Sales and Service Representative Univest Financial CorpSales and Service RepresentativePAProactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. They are responsible for providing a broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer's business.
Member Relationship Representative I (onsite in Leominster, MA) Leominster Credit UnionMember Relationship Representative I (onsite in Leominster, MA)Leominster, MA$19.46–$29.20 / hourCompletes all member requests including, but not limited to, onboarding new members, opening new deposit accounts, servicing requests, and routine bank transactions (deposits, withdrawals, check cashing, loan payments, etc.). When needed, consults with and/or makes referrals to product specialists who can assist in meeting specific member needs, such as wealth management, IRA, real estate and commercial lending, etc.
Customer Service Representative River Bank & TrustCustomer Service RepresentativeMobile, ALPosition Summary: The Customer Service Representative "CSR" is responsible for assisting new and existing customers with the processing of all new account transactions involving various accounts and financial services. The essential functions include, but are not limited to the following: Must be able to efficiently identify all of the customer's needs and excel in referring other products within all of the other lines of business that the bank may offer.
Sales Development Representative NY/London Picasso Labs, Inc.Sales Development Representative NY/LondonNew York, NY$40,000–$60,000 / yearWe are looking for an innovative and driven communicator to join our sales development team to focus on finding new opportunities, targeting C-level/VP level executives from Fortune 500 companies. Our tools and data application help some of the world's biggest brands, including Unilever, Google, Heineken, and more, measure the quality of their content.
Mortgage Loan Servicing Representative - To 50K - Milwaukee, WI - Job 3583 The Symicor GroupMortgage Loan Servicing Representative - To 50K - Milwaukee, WI - Job 3583Milwaukee, WIThe successful candidate will be Responsible for escrow and loan servicing tasks, responding to internal and external customer inquiries related to mortgage and consumer loans, providing high-quality customer service and supporting insurance and investor servicing functions as needed. Investor Servicing Support: Assist in the management of investor servicing portfolios, including: Monitoring and maintaining Freddie Mac and FHLB portfolios and associated payment activity.
Route Relief Sales Representative Community CoffeeRoute Relief Sales RepresentativeAtlanta, GAField Sales Environment: While performing the duties of this job, the employee occasionally works near moving mechanical parts; in high, precarious places; and in outside weather conditions and is occasionally exposed to fumes or airborne particles; The noise level in the work environment is usually moderate but may be moderately loud in warehouse areas. This role ensures uninterrupted service to customers by delivering products, maintaining inventory, and promoting customer satisfaction in the absence of the regular Route Sales Representative.
Temporary Member Services Representative - REMOTE Quorum Federal Credit UnionTemporary Member Services Representative - REMOTEPurchase, New YorkRemoteProvides members with account information and performs account transactions including accepting loan applications, opening accounts, and processing transfers, withdrawals, and other deposit product servicing functions. The Member Service Representative is responsible for educating members about self-service options and must be able to sell/cross sell products and services to new and existing members of the Credit Union.
Donor Recruitment Representative LifeSouth Community Blood CentersDonor Recruitment RepresentativeCullman, AL$19.50–$21.45 / hourAbout the role: As a Donor Recruitment Representative, you'll be the heartbeat of our lifesaving mission, working within the community to ensure a steady and reliable blood supply. With more than 45 donor centers, 55 bloodmobiles and 2,000 blood drives a month, our LifeSouth team is dedicated to making sure the blood is there when you or your family is in need.
Business Development Representative (BDR) interface.aiBusiness Development Representative (BDR)San Francisco, CaliforniaYou'll work directly with Bruce Kim (CTO / Co-Founder), who sets the technical bar and goes deep on the hardest problems, and Srinivas Njay (CEO), who is hands-on daily across product and engineering. As a Business Development Representative (BDR) at interface.ai, you'll be in charge of identifying, engaging, and qualifying new prospects at credit unions and community banks across the country.
Account Representative - State Farm Agent Team Member Miguel Malca - State Farm AgentAccount Representative - State Farm Agent Team MemberGermantown, MDFull timeAs a Account Representative - State Farm Agent Team Member with Miguel Malca - State Farm Agent, you will play a key role in driving the growth and success of our insurance agency. ABOUT OUR AGENCY: I’ve been a State Farm agent in Germantown, MD for four years, but this community has been home for much longer — I lived here for 14 years and even went to high school here.
Customer Relations Representative - State Farm Agent Team Member Miguel Malca - State Farm AgentCustomer Relations Representative - State Farm Agent Team MemberGermantown, MDFull timeROLE DESCRIPTION: As an Customer Relations Representative - State Farm Agent Team Member for Miguel Malca - State Farm Agent, you are vital to our daily business operations and customers’ success. About our Agency: I’ve been a State Farm agent in Germantown, MD for four years, but this community has been home for much longer — I lived here for 14 years and even went to high school here.
