crisis Services at SpectraCare
Dothan, Alabama, United States - Full Time
Skills Needed
Clinical Records Maintenance, Medical Billing, Insurance Verification, Emr Systems, Microsoft Word, Microsoft Excel, Microsoft Outlook, Clerical Support, Patient Admissions, Patient Discharges, Report Generation
Specialization
Requires a high school diploma or GED and at least one year of experience in a medical office environment. A valid driver's license and proficiency in Microsoft Office are mandatory.
Entry Level - Office Services Clerk at IST Management Services
Pelican Bay, Florida, United States - Full Time
Skills Needed
Customer Service, Mailroom Services, Document Digitalization, Copying And Printing, Receptionist Services, Vendor Relations, Communication Skills, Keyboarding, Windows Pc Skills, Time Management, Organization, Attention To Detail
Specialization
Candidates must have a high school diploma or GED and prior customer service experience. Physical ability to lift up to 55 pounds and proficiency in a Windows PC environment are required.
Support Services Deskside Technician at GDR Group
Irvine, California, United States - Full Time
Skills Needed
Windows, Apple, Microsoft 365, Active Directory, Azure Ad, Hardware Troubleshooting, Printer Troubleshooting, Customer Service, Networking, Tcp/Ip, Dns, Dhcp, Wi Fi, Itsm, Autotask, Mobile Device Management
Specialization
Candidates should have 0-1 years of help desk or customer service experience and familiarity with Windows, Apple, and Microsoft 365 environments. Professional certifications such as CompTIA A+, Network+, or Microsoft certifications are preferred.
Guest Services Rep Part Time-104020 at Extended Stay America
Bakersfield, California, United States - Full Time
Skills Needed
Customer Service, Front Office Operations, Cash Handling, Reservation Management, Property Management System, Conflict Resolution, Sales, Safety And Security Procedures, Housekeeping Assistance, Communication, Time Management, Attention To Detail
Specialization
Candidates must possess a High School Diploma or GED, or equivalent experience in a related field. Proficiency in English, basic math skills, and the ability to operate property management software are required.
CLUB - Overnight Member Services Rep at Planet Fitness CareerPlug
Kenner, Louisiana, United States - Full Time
Skills Needed
Customer Service, Communication, Leadership, Cleaning, Member Enrollment, Fitness Promotion, Interpersonal Skills, Dependability, Problem Solving, Teamwork
Specialization
Candidates must be at least 18 years old and possess a High School diploma or GED equivalent. The role requires the physical ability to stand, walk, and lift up to 50 lbs, along with a strong commitment to dependability and customer service.
Guest Services Rep Part Time-104020 at Extended Stay America
Maryland Heights, Missouri, United States - Full Time
Skills Needed
Customer Service, Front Office Operations, Cash Handling, Reservation Management, Property Management System, Sales, Conflict Resolution, Housekeeping, Safety Compliance, Communication, Time Management, Attention To Detail
Specialization
Candidates must possess a high school diploma or GED and have basic proficiency in property management software. Strong communication skills and the ability to follow safety and security procedures are essential for this role.
Food and Nutritional Services Worker at Lifepoint Health
Tucson, Arizona, United States - Full Time
Skills Needed
Meal Preparation, Therapeutic Diets, Texture Modified Diets, Food Sanitation, Food Storage, Cleaning Procedures, Critical Thinking, Decisive Judgment, Hospital Food Service
Specialization
A high school diploma or GED is preferred, along with previous experience in food service or a hospital setting. Candidates must possess critical thinking skills and the ability to work with minimal supervision in a stressful environment.
Event Services - Kitchen and Utility at Wedgewood Weddings
Carmel-by-the-Sea, California, United States - Full Time
Skills Needed
Dishwashing, Food Preparation, Plating, Facility Maintenance, Time Management, Efficiency Under Pressure, Interpersonal Skills, Sanitization
Specialization
Candidates must have a sense of urgency, the ability to work under pressure, and a positive attitude. Mandatory availability for evenings, weekends, and holidays is required.
Client Services Project Manager, CX at NICE
, , United States - Full Time
Skills Needed
Project Coordination, Ai Delivery, Saas Delivery, Raid Logs, Agile, Waterfall, Prompt Engineering, Risk Management, Stakeholder Communication, Smartsheet, Jira, Ms Project, Salesforce, Conversational Ai, Nlu, Llm
Specialization
Requires up to 4 years of experience in customer-facing software or SaaS projects with a foundational understanding of AI and delivery methodologies. Proficiency in project management tools and strong communication skills are essential.
Experience Required
Minimum 2 year(s)
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