Sr. Personal Financial Representative (Sr. Personal Banker) Gesa Credit UnionSr. Personal Financial Representative (Sr. Personal Banker)Spokane, WAPersonal Financial Services Representative (PFR) is an experienced, journey level, Personal Financial Services Representative that provides exceptional member service as they establish new member relationships, open consumer deposit accounts, take, process, and close loans, perform account maintenance, and serve as a Notary Public. Discusses, gathers, and works with the member and appropriate department(s) to open and maintain specialty accounts such as Trusts, UTMAs, Estate Accounts, Representative Payee, Attorney-in-fact, Durable Power of Attorney, etc.
Customer Service Representative - State Farm Agent Team Member Miguel Malca - State Farm AgentCustomer Service Representative - State Farm Agent Team MemberGermantown, MDFull timeAs a Customer Service Representative - State Farm Agent Team Member with Miguel Malca - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. We offer 10 personal days off, a local gym membership, salary plus commission and monthly bonuses, as well as quarterly bonuses that can total around $6,000 per year.
Mortgage Servicing Representative Truity Credit UnionMortgage Servicing RepresentativeBartlesville, OKFollows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position is also responsible for collecting on delinquent Credit Union mortgage accounts; for counseling members to avoid future delinquencies; and for minimizing losses to the Credit Union.
ACH Representative II TowerACH Representative IILaurel, MarylandDuties include tasks related to ACH processing of input files, research required to resolve inquiries or unusual events, knowing when to effectively and appropriately utilize other internal resources to aid in resolution without direct supervision or oversight as well as performing direct member and frontline phone support in an effective manner. Based on competency Level, the incumbent will work independently without direct supervision as well as lead others regarding ACH daily tasks and special projects and ad hoc initiatives, and will be cross trained as the primary back up to the ACH Generalist once achieving expert proficiency within Level II.
Loss Mitigation/Collections Representative - Hybrid Public Service Credit UnionLoss Mitigation/Collections Representative - HybridLone Tree, CO$22–$28 / hourThe Loss Mitigation Representative is responsible for preserving the Credit Union's assets by controlling delinquent loan accounts, collecting delinquent loan payments and /or recovering collateral. Canvas conducts pre-employment background reviews (components include criminal, employment, address, social security number, motor vehicle record, sex offender, and global sanctions).
Personal Financial Representative (Personal Banker) Gesa Credit UnionPersonal Financial Representative (Personal Banker)Richland, WARole Summary: The Personal Financial Services Representative (PFR) is an entry level position, which assists members by establishing new member relationships, opening consumer deposit accounts, account maintenance, taking credit applications, reviewing credit reports, working through loan documentation, closing loans, and serving as a Notary Public. The PFR is excellent at deepening member relationships by referring, following up, and contacting members through phone calls and other communication methods.
529 Field Representative – Alabama Union Bank & Trust Career529 Field Representative – AlabamaBirmingham, AlabamaPosition Summary: As a member of the Union Bank 529 College Savings Group, this individual will be responsible for effectively communicating the features and benefits of the Alabama CollegeCounts 529 Fund to current and prospective clients, community groups, employers, organizations, and financial professionals. This professional will live in Alabama and travel extensively across the state of Alabama to meet with financial professionals, community groups and exhibit at family-friendly outreach events throughout the state.
NewCard Dispute Representative Public Service Credit UnionCard Dispute RepresentativeLone Tree, CO$22.49–$28.11 / hourTake inbound calls to assist internal team members and external credit union members with researching, processing, and resolving complex Credit and Debit Card Disputes by applying Reg E, Reg Z, and Card Network Rules. The position professionally assists internal team members and external credit union members with researching and processing complex fraudulent Debit and Credit Card Disputes following Regulation E and Z.
NewClient Servicing Teller BankIowaClient Servicing TellerWaterloo, IAFull timeAssist clients with digital and e Banking products including telebanking, online banking and mobile banking productsProcess wiresCommunicate effectively with colleagues in all departments to collaboratively provide an outstanding client serviceSolve client complaints to the client's satisfaction within BankIowa's guidelinesProcess client's transaction requests accurately in compliance with established Best PracticesUtilize telephone etiquette techniques to professionally handle clients callsComplete all specific client care duties as detailed on the CST training checklistRespond to customer fraud issues following card procedures and ID Theft proceduresMay be scheduled at another branch within the market as staffing needs warrant. Client Servicing Teller: Tier ITitle: Client Servicing TellerDepartment: ConsumerReports to: Office ManagerPositions Supervised: Non-exemptPosition Summary: Perform all assigned client service and operational functions as shown on the teller training checklist.